Tips and Inspiration

Share best practices, product hacks and templates you built with the community.

  • 99 Topics
  • 203 Replies

99 Topics

Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration

Process Lead TimeProduct Hacks

Have you ever heard of ProccessLead time? Process Lead time is the amount of time between the start of a process and  its conclusion. In other words, it’s the amount of time from a card creation until it reaches an end phase of the process.   To check you process lead time For that, you must create a report with the following information: : “Created at” and “Finished at”.  After selecting both columns you can export it to excel by clicking on .    Nexct,  open the Excel file, add a new column called  “Lead time” and on the cell add the following formula:  =Finished at - Created at   The result will be the number of hours or days a card spent to go from the first to the last phase of your process. You can apply this formula to all records of cards in the spreadsheet and at the last cell  you must add the following formula to get your process lead time: =AVERAGE(cells range)   The final result will be your process lead time..    Ps. It’s important to mention that for cards t

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Rica
Pipefy Staff
4 years ago
Lais Laudari
Lais Laudari
published in Tips and Inspiration

SMTP ErrorsF.A.Q.

Setting up an SMTP, there are 4 error messages that we expect Pipefy to inform when something goes wrong with the configuration. Below you will find some possibilities.Causes and Solutions:🔹”We couldn't reach your SMTP host,' 'make sure your Port number or Host address is correct”: Pipefy shows this error when a "Net::OpenTimeout" type, error occurs. This means that when trying to connect using the information provided by the customer, we reached the timeout limit of the SMTP test connection probably because the Host or Port is wrong or is not configured to support SMTP protocol calls.🔹"Incorrect credentials, make sure your Username or Password is correct" This message appears whenever we receive a "Net::SMTPAuthenticationError".The reason for this could be:The Username/password is incorrect, and the email Domain doesn't currently support SMTP setups The user email isn't configured to support SMTP setups Client has 2FA on outlook (outlook only supports simple authentication for SMTPS

2830
Lais Laudari
1 year ago
Nicole Chiroli
Pipefy Staff
Nicole ChiroliProduct Manager
published in Tips and Inspiration

How to block card creation in a pipe

Hello everyone! How are you doing today? It’s Nico from the Customer Support team again to teach you another Pipefy tip.  Did you ever have a pipe that you wanted to “archive”? Maybe your process in that pipe is over or you put a temporariy stop on it and you really just wanted to prevent people from creating cards on this pipe.  Well, I have a solution for you.  You can use mandatory/required statement fields to do so.  When creating a statement field from inside the edition of the start form there is the option to make the field required.  The logic is, since you are making required a field that allows no action to it, it can’t process. One way to use it is either delete or hide all of your form fields using field conditionals (if you are in the business plan or up), so you don’t lose your data and leave just the statement field in evidence explaining to your coworkers they can no more use this pipe, for example.  You can use this feature in your pipes as well as in your databases!Al

2702
marcosmelo
1 year ago
leticia.moreira
Pipefy Staff
leticia.moreiraPipefy Staff
published in Tips and Inspiration

5 new Pipefy tweaks that will boost your efficiency

We’re always looking for improvement opportunities, and lately, we’ve been focusing on deliveries that will help doers achieve more with less.Here are our top 5 small deliveries that can make a big impact on your daily efficiency: You can now select/unselect all items at once on a checklist. Enjoy this new capability with any form or phase with this type of field! Now, you can filter expired and overdue cards and add them as columns to your reports: “expired at” shows the date the card became expired, and “overdue” shows YES/NO to inform if the card is overdue. You can quickly update the phase description directly in the kanban view and make it more intuitive for those using the pipe for the first time. Avoid duplicated cards by setting up fields with a unique value. It works for both pipes and databases. Improve how remote employees exchange information with the company using Pipefy’s mobile version. The app is available for both Android and iOS.   Do you have more Pipefy tricks t

2655
marcosmelo
1 year ago
marcosmelo
marcosmeloPipefy Legend
posted in Tips and Inspiration

Error 30001 Permission Denied - Make/Integromat

Olá, Pessoal!Segue uma dica, caso encontrem esse erro no Make. A dica abaixo pode ser uma das soluções.Recentemente tive um problema na integração do Make com o Pipefy. Quando eu tentava salvar uma configuração de um novo cenário inserindo uma conexão já existente no Make, eu recebia uma mensagem de erro informando que a permissão foi negada. Error 30001 Permission Denied.[Painel Make] Depois de muita luta, consegui identificar a causa. A conta de usuário do Pipefy que eu estava usando na conexão com o Make, estava com a função de membro dentro do Pipe. Então, alterei para função de Administrador dentro do Pipe, o erro 30001 sumiu no Make e a integração voltou a funcionar.  [Painel Pipefy]  Mas o engraçado é que não sei como a função do usuário mudou de Admin para Membro. Essa parte estou verificando com a equipe de suporte do Pipefy. 

4
marcosmelo
1 year ago
Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration

Jump from one pipe to anotherProduct Hacks

Do you have the pain that every time you need to change pipes, you need to go to the home page, search for a pipe and then access  it?    There’s a much easier way to “jump” between pipes. For that, you only need to the Pipe’s ID number!   To find a Pipe ID number is pretty easy, you just need to access  the pipe and tha last numerical digits  at your internet browser URL.   For example:   if you are working one Pipe and want to jump to another one, you just need to change the ID number in the URL.    In the example below, I switch between the  purchase process and  help desk process.       Important: Make sure you save all your work before leaving from one pipe to another!  The same logic also applies to cards, Databases, automation rules and so on.   Don’t forget to like this article if it was helpful! 👍  

2473
marcosmelo
1 year ago
Lais Laudari
Lais Laudari
published in Tips and Inspiration

WebhookF.A.Q.

The code performs the following steps to trigger the webhook: Webhook (no retry) > Webhooks::Worker (no retry) > Webhooks::RecordWorker > Webhooks::RecordWorkerRetry (in case of retry in the RecordWorker) Webhook receives action performed by the card , repo id and optional info . It checks if the action performed by the card is the type of action that will trigger a webhook. If it is it will call the second step. Webhooks::Worker > receives action performed by the card , repo id and optional info. It finds the webhook id and if the id exists calls the third step. Webhooks::RecordWorker >  receives webhook id , repo id and optional info. It attempts to trigger Webhooks::Notifier, which is the one that will actually do the webhook thing.If our system has any issues during this action it will then proceed to the last step. Otherwise, it will finish the action. *Problems on your server are not triggering the retry functionality.  ⚠ Problems on the client side include timeout

2430
Lais Laudari
1 year ago
fla.andrade
Pipefy Staff
fla.andradePipefy Staff
published in Tips and Inspiration

How to design a Success Plan to achieve your goals with Pipefy

The Success Plan is a document in which you register your company’s goals for implementing Pipefy. It’s the groundwork for measuring what you want to achieve once you start using the new tool. In this article, you’ll learn how to design your own Success Plan, so you and your team can map and track your expectations and goals.How important is the Success Plan?When you list the criteria that are non-negotiable to determine whether or not you have achieved success, you’ll have a parameter for comparing your company’s operation before and after Pipefy’s implementation. After mapping your desired outcomes, you will be able to customize and improve your processes in a clearer and more organized way. Step by step to create your Success Plan:  Define What Success Looks Like It’s important to be clear about what you expect from the platform you have purchased. What problems are you trying to solve and what are the expected results? This way, you will be able to answer the first question in your

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Juliana Spinardi
Pipefy Staff
3 years ago
ivan.novofoco
ivan.novofocoPipefy Certified Partner
posted in Tips and Inspiration

Print cards

Hello,Recently I had to send a customer the answers filled in the fields on a card.Because it is a one-off case, it was not necessary to create a PDF using the PDF Generator. Likewise, the amount of information would not fit on a print screem. I decided to use my browser's printing tool to generate the document. It's very simple:Just right-click on the card, then print and select the PDF print mode.  The tip for all information to be printed is to expand all previous phases and long text fields  

2
rebeca.venancio
3 years ago
genietim
genietimPipefy Legend
published in Tips and Inspiration

Product Hacks: Implement Follow-Up E-Mails with Pipefy

I had the opportunity to implement a few workflows for a client of mine.One request was to have Follow-Up E-Mails, meaning E-Mails that are sent to the client a year or later after a succesfull project to ask the clients whether they are still satisfied and whether there is something else to help with.Of course, thanks to Pipefy's excellent API it would have been easy case to implement this feature externally. To reduce the height of the used stack, I decided against it and implemented it in Pipefy alone.This is not a problem at all. There is actually more than one way to do so.The main trick is to use an automation triggered by a card becoming late or expired.This is how you can schedule the sending of E-Mails in order for them to be sent when you want them to be.The way to trigger a card to become expired is to set a due date. As soon as the due date is reached (and the card has not yet reached a final phase), the alert will be triggered.You can use an automation as the following to

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Juliana Spinardi
Pipefy Staff
3 years ago
leticia.moreira
Pipefy Staff
leticia.moreiraPipefy Staff
published in Tips and Inspiration

How I Use Pipefy to Remotely Manage my Marketing ProjectsBlog

Managing Marketing projects and processes is already a challenge. Doing this remotely naturally increases the level of difficulty. But what if I told you it doesn't have to be that hard? Yeah. With Pipefy, this can be a much simpler task than you think! Follow me:   Great marketing has robust projects Here at Pipefy, we get involved in several projects and some of them are even managed by non-team leaders, which is great for the career.   In my case, I am responsible for the Portuguese content efforts. Which means, lots of translations, new blog posts and pages of our website.   However, this is not my only role in the company. I also produce content of the same nature in English and I am currently involved in four other projects.   Yes, it is a lot to manage, but I am not alone in this journey. My tiger team of Portuguese content consists of four more people, and three of them were even hired during the quarantine.   My mission: manage Pipefy’s translations and new content

2253
leticia.moreira
Pipefy Staff
3 years ago
Camila Costa
Pipefy Staff
Camila CostaPipefy Staff
published in Tips and Inspiration

How can you show your team the results you’ve achieved with Pipefy?

A Success Case is a detailed usability and outcome report, in which you register your customer’s results using Pipefy. In this article, we’ll teach you how to design a Success Case, so you can present your results internally to your team and managers. Note: Always remember that a Success Case has a well-structured Success Plan behind it. (Read about it here and learn how to make your own.) Why should you share your work results internally and create a Success Case? By evaluating real usage data, you can verify the transformative power of the platform. It’s a way to see the results you’ve achieved after a certain period using the tool and strategize about how you might want to optimize your processes moving forward. This is an excellent approach to engage, motivate, and give visibility to the good work your team has done after Pipefy’s implementation. Based on this report, you’ll be able to validate the tool’s use within your company and promote your results and the goals you’ve achieve

2172
Juliana Spinardi
Pipefy Staff
3 years ago
Lais Laudari
Lais Laudari
published in Tips and Inspiration

Importer App ErrorsF.A.Q.

Here we list some possible errors and solutions that may occur when using Importer App to import data into the pipe or database: 📍What to do if an import crashes?Only Pipefy's support team can reactivate or cancel your import, in which case you'll need to contact the team via the chat within the platform. Just inform that the import is stuck, and if you need it to continue or be cancelled, along with the pipe URL and if possible, when to inform when the import was started.Now, if your import has a red number before the“/”, your import did not work and anautomatic email has already been sent to inform you of this. 📍What to do in cases of an import that did not work?Here's a step by step in the e-mail sent automatically (always with this initial text from the image below), attached, a .csv file is available - containing the information that could not be imported.When accessing the file, in the last column it is possible to see exactly the field that caused this error / failure in its i

2080
Lais Laudari
1 year ago
Matt Rist
Matt RistNew Member
published in Tips and Inspiration

How Pipefy Boosted Our Productivity | 727 Projects done!

727 Projects. Since implementing Pipefy, our marketing team has completed 727+ projects! This huge milestone started as a workflow change in August 2020 and has benefitted our small marketing team immensely. We are able to work on more projects, meet project deadlines and move projects through our workflow making us more efficient. Clients are benefitting from better automated communication and status tracking. Kudos to our team of THREE people! 

1977
tecnologia-jera
3 years ago
Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration

How to calculate your return over investment using Pipefy?PRODUCT HACKS

Do you know you can easily calculate the ROI (return on investment) on your process?    There are multiple features that save you a lot of time, like: automation rules, automatic emails, PDF generator and connected cards.   On average all the features above save up to 5 minutes of work from a Pipefy user every time they run.    To know how many times these features ran in your process, last month for example, just ask your CSM (Customer Success Manager)! They can pull this data and share it with you.    ROI, is a pretty straightforward formula: ROI = ((Gain - Investment) / Investment). The result you have  to multiply by100 to have the value on percentage (%).   Okay, but how do I calculate ROI using these features? Well, like Benjamin Franklin said: “Time is money”.   If you have how many automatic emails were sent in a month, you can calculate how many minutes you saved with this feature. Knowing the average wage of your team members (per hour) you can multiply it  by the

1790
Rica
Pipefy Staff
4 years ago
Lais Laudari
Lais Laudari
published in Tips and Inspiration

📧 How to send email before or after due dateF.A.Q.

 The first step is to create a phase where you will receive the cards that meet the requirement to send an email before or after the expiration date.  In the example, we will set it up so that 7 days before the expiration date of the field an email is sent to the customer.   After creating the phase we will create the recurring activity automation. The frequency within the recurring activity is at your discretion, in this case, we use every half hour. Also, we select the option to move the card to the "Proposal" phase which is the new phase created within the "Recruitment Process" pipe in the example:   Now we go to "Add new scenario" to set the card to move to the new phase, based on 7 days before expiration. Under Phases > Start Form, we select the due date field. Then under Relative, we set it to exactly 7 days ago, as in the video: After saving this first automation. Let's create the second automation, to send the email. At this point, you should have already saved the email t

1760
Lais Laudari
1 year ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration

🤓 Learn more about Pipefy and make the most of our platform!

Building a process doesn’t need to be a tall order. All you need is the right tools - and our team knows that!  Meet Douglas! He will walk you through the channels that can help you in your Pipefy journey, such as training courses, tutorials, articles and more: Subtitles in English!  Learn at your pace, and make the most of our platform—the sky is the limit!

1752
marcosmelo
1 year ago
Lais Laudari
Lais Laudari
published in Tips and Inspiration

What to do if your login is blocked?F.A.Q.

👉🏼Identification of a block on your accountAfter you try to login to your account and make a mistake 10 (ten) consecutive times your account will be blocked for access as a security measure everywhere you try to access. The block is characterized by the message "Your account has been blocked after multiple consecutive login attempts":Another image that can also appear in case of account blocking (even if you are not a member, you may be blocked from answering public forms):❓How to unlock your accountWhen this message appears, you can contact Pipefy's support team thorugh the email support@pipefy.com mentioning the situation, and the email address that needs to be unlocked. If you cannot use email, you can ask an Admin or Super Admin in your organization to open a chat with the support team directly on the platform.

1672
lucas-lacerda-pipefy
Pipefy Staff
10 months ago
Matt Rist
Matt RistNew Member
posted in Tips and Inspiration

How Request Tracker Saves Our Business Valuable Time

Request Tracker Saves Marketing Agency Valuable TimeWhy you should be using this feature in your public forms to cut down on staff-client and or staff to staff communication.  *Ring Ring*“Yes, hello?”“Hi, this is John in Albuquerque, I asked for a new flyer for our Sunday Brunch last week, where are you at with it?”“Well, actually, we are waiting on your approval.”     These awkward conversations are now a thing of the past thanks to the Request Tracker feature within Pipefy. It’s a free add-on that has saved our Advertising Agency both time, and of course, money. The premise is quite simple, empower doers within your organization and outside to check the status of a project without a phone call or extra e-mail. Once a Pipe Admin turns on this feature “Click on share, enable the form to public and click on customize,” and your users can start tracking. After each Public Form submission, submitting user’s will receive an e-mail with info on how to check the request status. There are a n

2
Juliana Spinardi
Pipefy Staff
3 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration

What is No-Code Software, and What Can I Do With It?

 In the last year, millions of business users embraced no-code tools to design and build vital software for their organizations – without writing a single line of code. These business users are sometimes called “citizen developers” or non-technical users, and they use no-code tools to address routine (but still important) development projects without involving the IT department.Let’s take a look at no-code software and how citizen developers use it to build apps, automate workflows, and solve business problems.What is No-Code?No-code platforms offer easy-to-use visual tools that let non-technical workers -- citizen developers -- create applications or automate workflows, while complying with IT security standards and policies. No-Code vs. Low-CodeIndustry analysts and vendors sometimes blur the distinction between no-code and low-code platforms, or use the terms interchangeably. Here’s the difference:No-code tools require no coding experience from users.  Low-code tools are designed to

1450
Juliana Spinardi
Pipefy Staff
3 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration

Creating Dashboards in Pipefy

It is the first Tuesday of the year, and I'm happy to start the day with new content for the community members. Today I want to share with you how to set up and create dashboards using Pipefy! Check out this quick video and start to see and measure your processes. Happy Tuesday, everyone!   

1360
Juliana Spinardi
Pipefy Staff
3 years ago
Lais Laudari
Lais Laudari
published in Tips and Inspiration

🔁 Automation to create connected cardF.A.Q.

The automation for creating a connected card is used to carry information from one pipe to another via the connection between the source and target pipe.👉🏼What do I need to start the automation?First you must have both pipes created, and with fields created as well.⚠️Importante for automation to work:The fields in the destination pipe, need to be of the same type as the fields in the source pipe. This means that you will not be able to send information from a number type field of the source pipe to an email type field of the destination pipe, for example.In the case of fields with multiple choices, such as the Single Selection type field, the choices in the source pipe field need to be exactly the same as in the target pipe field. If there is a difference, for example, lower case and upper case, the automation will not work.The fields must be set up as in this example:                       Pipe Test 1                                                                      Pipe Test 2On

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Lais Laudari
1 year ago
Lais Laudari
Lais Laudari
published in Tips and Inspiration

Unveiling Operational Excellence: Defining, Strategizing, and Unraveling the ImpactBlog

Welcome to a comprehensive exploration of operational excellence, a term that often becomes ambiguous in the business sphere. How about delving into the intricacies of this vital concept that every company aims to achieve?👉🏼What precisely constitutes operational excellence?👉🏼What strategies can be employed to achieve it?👉🏼And perhaps most crucially, what unfolds once this pinnacle is reached?  💡 Click here to demystify operational excellence with a clear definition, accompanied by real-world examples, read this post on our blog.  

1262
marcosmelo
7 months ago
maizawa
maizawaNew Member
published in Tips and Inspiration

[VIDEO] Optimizing Company Processes with Pipefy

Hello,I hope you enjoy this video showing how to improve the company's processes without the need to have multiple systems. Streamline your processes and make your team more agile. Combine all your business requirements into one single platform. If you have any questions, please let me know.Best,Mauricio Aizawa

1251
Juliana Spinardi
Pipefy Staff
3 years ago
F
Pipefy Staff
Felipe ScholzPipefy Staff
published in Tips and Inspiration

Escalate high priority demands when they become overdueproduct hacks

Use automation rules to automatically assign overdue demands to the team manager   Expected results:  Avoid delays in deliveries by notifying the manager when a task becomes overdue. What is this useful for? You can use automations to create an automated escalation process. Whenever a task/card becomes overdue (goes past its due date), you can automatically bring it to the attention of the manager or another team to ensure it'll be taken care of. Before you get started you'll need to: Create an assignee select field in the first phase of your pipe (you can add it to the start form if you wish, just make sure it's able to be edited in other phases); Make sure all your tasks have a due date - you can establish that by adding a mandatory due date field. How to: Access the automation menu by clicking on the automation option in the sidebar (in the left side of the screen). Click on 'create automation'. Our event will be 'when an alert is triggered' - in pipe 'team ta

1250
F
Pipefy Staff
4 years ago

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