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Tips and Inspiration

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

  • 112 Topics
  • 242 Replies
112 Topics
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

2742
marcosmelo
1 year ago
Lucas Ivantes
Pipefy Staff
Lucas IvantesPipefy Staff
published in Tips and Inspiration
How to manage files in Pipefy using Databases

Hi Everyone,I’m sharing with you a video explaining how we usually manage files in Pipefy to send using email templates.Some use cases for this are in the Recruitment process or Employee onboarding where there’s a need to share standard files to all applicants or new employees using Pipefy’s email templates.https://screencast-o-matic.com/watch/cYeqIix9KM

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marcosmelo
1 year ago
thiagomatsunaga
Pipefy Staff
thiagomatsunagaPipefy Staff
published in Tips and Inspiration
An easy way to embed forms and engage your visitors inside WordPressIntegration

Hello! My name is Thiago and I work as Product Designer at Pipefy. I'm very glad to share with you a new plugin for WordPress I've been designing and developing in the last month. There's a lot of WordPress users around there. And a lot of them use contact forms every day. And probably they're struggling out with email settings, SMTP, and all these hard stuff to get their contact forms working. We all know the Public Forms inside Pipefy are awesome. Inside Pipefy you can structure your workflow and then make the start form public for everyone by generating a link. This form is the pipe’s front door. Its fields ask for all the information people must provide before creating a new card. This card can be one lead, an email, a customer question... basically anything. So I had the idea of creating a simple but powerful way to launch this form in all WordPress pages. By installing the plugin you can integrate your website with Pipefy and enable customers to communicate with your team dire

14149
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! 👍  

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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

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marcosmelo
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!

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marcosmelo
1 year ago
Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration
Organize your pipes!

Have you already got lost  in your organization home page having trouble finding the process you want to access? Or just got annoyed that the home page is not organized enough?    Well, Pipefy can be organized following the logical rules of priority below:   1- My Pipes: processes that you are part of will always appear on the top part of your screen. “Other Pipes” will appear below on a separate section.    2- Favorite Pipes: categorized with a yellow star in the top left corner will always be shown at first.   3- Processes can be organized by adding numbers  in front of its name: Example:   4- Last but not least, Pipefy will be organized following an alphabetical order.    I hope that was useful :)

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Lais Laudari
1 year ago
Lais Laudari
Lais Laudari
published in Tips and Inspiration
✨ 5 Key Steps for the best journey in PipefyGuide

Hi Community!Whether you're new to Pipefy or already an expert, there are 5 essential things you need to know to maximize your experience.✨That's why we created a Getting Started guide based on customer feedback and our own research. Inside the guide, you'll find: Curated content from experts Tips for structuring your workflow and collaborating with others. Ways to customize Pipefy to your needs. And more learning channels for you to explore.  We're here to help you get the most out of your time, so let's dive in and explore! 🙌

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Lais Laudari
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

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Lais Laudari
1 year 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

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Lais Laudari
1 year 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

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Lais Laudari
2 years ago
Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration
Product Hacks: Hide PipesProduct Hacks

Have you ever asked yourself if it’s possible to hide a pipe so other members wouldn’t be able to see that it even exists? Well, that’s possible.    Here is a step-by-step on how to hide your pipes:   1- Choose a pipe that you would like to hide 2- Access  on it and open the pipe  settings 3- Scroll down to “Permissions” and select the option private pipe and save it. 4- Click on create a new card , click on the three dots on the top right corner of the form module and go to “Edit the start form” 5- Scroll all the way down and uncheck the box “Allow all team members to create cards on this pipe”   That’s it! Now your process is hidden and no one besides invited members and organization admins can see it.    Important: having in mind that the process is now private and hidden, you will need to invite members to join the pipe otherwise they will not be able to found it.    I hope you like it! 

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Rica
Pipefy Staff
2 years ago
F
Pipefy Staff
Felipe ScholzPipefy Staff
published in Tips and Inspiration
Start sub-process automaticallyproduct hacks

Expected results: Boost your team's efficiency by enabling them to work simultaneously on complex tasks.   What is this useful for? Making your process more dynamic by automatically distributing tasks to other teams in subprocesses.   Before you get started you'll need to: Create a connection between your main process and each of the subprocesses; If needed, specify which fields you'll use as conditions for creating tasks in the subprocesses. In our case, we'll use a checkbox field where we'll select which subtasks need to be created. How to: Access the automation menu by clicking on the automation option in the sidebar (in the left side of the screen). Click on 'Add new automation'. Our event will be 'When a card is created' in pipe Project Management. We'll add the condition that our automation should only be triggered when 'project specification' is selected in our subtasks field. Our action is 'Create a new connected card' in pipe Project sp

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rcamayo
2 years ago
RODEL BULAN
RODEL BULANRegular Participant
asked in Tips and Inspiration
How to integrate a search function within a form

I am just new in pipefy and I am trying to build a process for Determining Winners from a competition. Is there a way to ingrate a ‘Search Function’ within a form? If a contestant won, I want to have a ‘search function’ so we can just search the name from the database and mark that contestant as winner. Please help.

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genietim
2 years ago
genietim
genietimPipefy Legend
published in Tips and Inspiration
Adding a Field to Multiple Phases at once

I already mentioned in “How to edit your HTML email templates in your favourite HTML Editor” that the tool i wrote, https://github.com/GenieTim/PipefyEnhancer, provides a few different abstractions and added functionality on Pipefy using their GraphQL API. In this post, I will explain one more of the commands it provides: adding a field to multiple phases at once. Why would I want to do that? The scenario, why I wrote this command, is, that my client wanted a way to organise the attachments on their pipe. They wanted fields, such as “External Analysis” or “External Invoice”, where they can attach documents. They want to be able to attach these documents at every step in a process, meaning in every phase, while also knowing at which phase they entered the document. The last condition is it, that prohibits a single field in the first phase, that could be edited later in other phases using the left hand side, history, of the card. Please support my idea “Sort Attachments” to reduce the ne

4214
genietim
2 years ago
Sarah Lane
Sarah LaneInspiring
posted in Tips and Inspiration
Best Tricks You've Learned

Hello everyone! Bom dia! I’ve been using Pipefy for a year now. It’s been amazing to see the tool grow and improve, continuing to get better and better.  I’ve learned a lot over the last year and I bet you all have too in the time you’ve been using Pipefy. My question for you is: what’s something you’ve learned to do in Pipefy (a feature or trick) that you didn’t know when you first started using the tool? Something awesome that others might not be aware of. I’ll go first: I recently learned that you can sort the cards in any phase by clicking on the … of that phase in the Kanban view and choosing “Sort phase’s cards”. It’s very helpful!  What are your favourite features that others might have missed?Sarah

47614
abhatt
2 years ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
posted in Tips and Inspiration
NDA Process Tips: How to Better Manage Non-Disclosure Agreements (NDAs) with Pipefy?

Hello, everyone!  My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team. Recently, I published a blog post for NDAs (Non-Disclosure Agreements) Requests with tips on how to structure the process inside Pipefy! Do you have any additional tips to point it out? Feel free to join the discussion and use the template to build your own NDA workflow!  Check it out: https://www.pipefy.com/blog/nda-requests-process

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Ian Castelli
Pipefy Staff
3 years ago
genietim
genietimPipefy Legend
posted in Tips and Inspiration
How to Change Labels using Automations

While there are two ideas asking for a clear way on how to manage labels via automations, https://community.pipefy.com/ideas/create-labels-when-updating-a-field-1111 and https://community.pipefy.com/ideas/automation-to-change-label-909, there is actually a way to do so already. The trick is to use a field with type “label” and use an automation to update that field.Example according to @thaiannelourenco in https://community.pipefy.com/ideas/create-labels-when-updating-a-field-1111:Let’s add a label when a field has a certain value.Let’s start with adding the labels field:Notice the “Synchronize card's field with this fixed field”. That’s how the labels will end up on the card.Feel free to additionally add a field conditional to hide the field in order to use it only in automations. Then, we can add the automation: as a trigger, we use “When a field is updated”. Select the pipe and the field you want the trigger to be based on. Add conditionals if you want the label to be only added whe

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Juliana Spinardi
Pipefy Staff
3 years ago
belsalemme
Pipefy Staff
belsalemmePipefy Staff
published in Tips and Inspiration
Making it mandatory to check all boxes in a checklist fieldProduct Hacks

Hey everyone, I’m here today to share a quick and useful hack for processes that have mandatory checklists and you need to make sure that all the boxes are checked before moving the card on to the next phase. When you make a checklist field mandatory Pipefy will consider it filled even when just a box has been checked. If you need all boxes to be checked, check out my video and let me know if this hack helps in the comments below!  I’m also super available if you have any feedback about the format of the content, suggestions for other hacks as well. Have a good one!  

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genietim
3 years ago
Lucas Democh
Lucas DemochPipefy Legend
posted in Tips and Inspiration
Copying Cards Between Organizations (Triggers or Import)

 If you work with different organizations and need a connection between them, these two integration flows can help you a lot. The flows were built using Integromat: 1) Copy based on triggers.Example: When a card form is moved in organization X, create a card in organization Y:  Integromat's integration modules are very flexible and exploit all Pipefy APIS. The difference is that in Integromat, you were able to select different Pipes in each module, even if they are in other organizations:  2) Copy all the cards in a given phase or pipe from company X to company Y. This automation can be done only once or can be programmed based on periods. If importing is required only once, you can also do it via Importer (Standard Pipefy Application):  In the examples I made the simplest possible flows. They can be improved with other steps, transformations and filters. If you have questions about how to create Pipefy integration flows with Integromat, you can call me. My Integromat partner link is h

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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

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Juliana Spinardi
Pipefy Staff
3 years 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! 

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tecnologia-jera
3 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration
Learning Tuesday | What are email templates?

Learn what are email templates and how they can help you establish a smarter, faster and standardized communication flow. Pipefy's email template is a powerful feature that allows you to create and customize email messages, establish a standardized communication and send emails to leads, requesters, customers, suppliers and much more. This way, you can centralize your email flows in a single place. With email templates, you can send emails directly from Pipefy, without having to leave the platform; all communication is centralized in one place. You can also create specific automations that trigger emails if key events are followed. If you wish, you can send all emails manually, directly through the cards in the pipe. Through the email builder, it is possible to set all message customization in one place, add dynamic fields to all email builder fields (except for the template name), add images, tables, lists, lines, change font colors, the text alignment and much more. How to configure

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Juliana Spinardi
Pipefy Staff
3 years ago
genietim
genietimPipefy Legend
published in Tips and Inspiration
How to edit your HTML email templates in your favourite HTML Editor

Pipefy provides the nice option to have E-Mail templates in HTML. This way, you can add tables, images, and pretty much all the styling and formatting you can dream of (provided there is support in the E-Mail program). What I am not quite happy about is the editor they provide. The windows size is limited. There is not code highlighting. No syntax highlighting. The lack of syntax highlighting and code formatting means, that it is too easy to miss a closing tag too many or not enough. All in all, it is just not suited for actual coding. That is why I wrote a custom CLI application, which uses Pipefy’s GraphQL API to fetch the E-Mails I want to edit, open them in my favourite editor (e.g. Visual Studio Code), and submit them back to Pipefy once I finished editing.I published this tool open-source, so you can use it too: https://github.com/GenieTim/PipefyEnhancer The usage steps are the following:1. Install NodeJS 2. Run the command (in your favourite terminal/command line/whatever it is

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ivan.novofoco
3 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration
📢 Customers Testimonials | Why Pipefy?

Hey, dear members! How are you doing?We are constantly working on improvements to make your day-to-day activities as automated as possible. So here goes an invitation: would you participate on a new page we are creating? It is easy; all you have to do is answer this:📢 How Pipefy made a difference to you? What benefits can you identify in your workflow?Hope to hear from all of you in the comments! 

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Ezequiel Souza
3 years ago

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