Tips and Inspiration
Share best practices, product hacks and templates you built with the community.
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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
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
How to clone a pipeTutorial
Attention! To clone a pipe, either within a company or between two companies, you need to have admin permission in the pipe you want to clone as well as permission to create a pipe in the company. Given that you have the necessary permission, the first step to clone a pipe is opening the pipe then clicking in the gear icon in the upper right corner of the screen to open the pipe settings. Inside the pipe settings, find the 'clone to' option in the lower left corner. If you're not a member of more than one company, simply click on it to clone the pipe. If you are, click on it, select the company you want to clone the pipe to and wait a couple of seconds while the copy is created. Important:Cloning a pipe will only clone its structure (phases and fields). Existing cards, field conditionals, connection fields or automation rules will not be cloned; If your pipe has any email templates with dynamic content, that'll need to be manually adjusted in the cloned pipe.Written by Isabelle Wuille
Implementing a new solution on your team's routine can sometimes be challenging; that's why we understand that it's a crucial step of your Implementation process having your squad aboard. Here you'll find the best practices we have learned from implementing Pipefy in more than 900 companies and how you can use them. Show them the benefits of a new solution. As mentioned in the article "5 steps to implement Pipefy successfully”, it's essential that your process's goal is clear to everyone who manages its requests. Also, the benefits they'll encounter when managing it through Pipefy, such as: All information regarding a customer or solicitations will be centralized in a single place; Standardized process and guided execution; A better organization with documents, data, and deadlines; Less rework; Less manual work. These are just a few examples, and if you want to understand better how Pipefy can benefit your department, take a look at our blog for Fin
Pipefy is the tool to improve process management within your company or department. If you're reading this document, you're likely to be the “change-maker” in your environment. This guide was made especially for you, envisioning your empowerment to be able to make the best use of Pipefy for your needs. After helping more than 900 companies to implement Pipefy, we gathered in 5 fundamental initial steps to have a successful use of our tool to achieve your goals. 🗺️ Plan 📖🔨 Learn by doing 🔎 Validate your process ✏️ Train your team 🚀 Go live 1. 🗺️ Plan It's a proven fact that planning is a crucial step in an Implementation project. It can be more accessible or a little more complicated depending on the maturity of your process - how long it's been running; if you already have data and metrics to make analysis, if the phases are well defined and other factors. You can check Pipefy's Business Process Assessment for more information. Get star
Not sure how to start organizing your process management? Don’t worry about it! We have prepared an exclusive guide gathering Pipefy’s best practices to help you with your workflow mapping. This way, you can build what’s essential and achieve your goals, providing a great product or service to your customers and other stakeholders. Starting from the basics, what is a process? If we look for concepts and definitions, we’ll find many of them. But to not overcomplicate it, a process is “a series of actions that produce something or that lead to a particular result.” So, in a Purchase Process, for instance, the result is complete order, in a Sales Pipeline, it’s a won or lost deal, and in Recruiting Process, it can be a new employee hired. It’s essential to have in mind its basic structure: input, process, and output. To exemplify, let’s think of a pizzeria. The input is your order - a Margherita, please. In this case, the process is the steps of your pizza preparation: taking th
Pipefy 2.0 | Start formTutorial
Hello, doers. How are you? It’s Tuesday and, today we want to take a look at how to fill out the first input of your process and it will gather all the necessary information to kick off the process, like e a purchase request or a reimbursement request.After the Start Form is filled out it will become a card and be added in the first phase of your process, or pipe, as we call it in Pipefy. Watch the video to learn how to begin creating cards and get hands-on! If you need a hand from our experts, also check:Tutorial articles: https://help.pipefy.com/en/articles/6...
Pipefy is a no-code workflow automation platform that empowers you to build smarter, automated workflows. In this video, learn how to get started in 5 steps:0:00 What is Pipefy?0:21 Step 1: Create a process1:16 Step 2: Customize a form2:13 Step 3: Execute a standardized process2:58 Step 4: Run it to your conditions4:02 Step 5: Analyze your results
When setting up a new email template, some settings need to be checked. If not, there may be a problem with diverging timezones. My template is at different times, now what?😧First you should access the template and check the current settings. The path taken is this: Pipe Settings > Email > Under Email Templates, select "My Templates" > Select the template you are going to make the change.After that we will check the template settings: Language Settings > Time Zone. ⚠ By default, all templates come in the default time zone GMT 00:00. And if you want to change it, you need to change each template. 👉🏼These settings can only be performed by a pipe member who has admin or super admin access.
Happy Tuesday, everyone! Learn more about Conditionals and how to use them in the brand new Pipefy 2.0. In Pipefy, you can Conditionals to create more dynamic forms and phases. Conditional rules hide or display fields in forms or phases, according to previous answers. Watch the video to learn how to begin creating Conditionals and get hands-on! Have a great day!
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
The pipe reports are an advanced pipe tool that enables users to view all the information extracted from the fields of all the cards in your pipe in an organized, customizable spreadsheet format. This tool enables Pipefy users to easily create and save reports with pre-selected filters to access whenever they need the information. In this short video, you can check out how to create Pipe Reports!
Today is learning day, and I want to give you an overview of how you can use our platform to improve your team’s productivity. Lack of pattern in content creation, missing deadlines, and approved materials with mistakes is happing in your team? Find out how you can get full visibility of all marketing requests and build a better process.
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
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
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
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! 🙌
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
Do you want to make Pipefy more accessible for you? How about getting Pipefy as a desktop app? Today we will learn how to do it! It’s super simples. Check it out: Open Google Chrome Login to your Pipefy company open Open Customize and Control Google Chrome (three dots) Select More Tools Select Create Shortcut… On the dialog, make sure to check the option Open as a window Voilá! (continue to make it permanent) Go to the Dock () right-button click on the Pipefy shortcutSelect Options > Keep in dockThat’s it! Tips by @goncaloferraz!
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
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