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Tips and Inspiration

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

  • 117 Topics
  • 247 Replies
117 Topics
Lucas Democh
Lucas DemochLegend
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
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
Matt Rist
Matt RistInspiring
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
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

2020
Juliana Spinardi
Pipefy Staff
genietim
genietimLegend
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
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
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration
Learning Tuesday | Conditionals in PipefyTutorial

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!  

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Juliana Spinardi
Pipefy Staff
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration
Learning Tuesday | Company MembersTutorial

In Pipefy, you can centralize all of your company members and their permissions in a single place. Watch the video to learn how to begin managing company members and get hands-on! If you need a hand from our experts, also check:  

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Juliana Spinardi
Pipefy Staff
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration
Product Tour | Check out our product!

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

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Juliana Spinardi
Pipefy Staff
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration
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...​  

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Juliana Spinardi
Pipefy Staff
genietim
genietimLegend
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
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration
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

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Juliana Spinardi
Pipefy Staff
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

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leticia.moreira
Pipefy Staff
Matt Rist
Matt RistInspiring
posted in Tips and Inspiration
Using Simple Automation in Your Project Management Pipeline

How automations help keep a creative agency’s recurring projects on track.  Now that I’ve gone in-depth on how Pipefy Helps Our Ad Agency Field 100+ Requests Monthly, I thought I would share a simple hack in our workflow that you can apply to any project management pipeline. For us, we know that every week we have to produce 6 newspaper ads. As such, we have created simple automations to create cards at a certain time every Monday at 8AM.  The great thing about this process is that it allows us to include pre-populated information in the card that saves time. We can automatically include all the information needed to complete the project, rather than having to manually create a card each week.A preview of our simple card creation automations that keep us on track! Here’s how it works, on your left-hand menu, press “Automations” --- > “Create a New automation”. Here is a preview of what our automations look like.   Learn more about automations at this link. What are some ways that yo

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Juliana Spinardi
Pipefy Staff
Lucas Democh
Lucas DemochLegend
posted in Tips and Inspiration
Making calculations based on responses obtained in the Start Form

In Integromat, configure the trigger that will trigger the automation. Some examples:- Card creation;- Phase change;- Field Update;- Scheduled triggers (time, day of the week)- Card expired, expired or delayed. In the second step, use the Update a Card Field module. Select the field you want to update with the calculation and configure the filling using the standard Integromat operators. In addition to the main mathematical operators, Integromat allows other types of transformation / substritution. It is worth checking!  If you liked this integration and intend to use integromat, use this link to subscribe:Integromat

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dgodfrey
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration
Tutorial - New email messaging

Happy Tuesday, everyone! Today I want to share the New Email Messaging with you and how you can use them to make communication between teams and requesters.  I hope you like it!   

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dgodfrey
Matt Rist
Matt RistInspiring
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

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Juliana Spinardi
Pipefy Staff
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration
How to get Pipefy as a desktop app?

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! 

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Juliana Spinardi
Pipefy Staff
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration
What are conditionals?Tutorial

 It’s Tuesday and today we will learn more about Conditionals!   How to use better this amazing features and get more time and optimize even more your processes? Check it out in this video:    Keep learning with the Pipefy Community!  

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Juliana Spinardi
Pipefy Staff
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration
Pipefy for Marketing Requests

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.   

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Juliana Spinardi
Pipefy Staff
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration
Creating Pipe Reports

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!   

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Juliana Spinardi
Pipefy Staff
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration
Tutorial - How to set up an Email Automation

Hello, doers. How are you? Every Tuesday is a learning day! Today I want to share with the community how to set up email automation. Below you can check out this short and great tutorial.  Have a great day and great time learning!    

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Juliana Spinardi
Pipefy Staff
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration
Pipefy for Remote Work ManagementTutorial

 Today is Tuesday and it’s learning day! Teams worldwide are struggling to find ways to work remotely and keep on track of tasks and collaboration between departments. Check out this process demonstration on how to use Pipefy for remote work management! Happy Tuesday!   

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Juliana Spinardi
Pipefy Staff
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

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Juliana Spinardi
Pipefy Staff
Nicole Chiroli
Pipefy Staff
Nicole ChiroliProduct Manager
published in Tips and Inspiration
How to erase a field value using automation?

Customers usually ask us “how can I use automation to update my field with an empty value?”  After a few tests, I found a way to do it using automation. This workaround is recommended if your company is on the Business or Enterprise plan (we are going to need automation and a field conditional to enable this workaround).  Ps: If you are not in on one of these plans and want to upgrade your account, you can contact the support team in our chat or your CSM, if you have one. ;) 1. First of all, you need to choose what type of field you want to update. We need to create a new field of the exact same type as the field we want to update. So, let's pretend we are interested in updating a field type Date.  I already have a Date field in my process, but I also created a new one called “Date - hide”. (I even named it that way to make it very clear that that is the field I want to hide, therefore it will not be visible in my process). This field will always be empty and it will be the one to be u

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Jefferson Dourado

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