Tips and Inspiration

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! 

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!  

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:  

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 process

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/a

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.

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 sett

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.  

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!   

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 shortcut

 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!  

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.   

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!   

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!    

 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!   

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 us

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:

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 D

Have you already needed to create a Select field with multiple fields on a Database?    Well, there’s a thing called GraphQL mutation that can maybe help you.    GraphQL is a query language for your API, and a server-side runtime for executing queries by using a type system you define for your data. This technology helps you search for information in your organization in a much faster and practical way.   Ok, but you are probably asking yourself what should I do?    First, you need to access Pipefy’s GraphQL page:

  Hi everyone, I’m here to share how you can easily add a Data view (KPIs, SLA etc) in PowerBi using Google Sheets as a data repository.   Here is a step-by-step on how to configure it: Connect Pipefy and Google Sheets using Zapier by selecting the trigger New Card  or  Moved Card, so every time you create a new card, it will automatically go to the spreadsheet. Second, connect Google Sheets and Power Bi using using the Web Page Connect option.  Tip: to connect both you need to follow the steps below: Copy the shareable URL link Open PowerBi workspace and use the web as a source Past the link from Google Sheet and change to: "edit?usp=sharing" TO "export?format=xlsx" The connection is done. Customize your dashboard as you like. Pro Tip: Update information using the schedule for Powe

Hello, everyone! My name is Lucas Pimenta and I want to share with you a component created by us here in Capgemini to fully integrate the Pipefy platform together with UiPath (RPA Platform). With this connector, you can enchant your RPA projects to be able to create, move, update and delete cards and more, automatically through the RPA Robot. Link here: https://connect.uipath.com/marketplace/components/pipefy-x-uipath-custom-activities/review   I hope you enjoy! And I really appreciate any kind of feedback!   Regards,