Tips and Inspiration

Have you ever had a card that should have created a “connected card” or a “new card” from an automation but didn’t?  It’s not frequent, but it can happen. Most of the time, the problem is in the card and/or fields. For that reason, today I am going to teach a trick on how to use autofill to check if there are any errors on your card preventing your “connected card” automation to run. First of all, you need to check if the autofill is enabled and set on the connection “advanced options”. If not, you need to set that autofill and match the fields with their correspondence in the origin pipe, just like you did with the automation. Once all the fields that are going to be filled automatically with the automation are matched in the autofill settings, it’s time to access the connection through the parent card and “try” to create a child card manually. If there is an error like, for instance, mandatory fields not being filled the connection will show where the error is and will prevent you

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

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! 👍  

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 :)

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: https://app.pipefy.com/graphiql , that should pretty much look like this:     Now you should paste the query below on the left white side of the page:   Query:   mutation{ createTableField(input:{   table_id: "Database ID”   type:"select"   label:"Name of the field"   options:["Option 1", "Option 2", "Option 3",] }) {   clientMutationId } }   It should look like this (example):     After that, press the execute button on the top left side

  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 PowerBi or update your data manually.    That’s it! If you have any questions or suggestions, just comment below. Thanks!  

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

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

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,

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

Have you already asked yourself if there’s an easier way to pull a list of all users from your Pipefy organization?    Well, there’s a thing called GraphQL query that maybe can 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: https://app.pipefy.com/graphiql , that should pretty much look like this:     Now you should paste the query below on the left white side of the page:   Query:   {  organizations(ids: [Paste here your Org ID]) {   members {     user {       name       email     }   } } }   It should look like this (example):   {  organizations(ids: [91162]) {   members {     user {       name       email     }   } } }   Afte

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!  

Have you already asked yourself if there’s an easier way to pull a list of all processes IDs from your Pipefy organization? Using  a GraphQL query that will be possible.   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: https://app.pipefy.com/graphiql , that should pretty much look like this:   Now you should paste the query below on the left white side of the page:   Query:   {organization(id:Paste here the ORG ID){ pipes {   id }   id    }  }      }  } }}   It will  look like this (example bellow):   After that, press the execute button on the top left side of your screen. As a result, a list of information will appear on the right s

QR code (or Quick Response code) is the trademark for a type of matrix barcode (or two-dimensional barcode). A barcode is a machine-readable optical label that contains information about the item to which it is attached.   In other words, it's a link that your smartphone camera can read.    Pipefy's start form can generate a public link that allows anyone to create a request from outside our software. This link can be easily configured  as a QR code. Ok, and so what?   The QR code can be an easy way to fill a reimbursement form, travel/facilities, or any HR request directly from your mobile.   Here is a quick guide on how to configure that: : 1- Create a Pipefy start form  2- Turn this into a public form by clicking on the button “Share” on the right side of the form (image below)    3- After that , enable the public form button, generate a public link and copy it.      4- After copying the link, you need to go to a free or paid QR Code generator website. You can eas

Leanr how to manage your maintenance requests with Pipefy and as a result:  Automate repetitive tasks Centralize information Standardize handling of request fulfillment Improve your communication with stakeholders    

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! 

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

Public Forms is Pipefy's key feature to improve your business' processes and help your team to increase its productivity daily. In this video, you will understand what is a Public Form, how it works and how you can start to manage your own forms right now.