Tips and Inspiration
Share best practices, product hacks and templates you built with the community.
- 69 Topics
- 153 Replies
Hello Pipefy Community, This week we will share with you the integration of Pipefy with Twilio (Whatsapp). This recipe aims to bring information from Pipefy to notify someone on whatsapp when a phase move happens in Pipefy.The recipe contains the following steps: Trigger - When a card is phased in Pipefy 1st Action - Search the card's content2nd Action - Send the whatsapp Template through Twilio Most common use case: Notification in sales process, purchasing process, onboarding, customer service, etc. Click here to access the recipe in our library. You can clone it to your organization and follow the step-by-step configuration provided in this video. There are more than 40 recipes shared in English on the Workato Community. Every week we will post a new integration here in the community and we will be able to use this space to exchange information regarding this topic. See ya next week!
Olá Comunidade!Compartilhando a informação:O Pipefy tem um recurso bem legal para campos conectados em pipes e databases. A opção “este campo é editável em outras fases” nos permite bloquear possíveis alterações nestes campos, garantindo a segurança da informação.
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
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.
Hello, Finance teams! My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team. I published a blog post on how to manage and build Expense Reimbursement Requests inside Pipefy! The article has tips and the best practices for this process, so take a look to understand how to extract the most out of Pipefy for this use case. Check it out: https://www.pipefy.com/blog/expense-reimbursement-tutorial Also, I have already published content for Purchasing, explaining how to build those processes in Pipefy.
Hello, HR teams! 👋 My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team at Pipefy. I published a blog post on how to manage and build an Employee Offboarding process inside Pipefy! The article has tips and the best practices for this process, so take a look to understand how to extract the most out of Pipefy for this use case. 😁 Check it out: https://www.pipefy.com/blog/employee-offboarding-tutorial Also, I have already published content for Recruiting and Employee Onboarding, explaining how to build those processes in Pipefy.
Hey, HR teams! 👋 My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy I published a blog post about how to manage and build an Employee Requests in Pipefy! The article has tips and the best practices for this process, so take a look if it makes sense for your scenario! Check it out: https://www.pipefy.com/blog/employee-requests-use-case Also, I have already published content for Recruiting and Employee Onboarding, explaining how to build those processes in Pipefy.
Hello, HR teams! 👋 My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy. I published a blog post about Employee Onboarding with tips to structure it inside Pipefy in the best possible way! I gathered the best practices for this process and detailed how to build it fast and easily. Also, don't forget to check the articles about Recruiting and Job Opening, since you can connect all of them to build a big HR workflow inside Pipefy. Take a look: https://www.pipefy.com/blog/employee-onboarding-use-case
Hello, CS teams! 👋 My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy. Recently, I published a blog post about Customer Support with tips to structure it inside Pipefy in the best possible way! I gathered the best practices for this process and detailed how to build it fast and easy. Do you have any additional tips to point it out? Feel free to join the discussion and use the template to build your own CS workflow! Check it out: https://www.pipefy.com/blog/customer-support-process
Hello, everyone! My name is Ian Castelli and I am one of the copywriters on the Customer Education team. I would like to share with you an article on how to structure a purchasing process in Pipefy efficiently! After extensive research, I've gathered here some of the industry's best practices and how you can implement them in Pipefy if you don't use it for your finance processes yet. If you have any additional tips or questions, just write in the comments! Check it out:https://www.pipefy.com/blog/purchasing-process
Hello, HR doers! My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy. Recently, I published a blog post about the Job Opening Process with tips to better structure it 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 Job Opening workflow! A quick tip: don't forget to connect it to your recruitment workflow! Check it out: https://www.pipefy.com/blog/job-opening
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
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 recruitment with tips on how you can structure the process inside Pipefy to get the most out of it. Do you have any additional tips to point it out? Feel free to join the discussion and use the recruiting template to build your own workflow! Check it out: https://www.pipefy.com/blog/recruiting-process
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
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
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
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!
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!
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
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
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
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
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
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
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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