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Tips and Inspiration

Tips and Inspiration

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

112 Topics
242 Replies

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112 Topics

Sarah LaneInspiring

posted in Tips and Inspiration

Best Tricks You've Learned

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

RicaPipefy Staff

published in Tips and Inspiration

Organize your pipes!

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 :)

thiagomatsunagaPipefy Staff

published in Tips and Inspiration

An easy way to embed forms and engage your visitors inside WordPressIntegration

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

RicaPipefy Staff

published in Tips and Inspiration

Product Hacks: QR Code and Public Form IntegrationProduct Hacks

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

Lucas IvantesPipefy Staff

published in Tips and Inspiration

How to manage files in Pipefy using Databases

Hi Everyone,I’m sharing with you a video explaining how we usually manage files in Pipefy to send using email templates.Some use cases for this are in the Recruitment process or Employee onboarding where there’s a need to share standard files to all applicants or new employees using Pipefy’s email templates.https://screencast-o-matic.com/watch/cYeqIix9KM

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Anonymous

published in Tips and Inspiration

💡Streamline receipt validation for reimbursements with AI

Hello, Community! We’re excited to kick off a new series of posts. Twice a month, we’ll share practical examples of Pipefy AI automation use cases for specific departments. Up first: receipt validation for reimbursements. This finance process can be time consuming and may require lots of manual work to verify details, increasing the chance of errors. But what if AI could handle all of this automatically and accurately? Add Pipefy AI Automation to your finance department for faster, more reliable reimbursement processing and receipt validation. 🔍Check out this video to learn how to automate your receipt validation with Pipefy AI. Ready for another use case? 👇Let us know in the comments which department you’d like to see featured next: HR Legal Procurement Customer SupportWe look forward to hearing your thoughts, suggestions, and AI Automation success stories!

Matt RistNew Member

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!

Lucas PimentaInspiring

published in Tips and Inspiration

Pipefy x UiPath (RPA) ConnectorExpert Tips

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,

belsalemmePipefy Staff

published in Tips and Inspiration

Making it mandatory to check all boxes in a checklist fieldProduct Hacks

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!

leticia.moreiraPipefy Staff

published in Tips and Inspiration

5 new Pipefy tweaks that will boost your efficiency

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

RODEL BULANRegular Participant

asked in Tips and Inspiration

How to integrate a search function within a form

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.

Felipe ScholzPipefy Staff

published in Tips and Inspiration

Start sub-process automaticallyproduct hacks

Expected results: Boost your team's efficiency by enabling them to work simultaneously on complex tasks. What is this useful for? Making your process more dynamic by automatically distributing tasks to other teams in subprocesses. Before you get started you'll need to: Create a connection between your main process and each of the subprocesses; If needed, specify which fields you'll use as conditions for creating tasks in the subprocesses. In our case, we'll use a checkbox field where we'll select which subtasks need to be created. How to: Access the automation menu by clicking on the automation option in the sidebar (in the left side of the screen). Click on 'Add new automation'. Our event will be 'When a card is created' in pipe Project Management. We'll add the condition that our automation should only be triggered when 'project specification' is selected in our subtasks field. Our action is 'Create a new connected card' in pipe Project sp

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!

michel-dimelnetNew Member

asked in Tips and Inspiration

Frequência de Recorrências

Olá,Em meus processos estou necessitando demais opções de frequências para as automações, como a cada: bimestre, trimestre, semestre e anual.

genietimPipefy Legend

published in Tips and Inspiration