Tips and Inspiration

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

5 steps to implement Pipefy successfullyF.A.Q.

Pipefy is the tool to improve process management within your company or department. If you're reading this document, you're likely to be the “change-maker” in your environment. This guide was made especially for you, envisioning your empowerment to be able to make the best use of Pipefy for your needs.   After helping more than 900 companies to implement Pipefy, we gathered in 5 fundamental initial steps to have a successful use of our tool to achieve your goals.   🗺️ Plan 📖🔨 Learn by doing 🔎 Validate your process ✏️ Train your team 🚀 Go live   1. 🗺️ Plan   It's a proven fact that planning is a crucial step in an Implementation project. It can be more accessible or a little more complicated depending on the maturity of your process - how long it's been running; if you already have data and metrics to make analysis, if the phases are well defined and other factors. You can check Pipefy's Business Process Assessment for more information.   Get star

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Pipefy x UiPath (RPA) ConnectorExpert Tips

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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

Easily creating a "Select Field" with multiple options on a DatabaseProduct Hacks

Setting Pipefy Dashboards in PowerBi using Google SheetsExpert Tips

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

How to Change Labels using Automations

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

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Process 101: Learn about what a process is, with no complications.F.A.Q.

Not sure how to start organizing your process management? Don’t worry about it! We have prepared an exclusive guide gathering Pipefy’s best practices to help you with your workflow mapping. This way, you can build what’s essential and achieve your goals, providing a great product or service to your customers and other stakeholders.   Starting from the basics, what is a process? If we look for concepts and definitions, we’ll find many of them. But to not overcomplicate it, a process is “a series of actions that produce something or that lead to a particular result.” So, in a Purchase Process, for instance, the result is complete order, in a Sales Pipeline, it’s a won or lost deal, and in Recruiting Process, it can be a new employee hired.   It’s essential to have in mind its basic structure: input, process, and output. To exemplify, let’s think of a pizzeria. The input is your order - a Margherita, please. In this case, the process is the steps of your pizza preparation: taking th

Adding a Field to Multiple Phases at once

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Organize your pipes!

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

Create recurring activitiesproduct hacks

  Expected results: Save time by automatically creating recurring activities and making sure your team follows their routine. What is this useful for? Automatically creating cards for recurring daily/weekly or monthly activities (such as accounts payable, extracting reports, team meetings, etc.) . Before you get started you'll need to: Specify which task you wish to automatically create in your team's task management pipe.  In our case we want a card to be created every Monday 9 a.m. to remind the team to extract all necessary reports before the team meeting on Wednesday. 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 'Recurring activity'. Frequency is every week, select Monday and the time you want the card to be created.  It's important to notice that the timezone is UTC so if you wish a card to be created every Monday 9 a.m. in

How to test the creation of connected cards using autofill

Product Hacks: How can I pull a list if all pipe IDs?Product Hacks

Update information across your processproduct hacks

Use automation to eliminate the need to manually fill in fields Expected results: Save time by automatically updating information in your pipe's fields  What is this useful for? Use automation to update fields in your pipe with data from database records.  Save time by not having to manually fill in all your employee data every time they open a new request while ensuring you're always using the most updated information from your customer database. Before you get started you'll need to: Create a database with the records where you'll add all your employee data (such as name, email, phone, address, etc.) Create a connection field in your pipe's start form where you'll select the employee record; Create the fields you'll wish to update with your record's data (ex. Employee name, email, phone). Make sure the fields are the same type of fields in the database. If they're in the start form, make sure you can edit them in other phases. How to: Access the automation menu by clicking

Best practices on how to engage your team with PipefyF.A.Q.

Implementing a new solution on your team's routine can sometimes be challenging; that's why we understand that it's a crucial step of your Implementation process having your squad aboard.   Here you'll find the best practices we have learned from implementing Pipefy in more than 900 companies and how you can use them.   Show them the benefits of a new solution. As mentioned in the article "5 steps to implement Pipefy successfully”, it's essential that your process's goal is clear to everyone who manages its requests. Also, the benefits they'll encounter when managing it through Pipefy, such as: All information regarding a customer or solicitations will be centralized in a single place; Standardized process and guided execution; A better organization with documents, data, and deadlines; Less rework; Less manual work. These are just a few examples, and if you want to understand better how Pipefy can benefit your department, take a look at our blog for Fin

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