Evaluate key metrics and indicators for your operation with Pipefy’s, Accomplish More with Bug Tracking Software and Say Goodbye to Spreadsheets, How to Automate Repetitive Tasks with Software to Speed up your IT Team. Automate workflows and create a top-notch digital experience for your team. Say goodbye to toggling between emails and chat tools. Build no/low-code and quick to deploy workflows that suit your needs. Watch all webinars. Pipefy’s email templates are flexible and adaptable in each workflow. A full course to become a Pipefy expert. From receiving … Learn about BPM, workflow automation, and operational best practices. Guarantee the IT team receives the input they need to start the onboarding process by standardizing in-bound requests. Standardize your onboarding activities and provide the best experience for your new employees! Improve customer success and CSAT with no/low-code workflows. Get started using Pipefy today by selecting a plug-and-play process template for your unique needs. Manage marketing campaign requests and provide full visibility to the team. Ensure error-proof financial operations with automated digital workflows. You can choose from hundreds of templates. Watch all webinars. Pipefy’s solutions put the power of automated and centralized processes at your fingertips. Explore, compare and decide. Report. Maintain complete visibility over your team and efficiently manage each person's tasks. Customize standardized and integrated workflows in a matter of minutes. Pipefy is the tool to improve process management within your company or department. You can use them as they are or customize them to suit your needs. Manage requests in one place, easily track priorities and deliver them on time. AWeber. Get Started Learn how to start using Pipefy … Some of its main process management features are: process … Full articles with tutorials, basic concepts and main features of Pipefy. Documentation Templates Plug and play pre-built solutions based on Pipefy’s best practices. Qonto. Pipefy University is Pipefy's official online learning source.Here, you can enroll in courses and certification programs to level up your process management game.. By enrolling in our courses, you will learn how to use Pipefy… Documentation Automatically send documents, security protocols and guidelines without leaving Pipefy. Google Sheets. Track critical information from your process in one single place. Pushcut. Identify and tag priorities through customizable labels or alerts, and keep track of deliverable due dates for each step of the onboarding process. Pipefy also has pre-designed templates that can be customized to meet your process’ needs, so you’ll be even more agile! Written by Isabelle Wuilleumier Updated over a week ago ... Optimize your process management in Pipefy … Pipefy helps our team manage our processes with customers more effectively. See how to manage your work with Pipefy. Learn how to start using Pipefy in a simple and easy way to understand. The field will be inserted as a placeholder and will be dynamically populated with information from the card … Organize and track payment deadlines to ensure the end of late fees. Start now to automate, integrate, and measure your processes with Pipefy… Evaluate key metrics and indicators for your operation with Pipefy’s Dashboards. You can choose which cookies you want to accept. Request. Report. QuestionPro. You can edit all about it to better suit your needs. HR Case Management: streamline your operation and get results faster. Get Started Learn how to start using Pipefy … Plug-and-play customizable workflows for your unique needs. Templates. Ensure the best onboarding experience for your new customers with this free template. Primary features include task management, pre-designed process templates… Purchase Process: never lose sight of your purchase requests. Product best practices, processes content and helpful tips to extract maximum value from Pipefy. Communication is essential, either with external clients or internal. If you're reading this document, you're likely to be the “change-maker” in your environment. We use 3 different kinds of cookies. Templates. Customize your unique needs without help from the IT department. Simple pricing for more efficient workflows. 1. Manage remote work requests for your IT team with Pipefy. With Pipefy, you can also automate it through Email Templates. For anyone that needs to manage enrollments in workshops or coaching programs. Process … View contracts that are due soon and contact your business partners. Process Street vs. Pipefy. 2. Ensure time to value by providing new employees with everything they need to get started at your company. Free and customizable plug-and-play process templates that help you streamline your operations. Add card information into the PDF template. See how customers have been achieving success with Pipefy. Monitor every step of the onboarding process to ensure priorities are set and deliverables are made on time. Microsoft 365 People. Organize your marketing department with structured and standard flows. Customize, integrate and build a fully digital experience for all your stakeholders. Plug and play pre-built solutions based on Pipefy’s best practices. Customize standardized and integrated workflows in a matter of minutes. Gain full visibility of requisitions, track deadlines and get approvals faster. The templates can be used to send emails automatically (when a card enters/leaves a phase) or manually from inside the card. Filter. Filter. Blogs Best practices, process tips and relevant content written by specialists. From basics to advanced. See how Process Street and Pipefy stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Watch all webinars. Can't log in? Design and customize no/low-code and quick to deploy workflows. Let's assume … Pipefy offers a great capability of collaboration and very effective business process management. Qualtrics. You can choose from hundreds of templates. We need basic cookies to make this site work, therefore these are the minimum you … Create Pipefy … Prioritize your Service Desk requests according to urgency with a standardized process. Share knowledge and connect with other doers around the world. Mail Komplet. Manage, optimize and improve your processes continuously with BPM. Cookie settings. Pipefy announcements, events, news and more. As soon as the investigation process is over, we’ll share further details … Plug and play pre-built solutions based on Pipefy’s best practices. Templates. Blogs Best practices, process tips and relevant content written by specialists. Connect your IT onboarding process to other processes, like HR Employee Onboarding, to make information hand-off seamless. See how Samsonite Built an Error-Proof Purchasing Process with Pipefy. Quentn. Accelerate digital transformation with the Pipefy Platform. See how to manage your work with Pipefy. Webinars Customer stories, live events and Q&A sessions. Log in with GitHub. Templates. Learn how to start using Pipefy in a simple and easy way to understand. Resolved - The unavailability has been fixed and the access to Pipefy’s dashboards application has been restored. Pipefy’s solutions put the power of automated and centralized processes at your fingertips. Process … Cookie settings. If necessary, you can automatically escalate a deliverable or task to other team members through automation rules. Code-free implementation for quick time-to-value. Pipefy announcements, events, news and more. Learn more about our open API and technical information. ProdPad. You can use them as they are or customize them to suit your needs. Don’t have an account yet? Dux-Soup. Standardize your HR requests in a single place with Pipefy. Use Pipefy’s Recruiting template to streamline your workflow and reduce the risk of error, latency and inability to compete in the high-stakes game of recruiting. Pushbullet. Keep track of your candidates and make sure no talent goes unnoticed. Templates Plug and play pre-built solutions based on Pipefy’s best practices. Execute. Pipefy. Standardize you onboarding process to offer the best employee experience. Accelerate digital transformation with the Pipefy Platform. I am very much satisfied with it. Explore our deeper content, from technical information to the Pipefy’s Community. See how Samsonite Built an Error-Proof Purchasing Process with Pipefy. It's excellent to create flexible … Pushwoosh. You can use them as they are or customize them to suit your needs. AWeber. Track communication flows and collaborate with other team members in one place. Klaviyo. Gain full visibility of your IT onboarding priorities, deliverables and due dates, ensuring that no information is left behind. Filter. A full course to become a Pipefy expert. Dux-Soup. We need basic cookies to make this site work, therefore these are the minimum you … Log in with Google. Organize your marketing department with structured and standard flows. You can choose which cookies you want to accept. 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… You can use them as they are or customize them to suit your needs. PushEngage. You can build templates with dynamic content originated from the fields of your process … Full articles with tutorials, basic concepts and main features of Pipefy. or. Manage, optimize and improve your processes continuously with BPM. Error-proof processes with custom integrations, Reduce time-to-value by automating employee onboarding processes, Standardize your onboarding processes to save time and boost adoption, Build the best process and ensure everything runs according to your business needs, Keep all positions and candidate information secure, Full visibility of marketing tasks. The first step for setting up a new email template is creating it in the 'email templates' section of your pipe. The title of your PDF template. Explore, compare and decide. Receive, analyze, and approve all kinds of academic requests submitted by employees. Explore our deeper content, from technical information to the Pipefy’s Community. Build no/low-code and quick to deploy workflows that suit your needs. Automate workflows and create a top-notch digital experience for your team. You can choose from hundreds of templates. Share knowledge and connect with other doers around the world. Everything you need to become a Pipefy specialist. Connect your onboarding process to your Human Resources’ processes and guarantee an efficient employee experience. Code-free implementation for quick time-to-value. Prospero. Customer stories, live events and Q&A sessions. We created a few templates based on our customers' … Plug-and-play customizable workflows for your unique needs. Pipefy’s Vacation Requests template is a guide to help you run efficient execution procedures. This website uses cookies to enhance the users' experience. Customize, integrate and build a fully digital experience for all your stakeholders. This website uses cookies to enhance the users' experience. Everything you need to become a Pipefy specialist. provides full visibility of which technology stacks need to be delivered for new hires. Watch all webinars. … If you've decided to create your pipe using one of Pipefy’s pre-designed process templates, your pipe will already have a form. To access this section, open the tools sidebar by clicking in the tool icon in the upper right corner of the dashboard and scrolling down until you find the 'email templates' … Share forms or team policies through a unique link, and easily review received information while gathering the stacks. Pipefy is an intuitive, simple to use and cloud based process management platform which works as an online Kanban where tasks move laterally through the process' phases, each phase can have its own set of rules and triggers and offers a variety of process templates … Request. Optimize your ability to handle requests quickly and confidently, by automating manager … Tips and relevant content pipefy process templates by specialists, integrate and build a truly integrated operation onboarding and... It through Email templates with structured and standard flows integrated operation results and opportunities. Templates with dynamic content originated from the fields of your IT team with Pipefy time value... To Pipefy 's best practices, process tips and relevant content written by specialists for your.. Document, you can choose which cookies you want to accept experience for your unique needs without help the. 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