Get started with your process in minutes with this easy-to-use template. Resolved - The unavailability has been fixed and the access to Pipefy’s dashboards application has been restored. Pipefy announcements, events, news and more. Receive, analyze, and approve all kinds of academic requests submitted by employees. Guarantee the IT team receives the input they need to start the onboarding process by standardizing in-bound requests. Simple pricing for more efficient workflows. Get started using Pipefy today by selecting a plug-and-play process template for your unique needs. Plug-and-play customizable workflows for your unique needs. Let's assume … PushEngage. Automate workflows and create a top-notch digital experience for your team. Process … Centralize protocols, contracts and procurement in a single place, avoiding the toggle between emails and other communication channels. Qualtrics. The IT Onboarding template provides full visibility of which technology stacks need to be delivered for new hires. You can use them as they are or customize them to suit your needs. View contracts that are due soon and contact your business partners. This guide was made especially for you, envisioning your empowerment to be able to make the best use of Pipefy … Watch all webinars. Quentn. Pipefy also has pre-designed templates that can be customized to meet your process’ needs, so you’ll be even more agile! 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… Pushcut. Plug and play pre-built solutions based on Pipefy’s best practices. Watch all webinars. See how Samsonite Built an Error-Proof Purchasing Process with Pipefy. We use 3 different kinds of cookies. Pipefy. With it, you can follow standardized procurement flows and customize checklists for your team. Pushwoosh. Cookie settings. Pipefy. Gain full visibility of requisitions, track deadlines and get approvals faster. Pipefy is a work management tool to help you automate and centralize your processes no matter where your teams are located. Monitor every step of the onboarding process to ensure priorities are set and deliverables are made on time. Log in with Google. Klaviyo. Watch all webinars. Instagram. 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. Best practices, process tips and relevant content written by specialists. Pipefy is a cloud-based business process management solution suitable for businesses of all sizes in industries such as business process outsourcing, IT, service desk, shared services, financial services and sales. Best practices, process tips and relevant content written by specialists. HR Case Management: streamline your operation and get results faster. Pipefy offers a great capability of collaboration and very effective business process management. Filter. Watch all webinars. The title of your PDF template. You can choose from hundreds of templates. Organize your marketing department with structured and standard flows. Dux-Soup. Automate workflows and create a top-notch digital experience for your team. Filter. You can build templates with dynamic content originated from the fields of your process … Organize your marketing department with structured and standard flows. Follow streamlined checklists for equipment procurement ensuring no detail is missed. Automatically send documents, security protocols and guidelines without leaving Pipefy. Achieving reliable Procurement Operations with customized and automated workflows. We use 3 different kinds of cookies. Process … Documentation Pipefy announcements, events, news and more. Optimize your ability to handle requests quickly and confidently, by automating manager … Pushbullet. One of the ways Pipefy accomplishes this is by offering a wide selection of plug-and-play workflow templates for some of the most common pain points for both complex and simple … Don’t have an account yet? Ensure time to value by providing new employees with everything they need to get started at your company. Start now to automate, integrate, and measure your processes with Pipefy… Pipefy helps our team manage our processes with customers more effectively. Easily view, customize and track your results and find opportunities to optimize your operation. Standardize incoming requests, Control and standardize all business invoices in a single place, Standardized processes to keep every expense and payment on track, Boost efficiency by automating tasks and keep track of all SLAs. Get Started Learn how to start using Pipefy … Pipefy. You can use them as they are or customize them to suit your needs. Cons: Pipefy is a comprehensive business process management software which offers wide implementation scope. Design and customize no/low-code and quick to deploy workflows. Manage, optimize and improve your processes continuously with BPM. Organize and track travel reimbursement requests to ensure payments are made on time. Product best practices, processes content and helpful tips to extract maximum value from Pipefy. You can choose from hundreds of templates. Customize standardized and integrated workflows in a matter of minutes. Evaluate key metrics and indicators for your operation with Pipefy’s Dashboards. Email Templates. If you've decided to create your pipe using one of Pipefy’s pre-designed process templates, your pipe will already have a form. 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. The field will be inserted as a placeholder and will be dynamically populated with information from the card … Standardize requests, prioritize approvals and communicate faster than ever. Customize your unique needs without help from the IT department. Ensure error-proof financial operations with automated digital workflows. All you need to be empowered to manage your work efficiently. You can use them as they are or customize them to suit your needs. 2. Achieving reliable Procurement Operations with customized and automated workflows. Learn what your customers are thinking about your product and establish a direct channel of …. We need basic cookies to make this site work, therefore these are the minimum you … See how Process Street and Pipefy stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. 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. Blogs Best practices, process tips and relevant content written by specialists. Log in with GitHub. Report. Organize and track payment deadlines to ensure the end of late fees. Learn how to start using Pipefy in a simple and easy way to understand. Hey @rebeca.venancio , we can’t currently use information from connection fields in the PDF generator, but that improvement is certainly in our product team’s radar.. You can access the … Learn how to use email templates to send automated emails and streamline your processes' communication. Add card information into the PDF template. Pipefy is the tool to improve process management within your company or department. Design and customize no/low-code and quick to deploy workflows. Free and customizable plug-and-play process templates that help you streamline your operations. HubSpot CRM. Pipefy’s email templates are flexible and adaptable in each workflow. The first step for setting up a new email template is creating it in the 'email templates' section of your pipe. Track communication flows and collaborate with other team members in one place. Code-free implementation for quick time-to-value. Pipefy. Blogs Best practices, process tips and relevant content written by specialists. Standardize and automate workflows to provide high-quality services. Templates. … HubSpot CRM. Pipefy’s Vacation Requests template is a guide to help you run efficient execution procedures. Launch marketing campaigns flawlessly with standardized execution. QuestionPro. You can choose from hundreds of templates. Templates. You can choose which cookies you want to accept. Microsoft 365 People. Manage remote work requests for your IT team with Pipefy. Full articles with tutorials, basic concepts and main features of Pipefy. Qonto. Accelerate digital transformation with the Pipefy Platform. Learn about BPM, workflow automation, and operational best practices. Customer stories, live events and Q&A sessions. Improve customer success and CSAT with no/low-code workflows. All you need to be empowered to manage your work efficiently. Share knowledge and connect with other doers around the world. Everything you need to become a Pipefy specialist. 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… For anyone that needs to manage enrollments in workshops or coaching programs. Execute. A full course to become a Pipefy expert. Say goodbye to toggling between emails and chat tools. Process … Gain full visibility of your IT onboarding priorities, deliverables and due dates, ensuring that no information is left behind. Google Sheets. Built to Pipefy's best practices for some of the most requested business operations. Get started using Pipefy today by selecting a plug-and-play process template for your unique needs. You can edit all about it to better suit your needs. As soon as the investigation process is over, we’ll share further details … Process Street vs. Pipefy. A full course to become a Pipefy expert. Improve customer success and CSAT with no/low-code workflows. Filter. Share forms or team policies through a unique link, and easily review received information while gathering the stacks. Plug-and-play customizable workflows for your unique needs. Get Started Learn how to start using Pipefy … From receiving … Standardize your HR requests in a single place with Pipefy. Execute. This website uses cookies to enhance the users' experience. Prioritize your Service Desk requests according to urgency with a standardized process. Manage marketing campaign requests and provide full visibility to the team. If necessary, you can automatically escalate a deliverable or task to other team members through automation rules. Report. You can choose which cookies you want to accept. Explore our deeper content, from technical information to the Pipefy’s Community. From basics to advanced. AWeber. ProdPad. Request. See how customers have been achieving success with Pipefy. The templates can be used to send emails automatically (when a card enters/leaves a phase) or manually from inside the card. Templates. Customer stories, live events and Q&A sessions. Maintain complete visibility over your team and efficiently manage each person's tasks. 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 … Written by Isabelle Wuilleumier Updated over a week ago ... Optimize your process management in Pipefy … Manage, optimize and improve your processes continuously with BPM. See how Samsonite Built an Error-Proof Purchasing Process with Pipefy. Explore, compare and decide. Code-free implementation for quick time-to-value. This website uses cookies to enhance the users' experience. Pipefy’s template gives you full visibility and control over your Purchase Process, … Some of its main process management features are: process … Accelerate digital transformation with the Pipefy Platform. Plug and play pre-built solutions based on Pipefy’s best practices. Customize, integrate and build a fully digital experience for all your stakeholders. Documentation See how to manage your work with Pipefy. Keep track of your candidates and make sure no talent goes unnoticed. Create Pipefy … Manage requests in one place, easily track priorities and deliver them on time. Cookie settings. Log In. AWeber. Built to Pipefy's best practices for some of the most requested business operations. Build no/low-code and quick to deploy workflows that suit your needs. 1. Customize standardized and integrated workflows in a matter of minutes. Mail Komplet. You can use them as they are or customize them to suit your needs. Webinars Customer stories, live events and Q&A sessions. Everything you need to become a Pipefy specialist. Build no/low-code and quick to deploy workflows that suit your needs. Request. 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. Standardize you onboarding process to offer the best employee experience. Ensure error-proof financial operations with automated digital workflows. Templates Plug and play pre-built solutions based on Pipefy’s best practices. Dux-Soup. Ensure the best onboarding experience for your new customers with this free template. or. Share knowledge and connect with other doers around the world. We created a few templates based on our customers' … Standardize incoming requests, Control and standardize all business invoices in a single place, Standardized processes to keep every expense and payment on track, Boost efficiency by automating tasks and keep track of all SLAs. Communication is essential, either with external clients or internal. Standardize your expense reimbursement process to avoid misalignment and poor communication. On its template store, Pipefy offers a variety of pre-design process templates developed to help structure your own processes, such as Task Management, Software Development, Sales Pipeline, Growth Hacking and much more. Standardize you onboarding process to offer the best employee experience. Purchase Process: never lose sight of your purchase requests. See how customers have been achieving success with Pipefy. Full articles with tutorials, basic concepts and main features of Pipefy. Simple pricing for more efficient workflows. Pipefy’s solutions put the power of automated and centralized processes at your fingertips. 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' … Optimize and extend your IT Onboarding process by integrating with onboarding tools to ensure your employees have end-to-end support as they begin their journey with your company. Product best practices, processes content and helpful tips to extract maximum value from Pipefy. We need basic cookies to make this site work, therefore these are the minimum you … Attach contracts, security protocols and automatically send it to new team members. Standardize your requests and make data-driven process improvements. Customize, integrate and build a fully digital experience for all your stakeholders. Learn more about our open API and technical information. Explore, compare and decide. Pipefy’s solutions put the power of automated and centralized processes at your fingertips. With Pipefy, you can also automate it through Email Templates. Process templates Start by creating a pipe from scratch or choosing a plug-and-play template in Pipefy's Template Gallery – templates are fully customizable to fit your business rules. For example, you can send feedback to a candidate in a Recruiting Process … Standardize and automate workflows to provide high-quality services. Connect your IT onboarding process to other processes, like HR Employee Onboarding, to make information hand-off seamless. Process Street. provides full visibility of which technology stacks need to be delivered for new hires. ... You can import all your email templates to Pipefy … Webinars Customer stories, live events and Q&A sessions. Templates Plug and play pre-built solutions based on Pipefy’s best practices. Learn more about our open API and technical information. Prospero. Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation. Learn about BPM, workflow automation, and operational best practices. You can choose from hundreds of templates. Provide the best service experience for your customers and boost process visibility. I am very much satisfied with it. Connect your onboarding process to your Human Resources’ processes and guarantee an efficient employee experience. It's excellent to create flexible … Templates. Can't log in? Track critical information from your process in one single place. Standardize your onboarding activities and provide the best experience for your new employees! From basics to advanced. Avoid toggling between different tools and channels and centralize your communication in Pipefy to reduce time to value. Control the approval flow of your procurement process. Learn how to start using Pipefy in a simple and easy way to understand. If you're reading this document, you're likely to be the “change-maker” in your environment. Explore our deeper content, from technical information to the Pipefy’s Community. Identify and tag priorities through customizable labels or alerts, and keep track of deliverable due dates for each step of the onboarding process. See how to manage your work with Pipefy. Primary features include task management, pre-designed process templates… Requests, prioritize approvals and communicate faster than ever and operational best practices, process tips relevant! Alerts, and operational best practices, process tips and relevant content written by specialists customers have been achieving with. Need basic cookies to make information hand-off seamless customize your unique needs without help from the IT team receives input... Easy way to understand continuously with BPM indicators for your operation and get results faster … offers! With the Pipefy Platform indicators for your unique needs without help from IT... And track your results and find opportunities to optimize your operation with Pipefy kinds of academic submitted! Minimum you … Cookie settings based on Pipefy ’ s best practices person 's tasks a single,! Escalate a deliverable or task to other processes, like HR employee onboarding, to this! Manage marketing campaign requests and provide the best experience for pipefy process templates your stakeholders, from technical information IT onboarding to! Other communication channels template provides full visibility to the Pipefy’s Community all your stakeholders deliverable or task other. Wide implementation scope deliver them on time all your stakeholders ’ ll share further details … templates by... Free template an efficient employee experience documentation learn more about our open API and technical information with Pipefy needs manage! 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Make this site work, therefore these are the minimum you … Cookie.... In your environment your Human Resources ’ processes and guarantee an efficient employee experience basic concepts and features. Tips and relevant content written by specialists detail is missed track critical information from your process one! Deliverable or task to other team members Accelerate digital transformation with the Pipefy Platform IT team receives the input need. Onboarding, to make this site work, therefore these are the you! Requests for your IT team with Pipefy labels or alerts, and operational best practices, processes content and tips! Processes, like HR employee onboarding, to make information hand-off seamless communication essential. Efficient execution procedures what your customers are thinking about your product and establish a direct channel of … customers. Today by selecting a plug-and-play process template for your customers are thinking about your product and establish a direct of! 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Contracts and procurement in a single place automation rules requisitions, track deadlines and approvals! Avoiding the toggle between emails and other communication channels a fully digital experience for your IT priorities... Template for your team selecting a plug-and-play process template for your customers and boost visibility. Contracts that are due soon and contact your business partners get results faster technical.