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Pipefy Process Automation Certification
Introduction
What is an automation (4:06)
Getting to know you
Automation with Pipefy (1:40)
Review: Events and Actions (7:04)
Best Practices (3:29)
Customer Case Study: Zeiss
Automation Trends
Basic Automation
How to Automatically Move a Card (2:52)
How to Send Automatic Contact Emails (1:48)
How to Automatically Distribute Demands (2:46)
How to Schedule Recurring Activities (2:02)
How to Automatically Create Connected Cards or Records (2:16)
How to Automatically Update Fields in Connected Cards or Records (2:24)
Mid-level Automation
How to Apply Automatic Formulas (2:47)
How to Automatically Move the Parent Card (3:19)
How to Use Advanced SLA Rules (3:08)
Automation with HTTP
Making an HTTP request (5:16)
A response is received from the HTTP request automation (1:12)
How to automatically fill addresses based on ZIP code (4:33)
How to send data from the child card to the parent card (5:30)
How to clear attachment field (2:36)
How to deactivate database records (3:17)
Automation with AI
How to Screen Demands with AI (1:43)
How to Perform AI Automations (2:59)
Interpretation/Analysis of Images with AI (3:24)
More Examples of Automation with AI (2:36)
Test your skills!
Quiz
Course Feedback
Let us know what you think!
Share your certification! (1:00)
Next steps
How to Apply Automatic Formulas
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