Process Management Certification by Pipefy
3.8 (59 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1,943 students enrolled
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Process Management Certification by Pipefy

Full tutorial of Pipefy, including basics and advanced features.
3.8 (59 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1,943 students enrolled
Last updated 3/2017
English
Price: Free
Includes:
  • 38 mins on-demand video
  • 2 Articles
  • 14 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • At the end of this course, students will be able to model and structure all kinds of processes inside Pipefy, the powerful workflow tool on the cloud.
View Curriculum
Requirements
  • This course uses just embedded videos in Udemy and PDF files (requires Adobe Acrobat Reader installed).
Description

This course is a full tutorial of how to use Pipefy, the powerful processes management and workflow tool in the cloud. The lessons will explain the beginner and advanced features of the platform. Also, the student will be required to solve case studies inside Pipefy.

As you finish this course, you will know what is an organization, a pipe, how to set up templates from scratch and how to import templates from the template store. Besides that, we will teach you how to configure phases, fields and cards inside a process, as well as how to use this features: pipe connections, e-mail templates, e-mail inbox and public forms.

Last but not least, the user will learn how to use and read My Desk, reports and metrics, as well as how to integrate Pipefy with other apps using Zapier or API documentation.

Who is the target audience?
  • This course is destined to Pipefy users, partners and enthusiasts.
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Curriculum For This Course
+
Pipefy Basics
6 Lectures 14:11

This video presents an overview of Pipefy, where we can see a purchase process briefly working. Also, it is explained Pipefy's basic structure: Organization > Pipes > Phases - Fields > Cards.

Pipefy Basics - Overview
01:19

This lesson shows what is and how to create a start form, which is the beginning of a process. Also, you will see what is a card and its entire structure.

Pipefy Basics - Start Form and Card
04:19

In this class, we present the phases: how to create and change them. Also, you will see how to create fields inside the phases.

Pipefy Basics - Phases
01:25

This video shows what is and how to change the settings of a pipe, the subtitles of a card and all kinds of member roles (inside pipes and orgs).

Pipefy Basics - General Settings, Subtitles and Members
02:47

Full lesson about the types of fields the user will be able to setup inside Pipefy.

Pipefy Basics - Fields
03:23

The student should solve this basic case study inside Pipefy.

Pipefy Basics - Case Study
00:58
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Pipefy Advanced
9 Lectures 27:20

In this video we present the My Desk feature in Pipefy, and how to use it.

Pipefy Advanced - My Desk
01:57

This lesson shows how to create and use the Connections feature.

Pipefy Advanced - Connections
06:43

This lesson shows how to create and use the E-mail Templates feature.

Pipefy Advanced - E-mail Templates
04:30

This lesson shows how to create and use the E-mail Inbox feature.

Pipefy Advanced - E-mail Inbox
01:53

This lesson shows how to create and use the Public Form feature.

Pipefy Advanced - Public Form
02:00

This lesson shows how to create and use the Database feature.

Pipefy Advanced - Database
03:31

This lesson shows how to create and use the Reports and Metrics inside Pipefy.

Pipefy Advanced - 7. Reports and Metrics
01:48

This lesson shows how to set integrations between Pipefy and other apps using both Zapier and API documentation.

Pipefy Advanced - Integrations: Zapier and API
02:23

Solve this advanced case study inside Pipefy.

Pipefy Advanced - Case Study
02:35
About the Instructor
Victoria Gorges Santos
3.8 Average rating
59 Reviews
1,943 Students
1 Course
Customer Success Manager at Pipefy

Works as an SDR at Pipefy, a startup which provides a BPM (Business Process Management) system, identifying and qualifying inbound leads around the world, focusing on American and Canadian leads. Also connects potential partner leads with the responsible of the Partnership Area. Besides the sales area, also works aside the Marketing Team developing new material to be launched.

 Studies Advertising at PUCPR leaning to the marketing area, since 2015. Was born and raised in Deerfield Beach, Florida and recently moved to Curitiba in Brazil.

Previously worked as a private English teacher, for different ages and levels, focusing on improving the student’s fluency through conversation and dynamic exercises. 

Martine Postma
3.8 Average rating
59 Reviews
1,943 Students
1 Course
Customer Success Manager

Martine works in the Customer Success department of the Brazilian startup Pipefy - an online workflow management tool, where she is responsible for assisting clients in their most optimal use of the tool. She finished her Bsc. in International Business at the Rijksuniversiteit Groningen (the Netherlands) with a thesis on 'Coevolutions of industries across different national settings - an exploratory case study on the interaction between the pharmaceutical industry and the institutional regime in the United States and China'. Within her bachelor, she completed the Honors College program, and she did a minor in International Economics in Porto (Portugal). Besides her studies, Martine was active as a Teaching Assistant in International Business Law, also at Rijksuniversiteit Groningen.