News and Announcements
Get informed about product releases, general announcements and upcoming events.
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Hello, community!We from Pipefy are always looking to improve our platform, and we believe there is no one better than people who use our product daily to be a part of its development. So today, we would like to invite YOU to help us improve. If you are interested in shaping Pipefy’s future roadmap and creating something amazing for users such as yourself, please click here. This is a quick test to help us understand a potential new feature and get your insights to perfect it.Oh, and we are going to We look forward to having you help us in this task and improve Pipefy together. Thank you in advance! Portuguese edition here.
Hello, community! Hope you are all doing well and safe.Have you ever gotten annoyed while creating new automations and having to select the pipe every time? I know I have. In order to keep improving the experience and make it o make the experience easier and smoother, we have just now released the behavior to pre-fill the pipe in automations events so you’ll just have to worry about filling in the specifics and the conditions to your automation. Feedback and suggestions are highly appreciated. Thank you!
Hi, friends! Welcome to the Pipefy Community. We can't wait to get to know you and your aspirations. So, let's start with some proper introductions. What's your name? What do you work with? What are you passionate about? What do you love about the company you work at? We are super excited to have you here with us!
Hello Community, As part of the initiatives we are working related to the User Permission, today I want to announce one more update. Now, the Super Admins and Administrators can assign/invite users to a role in the Admin Dashboard. When accessing the Roles area in the Admin Dashboard and selecting a role from the list, you will see the Users tab in the Role Details panel. All users assigned to the selected role are listed along with the Assign users button. By clicking on it, Super Admins and Administrators will be able to assign or invite new or more users to the chosen role in that operation, reducing the time to invite and assign roles to company members. Stay tuned for more news!
As part of the Admin Dashboard evolution, we are now launching new capabilities for the Role permissions. In this version, we are launching the new Super Admin role and the ability to manage the role permissions actions for the Administrator role in the Roles Area. You just need to access the Admin Dashboard to see the Roles Area and from there you will see the list of 5 default Pipefy roles: Super Admin, Administrator, Member, Company Guest and External Guest. More news coming soon. Stay posted!
Hello, community! My name is Rodrigo Leite and I'm part of Pipefy's Product Team. We are continuously looking for improvements in our product and we believe there is no one better than people who use our product daily to be a part of its development. So today, we would like to invite YOU to help us improve. Currently, our main challenge is to understand how important is the User Management for our clients and how satisfied they are with the way they solve this problem today.If you are interested in shaping Pipefy’s future roadmap and creating something amazing for users such as yourself, please fill out the forms specific for each subject:Bulk operations for user management User profile management User governance Suspend user accounts User licenses management Thank you in advance!
To provide a mechanism that allows administrators to manage users, permissions, user groups, security, automation, and billing aspects, we plan to launch the new Admin Dashboard. In this first version, the Admin Dashboard will provide the "Roles Area" where the administrator can manage the Pipefy user roles and the role permissions actions for the member role. The Admin Dashboard is available for our Business and Enterprise plans. Click here and find out all about the Admin Dashboard.Stay tuned for more news! 😎
Hello, dear community! I would like to invite you to evaluate us on the Gartner Peer Insights platform. Peer Insights is a user review portal from Gartner, one of the leading analyst firms in the world. As a user of our product, you are in the position to give us (and your peers) a valuable perspective on how our Business Process Automation solution has benefited your organization. As a smaller provider competing against much larger global competitors, it is especially important for us to do well. So, we need your help here, please, to take a few minutes to write a review about your experience working with us.🤑🤑🤑🤑We value your time and our partnership, so as a thank you for your approved review, you will receive a $25 personal gift card to use however you want.🤑🤑🤑🤑🤑🤑 The review process takes less than 5 minutes and you can complete it by accessing this link: https://gtnr.io/vcygrDkdq You probably have some questions, right? So I’m adding more information about the Gartner
What about having one single place for your guests to find and submit their requests, communicate about them, and have real-time updates while you guarantee information security?Meet Pipefy’s new Guest Experience, a set of new features to improve how you interact with guest users, keeping communication centralized and increasing the satisfaction of your stakeholders.To unlock a better experience, you can start inviting guest users without extra cost and choose what role they will have inside your organization within Pipefy: New Company Guest role: For members of your company that does not manage processes inside Pipefy, but need to send requests, such as PTO and reimbursements. New External Guest role: For external stakeholders, such as vendors and customers. When logged in, guests will be able to access the new Request Area with two tabs: Portals: where they can find the forms they have access to and submit new requests; Requests: where they can find submitted requests, comm
Hi, there! My name is Veronica, I'm part of Pipefy's Product Team, and we are continuously looking for improvements in our product. Currently, our main challenge is to understand how our clients use activity logs and automation tracking to make your audits and process monitoring easier. If this is something you work with, you can participate in our study by simply completing the survey below. Click here to answer our survey Your feedback will help us improve our product and your workflow.
Hello, Community!Here I come with another update inside the product. We got many feedback about being hard to finding where to change a phase description. To help with this edition that wis a little hidden inside the phases advanced options, we have worked on editing the phase description in place inside the Flow. Now, when clicking on the description below the phase inside the Flow, you will be able to edit the phase description, and it will reflect on the Kanban view as well as on the Flow. PS: For now, there is a limitation: you can add and change the description, but it’s still not possible to remove it and leave it “blank”. To remove a description entirely, it’s still necessary to go to “advanced options” inside the editor. We will be improving this as soon as possible. Hope this saves you some time in creating and editing a process! Best,
Hello, everyone. Today we come with a minor yet huge improvement in automations. Previously, when creating automation with the event "when a card enters a phase" if the card was being created [start form] the automation wouldn't work because, technically, the card couldn't 'enter the phase' if it was not created yet and it would require to change the automation event to "when a card is created". Confusing, right? We had many support tickets with this problem, and we'd need to explain the problem was in the 'logic' behind the start form is not a phase. To fix this problem and prevent friction, we have now allowed cards from the start form to work with both events. No matter if you select "when a card is created" or "when a card enters a phase" for cards coming from the start form, the automation will work regardless. In case you find any problems with new or current automations, please open a card with our support team immediately. Thank you!
Hello everyone! 👋 I am here to invite you to our beta/testing program for a two new features we are developing in Pipefy: Guest Permission and Request Area. If you need to invite external guests to your company and want them to have a proper and safe way to sign in on Pipefy - this is for you! We now have a new user permission, called "External guest". Invite as many people as you want with this new role level. Guests will access your company's Pipefy account and create requests only on select forms that will appear in the Portals tab.In other words, as an Admin, you can decide which forms your guests will have access to! Amazing, right? 🤩Additionally, they will be able to follow their requests in a new Request Area - all of this within your company's account, guaranteeing privacy and security. Currently, we are opening up a few slots for early adopters who want to test this and provide us with feedback. If you are interested in that, please fill out THIS FORM! 🚀 Learn more.
Hi Community! Long time no see!We want to interview some users who use Pipefy daily to learn about their pain points, what their day-to-day is like, how their processes fit into the platform, and how the design and product teams can help you with improvements and/or new features!Did you find it interesting?If so, feel free to schedule a time that works best for you by clicking here. The 10 first people how applied, will get a gift card from Community. Just send a message to @Juliana Spinardi and let her know that you booked an interview with us! See you soon!
Hello, everyone!Thinking about simplifying Pipefy and making it easier each day, we have just released updates in texts and help components inside “pipe settings”.We know a product this robust can be quite complex, so here’s a before and after image with changes we’ve made inside the pipe settings modal. Are there other changes you think we could work on to make the platform more intuitive and easier? Let us know!
Hello, community Members!I'm Priscila, a PM here at Pipefy! Hope you are all doing fine. The year is almost over, but we are not yet done with our product releases. So, I’m here to announce that we have released the Default Email Template per Pipe.How does it work?You can now create and set up a Default Email Template per pipe. By doing this, any emails you start to write in the Shared Inbox and Card Emai Inbox will be populated with all fields from the default email template, making it easier to use the Pipefy's email features with more efficiency, as you don't have to copy and paste the same content over and over again.You can learn everything about the Default Email Template clicking here.I hope you like it! If you have any questions or feedbacks, please send us!
Hey folks!I am pleased to announce that we have just released the new Dynamic Content field type, improving collaboration between your team and external guests by providing context and informing submitters of what’s expected to be filled in the form.How does it work?We improved the existing Statement field, and users can now mix both rich text and dynamic fields from other phases in their pipe, writing custom messages and instructions pulling information dynamically from the card’s start form fields and previous phases. For example: If an external guest receives a form that contains an approval request, this fields can be used to describe what they are supposed to approve, who is requesting that approval, how much it will cost, and so on.This information is usually shared in the body of the email template and is now much better placed to ensure the quality of the received data.Check out the articles below to learn more about the new Dynamic content field type:EN How to use dynamic cont
Hi community members, howdy?We've launched our new Databases 2.0 and you can now explore and start taking advantage. With a redesigned look, the new Databases ensures a faster and more intuitive experience with the new features. Create new columns with the add (+) button, just like you do to add new phases in a pipe, and use the drag and drop feature to create and manage your databases. In addition, you can create connected databases and easily identify the reference database through the new visual feature with icons and specific colors, so you don't have to leave your screen and access the settings to find this information. Also, if you are a Database Administrator, you will be able to choose the members of each Database who will be able to access the data visualization. Click here and find out all about the new Databases 2.0.
Hello, dear Community members Now you have the possibility to enable or disable the little timers that appear at the bottom of each card, just by checking “Enable timers on cards” checkbox on Company Settings (don’t forget to save your changes by clicking on the “save” button). When this option is enabled, you will see 3 different timers in each card of a pipe, the first timer tells how much time the card has been in the current pipe, the second tells how much time the card has been in the current phase, and the third one tells the last time when the card was updated, so you can have a better control over your processes time. Hope it’s helpful for you, and don’t forget to share any feedback or question!
Hi, members of our community I’d like to share the new improvements we’ve made for you to have an even better email experience. 1. Header with Icons only Now in shared inbox the selected email threads have less visual pollution in its upper tools bar, since we are displaying icons only. 2. Read / Unread emails filter on KanBan and List views Now in the Pipes' Kanban and List views filters there is a new filter available to allow doers to filter cards with read or unread messages on those views, and thus optimize their use flows. 3. Manual Refresh of Shared Email Inbox Now doers can manually refresh the shared email inbox and force the update of email threads and emails. 4. Threads Pagination Now doers don’t need to rely on infinite scrolling anymore to find past email threads. We implemented a simple email threads pagination component that allows users to navigate to older emails threads pages and look upon older emails. 5. Alert when replacing fields with email templates Now wh
Hello, everyone. You have asked and we heard you! We have received many feedback regarding being unlogged from the platform and having to log in every day. So, from now on, our session length will be 72 hours. This means that once you log in you'll only need to log in again after 3 days. We really do hope this will help your day to day work. Thank you!
Did you know we host demo days to showcase areas of our product in a non-intrusive environment. If you know someone that could benefit from our process automation software and might be interested in taking a look under the hood, demo day is perfect.Just have them tell us you sent them here and you'll get a $20 gift card in return.It's that easy! Register Now!
Hi, members of our community I’d like to share the new improvements we’ve made for you to have an even better email experience. 1. Mark thread as read/unreadNow in the open card email inbox, you mark the threads as read or unread, flagging it and letting other team members know when you saw an email thread or not, thus improving the collaborative work related to emails. 2. Removed email wrapperNow all the emails sent manually have their default content wrappers removed to ensure users get the final expected result of the emails they send using Pipefy. Now the wrapper does not change the content width anymore and also the wrapper styling settings won't affect the content anymore. 3. Attachments upload progress barNow when you are uploading attachments to an email, there’s an attachment upload progress bar that indicates to users that the upload is happening and gives an idea about how long it will take. 4. Default email field values (v1)Now in the Shared Email Inbox, when you are co
Hello everyone!I am here to talk to you about our beta program for our mobile apps. Did you know we have beta programs for both Android and iOS Platforms?You can join our beta program, receive the releases and updates first and help us improve our mobile apps.For Android check this link and for iOS check this one.Help us improve Pipefy even more. Thanks once again!
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