News and Announcements
Get informed about product releases, general announcements and upcoming events.
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Forms are the first intake of a process inside Pipefy and represent whatever you wish, such as a reimbursement request, a marketing request or a job application. They can be restricted to the team with Pipefy accounts or shared externally through public forms, which you can customize and embed on the company website. This way, people who do not have an account, such as customers, suppliers and candidates, can access forms and send their intakes. Inside the Template Gallery, the Forms category gathers templates of the most common use cases. Here, you can choose a form to start customizing it as you wish. The template has pre-filled fields that you can edit as you wish; just select a field on the left and drag and drop in the form to add a new one. According to your needs, choose fields such as date, attachments, assignees, emails, telephone and much more. After setting up the form fields, it's time to set the sharing options. Click on the sharing options button to set up the public
Dear users, According to the information provided in previous updates, the difficulties in logging into our platform are happening due to instability in the third-party mechanism we use for authenticating user login.This mechanism called Auth0 is used by thousands of online services to validate their user login information and allow users to access them, ensuring the safety of the applications and making sure only users with the right credentials can log in. Due to the fact that this is a third-party vendor, right now we’re currently waiting for further updates on their end about the mitigation of the causes of this incident.The most current update we’ve gotten from Auth0 (https://status.auth0.com/incidents/zvjzyc7912g5) was: “We are doing everything we can to resolve the situation as quickly as possible. We did attempt a database failover to resolve the situation, but it was not successful. We are continuing to dedicate our entire engineering team to a swift resolution. As of right n
Hello, Community members! Now, it’s possible to access the Calendar and Sprint apps inside the view menu in any pipe’s header. To do so, just click on the menu icon, as you see in the image, and choose if you want to view the process in Kanban, List or Calendar and Sprint format.This makes it much easier to change between different visualization modes in your processes. To learn more about native application integrations in Pipefy, click here. 🚀
🔔 Attention! To clone a pipe, either within a company or between two companies, you need to have admin permission in the pipe you want to clone as well as permission to create a pipe in the company. Given that you have the necessary permission level, it is possible to clone a pipe in two distinct ways: by accessing the pipe itself or by the main screen inside Pipefy, where you see all of your processes. Outside the pipe, click on the three-dot icon when hovering over the process icon and then select Duplicate this pipe. It’s done, the pipe is cloned directly into the same company. However, inside the pipe, you can clone pipes to other companies you’re already a member of inside Pipefy. The first step is to click on the gear icon located in the upper right corner of the screen to open settings.Inside the Pipe Settings, select the option Clone to... in the left corner. If you are a member of different companies, select from the options the company in which you want to clone your pipe an
Hey, have you ever felt like you’re losing control of your demands?If requests come from different sources, aren’t standardized, and provide incomplete information, you’ve probably wondered: how can we make this process smarter?Let me introduce you to Pipefy Forms! With Pipefy Forms, you'll be able to:1 - Build functional, attractive, smart forms and increase productivity -- no coding required2 - Supercharge your forms with uncomplicated workflows3 - Engage with stakeholders throughout the entire process4 - The best part? It’s for free.Pre-register now and be the first to take control of your work with Pipefy Forms.
Hey, have you ever felt like your team's losing control of your demands?If you ever created a shared email inbox to manage your team's demands, you probably know the mess it can become. I'm talking about missing threads, going back and forth between multiple tools, decentralization…What if I told you there's a solution to make your job easier?Let me introduce you to Pipefy Shared Inbox!With Pipefy Shared Inbox, you:Don't let emails unanswered or forgotten Stay on top of deadlines and team accountability Collaborate with peers and get work doneThe best part? It's for free.Pre-register now and be the first to take control of your work with Pipefy Shared Inbox.
Pipefy will no longer support Internet Explorer (IE11 and previous versions) starting on 02/10 due to security and stability reasons. But don't worry, you will continue to access Pipefy normally through more other and modern browsers, such as Google Chrome, Mozilla Firefox, Safari and Microsoft Edge. Internet Explorer (IE11) is a browser that has become obsolete over the years, with few updates to run more complex websites quickly and safely, such as Pipefy. Because it does not offer the same compatibility features as other browsers, it is more complicated to support the platform. As Pipefy has become more powerful with each update, Internet Explorer (IE11) is no longer an option to access it, since you cannot take advantage of the platform's full potential and features. 🔔 Keep in mind: whichever browser you choose (Google Chrome, Firefox, Safari or Microsoft Edge), always update it to the latest version or at least the lastest two. If you continue to access Pipefy with Internet Explo
Hello, community members! We need your help! Listening to you is essential to collect feedback and continuously improve our product. We want to know how you heard about us! Answer the two questions and help us to build a better experience for you! It only takes a minute to participate in the survey! Go to the survey Thanks a million!
We have great news! Our workflow automation platform just got better!The beta trial has now concluded and the new Pipefy 2.0 UI is permanent. This new version helps ‘doers’ around the globe drive digital transformation by optimizing efficiency, improving the stakeholder experience, and empowering Pipefy clients to make data-driven business decisions. Streamlined, automated, and centralized operations - New email templatesEasily Customized, automated, and set-up. Pipefy's new email feature is game-changing! - IntegrationsIntegrate your pipes with other tools in your tech stack to centralize your workflows in a single place.Engage with employees, vendors, and customers on or off the platform Request Tracker Enable requesters to track their cards' status even if they don't have a Pipefy account. Mobile App Track and monitor your operations anywhere, anytimeExpanded measurement capabilities and visibility Dashboards Choose the data you want to pull and how you’d like to chart it, for a c
Hello everyone! hope you are well! We are very happy to announce that we released our Integrations area inside Pipefy.Right now every ORGANIZATION Admins will be able to see the “integrations” at the left side bar.Our goal is to help our customers to ask for integrations. The next step will be to add our integration builder inside Pipefy.Check our article: https://help.pipefy.com/en/articles/4294894-integrationsThank you ! Any questions, please let me know#staysafe
Hello, doer! How are you? I hope you are well and safe at home with your family. We are more than thankful for all your participation in the Pipefy Community. We’ve grown and accomplished a lot and we couldn’t do it without all your support. We hope you get to rest, recharge, and recover from everything this year has thrown at us. And wherever your community is, we hope you manage to connect with them in 2021. In the next year, I hope to see you here in the community and at the events. Pipefy Community Team wishes a great new year.
Hello, everyone! Merry Christmas! We have a gift for you!You can now download our brand new mobile app! We have completely rebuilt it to offer a better, faster, and more stable experience and it is now available for Android and iOS devices. 🤳Stay on top of your operations anywhere, anytime🔎 Quickly find what you need with smart filters📩 Create new requests on the go Get Android app Get iOS app
We have great news! 📢 The communication between those creating requests with your public forms and your teams is easier now with the Request Tracker functionality. 💬 Besides being able to track their open cards' status, requesters can also communicate directly with the ones responsible for the execution—even without a Pipefy account. To do so, simply open the card and send a message. This action is performed directly on the Request Tracker page, without the need to access or login to Pipefy. Learn more about Request Tracker! 🤓
It was so amazing to see all the special and inspirational women we have among us. People who inspire us to be better every day! It's a long way to equality. However, we are grateful to have such incredible women fighting and working with us! The three most voted stories are… @Eduardo Kano and Waleska [email protected] Lane and Leanne Brown @amanda_malaquias and @Williany and more: @bruna.griebeler is a reference for a lot of girls in the community. We are more than proud to celebrate the wonderful woman you are! Of course, you will receive the swag too. Who posted the story and the inspirational women will win a stylish headphone! Let's build an equal and inclusive community together! Thank you for sharing the stories with the community!
Every Doer has a unique story and context behind why they joined the Pipefy Community, but everyone helps us toward a common goal of creating the largest community of change-makers in the world. We are proud of the community we are building together and we want to give special users extra fuel to make it even more exciting for all of us and recognize users that achieve extra miles with Pipefy. To help grow Pipefy Community we are accepting nominations and applications for the first Pipefy Super User Program. This program was built for people interested in helping others and leveling up their Pipefy experience. Why apply to be a Pipefy Super User? Are you enthusiastic about process management? Eager to solve problems? Is Pipefy one of your most-used tools? If you thought “yes” to any of those questions you are the perfect candidate to help other Doers thrive in the community and boost your career by helping you to solve more challenges your organization is currently facing. If you ar
Hello Doers, The third quarter of the year has ended, and we wanted to share some of our first results w/ our new community ideation section after launching a fantastic community of doers. The review aims to highlight some of the most critical contributions from the community that was released and the main ideas that are still on our radar. Here is a quick status for Pipefy Community ideas in Q3: 3 ideas delivered 55 new ideas created 143 replies to ideas 340 votes on ideas Once again, a big thank you to everyone in the Pipefy Community who shared their ideas as well as voted on other community member's ideas. The product team LOVES the insights and feedback you’ve given us over the last quarter! We’re happy to share that the following 55 ideas you submitted 3 have been delivered: Thanks to all of our brilliant idea contributors: @Emily Jameson @rebeca.venancio @Mary Anne @John Williams @Moacir Souza @Ricardo Palhares @claudiovalverde @ivan.novofoco @Jéssica Martins @Dieg
Hello, doer!We know how important it is for you to measure your process performance and report it visually. So we’re glad to announce that, beginning today, you can test the beta version of Dashboards, our new reporting functionality, for free! With Dashboards, you will be able to: choose what data you want to pull and combine it to create custom reports - all of that in a no-code, easy-to-use interface simplify complex data and translate it into different types of charts like line, area, bar, pie, table, calendar, and number deeply understand performance, eliminate bottlenecks and get actionable insights to optimize your operation Click here to learn how to enable the beta version of Dashboards! Here are some metrics you will be able to keep track of and report: HR: Time to hire Hiring budget spent Open positions x Filled positions Employee performance Average time of each phase/step Finance: Berry ratio Accounts received on time Compliance rate PO cycle time S
Hey, community! I have great news for you! We just released the brand new Request Tracker! 🔎 Now, your internal and external clients can keep track of the status of their cards by themselves in just a few clicks. With the Request Tracker, you’ll be able to: Let requesters check the status of their cards even if they don’t have a Pipefy account; Free those in charge of processing the requests from the need to update requesters manually; Increase both customer satisfaction and the team’s productivity. Learn more about Request Tracker! 🤓
Over the past years, women's rights and roles in society have been changing for the better. With social media, we were exposed to a huge number of histories from inspirational women all over the world! Awe-inspiring and unique women who contribute with their full potential to different causes, made contributions to future generations, and lead their communities towards success. We know that the only way to make our society a better place is to guarantee that every woman can use her voice, make her own decisions, and engage in any opportunities she wants to. This month’s contest wants to celebrate the inspiring women that we are honored to have in our organization. ✏️ Tell us a history about someone you have WORKED with and how she inspired you to be a better professional. This month, the important thing is to share great stories about amazing women! Ladies, get ready for a dose of inspiration! The three most voted stories will win a special swag for who posted and, of course, for th
It was so great to see what you do during work time that helps you become healthier. When we create healthy habits, we make our days more organized and don't struggle with simple tasks. Nowadays, mental and physical health are not only important but essential. The top winners of this contest will win a personalized mug! And our champions are: 🥁🥁🥁🥁🥁🥁🥁 @ivan.novofoco @Eduardo Kano @Sarah Lane @Ricardo Palhares @rebeca.venancio Thank you for sharing your habits with the community! It’s been awesome getting to know you better! See you in the next contest!
Hello, doer! We from the Product Team have been working hard to improve your email messaging experience. Starting in September 21st, you will be able to: Customize the entire email, from the subject to the signature, with dynamic fields that pull information from your cards (like card ID, URL, title, email, username) Use the automation triggers you already know and love - like card created, card moved, updated field, recurring activity - to send automatic emails based on templates Create and edit email templates both in the email builder or directly in the automation page Send email templates manually form your cards and make whatever changes you want For more information, please check out this full article describing what chances for you. This will help you not only to save tons of time but will also make your communication with customers, employees and vendors more personalized and assertive. IMPORTANT ⚠️: But this is a major change that can affect automation jobs and current
This month's contest wants to celebrate the Brazilian initiative Yellow September! 🟡Creating a healthy routine is essential for our bodies and also for our minds. Because of that, we want to know what are your health habits your company incentivizes! What do you do at work time that makes your routine healthier? Share with the Pipefy Community at least one habit that contributes to calm you down and help you be more productive. Do not forget to add a nice picture and explain why this practice is vital for you! For example, yoga sessions with colleagues, running before work, to-do lists, journaling, and smalls pause to relax. 🧘♀️🏃♂️📝 The three most voted healthy tips will win a special swag to help you to keep your healthy lifestyle. You can post your picture until September 29th! The results will be announced on September 30th. Let’s build a healthy work-life balance together! 🟡Yellow September is a Brazilian campaign to raise awareness about the problem of suicide in the c
August was a special month because we got to know the pets from our community members. To see so many cute pictures of cats and dogs made our day much better! It wasn’t easy, but we had to choose the three most voted pictures. Although all the pets are super cute, here are the winners who will receive a stylish Pipefy Infusion Water Bottle! The third cutest pet was… The lovely Nina! Congratulations, @Vinicius Castro The second cutest pet was … Mylo Ren, the adorable german shepherd. Congratulations, @KeelyW And the first place goes to Edu’s little and beloved boy. Congratulations (again), @Eduardo Kano Thanks to everyone who participated in the second Pipefy Community Contest! We loved to see your pets! Stay tuned for our next contest. FYI:
Hello, doers! 💙 I'm Isa! I'm part of the Customer Education team here at Pipefy and we are super proud to announce one more course at Pipefy University! If you are one of these people that loves to avoid double-work (especially when it comes to manual tasks, such as creating, updating, copying and pasting), the Basic API and Integrations Certification course is for you! Through this course, you will be able to run basic queries and mutations to perform basic actions in GraphiQL. The course is 100% free Total course duration: approx. 30 minutes At the end of the lectures, you can take a quick quiz to earn an exclusive certificate! 💻 To enroll, click here. When finishing, don't forget to spread the word about your new skills, ok?
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