News and Announcements

Rodrigo LeiteProduct Manager

published in News and Announcements

Survey | User Management New Feature Study

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!

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1 year ago

Juliana SpinardiPipefy Staff

published in News and Announcements

😍 Your valuable feedback supports Pipefy's growth

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

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1 year ago

Danielle DiehlPipefy Staff

published in News and Announcements

😍 Meet Pipefy’s new Guest Experience

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

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1 year ago

Juliana SpinardiPipefy Staff

published in News and Announcements

🔊 NEWS | Attachments Gallery

Hello, Community Members! How are you? We are happy to announced we had another product improvement: Attachments gallery! When our users clicked to see an image, the gallery display was all over the places and not consistent with our design.

996

1 year ago

Veronica MarinPipefy Staff

published in News and Announcements

✔️ Help us improve your audits, activity logs and automations tracking in Pipefy

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.

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2 years ago

Nicole ChiroliProduct Manager

published in News and Announcements

🌟 News | Automation event improved

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!

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2 years ago

Nicole ChiroliProduct Manager

published in News and Announcements

🚀 Survey | New feature study

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.

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2 years ago

isabela-guimaraesNew Participant

published in News and Announcements

🤑 Feedback | Talk to our Product Team and win a gift card!

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!

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2 years ago

Danielle DiehlPipefy Staff

published in News and Announcements

Guest Permission and Request Area - Beta Program

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.

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2 years ago

Nicole ChiroliProduct Manager

published in News and Announcements

🌟 News | Pipe settings improvements

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!

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2 years ago

Nicole ChiroliProduct Manager

published in News and Announcements

🌟 News | Small automation improvement

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!

1116

2 years ago

Juliana SpinardiPipefy Staff

published in News and Announcements

Pipefy will no longer support Internet Explorer (IE11)

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

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2 years ago

Priscila RodriguesProduct Manager

published in News and Announcements

Default Email Template per Pipe

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!

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2 years ago

Veronica MarinPipefy Staff

published in News and Announcements

⏰ New feature | Enable timers on cards

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!

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2 years ago

Rodrigo LeiteProduct Manager

published in News and Announcements

New Databases 2.0

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.

1965

2 years ago

Juliana SpinardiPipefy Staff

published in News and Announcements

📅 Pipefy Summit 2021 - Driving digital transformation and empowering citizen developers

The Pipefy Summit 2021 is coming! Stay tuned!

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2 years ago

Diogo MatheusPipefy Staff

published in News and Announcements

📰 News | October Email Improvements

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

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2 years ago

Nicole ChiroliProduct Manager

published in News and Announcements

Session duration increased! 🚀

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!

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2 years ago

Juliana SpinardiPipefy Staff

published in News and Announcements

🤑 Enjoy Pipefy? Tell a friend! (And get rewarded!)

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!

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2 years ago

Diogo MatheusPipefy Staff

published in News and Announcements

📧 September Email Improvements

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

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2 years ago

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118 Topics

🎉 The Winner | Pipefy Survey

Pipefy Summit 2022 | Finding a way forward by building processes you can trust.

🚀 Check our roadmap and stay on top of all new launches

📣 We want to hear from you! How does Pipefy help you manage your requests?

Get certified: Pipefy Academy is here!

Survey | User Management New Feature Study

😍 Your valuable feedback supports Pipefy's growth

😍 Meet Pipefy’s new Guest Experience

🔊 NEWS | Attachments Gallery

✔️ Help us improve your audits, activity logs and automations tracking in Pipefy

🌟 News | Automation event improved

🚀 Survey | New feature study

🤑 Feedback | Talk to our Product Team and win a gift card!

Guest Permission and Request Area - Beta Program

🌟 News | Pipe settings improvements

🌟 News | Small automation improvement

Pipefy will no longer support Internet Explorer (IE11)

Default Email Template per Pipe

⏰ New feature | Enable timers on cards

New Databases 2.0

📅 Pipefy Summit 2021 - Driving digital transformation and empowering citizen developers

📰 News | October Email Improvements

Session duration increased! 🚀

🤑 Enjoy Pipefy? Tell a friend! (And get rewarded!)

📧 September Email Improvements

Community Experts Leaderboard

News and Announcements

Community Experts Leaderboard

Sign Up Now!

Join us in the Pipefy Community! 🚀

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