News and Announcements

Hi Community!Are you ready to learn more advanced uses of Pipefy?Our Customer Education team proudly presents our Hacks & Tricks course!The course tackles our Ticket Deflection metrics, focusing on showing leads and customers how to use features like a pro and solve complex problems before they even need to reach our Support team.👉🏼Some things we go over on this new course:Advanced automation tricks Bulk actions (such as deleting a lot of cards at once) Email template hacks Step-by-step Importer guidance 💡 Already available: https://pipefyacademy.teachable.com/p/hacks-and-tricksHope you enjoy it!

Hi Community! We are very happy to announce that Pipefy has been recognized at the 2023 FinTech Breakthrough Awards for “Best Procure-to-Pay Software”! The FinTech Breakthrough Awards, presented by the independent market intelligence organization FinTech Breakthrough, recognize the most innovative and disruptive companies and products in the global financial services and technology industry today.Pipefy's victory consolidates its position as a leader in procure-to-pay solutions. Our goal is not only to create and launch innovative features that centralize and streamline the so-called P2P cycle, but also to help Procurement teams adapt their processes as market circumstances change.Over the last year, Pipefy has incorporated advanced automation features, expanded the scope of integrations accessible to users and focused on improving the software's performance - and making its usability even better. 🤩👉🏼Check it out here!

Hi community friends!  We are always striving to make Pipefy better, but we need your help. One easy way to help us grow is by leaving a review for us on g2.com.  Reviews only take a few moments. But why do it?   Help your peers. Your review helps other teams decide if Pipefy is right for them. 🤔 Earn recognition. Reviews can help you stand out as an expert. 📚 Share feedback. Is there something about Pipefy that you 😍? Got an idea to make Pipefy even better? Make your voice heard!  Leaving a review is quick and easy: just click this link, login with your LinkedIn, Google, or email, and answer a few questions about your experience with Pipefy.  If you have any questions, comment below.  Thank you! 😍 

Thank you for joining Pipefy Summit 2022 | Building processes you can trust. We hope you enjoyed it! 😊If you missed a session or want to revisit something you learned, you can access all sessions through the link below. And if you have further questions, don't hesitate to contact us here in the Community.  Access all sessions  See you next year! 

We are excited to officially welcome you to Pipefy Summit 2022 - Building processes you can trust.  What is Pipefy Summit? On December 7th, get ready for a day full of panels, learnings, networking, and fun! In our 3rd edition, Pipefy’s process excellence experts and guests will share their best practices and insights into how to automate processes and optimize workflows in order to save money, conserve IT resources, and improve efficiency.  Who should attend? Pipefy Summit is designed for  professionals who want to help their teams achieve operational excellence and build processes they can trust. more about how low-code platforms can drive efficiency and provide solutions to empower your team to create and control business processes, eliminating manual work.  Whether you are just beginning your digital transformation journey or you’re looking to solve a complex process orchestration problem — this event is for you!  What to expect in 2022 • Get inspired by our speakers and leaders co

Hey, Community members. 🤗Do you want to know more about our roadmap and stay on top of every single features our product team is working to delivery? You can access our Roadmap and If you got a new idea, submit it here!Our opinion is important for us. 😍 

Hello, Pipefy community ✨ We would love to know more about the way you use Pipefy to handle requests from other teams, customers, or vendors, so I invite you to post below with the following info:   Company name Process name What problems were you facing before using Pipefy? What solution did you use before Pipefy? What was wrong with that solution that made you look for something else? What are the main benefits of using Pipefy? How do you use our platform?* Testimonial  *If you want to share screenshots, please be careful with sensitive data. I can’t wait to read more about your use case! 🤩

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!  

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, 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, 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.

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! 👋 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.

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! 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! 

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!

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 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.

The Pipefy Summit 2021 is coming! Stay tuned! 

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