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News and Announcements

Get informed about product releases and general announcements.

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145 Topics

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!

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

Giovanni BassoProduct Manager

published in News and Announcements

📧 News | Email improvements

Hello Community! This past August, we have deployed several improvements to enhance your email experience! 1. Unread email iconsNow email users can see two new icons on closed cards in the Kanban view to help them track which cards need their attention. We intend to improve this user experience even more with the soon-to-be-launched unread email filter also in the Kanban view.no icon: card has no email closed envelope with red dot: card has unread email opened envelope: all emails are readEasily find cards with unread emails that require your attention 2. Print emailNow you can not only print your emails (both individual messages and whole threads in a card), but also save them as a PDF. This is a small but important step towards better compliance and sharing of the information exchanged via emails in our platform.Print your emails or save them as PDF 3. Delete emailFor those users who need to clean up their inboxes (e.g. spams, emails sent by mistake, repeated messages…), now they ca

Diogo MatheusPipefy Staff

published in News and Announcements

📱 Pipefy Mobile Apps Beta Program

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!

Nicole ChiroliProduct Manager

published in News and Announcements

✨ Improvements on the Flow

Hello, dearest community, A month ago, we have released the Flow and, now, I come with some news! We have made a few improvements in our newest feature to facilitate everything even more for you. Since we have released the Flow we have worked on improvements such as:The ability to move phases around and delete them: To do that, you only need to click on the three dots that appear in the desired phase, and you'll have a dropdown menu allowing you to do so. The ability to see, create and edit phase movements: the blue arrows on top of the Flow represent where your cards are enabled to move from one phase to another. By selecting the phase you can create new movements and delete them as well. ;)We are still studying and working on more improvements for you. In case of questions, feedback, or improvement suggestions, please let me know. Your feedback is super important for us. 🚀

Diogo MatheusPipefy Staff

published in News and Announcements

📱 Edit History Fields on Mobile apps

Hello! Hope I find everyone safe and healthy.I am here to tell you about another improvement we did on our mobile apps. We granted our users the ability of editing the history phases fields values.Until today the doers could only edit fields of the current phase on mobile apps and we knew this was a great gap for the process agents doers, so we received lots of feedbacks and improved our mobile apps, both Android and iOS.We are starting rolling this improvement for our customer base and soon enough it will be available for you. Hope you like it!If you don't want to wait you don't have to. Just join our beta programs and have access to the new improvements first. For Android check this link and for iOS check this one.Help us improve Pipefy even more. Thanks in advance!

Nicole ChiroliProduct Manager

published in News and Announcements

NEWS | Flow ✨

Hello, dear community I am an Associate Product Manager here at Pipefy and I am here to announce that we have released the beta version of the Flow. ✨ The Flow is a new and improved way for users to see the processes holistically, from beginning to end, and facilitate users' understanding of Pipefy. To access it you need to have admin permission on the pipe and open your pipe settings. Initially, the Flow shows you the start form/public form, the phases, and their fields showing the pipe in a more uniform and connected way. The feature also allows you to go to the edition and it shows the movements within phases. Although for now, the Flow is more visual, we are still working on improvements for it. 🚀 Please send us your feedback and improvement suggestions, it helps us a lot to improve the product every day. Thank you! 🌹

vanessa-palomoPipefy Staff

published in News and Announcements

🔊 Add value to your audience and earn commissions with Pipefy

Hi, everyone!I would like to share with you the new partnership model that we launched: Pipefy´s Referral ProgramFor whom is Pipefy’s Affiliate Program suitable?Consulting firms, independent consultants, small and medium-sized companies, agencies, customers, influencers, integrators, and associations.Companies that know Pipefy’s platform and want to recommend it, but don't have a dedicated sales team. And also to people who produce qualified content for different channels, about: process management platforms, process modeling and optimization; technology and management, low code/no code.The Referral Partner will only indicate the lead and our sales team will be responsible for the complete sales process. Just it! For those interested in becoming a referral partner simply régister on our website. Or if you know someone interested and who has this profile, please advise them to go to our page: ENG: https://www.pipefy.com/partners/referral/ PT: https://www.pipefy.com/pt-br/parceiros/afili

Diogo MatheusPipefy Staff

published in News and Announcements

📱 News | Mobile Apps Notifications Area

Hello! I am here to tell you we are releasing the notifications area on our mobile apps, both Android and iOS. Now, you will be able to visualize and interact with the notifications and keep up with the most recent changes of the cards and other pipe actions. We know this was a very important feature gap for many mobile users and now we have this properly working also on mobile. We will keep improving our mobile apps so they support all of Pipefy’s capabilities and empower you. Please reach us in case you have doubts, questions, suggestions or if you just want to talk. And keep using our mobile apps to do your thing. You can see more about it on this article.

Larissa GaiaPipefy Staff

published in News and Announcements

Pipefy Email | Learn all about the new Shared Inbox from Pipefy

We're proud to announce Pipefy has improved how to work and collaborate through email. We know many processes start with an email, making inboxes central to teams’ information and interactions. Now, when logging into Pipefy, you will see a new tab on the navigation bar called “Emails.” There, you will be able to set up shared inboxes like contact@company.com, sales@company.com, billing@company.com, and centralize all communication shared between team members, suppliers, and anyone you need to interact with. This new view ensures: More productivity through automation and integration capabilities Better collaboration with team members, customers and vendors Less context switching by centralizing information in a single place More visibility so no emails fall through the cracks Send and read emails within Pipefy, see which cards emails are connected to, assign team members to take care of them, and more. Set up your team's inbox on Pipefy by clicking on “Emails” on the pipe header.

Nicole ChiroliProduct Manager

published in News and Announcements

🆕 New feature on the way!

Hello everyone! My name is Nicole and I’m an Associate Product Manager here at Pipefy. We would like to invite you to test a prototype of a feature that is currently being developed by us. 🚀 It is very quick and it would be super helpful if you could provide us your honest feedback on it. You can check it here.Thank you so much. 😄

Juliana SpinardiPipefy Staff

published in News and Announcements

🎉 News | Pipefy Receives ISO 27001 Certification

Business Process Management Platform Globally Compliant in Information Security Today we achieved the International Organization for Standardization (ISO) 27001:2013 certification for its Information Security Management System (ISMS) to support global customers using its Business Process Management Platform. “Knowledge workers are at the forefront of deploying no-code tools, like Pipefy, that enable teams to automate and optimize business processes. Now, more than ever, information security is critical to maintaining continuity between IT and Business departments. By achieving our ISO 27001 certification, Pipefy extends our commitment to our customers, for whom security is a top priority. By investing in ISMS, Pipefy not only meets the needs and expectations of our customers, but we’re also empowering Citizen Developers to take on more complex projects with confidence, while remaining a dependable and compliant IT business partner,” said Alessio Alionço, Founder and CEO at Pipefy. Pip

Larissa GaiaPipefy Staff

published in News and Announcements

Pipefy Mobile App | Learn more about the Improvements and New Features

We are happy to announce that the Pipefy mobile app has a new update available. See what changes: New features Colored Pipes and PhasesPipes and phases are now dynamically colored. When a user sets a color for a pipe or a phase in the Kanban at the web application, the mobile app automatically updates to the same color. Conditionals for the current phaseThe users can now visualize conditionals in the current phase using the mobile app. Search bar for table and pipe connectionsSearch for information from a connection between the table and the pipe is no longer an issue; with the new search bar, the user can find the information by writing what they are looking for. The newest versions of the app are v2.0.2701 (iOS) and v2.3.5 (Android). Update your Pipefy mobile App and access all of these new features by clicking on the links below: iOSAndroid

Juliana SpinardiPipefy Staff

published in News and Announcements

🏆 Help us to win the Workato Automate Challenge! 🏆

Hi Community! We need your help and engagement Pipefy is participating in the Workato Automate Challenge. Workato is challenging all Automate 2021 Conference attendees to build and submit their own value-adding automation using the Workato platform.Pipefy was shortlisted as one of the best 10 integrations. Let's help us win the competition by voting for Pipefy until May 19th VOTE HERE Thank you!! Watch our entry video

Juliana SpinardiPipefy Staff

published in News and Announcements

🔧 Pipefy Forms | Learn all about the new forms area inside PipefyNews

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

Juliana SpinardiPipefy Staff

published in News and Announcements

Survey | Help us to improve even more the email feature

Hello, Community! Your impressions drive our way. Evaluate your experience with our platform, speak your mind!This will take about five minutes. ANSWER THE SURVEYThanks a lot!

Juliana SpinardiPipefy Staff

published in News and Announcements

🗂️ Pipefy enables users to create a copy of a pipe inside a company or across companies

🔔 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

Juliana SpinardiPipefy Staff

published in News and Announcements

📧 News | Get work done with free shared inboxes for teams

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.

Juliana SpinardiPipefy Staff

published in News and Announcements

[SOLVED] ⚠️ Warning | Issues logging in Pipefy

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

Juliana SpinardiPipefy Staff

published in News and Announcements

Apps and Integrations | Calendar and SprintNews

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. 🚀

Juliana SpinardiPipefy Staff

published in News and Announcements

✒️ News | Build forms that turn submissions into workflows

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.

isabela-saciottiPipefy Staff

published in News and Announcements

New Basic API and Integrations Certification course! 💻News

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?

Juliana SpinardiPipefy Staff

published in News and Announcements

Contest Winners Announcement 🏆News

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!

Felipe ScholzPipefy Staff

published in News and Announcements

Pipefy Community ideation review Q3 2020News

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

Juliana SpinardiPipefy Staff

published in News and Announcements

Communicate directly with the responsible for your card | Request Tracker 🔍News

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! 🤓

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