News and Announcements
Get informed about product releases, general announcements and upcoming events.
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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!
Do you believe your pet has that certain “star quality”? This month's contest is for you! I mean… it is for your pet! We want to invite you to share with the Pipefy Community: If you could bring any of your pets to the office which one would you bring? Post a cool picture showing your dog, cat, parrot, goat, chinchilla, bird, horse, hamster, you name it, we’ve got it - and tell us why you had chosen him/her. The three most voted (and fluffy) pet’s photo will receive a surprise gift! 🗓️ You can post your picture until August 28th! The result will be announced on August 31st. Start your engines, community members and may the best pet win! 🐕🐹🦎🐦🐇
Office Picture Contest Contest
Hi Doers, working from home can be super nice. But I miss commuting to the office every day, taking a break and meeting my colleagues for a cup of coffee, in-person meetings, having lunch with customers, decorating my workstation and playing with the office pets. Do you feel the same? Yes? If so, I invite you to share with the community a cool picture of what you miss the most about going to the office! The picture with more likes will win a cool swag from Pipefy! You can post your picture until July 24th! The result will be announced on July 31st Let the games begin!
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
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
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
We are pleased to announce the winners of the first Pipefy Community Contest! The winners will receive a super cool Pipefy T-shirt! The message on the T-shirt: “I am a problem solver” Thanks to everyone who participated in this contest. Stay tuned for our next contest in August! You can’t miss it! Shall we go to the results?! The third best office picture was … @Ricardo Palhares (14 votes)! Congratulations, Ricardo! The second best office picture was … @Eduardo Kano (17 votes). Congratulations, Eduardo! 🥇 And the first place goes to @Edmar Machado !!!!! The best office picture with 19 votes!!! Congratulations, Edmar! Isn’t she lovely? FYI:
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!
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
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
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!
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!
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! 🌹
Hello everyone 👋🏻 I’m excited to announce that now you can get the Public Phase Form link and use that to integrate with other tools, using our API! 🆕 What’s new? We have now a new mutation, called configurePublicPhaseFormLink , you need to pass the cardID and: You will be able to define if the link is enabled or not enabled; You will be able to get the link itself. 💎 Why is it valuable? With this new mutation, you can set a deadline for a Phase Form to be available, and after that specific time/rule, the link will be deactivated. This can be done, using an integration with Workato, for example: This is very important for the procurement process, for example, where suppliers have a certain deadline to send proposals, with that they can ensure everyone has the same deadline; Important for the HR process as well, where HR recruiters can define a specific deadline to get documents, or results from a test; Or any other process where a deadline is required! You
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
Hello, Pipefy Community, We have great news: now, you can integrate Pipefy with your reports tool, such as PowerBI or DataStudio, through API! Here’s how: With Reports, you can filter data from your processes in real time, organize them into columns and export them as a spreadsheet to analyze the information you want. If your team needs to export reports frequently and within a certain period of time, you can automate that process! Configure an API Scheduler routine to automate report extraction using a mutation. The report will be exported in the time period you set in your scheduler. To extract the report, two calls are needed, the first is a mutation that will obtain an ID in the response to be used in the extraction, and the second is a query, which will use the response obtained in the first to obtain the download URL of the report. The initial call, as follows, must inform the ID of the Pipe where the report is saved and the ID of the report already formatted with all the columns
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.
Hello Doers! We have some exciting news to share with you! Later this year we’ll officially launch a new way to integrate Pipefy with other tools. This will empower our users to ensure the transmission of information between different parties is automatic and error-proof and be confident that the entire operation is visible and controlled in a single place. I’m talking about things like: Updating employee personal information, posting job openings to job boards and collecting signatures Optimizing reconciliation, synchronizing purchase information, controlling cash flow and updating balance sheets Managing NPS, churn requests, updating directories, customer documents and support tickets’ statuses Sending automatic SMS texts to requesters and stakeholders The sky is the limit. And the great news is: new customers will only get access to Custom Integrations depending on their contract. But we are making this add-on available to all of our current customer base as a way to thank
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.
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
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!
Hello, doers! I have awesome news to share with you today! The new Template Store is here! Pipefy’s Template Store is the place for you to find plug-and-play process templates to hit the ground running and quickly bring efficiency to your team. In this new version, you will find: Improved and brand new templates based on the best practices of top companies around the world New categories to help you easily find what you’re looking for A refreshed, more intuitive look I would love to hear your thoughts about it
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:
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