News and Announcements
Get informed about product releases and general announcements.
- 104 Topics
- 460 Replies
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 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, 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
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:
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
Say hello to the Pipefy AI 👋The next frontier in no-code process management and automation!Step into the future of process management and unlock a new level of efficiency, data-driven decision-making, and remarkable results for your team.Imagine any process, and watch the magic happen as Pipefy AI builds it for you.✨Get valuable insights from your current processes as Pipefy AI digs deep through them to surface the data you need. 🚀 Be among the first to experience the power of Pipefy AI.👉🏼 Sign up now for early access and be the first to experience the future of process management.
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, 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, 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
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! 🤓
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?
Hi Doers, I'm happy to announce our brand new Sharing Center! You should be the one defining how and with whom your forms are shared. And choosing the best way to do that just got easier. The Sharing Center is the place for you to find and set up multiple ways to receive information to get your processes started. Choose your way: Making your start form public Embedding the form to web page Sending your form through email without leaving the platform Setting up the form with an email inbox Adding forms to a portal Connecting your form to another pipe Giving specific people access to the form I hope you like it! :)
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 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
Hi Community!We are focused on the growth of the Pipefy Community and we count on you to help us on this journey. 🤔Do you know the Superusers Program?It’s an extra motivation so that this journey becomes even more exciting for all of us and members, who can reach the extra mile with Pipefy.Become a Superuser and guarantee:💬Private group access🎁The top 3 earn a gift card (monthly)💡Possibility to early access to Beta features (Beta tester)💯Exchange points for giftsAnd much more…👉🏽Check now the attached document to understand better the program and how to be part of it!We are very proud to see the community we are building together!Thank you!
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, 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
Hi Doers! We've been working hard to bring everyone together and create the best experience for you. Because of that, we've been wondering what would you like to see more often in our community! I'd love to hear from you examples of topics you would like us to cover, use cases you would love to see in more details, product hacks you're interested in, and anything else you would like to to learn more about.
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.
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!
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
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
🎙 Meet a Superuser - Marcos MeloInterview
Today we are launching a new series of posts interviewing our Superusers, which will happen once a month. We will have a chance to get to know more about the members who are engaged and an inspiration to us, learn more about what they do and like, and how Pipefy helps them in their routine.In this first interview granted by Marcos Melo, Data and Process Manager, and a Community Super User, we got to know a little more about his relationship and experience with Pipefy. > Tell us a little about yourself. Where are you from? What are your interests and hobbies? What is your job, and where are you employed?“My name is Marcos Melo, I'm from São Paulo-SP. I have a degree in Computer Networks and a master’s degree in IT Governance. I am always looking for new knowledge and innovation.My subjects of interest are technology, innovation, wellness and health, and travel. My hobbies are reading, running, video editing, and music.I work in Data and Process Management at Cia Tradicional de Comérc
Community Experts Leaderboard
Join us in the Pipefy Community! 🚀
No account yet? Create an account
Login with your Pipefy credentials
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.