News & Announcements

Last Thursday, we had a fantastic time at Dasa diving deep into how AI is reshaping business operations.Sobhan Daliry, our CPO, teamed up with Hommenig Scrivani, Director of Data and Analytics at Dasa, and Felipe Campos Kitamura, Medical Innovation Director at Dasa, to deliver a presentation on AI's impact in healthcare.We also explored Pipefy Use Cases at Dasa and how our platform can streamline processes across multiple departments.We are thrilled to have the opportunity to collaborate with innovative companies like Dasa and to explore the ever-evolving landscape of technology and innovation.A big thank you to the Dasa team!👏🏼  

Hi Community!🏆Our top 3 contributors from July are:Brazil@marcosmelo@rafael.jefte @Ezequiel Souza Global@genietim🎁 All of you will receive a gift card through DM soon! Thanks to all of you for collaborating!👉🏻What are you waiting for to join the ranking?See you next month!😉

Hi Community!🏆Our top contributors from July are:Brazil@marcosmelo @Ezequiel Souza @diego-miranda Global@genietim  🎁 All of you will receive a gift card through DM soon!Congrats 👏🏼

We are proud to announce that Pipefy received the International Organization for Standardization (ISO/IEC) 27001:2022 certification for its Information Security Management System (ISMS) to securely support global customers using its business process automation platform. In addition, it achieved ISO/IEC 27701-2019 and ISO/IEC 27018-2021 certifications."No-code tools like Pipefy enable teams to easily automate and optimize business processes, and information security is critical to maintaining and protecting the privacy of information between IT and business departments.” - Alessio Alionço, Founder and CEO of Pipefy.Read more about it here > https://www.pipefy.com/press-release/certifications/

Hi Community!🏆Our top 3 contributors from May are:Brazil@marcosmelo @Ezequiel Souza @Lucas Democh Global@genietim🎁 All of you will receive a gift card through DM soon!Congrats guys, you all rock! 👏🏼

Hi Community! I have a favor to ask: could you take a moment to leave us a review?  I know your time is valuable but feedback from customers like you helps us serve you better, and your insights can help other businesses decide if Pipefy is right for them.  If you can find a couple of minutes to provide a review just click the "write a review" button in this link. Thank you very much for being a Pipefy customer. And thank you for taking the time to review us! Cheers!  

On this very special day, we celebrate our third anniversary as a vibrant community of learning, collaboration, and growth. Since our inception, we have been driven by the goal of connecting people who are passionate about productivity, automation, and process management. Looking back, we can proudly say that we have succeeded! Over these past three years, we have witnessed inspiring discussions, knowledge sharing, and a network of mutual support that propels us to be better each day. We have built a welcoming environment where everyone is encouraged to learn, teach, and connect. We would like to thank each and every member of the Pipefy Community for making this place special. Your contributions, questions, answers, and innovative ideas shape our path. Every interaction is an opportunity for growth, and together we are building something truly unique. Our success is also a result of incredible work behind the scenes by the Pipefy team. Thank you for creating and maintaining a platform

Hi Community!🏆Our top 3 contributors from May are:Brazil@marcosmelo @Ezequiel Souza @Lucas Democh Global@genietim🎁 All of you will receive a gift card through DM soon!Congrats guys, you all rock! 👏🏼 Member Group Events Participation MayPoints Marcos Melo Brazil 100 (Interview) 1.845 Ezequiel Souza Brazil -   1.067 Lucas Democh Brazil -   755 Tim Bernhard Global - 1.617 Thanks a lot for caring and always keeping an eye on the Pipefy Community, sharing knowledges and helping each other to solve problems. You rock!👏🏼👀Do you wanna be part of this list next month?Check it out!

Hi Community!Our Product team is conducting a study about a new automation action and we would like to hear from you what would be the appropriate nomenclature for this.Could we count on you to give your opinion on it?👉🏼 So just click here to answer!Thank you in advance for your participation, and we look forward to hearing your opinions!😃

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://pipe.learnworlds.com/course/hacks-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! 🤩

Our course waits for you at Pipefy Academy!  From the basics of process management to automating and analyzing workflows, be confident you're making the most of your work with the best practices! By the end, you'll be gifted with a certificate that you can share to showcase your learnings.  It's 100% online and free! Head on to the Academy ↗

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.