Skip to main content

We have launched a new element to Interfaces that allows users to embed links to the feature. You can embed:

⭐️ Images
⭐️Google Docs
⭐️ Maps
⭐️ Other websites
⭐️ Videos
⭐️Public forms
⭐️And so much more!

💪🏼By empowering users to embed various elements we expand the product’s feature set, enabling a richer, more dynamic user experience.
 



⚠️ Note there is a risk some websites are not embeddable and might not work, as well as some Pipefy features. For instance, if a user tries to embed a dashboard from a pipe, users without access to that repo won’t be able to see it.


Use case (examples):
Finance/Procurement:

  • Streamline Vendor Management:
  • Trigger: When procurement teams need easy access to vendor information and legal agreements.
  • Solution: Interfaces allow embedding vendor contracts and compliance documents, ensuring seamless access and efficient vendor management.

IT/Platform:

  • Expedite Troubleshooting and Knowledge Access:
  • Trigger: Agents seek quick access to knowledge base articles, FAQs, and troubleshooting guides.
  • Solution: Embedding these resources within the software empowers agents to find answers faster without leaving the platform.

Human Resources:

  • Simplify Leave Management and Approval:
  • Trigger: When employees need to submit vacation and leave requests while HR aims to streamline the process.
  • Solution: Embedding a customized form within the centralized portal with integrated policies, reducing administrative overhead and ensuring proper documentation.
     

For what kind of customers? All customer base, except for the free plan.

Very good!


👍👍👍👍👍👍