Product Updates

We are thrilled to announce some exciting news in our Admin Panel!Simply head to the home menu to access the usage stats area. Once there, you can:⭐ Export the Automation jobs report to your e-mail;⭐ Filters: Current month, Last month, and LAST THREE MONTHS;⭐ See the Automation jobs distributed per Pipe;⭐ Progress bar showing the comparison of Automation jobs contract x Automation used;  👉🏼 Provide feedback on what you'd like to see in the Admin panel in the future😉

In our commitment to keeping users well-informed and ensuring a smooth, consistent experience, we have updated the expired page for free accounts that reach their limits. This update focuses on providing clearer information and a more user-friendly interface when users encounter these limits.🔎Here's a closer look at what's changed:⚠ Enhanced Information Display: The expired page now presents detailed information about the account limits reached, helping users understand their current status more clearly.⭐Consistent User Experience: We've revamped the design and functionality of the expired page to align seamlessly with the rest of our platform, ensuring a consistent and intuitive user experience. We thank you for your continuous valuable insights. Your feedback is crucial in helping us improve. If you have any comments or suggestions, please feel free to share them!😉

We're thrilled to share an update that will make the user experience simpler and more efficient: Tasks & Requests have now been unified, allowing users to track all their requests and pending tasks in the same place.🔑Key Benefits:🌟Centralization/Information Control: No more switching between different areas. All requests and tasks are now consolidated in one place.🌟Ease for New Users: For beginners, Pipefy just got simpler. The unified area eliminates potential confusion between requests and tasks, making it easier to understand how Pipefy works. How to access the new page:1. Log in to your Pipefy account.2. Navigate to the "Tasks & Requests" option in the main menu.3. Explore the convenience of having all important information in one place. 🔎Note:-External area remains unchanged: Request Tracker via email continues working the same way.-We haven't changed the operation rules of Tasks and Requests; they still behave the same way but are now unified on the same page.👉🏻We are confident this update will make your experience even more effective. Our team is ready to assist if you have any questions or feedback!

We're excited to introduce a new customized section for our admin users. This update will focus on essential metrics, user information, logs and more.👉🏻We understand the challenges our customers face in gaining sufficient visibility, predictability and control on our platform. To address these concerns, we developed a powerful solution: consolidating crucial data and information in a centralized location. With our new personalized section, you can now have a clearer view and unparalleled control over your Pipefy experience. This enhanced feature gives you greater visibility, predictability and control, making a profound impact in the areas of Governance, Transparency and Audit.✨ In this version, we're highlighting Automation job metrics and enabling the export of Automation job reports directly within the product environment. Our aim is to eliminate manual reporting, and we're keen on gathering your feedback for future panel enhancements. How does it work?Simply head to the home menu to access the usage stats area. Once there, you can:⭐Export the Automation jobs report to your e-mail;⭐Utilize filters: Current month and Last month (for now);  🤝🏻 Provide your feedback on what you'd like to see in the Admin panel in the future! ✨ Empower yourself with unparalleled visibility and control today! Upgrade your Pipefy experience with our new admin customization feature. ✨  

Announcing an improvement we released on Automated Formulas: Dynamic fields limit increase!One of the most common feedback we heard since the release is that, for more complex formulas, the previous limit of 5 dynamic fields wasn’t being enough. So, after some technical studies, we increase this limit from 5 to 20, which should contemplate the vast majority of use cases.✨📚 If you need a reminder of this functionality and its applications here is our help article about it.👉🏼If you've found something you're trying to do and couldn't, please send us feedbacks, as we're continually working to improve this feature and your input is very important!😉

We have some news to share on Interfaces: Edit your attachments and and now it is possible to preview PDF files!🔙How it was before: If you added an attachment field to your interface, it would always be Read-only; PDF files had to be downloaded.🔛How it is now: If you add attachment fields, you will have the same option available for other fields, that is to either only allow people to see them, or edit them (remove, switch, add new ones);  If you click on a PDF file, a preview will be opened, and you can choose if you want to download it or not.💡This will be specially useful for interfaces that require documents updates, invoices, and so on…👉🏼This change was deployed on interfaces and pipes! So PDF files can be previewed in both places.Feedback are always super welcome!😉

In the past, the Pipe sub header was cluttered with numerous options, making it challenging to navigate and find what you needed, especially for newcomers. Notably, our key feature, the Editor, often went unnoticed amid the sea of information.Now, we've introduced some exciting changes: 🔹Tab Simplification: The tabs on the left side no longer feature icons alongside their labels. This clean, text-only approach enhances clarity.🔹Emphasised Text: We've elevated the visual impact of all text in the header, ensuring that it commands your attention. 🔹Enhanced Categories: 'Automate' and 'Integrate' have evolved into 'Automation' and 'Integration,' aligning more closely with their respective functions. 🌟The Pipe sub header has been meticulously redesigned to deliver a superior user experience while adhering to design system best practices and patterns.  These improvements were born from valuable feedback, data-driven insights, and our dedication to making your navigation effortless, particularly for those experiencing the platform for the first time. 💡Keep an eye out for the revamped Pipe Sub Header when you want to streamline your workflow. Access these enhancements today!

Now with User groups the permission setting is way easier. You can create User groups and add those groups into pipe with Roles!Job to be done:    - Segregate users into different user groups to map users by Cost Center;    - Ability to add and remove multiple users into a pipe;    - Ability to add a single user into multiple pipes with the correct role with only one interaction;    - Excelent for governance, and for IT personas;    - Excelent for onboarding and employee movements;How it works? The users inside those groups will respect the role setup to those groups.also, users are now allowed to have multiple roles into a single pipe.So if you want to add someone as pipe admin, but this person is already a pipe member through a user group, you can add this person directly as pipe admin and the most permissive role will be the valid one!Use case (examples):    - A new hire for Finance area, can be added into Finance group, and all workflows and form acess will be granted to this user.    - Someone move from a different area and need to be removed from all the previous areas pipes and be added to the new area pipes with only 2 interactions.    - Using new feature HTTP Request Automation, to automate onboarding adding users to groups (org/pipes) without needed giving permission to everyone into groups page. 💡Groups are now valid options to add into a Pipe add users to group query available into our public API.🎓Learn more about it here

In our latest release, we've introduced a new banner and modal to inform users when they've reached a free plan limit for members and pipes.Here are the exciting updates:🌟 Cards: Clients now have the cards/month count displayed on our modal, allowing them to easily check if they've reached the 50 cards/month limit.🌟 Database Records: Clients can now verify whether they've reached the free limit of 500 database records directly from our modal.Our primary goal remains to provide a seamless and user-friendly experience. These improvements are a direct result of valuable feedback and data-driven insights from our customers and various teams within Pipefy. For what kind of customers? Available just for Starter Plan (Free) Feedbacks are welcome!

Clients now receive timely alerts as they approach the limits of members and pipes on the free plan. This proactive feature empowers you to manage resources effectively and optimize your overall experience.Here are the exciting updates:📤New Banner: Clients now see a prominent banner when they reach a free plan limit. 💡Detailed Modal: Explore more details in a new modal, where you can get in touch with sales or learn about our plans on our pricing page. For what kind of customers? Available just for Starter Plan (Free) Feel free to leave your comments or suggestions!😉 

After releasing the new action for HTTP requests on Automations, now you will also have the possibility to bring the external requests information to your pipes! 🌟Today we are releasing the new trigger for when a response is received from an HTTP request automation! How is it going to work: when creating an automation that sends an HTTP request directly from your pipe, you will see a new input field called "JSON schema", where you will be able to define the expected response for that request. After defining that schema, you can create a new automation rule using the "when a HTTP response is received" trigger, and use that exact information you defined to fill in fields in your pipe. For example:You can send the HTTP request to get complementary information about a customer or supplier that you have on an external database, and use the new trigger to fill in this information back to your Pipefy card; You can check full address information, based on a zipcode; You can check users information on external softwares, based on their email, so you can give or remove access to them just with a card move inside Pipefy; And so on…  📚Check out the updated help materials to support you in optimizing your processes:Set up an automation event How to create integrations with HTTP requests and further customize your processes using automations 👉🏼As you know, we are in constant evolution to help you achieve success. So please send us any feedbacks you have about these changes!😉 

In our ongoing commitment to enhance user experience, we've streamlined the setup process for our White Label features. With these latest improvements, you can now conveniently configure your White Label and branding preferences from a single, centralized location.This means that when you want to eliminate Pipefy's watermark across Portals, Forms, and Tasks, and replace it with your own branding in the header, you can simply access the general settings. Once you've completed your configuration, these changes will be seamlessly applied across all the areas previously mentioned. 🎓Our Education team has released material to help you to explore this functionality!👉🏼Check it out:🔹White label🔹How to create PortalsFor what kind of customers?  Only Enterprise organizations have access to these features.

📢 One of the most requested functions of all time, top 1 in votes in our Ideas section, has become a reality! Yes, my friends, it is...🥁🥁🥁🥁👉🏼We're excited to announce the launch of Automated Formulas!🎆 Feature description: In order to solve the problem that some processes face today, of not being able to make calculations automatically natively in Pipefy, we have implemented a new automation rule, where from the pipe fields it is possible to automatically perform simple calculations such as addition, subtraction, multiplication, division, average, minimum and maximum.You can apply them to all fields of type Number, Currency and Date in your pipes, as well as their connections. The operations and functions available are:Mathematical: +, -, *, /, %, ^ Numeric: MIN(), MAX(), SUM(), AVG(), COUNT(), ROUND() Comparisons: <, >, <=, >=, <>, = Dates: (+/-) Number - resulting in a date; Date - Date - resulting in the difference between the dates (number of days); Date (>,<,=) Date - resulting in a true or false return. Use case (examples):😎Vacation: If Card creation date is less than 30 days before Vacation start date > Automatically decline the vacation request for being outside the rules; Calculate the vacation balance of an employee based on their starting date; Automatically generate the vacation final data based on the start date and amount of days. 🤑Finance:Add a dynamic amount of credit days for a payment due date with an Original due date + Number of days of credit; Compare if the date of the expense which reimbursement is being requested is inside or outside the business rule of your reimbursement process.  For what kind of customers? Available for the whole customer base. 📌 Access this material to find out more: https://help.pipefy.com/en/articles/8499961-automated-formulas Feedbacks are welcome!

Introducing a new automation action: HTTP Request! Empowering you to automate tasks between Pipefy and other softwares based on what happens in Pipefy, we are releasing this new capability!With the new HTTP request feature, you can easily integrate Pipefy with other tools. Select the trigger and choose “Make an HTTP request”. It will allow pipe admins to build their own API calls to any software and improve the efficiency of their processes.Use case (examples):When a purchase request is moved to Approval phase on Pipefy > Send a message on the approver on Slack/Whatsapp/SMS using information from the card; When new employees are being onboarded > Give them access to various softwares automatically from the Onboarding process on Pipefy; You can even send HTTP requests to Pipefy itself, in order to perform advanced actions with it;And we are excited to hear the new use cases you will come up with! Once you start building them, please share with us on this post!😀👉🏼 We released some fantastic materials that should help you. Check it out:🔵How to create integrations with HTTP requests and further customize your processes using automations🔵Examples of HTTP requisitions with automations in Pipefy🔵How to send information from the child card to the parent card in Pipefy 💡Feedbacks are welcome!

Hello, community! We are excited to share some big news with all of you. Now, you can simplify and further enhance the process of bringing new guests to your organization. Introducing Guest Recommendations, a powerful feature that will revolutionize how you expand your teams with Pipefy. Based on intelligent algorithms, our platform recommends guests who seamlessly fit into your organization. 🎯Benefits:Faster and more efficient growth. Time and effort savings on sending individual invitations. Personalization and precision. Simplified tracking. And the best part? Bringing in new guests won't cost you anything extra! More employees using our platform at no additional cost. Try it out now and discover how this feature can boost your organization's growth and efficiency. Be part of this revolution! 🚀🚀 👉 This feature is intended for organization administrators and super administrators. Only these permissions can interact with the recommendations. 👉 Follow these steps and check your recommendations right now:Access the "Members" option on the Pipefy homepage; Then click on the "Suggested invites" option.There you go! You'll have access to exclusive guest recommendations for your organization generated by our algorithms.  We look forward to seeing you make the most of this exciting addition. Please share your feedback and success stories with us!Let's work together to build a more collaborative and effective future! 💪✨ 

In order to empower advanced users of Pipefy, who use our Webhooks to take their process’ efficiency to the next level, it is now possible to make Pipefy smoothly talk to other tools inside their stack. Use case (examples): Every time a new comment is added to a card, customers will be able to subscribe to it and take the Card’s information to their integrations with other softwares, improving/reinforcing notifications on messaging apps.Information available on the Webhook:Comment content; Mentioned users; Comment author;     For what kind of customers? Available for the whole customer base.

We’re happy to introduce relative filters on Interfaces, enhancing the capabilities of Interfaces even further. Job to be Done: Efficiently manage, filter and prioritize work based on their proximity to due dates within customized Interfaces.Use cases (examples):Candidate tracking: HR teams can have an Interface for the work to be done and filter job applications based on their proximity to deadlines, ensuring timely follow-ups and interviews for potential candidates.   Contract negotiations: Procurement professionals can prioritize contract negotiations based on due dates, facilitating stronger vendor relationships.   Enhanced data governance: Admins can now leverage relative date filters to refine the information displayed in various Interfaces, ensuring that users only access the fields relevant to their roles.  ⚠ You will notice that the texts/copies of the filters are different from automations, field conditionals, and reports. Since Interfaces is a new feature, we are experimenting with improvements that will later be applied and standardized throughout the product. For what kind of customers? All customer base.

Delivering the white-label solution is of utmost importance as it empowers businesses with a unique opportunity to establish their own distinct brand identity and strengthen customer loyalty. By offering a white label option, we enable businesses to customize and present the product or service as entirely their own, fostering a sense of ownership and authenticity.Here's a recap of what was delivered: 🌟You can now hide Pipefy's logo from the header and replace it with your own brand. 🌟You can removed Pipefy's branding (Powered by watermark) from Portals to Tasks, inside Portals, and Forms. 🌟Enjoy a branded experience in Forms, including a personalized "Thank you" message by adding your company's brand. 🌟Customize your Tasks email by white-labeling Pipefy's name. 🌟We've enhanced the invitation email to prominently showcase your company name. Use cases examples: Companies aim to conceal Pipefy’s branding to create a sense of security for members and guests using the software, while also cultivating stronger relationships with them.📝Click here to learn more about it! For what kind of customers?  Only Enterprise organizations have access to these features.

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.

⭐What's New?Previously, the Pipe header had so many options that it was difficult to scan and find what you were looking for, especially for new users. One of our main features, the Editor, had little visibility and got lost among the abundance of information.👉🏼Now, the Pipe Header has been completely redesigned for improved usability while adhering to design system best practices and patterns.❓Why this Change?Our commitment is to ensure a seamless and intuitive user experience. These improvements were driven by valuable feedback, data insights, and our dedication to making your platform navigation effortless.💡Tip: Keep an eye out for the enhanced Pipe Header components when you want to streamline your workflow! You can access them by opening your pipe.

Quick release about a minor update we did on Interfaces!Our biggest complaint so far was the inability to see the title of connected records in a closed table. Now, if you add a connected field on a closed table, you’ll be able to see the titles of these connections. 💡For more visibility on other fields on the connections, you can add them to the record detail and enable users only to see or edit the information of these connections.

Letting you know we have just released permissions on Interfaces.😃Feature Description:We have added two types of permissions: admins and editors.Admins: They can be super admins, admins, or members. Admins can set up and customize the Interface with the creator. This way, the creator of the Interface doesn’t have to be solely responsible for maintaining that Interface. Editors: Editors are the people who can see and interact with an Interface, depending on the field’s permissions. They can be super admins, admins, members, company, and external guests.💡Yes! In case you missed, Interfaces can be viewed and edited by guests as well!Use case (example):Admins want to create Interfaces for directors or managers with confidential information that no one else in the organization can access.For what kind of customers? All customer base, except for the free plan.  

We identified that when admins have to bring a large volume of users to Pipefy, they complain about having to do it one by one and ask to do it in bulk.Use case (example):The company uses Pipefy as the official HR request portal and wants to bring all employees to Pipefy as guests, but since there are hundreds of employees, it needs to send the invitation in bulk.Feature Description:When accessing Member & Permissions and clicking on "Invite members," the option "Add in bulk" will be available to be used, and the customer will be able to invite up to 1000 new users with one click.  For what kind of customers? All customer base, except the starter (free) plan.  

🔙Previously: Users struggled to understand how to customize their start form and to find where to add a new phase, some of the key actions to customize their workflow.🔛Now: We've enhanced the "Create a card/record" button” for admin users with a popover that guides them to customize the start form in pipes and databases, simplifying the process customization. The "New Phase" button also has been redesigned to be more visible and provide better usability.👉🏼Why this change?These improvements were based on feedback, data, and our dedication to making your platform navigation effortless.💡Tip: Keep an eye out for the improved FAB (Floating Action Button) and Phases components when you want to streamline your workflow! You can access them by opening your pipe or database. Feedbacks are welcome!😀

We have identified a swift solution to address the problem of missing user data when requests are submitted through Company Portals via Public forms. Presently, we are ensuring the transmission of all user information. Although the user experience could be enhanced, our current roadmap limitations have led us to implement this immediate solution. Rest assured, we are committed to refining the user experience as a priority in our future efforts.😉Previously scenario: all cards created By Public forms in Company portals are created by Pipebot so there is no user information, even when the user is logged in, and the card doesn't appear in the requests list.Why did this occur? Despite being a private portal, when the form was public, it didn't automatically include the user's information.But things have changed!😀Now: We've made adjustments. We're now making sure that all user information is included in the cards.