Product Updates

Hi Community!We have a really cool update to share with you!😃Are you ready? 🥁First, some context: Our current webhook solution enables users to be notified when certain events occur, such as a card being moved, or a field being updated, for example. However, a pipe can contain multiple phases and hundreds of fields, resulting in the generation of thousands of webhooks, even when the subscriber is only interested in specific events. This is a problem because you receive a large volume of irrelevant data, making it difficult to manage and process the notifications efficiently, sometimes resulting in timeout errors and processes being stuck. Therefore, we needed to find a solution that could accommodate the high volume of webhooks while ensuring reliable and efficient communication with our user’s integrations.So, here we go: now we have enabled webhook filters!🎉From now on, for the events mentioned above, and all others we have available, you will be able to configure the conditions for the webhooks to be sent, such as “only send the webhook when the card is move from a specific phase”, or “when these two fields are updated”. This will make yur integration capabilities more powerful, reliable, and efficient.🚀👉🏼For more information, check out our documentation here. 

We are thrilled to announce that we are releasing Company Portals V1! 😀🤔What it does mean?One of the main "Jobs to be Done" in our Pull Journey is: "Quickly find and request what I need at my convenience".Medium and Enterprise companies have critical concerns about security. When company administrators are configuring Portals for the company they need to configure these portals privately, i.e, the portals must be accessible only for the company employees, which means, only for logged users in Pipefy.So, aiming to deliver a personalized experience, making the user feel inside their own "Intranet", we launched Company portals, our first version of all the work we will do in Portals next.In this version, the users will be able to have private access to Portals, so just logged users in Pipefy will be able to access them.👉🏼How does it work?Take a look at the video below. The Company Portals feature is already available!💬We are eager to have you use the feature and give feedback. Please feel free to reach us!Thank you,Caroline Delben - Product Manager

Hello, everyone. I hope you're all doing well. Today, we are releasing two important improvements in Pipefy: Task area: where guests, agents, and admins can check and solve their pending actions (tasks) Task assignment flow: allow agents and admins to assign a pending action to other users   First of all, what is a Task?A task is a pending action in the process that prevents a card from advancing without completion, requiring an external intervention to solve it. Some task examples:Manager approving a vacation request Employee filling in pending information to unblock a request Candidate sending pending documents for admissionThe task area makes it easier for the user to find and act on their pending demands, no need to look in different emails or pipes for the link to access a pendency (phase form) anymore.  How does it work? Previous behavior: the user had to check their email to access the phase form to solve it. If the user receives many phase forms (tasks) a day, there will be multiple emails to check that can get lost in the inbox. New behavior: the user has an exclusive area to interact with their tasks within Pipefy. All the tasks from the same organization will appear in this area, eliminating the need to search for multiple emails to find new tasks. In one click, they find everything they need!Mobile app update: new home tab “My Tasks Area” with pagination, enabling the user to see details about the tasks and complete them successfully without accessing a computer. We are eager to have you use the feature and give feedback. Please feel free to reach us! Thank you,Priscila Rodrigues

Hello, everyone. I hope you're all doing well today. Today, we have released a new documentation feature allowing you to write down all essential aspects of your process and have it saved inside its pipe.  The pipe description came to help you solve your problems when explaining a process to a team member or understanding how a new process works. ✍  How does the feature work?At the top of the pipe, right beside its name, you can access an "information" icon allowing admins to write down everything they need about a process and members to read the information only.  The feature contains customization capabilities such as text format, bullet points, and hyperlinks.  We are eager to have you use the feature and give feedback on what you want to see next in the "Pipe description." 🎉 Thank you, 

Hello everyone! 🆕✨ I’m thrilled to announce that we are releasing an improvement in the Request Area feature as part of the Guest Experience effort, but at this moment in the Mobile App.Now, you can see your message history inside the request card, and also preview/download the attachments inside the message.This feature allows you to complete some journeys as well because now we support the Phase forms on Mobile. So, if you receive a link within the message, you can click on the link and will be taken to a Webview already authenticated, with no need to log in to the web again. Amazing, right? 🚀 How does it work? If you open any request card, you will be able to see the Messages tab, where you as a requester will be able to see that email in the request open card. Additional information: Possibility to preview/download attachments;Webview authenticated;Clickable links; Read messages;   The news is already available in the 2.26.0 version!  Thank you,  Carol Delben - Product Manager @Pipefy 

Hey everyone! How are you? ✨ We have amazing news to share with you all! Now, in the Mobile App, you have the option to pull the screen to refresh the Pipe.  How does it work? On the Pipe area, if you want to see the last updates you can pull the screen, and then the information there (new cards e etc)  will be updated. That's simple, right? 🤌🏼 How can you access this feature? This new feature is available on version 2.26.0! Update your App, so you don't miss the news!🔥 Feedback is highly appreciated. Thank you,  Carol - Product Manager @Pipefy

Hello everyone, happy new year! I wish you all an excellent 2023  Thinking about improving the user's self-service experience and also helping them to report their issues easily and faster, the App squad team has implemented a Help desk button inside the App.Now, you can ask for help without closing the App mobile and going to the Web! 📲How does it work?On the Profile button, you can find an option called "Help Center" when you click on it, the Help Center page will be opened, so you can find helpful articles and a chat to talk to Support. Take a look at how it turned out:           This Improvement is now live in Mobile app.  Feedback is highly appreciated. Thank you, Carol - Product manager @Pipefy

Hello community, howdy?  I'm excited to announce that the new automation action Update a field in a card or a record is now LIVE for 30% of our customers in Beta mode!  What's new?Now, your database records can be automatically updated when a card is updated or moved to a specific phase.  Why is it valuable?With this enhancement, you and your team can experience more agility and accuracy in your processes.  What's a practical example?In a sales pipeline process, when the card of the lead is moved to the "Deal Won" phase, the "Prospect" database is automatically updated.  Stay tuned!We'll keep sharing the progress of this launch with you! If you already got the update and have any feedback for us, please reach out!

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 can also get the link of the phase form and post anywhere using any automation tool you would like, for example, sending the link through WhatsApp, Teams, Slack, etc Or even integrate with internal tools, pages, etc! 🚀  📚 Learn moreSee our API documentation.If you are using the Public Phase Form link and have any feedback for us, please, comment on this post. We would love to hear your thoughts! 😊 Kind Regards,Danielle Diehl 

Hello, everyone. Hope you're doing well! Do you have a form you frequently need to use to create requests but always need to search it? Now can hover on the Form in the Portals area and favorite it. This way, you can have the most important Forms for you right at the top to easily access them. We hope this improvement can help you have a better experience in finding the correct form to make a request. This improvement is now live in both web version and mobile app. For the App mobile version, you also need to update the App to version 2.21.0 in the Apple store for iOS or in the Play store for Android.  Feedback is highly appreciated.  Thank you,

Hello everyone 👋🏻I’m excited to announce that Requests Notifications are now live! 🚀 🆕 What’s new? As a requester, you will get notified every time your request's status is updated; Also, every time your requests get a new e-mail; And a final notification when your request is completed.   💎 Why is it valuable? With Requests Notifications you don't need to worry or send constant e-mails asking for updates on your requests; Relax with the certainty of receiving real-time notifications about all your requests, whether while browsing on the Pipefy web version, or in the palm of your hand through push notifications from the mobile app. Image with the notification center opened and some notification examples! 📚 Learn moreDon't know how to track your requests yet? Check out this article! We are currently gradually releasing it, so it should be available for you soon! Kind Regards,Danielle Diehl

Hi community members, howdy?Now, in the Admin Dashboard, the Super Administrators can create company custom roles. If the default roles that Pipefy offers (Super Administrator, Administrator, Member, Company Guest, External Guest) do not fit the roles that your company needs, you can create custom roles and grant/revoke which permissions these roles will have. You can have as many roles as you need for your company. Just create a new role, define the permissions and assign the users to it. Click here and find out all about the new Custom Roles in Pipefy. Stay tuned for more news in the Admin Dashboard!!!!

Hello, everyone. Quick update in connection fields!We have just added the feature “this field is editable on other phases” in connected fields (pipes and databases). This means that now admin users can safely block the edition of connected fields on cards by agents of the process. This brings more consistency and safety into your processes with Pipefy.Thank you,  

Hello Community🤗,  As part of the initiatives we are working on, related to the User Permissions, today I want to announce one more update.  Now, the Super Admins and Administrators can invite and add users in bulk to a role in the Admin Dashboard. When accessing the Roles area in the Admin Dashboard and selecting a role from the list, you will see the Users tab in the Role Details panel. All users assigned to the selected role are listed along with the Assign users button.  By clicking on it, Super Admins and Administrators will see the new Add in bulk button where they can invite up to 1000 users to the role, reducing, even more, the time to invite and assign roles to company members. Stay tuned for more news! 

Olá, Comunidade Pipefy, Temos uma ótima notícia: agora, você pode integrar o Pipefy com sua ferramenta de relatórios, como PowerBI ou DataStudio, por meio de API! Veja como: Com Relatórios, você pode filtrar dados dos seus processos em tempo real, organizá-los em colunas e exportá-los em formato de uma planilha de Excel para analisar as informações que deseja. Se sua equipe precisa exportar relatórios com frequência e em um determinado período de tempo, você pode automatizar esse processo! Configure uma rotina de API Scheduler para automatizar a extração do relatório utilizando uma mutation. O relatório será exportado no período de tempo que você determinar no seu scheduler. Para fazer a extração do relatório são necessárias duas chamadas, a primeira é uma mutation que obterá na resposta um ID para ser utilizado na extração, e a segunda, é uma query, que utilizará a resposta obtida na primeira para obter a URL de download do relatório. A chamada inicial é como segue, nela devem ser informados o ID do Pipe onde o relatório está salvo e o ID do relatório já formatado com todas as colunas e filtros que deseja visualizar na planilha extraída. Ambos os IDs podem ser obtidos na URL da página.  mutation {   exportPipeReport(input: { pipeId: 1, pipeReportId: 1}) {     pipeReportExport {       id     }   } }  A resposta desta chamada conterá um ID numérico. Utilizando desse ID obtido na chamada anterior, você poderá rodar a seguinte query:  {   pipeReportExport(id: 20) {     fileURL     state     startedAt     requestedBy {       id     }   } }  A resposta da chamada conterá a URL (fileURL) que você pode acessar para fazer o download do relatório, na sua plataforma de integração. É importante ressaltar que a construção do relatório para exportação pode demorar um pouco dependendo do volume de informações. Fique atento e, se necessário, deixe um período de tempo para o download. No momento que o relatório estiver formatado para a exportação a informação “state” deve retornar como “done”. Tudo feito, basta fazer a carga em sua ferramenta de BI ou enviar para algum email como anexo!Atualização!Rate LimitsEssa feature possui Rate Limits, uma técnica comum para garantir segurança, confiabilidade e uma experiência consistente ao desenvolvedor, limitando o número de solicitações em um intervalo de tempo.Para exportação de relatórios via API, o rate limit é de 25 solicitações em 24 horas, para cada pipe.Caso atinga esse limite, deve-se aguardar 24 horas a partir do momento em que a última solicitação foi feita. Qualquer solicitação nesse intervalo de tempo não será processada e conterá uma mensagem de rate limit atingido exibida em "erros" no payload de resposta.

Hello, Pipefy community! 👋 Have you ever had trouble with duplicated information inside your processes? An application submitted twice by mistake in your recruitment process, a repeated purchase order causing trouble with your vendors, or even a duplicated lead that caused confusion among the sales representatives?If so, this improvement will come in handy for you: now, as a pipe admin, you can configure some fields with a unique value in your process. To illustrate, if you already have a card registered with the email alysa.augusta@pipefymail.com in your Pipe, and someone else tries to create a new one with this exact email, they will not be able to.These are the fields you can set as unique:Short text; Email; Phone number; Document ID (CPF, CNPJ); Number; Currency; Date; Date time; Due date. Email field edition modal, highlighting the new "The field must have a unique value" configuration. This capability already existed in the Databases, so a few of you might already be familiar with it. Now, it’s also available in your Pipes, so you can take advantage of it and make your process even more error-proof!If you have any doubts or feedback, contact our team, and we’ll be glad to connect!

Hello, Pipefy community 👋 You have asked, and we did it! 🚀 Now the card's subtitles display in the kanban view will follow the order you set in the pipe's configuration. If you already have a pipe with some subtitles defined, you can reorder the fields in the order you want them displayed on the card. Simply go to Pipe > Settings > Pipe configuration > Card subtitle > Chose the subtitles and put them in the order you want to see them on the card.💡 TIP: If you want to edit the order, remove or add another field in the middle, you can do that by using the arrow keys on the keyboard. Or you can erase all and add again in the chosen order. 🗓 This feature will be gradually released for every user throughout this week, until July 15th. Let us know if you want to use it right away!

Hello Community, As part of the initiatives we are working related to the User Permission, today I want to announce one more update.  Now, the Super Admins and Administrators can assign/invite users to a role in the Admin Dashboard. When accessing the Roles area in the Admin Dashboard and selecting a role from the list, you will see the Users tab in the Role Details panel. All users assigned to the selected role are listed along with the Assign users button. By clicking on it, Super Admins and Administrators will be able to assign or invite new or more users to the chosen role in that operation, reducing the time to invite and assign roles to company members. Stay tuned for more news!

As part of the Admin Dashboard evolution, we are now launching new capabilities for the Role permissions. In this version, we are launching the new Super Admin role and the ability to manage the role permissions actions for the Administrator role in the Roles Area. You just need to access the Admin Dashboard to see the Roles Area and from there you will see the list of 5 default Pipefy roles: Super Admin, Administrator, Member, Company Guest and External Guest. More news coming soon. Stay posted!

The Admin Dashboard now allows the administrator to filter the users assigned to a role. Accessing the Roles page in the Admin Dashboard and selecting a role from the list, the administrator will see the new Users tab in the Role Detail Panel with the list of all users assigned to that specific role in the company. Updates to follow soon!

To provide a mechanism that allows administrators to manage users, permissions, user groups, security, automation, and billing aspects, we plan to launch the new Admin Dashboard. In this first version, the Admin Dashboard will provide the "Roles Area" where the administrator can manage the Pipefy user roles and the role permissions actions for the member role. The Admin Dashboard is available for our Business and Enterprise plans. Click here and find out all about the Admin Dashboard.Stay tuned for more news! 😎 

Hi, Pipefy community! Looking for another level of customization? Now, as an admin, users can personalize their pipe objects, naming what is being managed in each pipe. This means that where was formerly defined as “cards” can be customized, as the gif show below:This new improvement, besides helping organize the company’s home improving the findability of each pipe, enables all the stakeholders to better identify what type of request they're submitting. The Pipe object will also be shown on your pipe header when you have database connections configured for a quick access: Learn how easy it’s to start changing Pipe Objects by clicking here.

Hello, Community!Here I come with another update inside the product. We got many feedback about being hard to finding where to change a phase description. To help with this edition that wis a little hidden inside the phases advanced options, we have worked on editing the phase description in place inside the Flow. Now, when clicking on the description below the phase inside the Flow, you will be able to edit the phase description, and it will reflect on the Kanban view as well as on the Flow.  PS: For now, there is a limitation: you can add and change the description, but it’s still not possible to remove it and leave it “blank”. To remove a description entirely, it’s still necessary to go to “advanced options” inside the editor. We will be improving this as soon as possible. Hope this saves you some time in creating and editing a process! Best,  

Hello, Pipefy community!  Now, with a few clicks, you can connect and access a database in a pipe. Make your process more agile and centralized with this new feature: Open your pipe, click on the add connection button, set it up, and save. Then, just click on the database tab to check the information and add new records. You can also learn more about connecting pipes and databases here. Note: This option is only available for the new version of Pipefy. Update now or talk to your company administrator.

 Introducing the new Pipefy To end a year full of changes and exciting news for Pipefy and our entire community, we would like to announce that our platform will have a new look really soon. We redesigned Pipefy and the new interface offers platform-wide improvements, better performance and usability, allowing users to navigate more easily and quickly while creating and improving processes and workflows. All this through: A new and cleaner design New ways to create and edit cards and phases Standard interface for easy access to all tools  Find out everything about the upcoming changes clicking here.Once it is ready, all Organization Admins of Pipefy will receive the option to test the new version once you log in our product. Just wait for it.