What's New at Pipefy

Pipefy Open Office Hour is an exclusive opportunity to talk to modeling and process specialists and ask all of your questions about Pipefy and its features. Learn from other customers’ questions and best practices! Every Wednesday, you will have the opportunity to join our team and ask your question to them. There is no need to register for these sessions - you can join at any time. MayOn 02sd at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 09th at 10am (PST) -  https://pipefy.zoom.us/j/99956210575On 16th at 10am (PST) - https://pipefy.zoom.us/j/99956210575 On 23rd at 10am (PST) - https://pipefy.zoom.us/j/99956210575 On 30th at 10am (PST) - https://pipefy.zoom.us/j/99956210575  You also can check the Portuguese version here. 

If you missed the Global Meetup, do not worry.  Check out the full recording:   Thank you and I hope to see you at the next meetup! 

Check out the recording and learn how to use most of the email templates.   

The Pipefy Community Global Meetup is coming and you won’t miss it. Our Product Team is going to demonstrate how to use the new Pipefy Forms.  Pipefy Forms has a simple and intuitive drag and drop builder making it even easier for knowledge workers in virtually any business unit to design and deploy custom forms to standardize their intake processes. The Forms offering promises increased efficiency by converting forms into workflows where users can assign tasks, track due dates, monitor activity status and obtain approvals.  On May 27th at 1 pm (PST), our Pipefy staff is waiting for you! It is a unique opportunity to know how you can use all the improvements to build your forms. You will have the opportunity to ask our Product Team questions and learn more about our product.  SIGN UP NOW! We are looking forward to seeing you there. Check out the Brazilian Edition here. 

 Hi Community! We need your help and engagement  Pipefy is participating in the Workato Automate Challenge. Workato is challenging all Automate 2021 Conference attendees to build and submit their own value-adding automation using the Workato platform.Pipefy was shortlisted as one of the best 10 integrations. Let's help us win the competition by voting for Pipefy until May 19th VOTE HERE   Thank you!!  Watch our entry video 

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

Pipefy Open Office Hour is an exclusive opportunity to talk to modeling and process specialists and ask all of your questions about Pipefy and its features. Learn from other customers’ questions and best practices! Every Wednesday, you will have the opportunity to join our team and ask your question to them. There is no need to register for these sessions - you can join at any time. MayOn 05th at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 12sd at 10am (PST) -  https://pipefy.zoom.us/j/99956210575On 19th at 10am (PST) - https://pipefy.zoom.us/j/99956210575 On 26th at 10am (PST) - https://pipefy.zoom.us/j/99956210575  You also can check the Portuguese version here. 

Hello, Community!  Your impressions drive our way. Evaluate your experience with our platform, speak your mind!This will take about five minutes. ANSWER THE SURVEYThanks a lot! 

🔔 Attention! To clone a pipe, either within a company or between two companies, you need to have admin permission in the pipe you want to clone as well as permission to create a pipe in the company. Given that you have the necessary permission level, it is possible to clone a pipe in two distinct ways: by accessing the pipe itself or by the main screen inside Pipefy, where you see all of your processes. Outside the pipe, click on the three-dot icon when hovering over the process icon and then select Duplicate this pipe. It’s done, the pipe is cloned directly into the same company. However, inside the pipe, you can clone pipes to other companies you’re already a member of inside Pipefy. The first step is to click on the gear icon located in the upper right corner of the screen to open settings.Inside the Pipe Settings, select the option Clone to... in the left corner. If you are a member of different companies, select from the options the company in which you want to clone your pipe an

Hey, have you ever felt like your team's losing control of your demands?If you ever created a shared email inbox to manage your team's demands, you probably know the mess it can become. I'm talking about missing threads, going back and forth between multiple tools, decentralization…What if I told you there's a solution to make your job easier?Let me introduce you to Pipefy Shared Inbox!With Pipefy Shared Inbox, you:Don't let emails unanswered or forgotten Stay on top of deadlines and team accountability Collaborate with peers and get work doneThe best part? It's for free.Pre-register now and be the first to take control of your work with Pipefy Shared Inbox.

What if you could automate work processes and integrate tools without writing any code? You don't have to be a developer or an IT professional to accelerate digital transformation. The Digital Transformation Meetup of the Pipefy Community will show you that is possible! We invited Renato Asse, founder of the Sem Codar channel, the largest YouTube channel in the world about no-code and visual application development. Renato is the pioneer of the no-code movement in Brazil and reaches more than 250 thousand people every month teaching entrepreneurs and developers to create applications without using the code language. The meetup is taking place on April 29th, at 1 pm (PST). Sign up for this online and free event.  You don’t need to be a developer or an IT professional to build automated processes in your business! It is possible to accelerate digital transformation in your business without any coding. Do you want to know how? Join us for the Digital Transformation Meetup.  I am looking f

Check out the webinar about automation!     

Dear users,  According to the information provided in previous updates, the difficulties in logging into our platform are happening due to instability in the third-party mechanism we use for authenticating user login.This mechanism called Auth0 is used by thousands of online services to validate their user login information and allow users to access them, ensuring the safety of the applications and making sure only users with the right credentials can log in. Due to the fact that this is a third-party vendor, right now we’re currently waiting for further updates on their end about the mitigation of the causes of this incident.The most current update we’ve gotten from Auth0 (https://status.auth0.com/incidents/zvjzyc7912g5) was: “We are doing everything we can to resolve the situation as quickly as possible. We did attempt a database failover to resolve the situation, but it was not successful. We are continuing to dedicate our entire engineering team to a swift resolution. As of right n

Pipefy Open Office Hour is an exclusive opportunity to talk to modeling and process specialists and ask all of your questions about Pipefy and its features. Learn from other customers’ questions and best practices!Every Wednesday, you will have the opportunity to join our team and ask your question to them. There is no need to register for these sessions - you can join at any time. April On 07th at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 14th at 10am (PST) -  https://pipefy.zoom.us/j/99956210575On 28st at 10am (PST) - https://pipefy.zoom.us/j/99956210575  You also can check the Portuguese version here. 

Hello, Community members! Now, it’s possible to access the Calendar and Sprint apps inside the view menu in any pipe’s header. To do so, just click on the menu icon, as you see in the image, and choose if you want to view the process in Kanban, List or Calendar and Sprint format.This makes it much easier to change between different visualization modes in your processes. To learn more about native application integrations in Pipefy, click here. 🚀

Hello, doer!If you use Pipefy for a while now, you've probably used automation rules already. But are you sure you're making the most out of this feature?Automation is how you leave all the tedious, repetitive work to Pipefy and use your time on more productive tasks. That's why I want to invite you to a webinar we're hosting.On it, we'll talk about how to get superpowers with Pipefy automation!The Webinar How to build automation to improve your processes performance will happen on April 22nd, Thursday, at 10 AM (PST). I hope to see you there!Sign up here. Check the Brazil edition here.   

Hey, have you ever felt like you’re losing control of your demands?If requests come from different sources, aren’t standardized, and provide incomplete information, you’ve probably wondered: how can we make this process smarter?Let me introduce you to Pipefy Forms!  With Pipefy Forms, you'll be able to:1 - Build functional, attractive, smart forms and increase productivity -- no coding required2 - Supercharge your forms with uncomplicated workflows3 - Engage with stakeholders throughout the entire process4 - The best part? It’s for free.Pre-register now and be the first to take control of your work with Pipefy Forms.

 Hey, dear members! How are you doing? Did you lose our monthly meetup? Do not worry because you can check and share the full recording of the Boulder Longevity case. Lots of papers to sign and a process that could take more than 60 hours/month. Boulder Longevity is doing the same process in 2 hours/month since they started to use Pipefy. Susan Hirano, the Director of Strategic Operations told us more about this incredible case and more about how Pipefy is helping now other departments to achieve and deliver more velocity and quality to their clients. Check the Brazilian Edition here.  

 If you missed the Open Office Hour, do not worry. Now, you can check the full recording and see everything that happens in this free and online event.   

Hello, community! Check out the full recording of the webinar we ran to explain more about Pipefy 2.0. In this conversation, we'll talk about:- The main reason for the interface improvement;- Demo the main changes and show how to navigate in the new interface;- Clients' questions about it.   

Do you want to know more about Pipefy 2.0?In this conversation, we'll talk about:- The main reason for the interface improvement;- Demo the main changes and show how to navigate in the new interface;- And we'll have the presence of one of the developers of Pipefy2.0 to answer your questions.On March 23 at 1pm (EST) / 10 am (BRT)Sign up HERE. 

The March meetup is full of stories that certainly will change the way you view workflows and how to make them more collaborative.  SAVE THE DATE The Brazlian meetup is taking place on March 25th at 5pm (BRT). Book your place here. The Global edition is going to happen on March 25th at 11pm (EST). Sign up here. We are waiting for you! Do not miss our traditional event!  See you there! 

Lots of papers to sign and a process that could take more than 60 hours/month. Boulder Longevity is doing the same process in 2 hours/month since they started to use Pipefy.  Susan Hirano, the Director of Strategic Operations will tell us more about this incredible case and more about how Pipefy is helping now other departments to achieve and deliver more velocity and quality to their clients. Boulder Longevity Institute offers our clients a complete range of unique, innovative, and personalized services. Our clients enjoy access to the most advanced, research-based longevity medicine available and not generally accessible through more traditional health care channels. We specialize in Bioidentical Hormone Replacement Therapy, Genomic Analysis, Regenerative Peptide Therapy, and a results-oriented approach to optimizing your health. It will take place on March 25th, at 12 pm (EST).  Book your place now!