Check the latest product news on Pipefy and learn how to improve your processes with new features and updates.
Sep 01, 2021
To better compliance and share the information exchanged via email on Pipefy, you can now print your emails (both individual messages and whole threads) and save them as a PDF.
Sep 01, 2021
Users who need to clean up their inboxes (e.g., spam, emails sent by mistake, repeated messages…) can now with our simple delete email message feature. This is a “soft delete,” meaning that all deleted messages will still be stored in the database (important for future compliance records) but won’t be rendered on the UI anymore.
Aug 27, 2021
Automation on Pipes
The access to Pipefy's automation page has changed. Now, you can improve your efficiency while setting up your automation rules, accessing this feature directly from a pipe where they really happen.
Aug 23, 2021
Edit History Field
A very nice improvement is available for the mobile app users: The ability to edit the history phases fields values. Now you can quickly make edits directly from your mobile app, for example, to correct any wrong information that is already filled in.
Jul 31, 2021
New Form View
Create and edit your custom forms more smartly and dynamically. Now, you can edit the forms you build to collect requests with all the necessary information in a centralized way with a full-screen visualization. You can also easily find all submissions and view them in a list or kanban format. After that, build your workflow, automate activities and emails, and efficiently process orders.
Jul 16, 2021
Now, it’s possible to duplicate a previously configured automation. This way, you can copy automations to save time. Click on the three dots button, located on the right side of each automation and then click on Duplicate. A new automation is created based on the parameters of the first one, but disabled to avoid broken automations.
Jul 13, 2021
Pipefy’s flow visualization gives admin users a holistic view of their entire processes and empowers them to easily visualize how all the important pieces of their workflows fall together. That way, process owners can improve their workflows, control variations, and eliminate inefficiencies.
Jun 15, 2021
Email features have been reorganized in a new single view called “Emails” to improve your team's experience managing shared email accounts like [email protected] and [email protected]. Use it to send and receive emails, centralize communication, find emails attached to cards, assign team members to interact with them, and more.
May 05, 2021
New Forms Builder
There's a new way to build and view forms in Pipefy. Drag and drop fields to build forms in a smarter, faster and dynamic way. It’s even easier to customize forms and enable its sharing options in just a few clicks.
April 16, 2021
Access the Calendar and Sprint apps inside the view menu in the header of any pipe, alongside Kanban and List view modes. There are also shortcuts for automations and integrations in the header now.
March 19, 2021
Share forms externally from any phase inside Pipefy with customers, clients, suppliers and more. This is a great way to get approvals, inputs and additional data throughout the process. 🚀
February 24, 2021
Automation Page Update
With the automation page update, you can better visualize automation rules and filter them by Pipes and/or Status. With just a few clicks, filter the process you want and jump directly into the automation.
February 24, 2021
Forms With Pre-Filled Fields
With public forms, it’s possible to use pre-filled fields to show pre-filled information for your audience. This means that people won’t be able to change those fields, assuring that the correct information is always filled out.
February 05, 2021
Internet Explorer (IE11) Support
Pipefy no longer support Internet Explorer (IE11 and previous versions) browser. We recommend using other and more modern browsers when accessing Pipefy, such as Google Chrome, Mozilla Firefox, Safari and Microsoft Edge.