Admins can now set specific access permissions for each page of a Pipefy portal, allowing for tailored user access and greater flexibility. This ensures portals are only accessible once fully configured, preventing early access to incomplete pages.

With task automation, you no longer need to create email templates to assign tasks. Simply set up an automation to send tasks, configure dynamic fields, and choose the email — streamlining the assignment process.

Pipefy's new bulk action capabilities let you edit, move, trigger automations, or delete multiple cards at once. Use the advanced filter to select cards, choose your actions, and save to simplify your process management.

The pipesign feature enables effortless digital signature management directly in Pipefy, allowing you to collect, organize, and manage signatures seamlessly.

With Form Sharing on the New Portal, you can control access to forms per user or group, creating a personalized and efficient experience where each user sees only their permitted forms.

Connected Field Filters streamline data entry by displaying only relevant options in subsequent fields, like showing cities based on a selected state, minimizing errors and enhancing user experience.

Pipefy AI enables process automation through simple prompts, allowing tasks like interpreting invoice data or filtering top candidates in recruitment to be managed automatically.

The New Portal centralizes forms, links, files, and information in one accessible location, making it easy for customers and team members to reach all services with a click.

The new Admin Panel consolidates organizational usage stats, tracks automations and API calls, and manages user accounts, offering comprehensive control from a single dashboard.

With advanced SLA rules, you can exclude holidays, set working hours, and adjust deadlines for different time zones, ensuring greater control and reliability of your operation's data.

Now you can view more information on the Admin Panel. Track automation jobs usage, discover how many jobs each process is utilizing, and use filters to obtain automation usage metrics for previous periods with the updated Admin Panel.

Pipefy can now be used in Spanish! This way, more people can optimize their processes in their native language around the world.

The first version of the Admin Panel is now available! Use it to access the entire history of automation jobs within your organization, for security and governance!
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With HTTP automation, it’s easy to integrate Pipefy with external software without the need for other connectors. You can send requests to different programs and receive them from Pipefy.
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Now your tasks and requests are available in one place, further simplifying the requester experience.

With the Automated Formulas feature, you can perform complex calculations in your processes and instantly obtain results through automation, saving time and avoiding errors in operation.

Now, you can also add owners to Groups. This way, groups become more organized and better managed, ensuring more governance for your organization.

You can now manage your Pipefy users within your own IDP, such as Jumpcloud and Azure AD. User provisioning is available for all types of protocols.

With the Suggested Invites feature, Pipefy identifies the key requesters in your company and makes it easy to add them to your organization, helping you centralize HR, Finance, and IT requests and track them all in one place.

Now, you can also invite guests to Groups. This makes it easier to grant access to request forms for multiple people at once. And the best part: at no additional cost!

With Pipefy AI, you have endless possibilities:

With Groups, organizing company members becomes much easier! By creating groups with your collaborators, you can add or remove multiple users from a pipe with just one click, making this task much simpler! This speeds up and streamlines processes like employee onboarding.

With White Label, bring your company's brand into Pipefy. It allows you to create personalized portals and customize your organization's environment. For example, enable the creation of a personalized support portal with your company's branding.

With Interfaces, gather data from different pipes and databases in one place. Create customized pages to provide specific information to different users, such as the status of purchase requests made by each team.

With Tasks, work collaboratively with people outside of your process. Request information, documents, approvals, and missing data in one place

With Round Robin, guarantee operational optimization by distributing all demands equally among the people on your team. This includes sales leads, HR applications, purchase requisitions,and more.

With the new Branding Experience, create a personalized experience for your team by changing the design of your portal pages, requests, and tasks.