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Save and download a version of your pipe's setup

Written by Product Team

Version history lets pipe admins save a complete record of how a pipe is configured at a given moment — phases, fields, automations and conditions — and download it as a JSON file. Use it to answer what a process looked like on a specific date, and to compare how it changed over time.

What a version is

A version is a descriptive snapshot of your pipe's entire setup, saved as a JSON file. It covers 19 kinds of element, including phases, phase jumps, fields, field conditions, automations and conditional expressions.

What makes it useful is that it records what each piece is and does, in plain terms, not just internal IDs. That means the file is readable on its own, both by a person and by a tool.

A version saves the pipe's configuration, not the cards inside it.

Why this matters

Until now, there was no way to see how a process was configured at a specific point in time. In a complex pipe, reconstructing that from logs alone isn't practical.

"Show me how the credit approval process was set up on March 15th."

If a version was saved on or near that date, download it. The JSON is the complete configuration as it stood.

"What changed in this pipe last quarter?"

Download the version from the start of the quarter and the one from the end, then compare them in a diff tool.

"We're about to restructure this pipe. What if it goes wrong?"

Save a version before you start. You'll have a record of the working setup to compare against — and to restore from via the API.

"Auditors want documentation of our process configuration."

Each saved version is a dated, readable record of how the process was set up.

"Who saved this version, and when?"

Go to Manage → Activities → Configuration changes. Version creation and renaming are logged with the actor and the timestamp.

Who can use it

Availability: Version history is available on Business and Enterprise plans.

Pipe Admins

Pipe Members

View version history

Create, rename and download versions

Admin groups have the same access as individual admins.


How to access Version history

  1. Open the pipe

  2. Click Manage (top right)

  3. Select Version history


How to create a version

Click Create version. The version will be generated, with a sequential number, Timestamp and who created it. Generation runs in the background, so you can close the panel and keep working. Larger pipes could take longer.

Refresh the page to see the created version. It does not update live for now, once you reload, you'll find the bell notification confirming the version was generated, and the version itself in the list.

*If generation fails, you'll see an alert in the panel and no version is added to the list


How to name a version

Versions are created numbered and unnamed so nothing slows down the generation. You can name one afterwards to make it meaningful later.

  1. Find the version in the list

  2. Open the three-dot menu on that row

  3. Select Rename

  4. Type the name and confirm

The name updates in place. You can rename a version as many times as you need.

Naming tip

A good version name answers two questions at once: can I safely go back to this one? and what changed after it?

Combine the state with what came next:

  • "Stable - before the escalation rework"

  • "Pre-SLA rollout - working config"

  • "Approved by IT audit - Aug 2026"

  • ❌ "Version 4", "Backup", "Test"

Six months from now, the number and the date won't tell you which version to download. The name will.


How to download a version

  1. Open the three-dot menu on the version's row

  2. Select Download

You'll get a JSON file structured to be read in any diff tool or hand it to an AI Agent.


How to compare two versions

Comparison happens outside Pipefy for now.

  1. Download the two versions you want to compare

  2. Open both files in a tool that compares JSON

  3. The tool shows exactly what changed between the two moments


Tracing a version in Activities

Every version shows a version ID in the list. Creating and renaming a version are recorded in the pipe's Activities, so you can cross-reference the two.

Go to Manage → Activities → Configuration changes to see who created or renamed a version, and when.


Restoring a version

Restoring from the Version history screen (UI) is coming in a future release.


Good to know

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