Pipefy Team

Susane Lenz

Natália Manffré

Dive into dedicated tutorials for HR, Sales, Purchasing, and IT teams. Explore the potential of Pipefy in your daily operations.

Pipefy For Your Business

What is Pipefy Procure-to-Pay

Learn in a few steps how to invite employees to Pipefy for free and allow them to track their purchase requests.

Pipefy for Purchasing: How to track the status of submitted requests

Create automations based on purchase values and cost centers to make life easier for buyers and approvers.

Pipefy for Purchasing: Create automated approval flows

Learn how to create different types of email templates to send automated messages and save your team time.

Pipefy for Purchasing: Automate communication with requesters

Pipefy for Purchasing

Pipefy HR Service Delivery: Optimize the collaborators' communication with the HR team

Set alerts and don't miss deadlines when recruiting new talent.

Pipefy for HR: How to create alerts and deadlines for your recruiting process

Make it easy to communicate with candidates and automatically send emails to schedule interviews, tests, and feedback.

Pipefy for HR: How to automate email communication with candidates

Accelerate candidate screening with simple automations and ensure greater assertiveness in candidate selection.

Pipefy for HR: How to automate candidate selection and speed up hiring

Pipefy for HR

Increase response rate with Pipefy's automations. Create a faster and more effective qualification process.

Pipefy for CRM: Automate lead qualification in Pipefy

Keep in touch with potential customers. Drive sales by eliminating manual work.

Pipefy for CRM: Lead nurturing with email automation

Gather all your sales contacts in Pipefy. Use Importer App to transfer their data.

Pipefy for CRM: How to import leads to Pipefy from a spreadsheet

Pipefy for CRM

Meet Pipefy: a platform of process automation

Learn how to set up automation rules to assign IT tickets by department, speeding up ticket triage time.

Pipefy for IT: How to create automations to prioritize IT tickets

Learn how to create a specific phase for receiving NPS evaluation forms in a Service Desk Process and see its metrics.

Pipefy for IT: How to collect NPS reviews with Pipefy

Empower users to view their requests' status without contacting the IT team.

Pipefy for IT: How to keep requesters updated on the status of their tickets

Pipefy for IT

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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