Pipefy Team

Watch quick videos about Pipefy's main features to build your processes better.

Video tutorials

Check out Pipefy's Glossary to familiarize yourself with the tool's key terms when building and managing your processes.

Pipefy Glossary

What are pipes

What is a pipe object

Learn all about Phases and what they represent in Pipefy.

What are phases

Cards store essential information for the development of a process. Explore this element.

What is a card

Start and update processes with forms

Fields keep all the information you need to your workflow and can have various formats.

What are fields in a phase or a form

Let external users create cards in any pipe by turning a start form into a public form and sharing it online.

What is a public form?

Share forms to collect intakes while the process flows along.

What are phase forms

This field type allows you to use data from previous phases to create custom messages on public forms.

What is the dynamic content field

Learn all about the keyboard shortcuts available so you can use Pipefy faster and more efficiently.

How to use keyboard shortcuts

How to configure AI Agent Skills in Pipefy

Ian Castelli

Susane Lenz

Basic Definitions

Academy

Community

Developers Hub

Find answers and get help from Intercom Support and Community Experts

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