Pipefy Team

Keep communication flowing with our messaging features: shared inbox, email templates, and card's email box.

What are Pipefy's email tools?

Show or hide specific fields in a form according to specific answers so that users can complete requests faster.

What are field conditionals?

Use connections to connect two different pipes or connect a pipe to a database and share information between them.

What is a connection field

Discover how cards from different pipes share information once they are connected.

What are parent and child cards

What are portals

What are tasks

Create templates to generate PDFs with the data from your cards.

What is the PDF generator

Exclusive platform for guest users enables them to track requests and fulfill tasks in Pipefy.

What is Pipefy for guests

Make better use of your time. Let your process flow with Pipefy's automations.

How to create automations

Automation conditions specify when an automation should be triggered.

What are automation conditions

What is a database

Learn what pipe reports are and how to use them to keep track of your process' results.

What are pipe reports

Extract data from different pipes to keep track of your business performance.

What are company reports

What is an API? What can it do? Check out this article to learn everything you need to know!

What is an API

Report results in an organized and efficient way with Pipefy data analysis tools.

How to measure your process efficiency with Pipefy

Numeric features: transform data in results with Pipefy

Migration to the New Request Portal: Guide for Administrators

Migration to the New Request Portal: A Guide for Requesters

Natália Manffré

Susane Lenz

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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.

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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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