Pipefy Team

Susane Lenz

Natália Manffré

Product Team

About Pipes

Learn how to create a pipe to manage your process in one place.

How to create a pipe

Pipefy enables users to clone a pipe inside a company or across companies

How to clone a pipe

How to delete a pipe

Filter the process and databases you are looking for with the search bar tool.

Search for specific pipes and databases

Improve time management by defining alerts to optimize SLAs.

Set up alerts in the pipe

Change pipe settings

Pipe

View your workflow as a kanban, list, or calendar and learn how to easily switch between them.

Choosing pipe views

Use the Kanban board to track activities using columns and cards.

What is kanban view

Use the List view to manage high volumes of information.

What is list view

Observe every detail about your process and modify them if necessary.

What is flow view

View Options

Learn how to create and use a Start Form to collect information when building a process.

Create a start form

Securely collect information from specific people.

How to share forms

Learn how to modify a pipe's Start Form and the fields in it.

Edit the start form

Modify colors, title, description, and button text. Add a background and your company's logo in your pipe's public form.

How to customize the public form

Customize the link of your public form to share specific information with stakeholders.

How to set up initial values

Add a public form on your website so that requesters can access the form directly from a page.

How to embed a public form on a website

Collect all the information you need to begin a process with Pipefy's public forms.

How to share public forms

Enable this option to allow guests users to track their requests on your pipes.

How to enable request tracking

Forms

Learn about the different fields you can use to collect information in phases and forms.

Field types

Use fields to collect information, start a new process, or move cards forward to other phases.

Create and edit fields in forms and phases

Use this field to add custom messages in your pipe's forms.

How to use dynamic content field in a form

Automatically fill cards or records with information from other pipes or databases.

How to autofill fields

A quick guide on how to create new phases in a pipe, edit pre-existing ones, or delete them.

The basics about phases

Customize action buttons to move cards from one phase to another.

How to edit a phase’s action buttons

Centralize your process outputs in a phase of your choice without losing information.

Set up the end of the process

The Field dependencies feature in Pipefy shows where a field is used and the impact of edits. It helps you make informed decisions.

Field dependencies

A safer way to keep your forms up to date without losing important information.

Archive a field

Fields & Phases

Cards gather different types of information to carry out the process. Here is how to create, edit and delete them.

Managing cards in a pipe

How to move and restrict cards' movements from one phase to another.

Moving cards through the pipe

Guarantee quick access to connections, emails, attachments, comments in cards, and more!

Edit fixed fields and card features

Choose which information to see on the left side of the card. Add attachments, checklists, comments, and emails.

How to customize the open card view

Easily collaborate with your team directly inside Pipefy.

How to add comments in cards

Learn how to display a phase's cards in a pipe according to your needs.

How to sort your pipe's cards

Configure unique value fields to ensure your team always works with reliable and the correct information.

How to avoid duplicated cards

Save time and find your cards quickly and easily.

How to filter and search cards

Easily follow up your activities with a list organized by deadlines.

How to find all cards assigned to you

Track everything that happened on a card chronologically: phase transitions, automations, user actions, and field changes.

How to view a card's activities on a timeline

Cards

Add custom labels in cards to categorize and identify them in your pipe.

The basics of card labels

Use labels to filter and identify cards according to their priority and other criteria.

Create or edit a label

Labels

Speed up your work by using Pipefy's PDF Generator to standardize files, and create your own ready-to-use model.

Create PDF Templates

Download information from cards in standardized PDF files.

How to generate and download a PDF

PDF Generator

Format the cells in .xlsx files to import data correctly into your processes in Pipefy.

Preparing spreadsheets for the Importer App

Transfer information into cards or databases with the Importer app. No coding required.

How to import data from spreadsheets

Importer App

Academy

Community

Developers Hub

Find answers and get help from Intercom Support and Community Experts

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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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