Pipefy Team

Grazi Sabatini

Ian Castelli

Emails

Best practices to use Pipefy’s email tools according to our Terms of Service and Privacy Policy.

Pipefy’s email guidelines

Send emails directly from a card, and keep track of the responses.

How to use a card's email box

Set up your Pipefy's Email Inbox to automatically create cards in a pipe whenever you receive an email.

Create new cards from received emails

Attach files in emails you send through your Shared Inbox.

How to add attachments to an email

Learn how to set up Canned Responses for your cards and Email Templates.

What are canned responeses

Learn how to redirect email addresses from Gmail or Outlook to Pipefy's Shared Inbox.

How to redirect an external email address to a pipe email

Learn how to set up an automatic signature for your emails

How to set up an email signature

Send email messages through any SMTP mail server.

How to set up a custom email address via SMTP

Pipefy's email tool centralizes messages and creates a collaborative inbox for your team. Here is how to set it up.

Configure a shared inbox

Place a custom icon in closed cards to show which cards have received new emails in the pipe view

How to show that a card has received new emails

Email Tools

Learn about email templates and how they help establish a smarter, faster, and standardized communication flow.

Create, edit and send email templates

Change the time zone in email templates to display datetime fields accordingly.

Set up time zones in email templates

Automatically insert information from cards in your email messages.

Adding dynamic fields to email templates

Use this tool to standardize your email communication and gain even more agility in your processes.

Setting an email template as a default

Create automations to share forms and information from a process through Pipefy email tools.

How to set email template automations

Learn how to configure two simple automations to send email templates according to different dates.

How to automatically send email templates before or after due dates

Add attachment fields in email templates and display images directly in the body of the email.

How to add images as attachments in email templates through HTML code

Create awesome, engaging email templates using the available customization options

How to customize email templates (HTML and Markdown)

Users who choose to migrate old email templates to the new editor format may have to adapt the HTML code to the new template format.

What to do when an email template contains unsupported HTML code?

Email Templates

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