Pipefy Team

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

Natália Manffré

Susane Lenz

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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.

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

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

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

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