Pipefy Team

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?

Natália Manffré

Susane Lenz

Email Templates

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