Pipefy's Advanced Features

Here you can find an overview of all our Advanced Features

31 articles in this collection
Written by Isabelle Wuilleumier

Autofill

Learn how to use autofill in connections/connection fields to create connected cards/records faster
Written by Isabelle Wuilleumier
Updated over a week ago

How to customize email templates (html and markdown)

Learn more about using html and markdown to customize your pipe's email templates
Written by Isabelle Wuilleumier
Updated over a week ago

What Alerts are available on your Pipe?

Pipefy offers multiple ways to track cards that are Late, Expired or Overdue - all to optimally control your processes. Learn more here!
Written by Isabelle Wuilleumier
Updated over a week ago

Action Buttons

Action Buttons help moving Cards from one Phase to the other. Learn more here!
Written by Isabelle Wuilleumier
Updated over a week ago

Automation

Let Pipefy do the dirty work! Set up automated actions and start making better use of your team's time
Written by Isabelle Wuilleumier
Updated over a week ago

Automation conditions

Establish conditions to determine the situations in which an automation should be triggered
Written by Isabelle Wuilleumier
Updated over a week ago

Database

Learn all about your possibilities to store data inside of Pipefy here!
Written by Isabelle Wuilleumier
Updated over a week ago

Connections

Connect your processes with the help of our Connections feature!
Written by Isabelle Wuilleumier
Updated over a week ago

Connection Field

Pipefy's connection field allows you to let your pipes and databases work together
Written by Isabelle Wuilleumier
Updated over a week ago

Expired Alert

Get notified with an Expired Alert when your card exceeds the maximum lead-time in your Pipe!
Written by Isabelle Wuilleumier
Updated over a week ago

Email Inbox

Allow creating cards on your Pipe from emails sent to your Email Inbox!
Written by Isabelle Wuilleumier
Updated over a week ago

Email messaging

Easily send and keep track of emails without leaving Pipefy
Written by Isabelle Wuilleumier
Updated over a week ago

Email Template

Send automated emails from within Pipefy!
Written by Isabelle Wuilleumier
Updated over a week ago

Labels

Distinguish your cards with the help of Labels!
Written by Isabelle Wuilleumier
Updated over a week ago

Late Alert

Get notified with a Late Alert when your cards exceed the maximum lead-time in a phase!
Written by Isabelle Wuilleumier
Updated over a week ago

Metrics

Learn everything about how you can measure your productivity with our Metrics feature here!
Written by Isabelle Wuilleumier
Updated over a week ago

Minimal view

How to setup your fields to appear in minimal view and make your start form/phases more dynamic
Written by Isabelle Wuilleumier
Updated over a week ago

Pipe Reports

Learn what your Pipe's Report are and how you can use them!
Written by Isabelle Wuilleumier
Updated over a week ago

Public Form

Sharing your Start Form outside of Pipefy? Learn it here!
Written by Isabelle Wuilleumier
Updated over a week ago