Pipefy's Advanced Features

Here you can find an overview of all our Advanced Features

34 articles in this collection
Written by Isabelle Wuilleumier

Relative dates

Learn how to select relative dates when setting up automation rules/connection autofill
Written by Isabelle Wuilleumier
Updated this week

Conditional logic: field conditionals

Add field conditionals to show/hide fields in your pipe's form and phases according to conditional logic
Written by Isabelle Wuilleumier
Updated over a week ago

Company reports

Learn how to access and customize your company level reports to easily visualize all your pipe's cards in a single place
Written by Isabelle Wuilleumier
Updated over a week ago

My Tasks

Easily keep track of all your tasks in a neatly organized list view
Written by Isabelle Wuilleumier
Updated over a week ago

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

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