Pipefy's Advanced Features

Here you can find an overview of all our Advanced Features

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39 articles in this collection
Written by Isabelle Wuilleumier and Yondy Kang

Importer (pipe apps)

Easily import data from spreadsheets to create cards in your pipes with the Importer App
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Written by Isabelle Wuilleumier
Updated over a week ago

Card Filter/Search

Learn how to filter or search for cards in your pipe.
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Written by Isabelle Wuilleumier
Updated over a week ago

Apps and Integrations

Unlock Pipefy's power with Apps and Integrations to optimize your processes and boost your efficiency
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Written by Isabelle Wuilleumier
Updated over a week ago

Relative dates

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

PDF Generator

Create templates to generate PDFs with the data from your cards
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Written by Yondy Kang
Updated over a week ago

Unavailable Dynamic Fields in the PDF Template

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Written by Yondy Kang
Updated over a week ago

Conditional logic: field conditionals

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

My Tasks

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

Automation conditions

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

Database

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

Connections

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

Email Inbox

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

Email messaging

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

Email Template

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

Labels

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

Metrics

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

Pipe Reports

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

Public Form

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