A key to unlocking the full power of the Pipefy platform is your ability to customize your team’s processes and using the advanced Apps and Integrations that you can add to your company’s implementation.
Most of the currently available Apps and Integrations are directly related to a specific Pipe, so Pipefy lists these by default in the Settings slide-in menu in the Pipe view:
Both of these features can be extremely powerful for optimizing your processes on Pipefy and have several articles describing how to use them.
Email Messaging is enabled by default for all pipes created and allows users to send and receive specific emails regarding Cards directly within the Card itself.
If this is not appropriate for a given pipe or process, you can disable this feature on the Email Messaging modal within your Company settings.
It's important to know that card-based email messaging is separate from another email-related feature you can use to send custom templated emails based on a card’s entry or exit from a phase. Learn more about the process for setting up phase-based email templates here.
Automations ‘listen’ for certain trigger events and programmatically perform actions on your behalf.
They are useful for many reasons, but in particular are frequently used to pass information and updates between Pipes, Cards and Databases. Whether you seek to perform actions within a pipe or across pipes, you can view, edit and create Automations from the modal in the Company Dashboard.
- How to set up an automation
- [Webinar] Advanced features: Automation
- Email messaging
- How to send an email using email messaging
- Email templates
- [Webinar] Advanced features: Email templates
- How to create an email template
- [Pipe apps] appear.in
- [Pipe apps] Bitbucket
- [Pipe apps] Calendar
- [Pipe apps] GitLab
- [Pipe apps] Github
- [Pipe apps] Google Hangouts
- [Pipe apps] Slack