Tutorials

Pipefy for the rescue! Everything you need to learn how to setup and configure Pipes and Features

83 articles in this collection
Written by Isabelle Wuilleumier, Claudio Furini Jr., and Alessio Alionço
How to's

How to update a Google Sheet spreadsheet when moving cards

Use Zapier to update the information in a Google Sheets spreadsheet when moving cards in Pipefy
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

How to make a pipe private

Learn how to edit your pipe so that only company admin and invited users will see it in the company dashboard and access it
Written by Isabelle Wuilleumier
Updated over a week ago

How to setup field conditionals

Learn how to setup 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

How to add a guest user

Learn how to add users as guests in your company
Written by Isabelle Wuilleumier
Updated over a week ago

How to create company reports

Learn how create company level reports to easily visualize the data from two or more pipe's cards in a single place
Written by Isabelle Wuilleumier
Updated over a week ago

How to customize your public form?

Learn how to edit your public form to match your company's visual ID
Written by Isabelle Wuilleumier
Updated over a week ago

How to create/edit database records?

Learn how to create new database records and edit existing ones
Written by Isabelle Wuilleumier
Updated over a week ago

How to use fields in database records/connected cards as dynamic content?

Learn how you can use all the fields from a connected card/database record as dynamic content in your email templates
Written by Isabelle Wuilleumier
Updated over a week ago

How to customize the open card view

Learn how to edit the card view and choose what information is displayed on the left side of the open cards
Written by Isabelle Wuilleumier
Updated over a week ago

How to send an email using email messaging?

Learn how to use email messaging to manually send emails and keep track of the responses without leaving Pipefy
Written by Isabelle Wuilleumier
Updated over a week ago

How to report a Bug?

What's a bug? What information do you need to provide when reporting a bug? Read this article and find out!
Written by Claudio Furini Jr.
Updated over a week ago

How to invite members to a company?

Learn to add team members to your company so you can work together on your processes!
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete members from a company?

Learn how to remove team members from your company in Pipefy
Written by Isabelle Wuilleumier
Updated over a week ago

How to invite members to a pipe?

Learn to add team members to your pipes so you can work together!
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete members from a pipe?

Learn how to delete members from your Pipes here
Written by Isabelle Wuilleumier
Updated over a week ago

How to edit a company?

Learn how to access your company settings
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a company?

Deleting your company means deleting your entire account as well as cancelling your subscription. Learn how to do it.
Written by Isabelle Wuilleumier
Updated over a week ago

How to create a pipe?

Learn how to create a new pipe to manage all your processes in Pipefy
Written by Isabelle Wuilleumier
Updated over a week ago

How to edit a Pipe? [Settings]

How to fully customize your processes? Find out here!
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a pipe?

Learn how to delete a pipe
Written by Isabelle Wuilleumier
Updated over a week ago

How to create a form?

Find out how to create a form and provide your process' input
Written by Isabelle Wuilleumier
Updated over a week ago

How to edit a start form?

Learn how to edit the information that must be filled out in your pipe's start form
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a start form?

Deleting a pipe's start form is not possible. Learn why.
Written by Isabelle Wuilleumier
Updated over a week ago

How to create a Phase?

How to add a step to your process? Learn how to create Phases here!
Written by Isabelle Wuilleumier
Updated over a week ago

How to edit a phase?

Learn how to edit your pipe's phases to add/remove fields or change the phase's settings
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a phase?

Learn how to remove a phase of your pipe
Written by Isabelle Wuilleumier
Updated over a week ago

What types of Fields are available?

Fields are rules that ensure standardized patterns of execution. But what rules are there to set? Learn about all our Field types here!
Written by Isabelle Wuilleumier
Updated over a week ago

How to create or edit a field?

Learn how to add and edit fields to you pipe's start form and phases
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a field?

Learn how to remove a field from your pipe's phases or start form
Written by Isabelle Wuilleumier
Updated over a week ago

How to create a card?

Learn how to add new cards to your pipes
Written by Isabelle Wuilleumier
Updated over a week ago

How to edit a card?

Learn how to edit the information added in previous phases of your pipe
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a card?

Once you delete a card, it's gone for good and all the information in its fields will be lost!
Written by Isabelle Wuilleumier
Updated over a week ago

How to edit a phase’s action buttons?

Learn how to edit action buttons to move cards from one phase to another and establish linear (or non-linear) workflows
Written by Isabelle Wuilleumier
Updated over a week ago

How to set up an automation?

Learn how to make your processes more efficient and save a lot of time automating activities
Written by Isabelle Wuilleumier
Updated over a week ago

How to set up automation conditions?

Establish conditions so that your automations are only triggered under specific circumstances
Written by Isabelle Wuilleumier
Updated over a week ago

How to create connections?

Learn how to create connections between processes and databases
Written by Isabelle Wuilleumier
Updated over a week ago

How to unlink connected cards?

Learn how to unlink/disconnect two connected cards or a record from a card
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a connection?

Be careful! When you delete a connection, connected cards will no longer be linked and the data history will be lost!
Written by Isabelle Wuilleumier
Updated over a week ago

How to create and use a Database?

Step by step instructions for creating and using our Database, enabling you to store your information in one place
Written by Isabelle Wuilleumier
Updated over a week ago

How to set up an expired alert?

Learn how to set up an alert that's triggered when the maximum lead-time for a pipe is reached
Written by Isabelle Wuilleumier
Updated over a week ago

How to set up your pipe's email inbox?

Learn how to set up the email inbox feature to enable cards to be created automatically by receiving emails
Written by Isabelle Wuilleumier
Updated over a week ago

How to create an email template?

Learn to create customized email messages you can send manually or automatically from your pipe's phases
Written by Isabelle Wuilleumier
Updated over a week ago

How to edit an Email Template?

Have an Email Template set in place but want to edit the contents? Learn how to here!
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete an email template?

Learn how to remove an email template from a phase or delete it from the pipe
Written by Isabelle Wuilleumier
Updated over a week ago

How to enable/disable email notifications?

Learn how to enable/disable your email notifications to choose which of your pipe's updates you want to receive in your email
Written by Isabelle Wuilleumier
Updated over a week ago

How to create or edit a label?

Learn how to create/edit your pipe's labels to sort your cards by type of activity, priority or any other criteria you choose
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a label?

Learn here how to delete the labels you've created in your pipe
Written by Isabelle Wuilleumier
Updated over a week ago

How to set up a late alert?

Learn how to set up an alert that's triggered when a card reaches the maximum lead-time for a phase
Written by Isabelle Wuilleumier
Updated over a week ago

How to make a form public?

Learn how to make your pipe's start form public to enable people outside your company create cards in your pipe
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a public form?

Learn how to make sure your pipe's start form is no longer public
Written by Isabelle Wuilleumier
Updated over a week ago

How to create Pipe Reports?

Learn how to create a customized Pipe Report here!
Written by Isabelle Wuilleumier
Updated over a week ago

How to edit pipe reports

Learn how to edit the pipe reports you have created
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete pipe reports?

Learn how to delete your your pipe reports here
Written by Isabelle Wuilleumier
Updated over a week ago

How to enable Two-Factor Authentication?

Want to add an extra layer of security to your account? Learn how to enable two-factor authentication!
Written by Claudio Furini Jr.
Updated over a week ago

How to disable Two-Factor Authentication?

Learn how to disable two-factor authentication
Written by Isabelle Wuilleumier
Updated over a week ago

How to integrate Pipefy and other apps with Zapier?

Learn how to integrate your apps with Pipefy using Zapier!
Written by Isabelle Wuilleumier
Updated over a week ago

How to upload cards to your pipe from a Google Sheet?

Learn how to upload cards on your pipe from a spreadsheet using a Zapier integration between Pipefy and Google Sheets!
Written by Isabelle Wuilleumier
Updated over a week ago
Webinars

[Guide webinar] Pipefy Basics

Learn more about basic process management concepts and all the basic concepts behind Pipefy
Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced features: Automation

Check out this complete webinar to learn all about how the automation feature can be used to save time in your daily execution
Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced features: Connections

Learn how to use connections and connection fields to integrate your company's processes and improve information flow
Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced features: Database

Learn more about using Pipefy's database feature to safely store your company's data
Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced features: Email templates

Learn how to use email templates to send automated emails and streamline your processes' communication
Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced features: Field conditionals

Learn how to use field conditionals to increase the complexity in your pipe's form/phases by hiding/showing fields
Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced features: Reports

Learn how to use pipe reports to keep close track of your processes' data
Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced uses: Approval flows

Check out this webinar to learn more about combining automations and connections to create automated approval flows
Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced uses: Pipefy for Customer Success

Learn all about exploring Pipefy's advanced features to manage your company's Customer Success processes.
Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced uses: Pipefy for Sales/CRM

Learn all about exploring Pipefy's advanced features and settings to manage your company's Sales and CRM processes.
Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced features: Reports for Sales/CRM

Learn how to use pipe and company reports to keep track of your Sales processes' data
Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Pipehacks: Tips and tricks to make the most of Pipefy

Optimize your process management in Pipefy with a series of exclusive tips and tricks
Written by Isabelle Wuilleumier
Updated over a week ago

[Guide webinar] Communication and collaboration between teams

Learn how to use Pipefy to improve the collaboration and communication between your company's teams
Written by Isabelle Wuilleumier
Updated over a week ago
Integrations

Integrate Pipefy + Push by Zapier

Learn more about all the ways you can integrate Pipefy and Push by Zapier!
Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + Schedule by Zapier

Learn more about all the ways you can integrate Pipefy and Schedule by Zapier!
Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + Zendesk via Zapier

Learn more about all the ways you can integrate Pipefy and Zendesk!
Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + Typeform via Zapier

Learn more about all the ways you can integrate Pipefy and Typeform!
Written by Alessio Alionço
Updated over a week ago

Integrate PIpefy + Slack via Zapier

Learn more about all the ways you can integrate Pipefy and Slack!
Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + Salesforce via Zapier

Learn more about all the ways you can integrate Pipefy and Salesforce!
Written by Alessio Alionço
Updated over a week ago

Automatically create a new card in Pipefy via Zapier

Learn more about all the ways you can integrate Pipefy!
Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + Pipedrive via Zapier

Learn more about all the ways you can integrate Pipefy and Pipedrive!
Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + MailChimp via Zapier

Learn more about all the ways you can integrate Pipefy and MailChimp!
Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + GitHub via Zapier

Learn more about all the ways you can integrate Pipefy and Github!
Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + Google Calendar via Zapier

Learn more about all the ways you can integrate Pipefy and Google Calendar!
Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + Google Sheets via Zapier

Learn more about all the ways you can integrate Pipefy and Google Sheets!
Written by Alessio Alionço
Updated over a week ago