Tutorials

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

64 articles in this collection
Written by Isabelle Wuilleumier and Claudio Furini Jr.
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 your public form?

Learn how you can 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 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?

How to use the email messaging feature to 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 Team?

How to get your Team members on board? Learn it here!
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete members from a company?

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?

Invite your team members to work together with you in your pipes!
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?

Access your company settings and start customizing!
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a Team?

Deleting your Team is deleting your entire account. Learn how to here!
Written by Isabelle Wuilleumier
Updated over a week ago

How to create a Pipe?

Learn how to implement your processes inside of Pipefy here!
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?

Find out how to delete your Pipe here!
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 on your Start Form here!
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a Start Form?

Deleting your Start Form is not possible. Read here 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?

How to create instructions and rules on each step you take in your process? Learn how to edit your Phases here!
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a Phase?

How to remove one of the steps on your process? Learn how to delete a Phase here!
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?

How to add rules that will ensure standard patterns of execution? Learn how to add Fields to you Start Form or Phase!
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a Field?

How to remove a Field from your Phase or Start Form? Find out here!
Written by Isabelle Wuilleumier
Updated over a week ago

How to create a Card?

How to add activities and tasks to your process?
Written by Isabelle Wuilleumier
Updated over a week ago

How to edit a Card?

How to edit the information entered on the fields of your Card in later Phases? Find out!
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a Card?

How to remove one of your activities or tasks from your process? Learn how to delete a Card!
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 a few clicks can help save you a lot of time by automating activities!
Written by Isabelle Wuilleumier
Updated over a week ago

How to set up Automation Conditions?

How to make your automations subject to conditions? Find out here!
Written by Isabelle Wuilleumier
Updated over a week ago

How to enable and create Connections?

Do you need two processes to be connected with each other? Just enable our Connection feature! Learn how to here.
Written by Isabelle Wuilleumier
Updated over a week ago

How to unlink connected Cards?

Want to unlink or disconnect two connected Cards from each other? Find out how to here!
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a Connection?

Want to disable creating connected Cards on your Pipe? Find out how to here!
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 setup an Expired Alert?

How to configure an Expired Alert that will trigger as soon as the maximum lead-time for a Pipe is reached? Find out here!
Written by Isabelle Wuilleumier
Updated over a week ago

How to setup Pipefy’s Email Inbox?

Setup your Email Inbox and allow Cards to be created by receiving emails in your special inbox!
Written by Isabelle Wuilleumier
Updated over a week ago

How to create an Email Template?

How to create a customized Email Template you can send automatically from within your Phases? Find out here!
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?

Figure out how to remove a configured Email Template
Written by Isabelle Wuilleumier
Updated over a week ago

How to enable/disable e-mail notifications?

Written by Isabelle Wuilleumier
Updated over a week ago

How to create or edit a Label?

Want to be able to distinguish and filter your Cards based on a Label? Learn how to create or edit Labels here!
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a Label?

Learn here how to delete the Labels you configured
Written by Isabelle Wuilleumier
Updated over a week ago

How to setup a Late Alert?

How to configure a Late Alert that will trigger as soon as the maximum lead-time for a Phase is reached? Find out here!
Written by Isabelle Wuilleumier
Updated over a week ago

How to setup a Public Form?

Want people from outside Pipefy be able to create Cards on your Pipe by filling out the Start Form? You can! Learn how to here
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a Public Form?

How to make sure your Start Form is not public any more? Learn how to here!
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

Did you create a Pipe Report and want to edit it? Easy! Learn how to here
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete Pipe Reports?

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

How to enable Two-Factor Authentication?

How to enable 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?

Want to disable two-factor authentication? Learn how to here!
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 what the automation feature is, how it works and how to set up your own.
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 what the database feature is and how to use it to store your company's data
Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced features: Email templates

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

[Features webinar] Advanced features: Reports

Learn how to use reports to analyze 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 Sales/CRM

Learn more about exploring Pipefy's advanced features to manage your company's Sales and CRM processes.
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

[Features webinar] New feature: Connection field

Have you heard about our new feature already? You can now create connected Cards using a Field! Learn more here
Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] How to use advanced reports in Pipefy

Watch this webinar and learn how to use our Reporting Feature! We will show you how to configure a Report and show some use cases
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