Tutorials

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

Alessio Alionço avatar Isabelle Wuilleumier avatar Jack Shay avatar +2
101 articles in this collection
Written by Alessio Alionço, Isabelle Wuilleumier, Jack Shay and 2 others
Managing your processes

How to create a pipe?

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

How to clone a pipe

Pipefy enables users to create a copy of a pipe inside a company or across companies
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Written by Isabelle Wuilleumier
Updated over a week ago

How to edit a Pipe? [Settings]

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

How to delete a pipe?

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

How to delete a phase?

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

What types of fields are available?

Pipefy offers several different field types to help create and enforce execution standards
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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
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Written by Isabelle Wuilleumier
Updated over a week ago

How to create a card?

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

How to create an email template?

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

How to edit an email template?

Learn how to access an email template to edit its contents and/or settings
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Written by Isabelle Wuilleumier
Updated over a week ago

How to add a hyperlink to an email template

Learn how to use markdown and html to add hyperlinks to your email templates
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Written by Isabelle Wuilleumier
Updated over a week ago

How to insert an image in an email template

Learn how to use markdown and html to add images to your email templates
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Written by Isabelle Wuilleumier
Updated over a week ago

How to centralize images in email templates

Learn how to change the alignment of the images in your email templates
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Written by Isabelle Wuilleumier
Updated over a week ago

How to centralize text in email templates

Learn how to change the alignment of the text in your email templates
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Written by Isabelle Wuilleumier
Updated over a week ago

How to insert a button in an email template

Learn how to use html to add buttons to your email templates
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Written by Isabelle Wuilleumier
Updated over a week ago

How to customize email templates (html and markdown)

Create awesome, engaging email templates using the available customization options
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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
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Written by Isabelle Wuilleumier
Updated over a week ago

How to add an attachment to an email template?

Learn how to send an email template containing one or more files attached to a card
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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
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Written by Isabelle Wuilleumier
Updated over a week ago
Integrations

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
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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!
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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!
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Written by Isabelle Wuilleumier
Updated over a week ago

Integrate Pipefy + Push by Zapier

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

[Guide webinar] Pipefy Basics

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