Whether you're an admin, guest user, or external requester, here's your path to mastering Pipefy and optimizing your workflows.
Getting Started
If you're just starting with Pipefy, click here! You'll grasp the basic definitions.
General Settings
Check how to adjust company and user-level settings, along with managing roles and permissions.
Features | Admin Users
Admin users can use different Pipefy features. Find out everything about these resources and their possibilities here.
Guests & Requesters
If you are a guest user or don't have access to Pipefy, find out here how to track your requests.
APIs, Security and IT Management
Access instructions on APIs, Azure AD, JumpCloud, user authentication, and security right here.
Plans, Billing & Payment
Obtain general information about Pipefy plans, add-ons, pricing policies, and the billing process.
Android and iOS App
Learn how to use the Pipefy app on smartphones and tablets.
Pipefy For Your Business
Dive into dedicated tutorials for HR, Sales, Purchasing, and IT teams. Explore the potential of Pipefy in your daily operations.
Everyday Features - Unpublished
How to use Pipefy's everyday features: alerts, databases, portals, email tools, portals, importer app and PDF generator.
FAQ
Frequently Asked Questions about the Pipefy Platform