Getting started

Meet key concepts about process management

Graziela Sabatini avatar
1 author6 articles

Product concepts

Meet Pipefy features and what they are for.

Ian Castelli avatarGraziela Sabatini avatarDouglas Aliot avatar
6 authors29 articles

General settings

Set different elements of Pipefy, such as your company, users, pipes, and databases.

BGThais do Nascimento Pedro avatar
5 authors8 articles

Roles and Permissions

Meet the different types of users in Pipefy and manage permission levels.

Graziela Sabatini avatarBThais do Nascimento Pedro avatar
3 authors21 articles

Essential features

Master the essential about Pipefy to build a process according to your needs. Set up pipes, phases, forms, cards, fields and labels.

Ian Castelli avatarGraziela Sabatini avatarB
3 authors34 articles

Everyday features

How to use Pipefy's everyday features: alerts, databases, portals, email tools, portals, importer app and PDF generator.

Ian Castelli avatarGraziela Sabatini avatarThais do Nascimento Pedro avatar
8 authors34 articles

Advanced features

Boost your processes with connections, field conditionals, automations, apps and integrations. Keep track of metrics with dashboards and reports.

Thais do Nascimento Pedro avatarIan Castelli avatarGraziela Sabatini avatar
6 authors53 articles

APIs, Security and IT Management

Instructions about Pipefy's API, security, user management and authentication.

Helio Bitencourt avatarGraziela Sabatini avatarDouglas Aliot avatar
8 authors27 articles

Plans, Billing & Payment

Information about Pipefy's plans, add-ons, pricing policies, and invoice process.

Graziela Sabatini avatarFernando Gadelha avatarThais do Nascimento Pedro avatar
3 authors9 articles

Android and iOS App

How to use Pipefy's app on smartphones and tablets. 📲

Ian Castelli avatarGraziela Sabatini avatar
2 authors2 articles

Pipefy for your business

Dedicated tutorials for HR, CRM, Purchase and IT. Explore Pipefy's tools on a daily basis.

Ian Castelli avatarThais do Nascimento Pedro avatarGraziela Sabatini avatar
3 authors15 articles