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Getting started

Explore key features and possibilities

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7 articles in this collection
Written by Isabelle Wuilleumier, Rodrigo Subirá, Isabela Saciotti and 1 other

Creating workflows

Everything you need to know about pipes, phases, cards and more

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67 articles in this collection
Written by Claudia Bär, Isabela Saciotti, Isabelle Wuilleumier and 3 others

Account Managing

Learn about user settings, members, permissions and more

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22 articles in this collection
Written by Isabelle Wuilleumier, Claudia Bär, and Lana Fidelis

Apps & Integrations

Learn more about Pipe Apps, Importer App, APIs and Integrations with other software

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24 articles in this collection
Written by Helio Bitencourt, Claudia Bär, Isabelle Wuilleumier and 4 others

Automations

Learn how to automate your processes on Pipefy

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26 articles in this collection
Written by Isabelle Wuilleumier, Claudia Bär, Isabela Saciotti and 2 others

Database

Learn how to create databases on Pipefy

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6 articles in this collection
Written by Claudia Bär

Emails

How to create and send emails using Pipefy

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19 articles in this collection
Written by Ian Castelli, Claudia Bär, Rodrigo Subirá and 3 others

Portals

Gather and share your company's forms

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3 articles in this collection
Written by Lana Fidelis and Rodrigo Martins

Reports

How to measure your processes results

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9 articles in this collection
Written by Isabelle Wuilleumier, Claudia Bär, and Mariana Miecznikowski

Pricing

Check all information about pricing policies on Pipefy

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5 articles in this collection
Written by Claudia Bär and Fernando Gadelha

Security

Access our security documentation

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9 articles in this collection
Written by Raphael Costa, Isabelle Wuilleumier, Helio Bitencourt and 1 other

Mobile

Learn how to use our mobile app 📲

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2 articles in this collection
Written by Claudia Bär and Ian Castelli

Beta

Pipefy Beta features

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1 article in this collection
Written by Claudia Bär

Videos

Watch quick tips about Pipefy

Mariana Miecznikowski avatar Ian Castelli avatar Isabela Saciotti avatar +2
16 articles in this collection
Written by Mariana Miecznikowski, Ian Castelli, Isabela Saciotti and 2 others

Pipefy for CRM

Check out tutorial articles aimed at Sales teams

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3 articles in this collection
Written by Claudia Bär

Pipefy for HR

Check out tutorial articles aimed at HR teams

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3 articles in this collection
Written by Ian Castelli

Pipefy for Purchase

Check out tutorial articles aimed at Purchase teams

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3 articles in this collection
Written by Ian Castelli