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Need help? Check out our collection of articles.

Getting started

Meet key concepts about process management

Graziela Sabatini avatarMariana Miecznikowski avatarIsabela Saciotti avatar
By Graziela and 2 others3 authors6 articles

Product concepts

Meet Pipefy features and what they are for.

Graziela Sabatini avatarIsabela Saciotti avatarB
By Graziela and 5 others6 authors28 articles

General settings

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

Graziela Sabatini avatarBG
By Graziela and 3 others4 authors5 articles

Roles and Permissions

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

Graziela Sabatini avatarBIsabela Saciotti avatar
By Graziela and 2 others3 authors18 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.

BIsabela Saciotti avatarIan Castelli avatar
By Bruna and 3 others4 authors34 articles

Everyday features

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

Graziela Sabatini avatarIsabela Saciotti avatarRodrigo Martins avatar
By Graziela and 6 others7 authors31 articles

Advanced features

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

Graziela Sabatini avatarBIan Castelli avatar
By Graziela and 4 others5 authors38 articles

APIs, Security and IT Management

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

Ian Castelli avatarRaphael Costa avatarB
By Ian and 7 others8 authors18 articles

Plans, Billing & Payment

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

Graziela Sabatini avatarFernando Gadelha avatar
By Graziela and 1 other2 authors8 articles

Android and iOS App

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

Graziela Sabatini avatarIan Castelli avatar
By Graziela and 1 other2 authors2 articles

Pipefy for your business

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

Ian Castelli avatarGraziela Sabatini avatar
By Ian and 1 other2 authors12 articles
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