Meet key concepts about process management and Pipefy's features.
Set different elements of Pipefy, such as your company, users, pipes, and databases.
Meet the different types of users in Pipefy and manage permission levels.
Master the essential about Pipefy to build a process according to your needs. Set up pipes, phases, forms, cards, fields and labels.
How to use Pipefy's everyday features: alerts, databases, portals, email tools, portals, importer app and PDF generator.
Boost your processes with connections, field conditionals, automations, apps and integrations. Keep track of metrics with dashboards and reports.
Instructions about Pipefy's API, security, user management and authentication.
Information about Pipefy's plans, add-ons, pricing policies, and invoice process.
How to use Pipefy's app on smartphones and tablets. 📲
Dedicated tutorials for HR, CRM, and Purchase. Explore Pipefy's tools on a daily basis.