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Getting started
Meet key concepts about process management
Product concepts
Meet Pipefy features and what they are for.
General settings
Set different elements of Pipefy, such as your company, users, pipes, and databases.
Roles and Permissions
Meet the different types of users in Pipefy and manage permission levels.
BEssential features
Master the essential about Pipefy to build a process according to your needs. Set up pipes, phases, forms, cards, fields and labels.
BEveryday features
How to use Pipefy's everyday features: alerts, databases, portals, email tools, portals, importer app and PDF generator.
Advanced features
Boost your processes with connections, field conditionals, automations, apps and integrations. Keep track of metrics with dashboards and reports.
APIs, Security and IT Management
Instructions about Pipefy's API, security, user management and authentication.
Plans, Billing & Payment
Information about Pipefy's plans, add-ons, pricing policies, and invoice process.
Android and iOS App
How to use Pipefy's app on smartphones and tablets. 📲
Pipefy for your business
Dedicated tutorials for HR, CRM, Purchase and IT. Explore Pipefy's tools on a daily basis.