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Need help figuring out how to make your processes more efficient with Pipefy? Check out the article collections below!

Getting started

Explore key features and possibilities

Isabelle Wuilleumier avatar Isabela Saciotti avatar Mariana Miecznikowski avatar +1
7 articles in this collection
Written by Isabelle Wuilleumier, Isabela Saciotti, Mariana Miecznikowski and 1 other

Creating workflows

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

Claudia Bär avatar Isabela Saciotti avatar Isabelle Wuilleumier avatar +3
71 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

Isabelle Wuilleumier avatar Claudia Bär avatar Lana Fidelis avatar
19 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

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

Automations

Learn how to automate your processes on Pipefy

Isabelle Wuilleumier avatar Claudia Bär avatar Rodrigo Martins avatar +2
25 articles in this collection
Written by Isabelle Wuilleumier, Claudia Bär, Rodrigo Martins and 2 others

Database

Learn how to create databases on Pipefy

Claudia Bär avatar
6 articles in this collection
Written by Claudia Bär

Emails

How to create and send emails using Pipefy

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

Portals

Gather and share your company's forms

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

Reports

How to measure your processes results

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

Pricing

Check all information about pricing policies on Pipefy

Claudia Bär avatar Fernando Gadelha avatar Ian Castelli avatar
4 articles in this collection
Written by Claudia Bär, Fernando Gadelha, and Ian Castelli

Security

Access our security documentation

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

Mobile

Learn how to use our mobile app 📲

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

Beta

Pipefy Beta features

Claudia Bär avatar
7 articles 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

Claudia Bär avatar
3 articles in this collection
Written by Claudia Bär

Pipefy for HR

Check out tutorial articles aimed at HR teams

Ian Castelli avatar
3 articles in this collection
Written by Ian Castelli