Getting started

Meet key concepts about process management

Graziela Sabatini avatar
1 author6 articles

Product concepts

Meet Pipefy features and what they are for.

Ian Castelli avatarGraziela Sabatini avatarB
5 authors28 articles

General settings

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

BGThais do Nascimento Pedro avatar
6 authors8 articles

Roles and Permissions

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

Graziela Sabatini avatarBThais do Nascimento Pedro avatar
3 authors20 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.

Ian Castelli avatarGraziela Sabatini avatarB
3 authors34 articles

Everyday features

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

Graziela Sabatini avatarThais do Nascimento Pedro avatarRodrigo Martins avatar
8 authors33 articles

Advanced features

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

Ian Castelli avatarGraziela Sabatini avatarB
5 authors51 articles

APIs, Security and IT Management

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

Helio Bitencourt avatarGraziela Sabatini avatarEduardo Kano avatar
8 authors20 articles

Plans, Billing & Payment

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

Graziela Sabatini avatarFernando Gadelha avatarThais do Nascimento Pedro avatar
3 authors9 articles

Android and iOS App

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

Ian Castelli avatarGraziela Sabatini avatar
2 authors2 articles

Pipefy for your business

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

Ian Castelli avatarThais do Nascimento Pedro avatarGraziela Sabatini avatar
3 authors15 articles