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Search results for:database

What is a database

Related content How to create a database in Pipefy How to create and edit database records… Databases in Pipefy… Learn how to create or import records to a database

How to import data into a database

Transfer data from spreadsheets or other software into database records… for data imported from another software format For either option, the first step is to create a database… tutorial: How to set triggers and actions for databases Related Content: How to create a database

How to create and edit database forms

Related content How to import data into a database How to create and edit database records… What are database start forms… For database admins Available on all plans For those who want to store standardized information

How to create and edit database records

To make your database form public, follow these steps: Click on create record to open your database… What is a database? How to create a database… When to make a database form public

How to create databases

Create your database… Database settings… Differences between a public and a private database

How to update cards and database records using automation

Ensure information is always fresh in connected pipes and databases… Set up an automation for updating cards and database records to ensure all your processes contain the… Connection field types exchange information from one card to another or a database

Pipefy Connector: Triggers and actions for databases

Run custom integrations on your database with Workato. Available for Enterprise clients only… This action updates a database record in the selected database with the field values provided… This action deletes a database record in the selected database

What is a connection field

Use connections to connect two different pipes or connect a pipe to a database and share information between them… Connecting a pipe and a database… Update cards and database records using automation

How to create automations to set assignees via database

If your business has complex approval rules, use database information to automate card assignments in pipes… How to create your database… reading time: 5 minutes If your business requires many stakeholders to approve a request, use database

Connect pipes to databases

Connect an entire process to a database, or Connect a process phase to a database… The pipe or database that you want to connect. 3… Select the pipe or the database to connect