Estimated reading time: 2 min
Pipefy allows you to make different types of connections, such as connections between pipes (the processes) and database tables. To learn in detail how to create and enable the most varied types of connections, click here.
Connections between Start Forms and pipes are especially interesting since you can connect a Start Form from a pipe X to a phase in a pipe Y. This is quite useful for processes that depend on others or that have an information hand-off.
For example, let’s suppose that you want to connect the Sales Pipeline pipe to the Customer Onboarding pipe. When the cards (that here represent the leads) arrive at the Negotiation phase, you can create a connection to the Customer Onboarding Start Form.
To set this connection, go to the phase that you want to add the connection. Click in add new fields to open the options menu and then click on Pipe connection.
Firstly, give a name to the connection and select the pipe you wish to connect. To set the connections between Start Forms and pipes, choose the option Field Function > Create Record and define the number of entries. Depending on the process, it’s possible to enable multiple cards to be created or just one.
Advanced options are related to card movements and parent and child cards (which come with the card history from another process), click here to learn more You can also add a description, help text and make the field mandatory.
Don't forget to Save, and voila! The connection is made. Now you can start connecting Start Forms to various pipes and make your processes much more interconnected and fast.