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A process can be organized into three main steps:

  • Collecting intake from stakeholders. Examples: applications from candidates, purchase orders, marketing materials, etc.

  • Executing the process through different phases to get to the expected result or delivery.

  • Reporting your work and analyzing metrics.

This article covers the second step of the process: executing your process.

Pipe

A Pipe represents a process in Pipefy.

You can turn almost any process into a pipe, regardless of size or business industry.

A pipe is organized into phases, which are represented by columns that stand for your workflow's execution steps.

Each phase has its own fields, rules, alerts, and conditions for the activities' progression throughout the process.

Click here to learn how to create a phase.

Card

A Card is one of the main elements of Pipefy, and it can represent different types of information, depending on your process.

A card can stand for a request, sales lead, order, product, ticket, task, and so on.

A card can help:

  • Center everything you need to know about an activity in one place

  • Better track due dates and priorities by automating SLA alerts

  • Improve team communication by exchanging emails or managing comments by other team members

Field Conditionals

Field conditionals can be utilized to show or hide fields in forms and phases according to the information filled out on previous fields, establishing a dynamic experience.

This way, users can customize processes even more and avoid long forms with blank fields.

Automation

Automations allow users to set rules and events that trigger specific actions, eliminating manual work.

There are different automation scenarios and combinations to make, regardless of the process type. With them, it's possible to establish faster and error-proof workflows.

For example:

  • When a card is moved to an Approval phase (event)

  • The person responsible for executing or the approval checklist in this phase will be automatically updated, from a member of pipe 1 to member of pipe 2 (action)

Email templates

Communication is essential, both with external clients and internal team members. With Pipefy, you can also automate it through email templates.

For example, you can send feedback to a candidate in a Recruiting Process or let a requester know their Purchase Request got approved.

Click here to learn how to set up email automation.

Connections

A Connection is an association between a card and another card or a card and a database. It's a field you can enable in forms and phases.

Creating connections makes it easier to gather and access pipe information and keep the same information in multiple places.

For example:

  • When an opportunity is won on a sales funnel

  • The connected card will be created automatically on the New Customers Onboarding pipe with the same information

You save time, ensure an error-proof handoff of information, and improve communication between teams or processes.

Database

A Database is an information storage system inside Pipefy you can use to retrieve relevant data across your company's processes in a custom way.

Save records from employees, customers, suppliers, products, and others, plus connect them to your processes.

With databases, you guarantee the information is centralized and easier to find.

Join the Pipefy Community to share feedback about our product, ask questions, and stay on top of what's new. Learn to use all the features of our platform in free courses at Pipefy University.

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