Estimated reading time: 3 minutes

Every phase in your process has a form, which you can turn on and share through a link to collect new intakes.

Phase forms support collecting information that hasn't been submitted by your internal or external clients through the initial form.

These completed forms won't turn into new cards. Once people inside or outside Pipefy fill out the phase form, the fields in your phase are filled out automatically.

How to share a phase form

  • Open the pipe.

  • Select the card that you want to fill out with new information.

  • Find the Share button that is on the upper right corner of the card.

  • Once you click on Share, you will see a small menu with the option to turn this phase form on or off.

  • If you turn it on, you will immediately get a link that you can copy or open in a new tab.

What does a phase form look like?

When internal or external Pipefy users open the link to your phase form, they will see a page very similar to the initial form in its public version.

Colors, background, and other setup will be the same.

And, that's it!

When sending information through Phase Forms, the respective card is updated within Pipefy, and the card can move forward toward its completion.

How to share a phase form through an email template

You can edit an existing email template or create a new one and place the phase form link as a dynamic field.

For this, select a dynamic field from a card that matches Card > Current phase link.

Pipefy automatically copies the link from the phase the card is in.

As a next step, if you prefer sending a phase form link automatically, you can create an email automation.

Click on this link to learn how to set email template automations.

Related articles

Did this answer your question?