Estimated reading time: 4 minutes

Create forms to collect information and organize them into your pipe or database. These forms are made of fields, which can be required or not.

You'll find 4 types of forms in Pipefy:

Let's explore their functions and differences.

Start form

Usually, a process begins with a start form. People fill it out to create a new card in the pipe and get things running.

The information you ask for in the start form can be used to:

  • Manage deliveries

  • Set alerts

  • Trigger automations

  • Make email templates

  • Autofill cards in other pipes

  • Autofill records in databases

  • Analyze data at the end of the process

  • And more

Your start form can be shared with stakeholders. Once you do it, it becomes a public form.

Database form

You use this form to get and organize information into your database.

Only those you add to the database as Admins or members can access it. But, if you want, you can make it public too.

When database members or stakeholders fill it out, Pipefy creates a new record.

Public form

It works the same way as a start form or a database form. The main difference is that since it is public, anyone with the link can access it and fill it out.

When your stakeholders do it, Pipefy automatically creates:

  • A new card in your pipe, if it's a public form

  • Or a new record in your database, if it's a public form from a database

Phase form

Every process has stages and, usually, each stage can require more information.

Besides, if your process involves more than one person, like teammates, or approvers, you may want to reach them about the request.

This is why each phase has its own forms, which we call phase forms.

You can use the information they gather to:

  • Manage deliveries

  • Set alerts

  • Trigger automations

  • Make email templates

  • Insert dynamic content in other phase forms

  • Autofill cards in other pipes

  • Autofill records in databases

  • Analyze data

  • Etc


📌 You can't share phase forms with people outside the pipe, since it's restricted to its members, but you can share the link of a specific card when it's in a particular phase. This way, the card will contain the same fields as the phase it's currently in, and your stakeholders will be able to fill it out.


Join the Community to solve your questions and share various ways to use Pipefy with different people. Upskill yourself to grow core Process Management skills with Pipefy Academys quick online courses.

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