Estimated reading time: 4 minutes
Companies can create and share Forms to Pipefy users request purchases, reimbursements, or even apply for a job, for example.
Log in to your Pipefy account and click on Portals to find which options have been shared with you.
Click on them to open up, and fill the fields with the required information.
Each time you submit a form, the request turns into a card, where you can view information such as the creation date and its status.
To keep track of your requisitions, go to Requests.
What if I don't have a Pipefy account?
If you're not a Pipefy user, don't worry! To enable you to make requests, the company will share by email a link with you.
After you fill in the form, a new authenticated link will be shared so you can track the status of your order.
To do this, click Access your request.
All requests created with the same email can be viewed through this same link, even if they were created in different pipes or companies.
If the link to the button Access your requests doesn't work, click on the link below the button.
Another option is to copy the link and paste it into the browser instead of directly accessing it — if you have a Hotmail or Outlook email, you probably will have to go with this option.
🔔 Attention: The language you receive the email in is the preferred language defined in your browser. Just go to the browser's language settings to change this configuration.
Keep in touch with the team
In case you need to contact the company about your request, open the card, click on contact an agent, and write your message. When you're done, click on send.
Track the responses by clicking on Messages.
In this tab, you can check the emails you've sent to the company and the ones you've received, so communication is always updated.
Speaking of updates, it's also possible to keep up with your request directly from the card, with a few clicks! Toggle to the Updates tab to check a history of activities related to your request, as well as its current status.
📌 It's possible to track all requests you've created in public forms or portals in the Requests area.
For that, you need to log in Pipefy with the same email address you've previously shared with the company.