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How to create a new pipe?

If you would like, watch a tutorial video! 

Creating new pipes in Pipefy is really easy. You can choose to create a new pipe either by importing and customizing one of our pre-designed process templates or creating a new process from scratch. 

Either way, you'll need to access your company dashboard, and click in the square that says 'add new pipe'.

Attention! If you can't see this option in your company, that's probably because your company settings restrict that only company administrators can create new pipes. If that's the case, contact your company admin to ask for the necessary permission change.

After clicking the 'add new pipe' option, select whether you want to create a new pipe from scratch (click on 'new from scratch') or click on the template you want to clone to your company.

Follow the steps on the screen and, in the end, you'll have a brand new pipe to begin playing with.

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