Estimated reading time: 2 minutes

Every pipe has a start form, which is the pipe's front door and it's used to create new requests (cards) in a pipe.

The public form enables you to make it accessible to external users (people not logged into Pipefy). With forms, you have the exact information you want in your hands, whatever it may be since you build forms with conditional and mandatory fields to fit your needs.

You can use it to make the form available externally via:

  • A shareable URL that'll take users to a customized page;

  • An embed code to add the form to a page on your website.

📌 Learn more about Pipefy Forms here.

The public form is a public representation of your start form and it is used to create cards in your pipe, whatever is your process (recruitment, purchasing, sales pipeline, etc.).

Whenever someone fills in the information in a public form, a new card is created in the pipe it belongs to.

Public forms are a way to interact with process stakeholders that are not members of a pipe or a company in Pipefy, such as members from other teams, customers, suppliers, etc.

Forms allow you to easily structure and organize all the information you receive, extract the data you’re looking for, and provide the necessary response.

Public Forms can be used as:

  • Contact form

  • Feedback form

  • Subscription form

  • Job application form

  • Internal requests form

  • Comments/suggestions form

  • Client onboarding/registration

  • And many other scenarios.

There are a lot of use cases for Pipefy's public forms - you just have to adapt the forms to your scenario. Among the examples, we can mention:

Marketing Requests

Public forms allow you to gather the exact information your Marketing team needs from your requesters. You can customize it by selecting various field types, making them mandatory, adding a custom title, description, or background image.

Briefings can be a problem if they don't contain the exact information your team needs. Marketing teams can avoid looking for the same information in different channels (such as emails or phone calls) and create a pattern for their requests, making sure your clients' provide them in a single place.

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.

Related Articles:

Did this answer your question?