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Some Pipefy tools allow external users to join at specific moments of a process to share information without having to log into an account.
These users don't have to be members of a pipe, an organization, or have a Pipefy account.
The tools we offer to external users include:
In a purchase process, make the approval phase form public and share the link with the person responsible for it. This action just updates the card with the given information.
Guest users can also make requests, such as asking for an order or a reimbursement. In this case, enable the Request Tracker and share the public start form with them.
Pipefy has 3 email messaging tools:
Card email inbox
Shared Inbox is a pipe's environment where your team can create and send messages to internal and external users, centralizing all communication.
The Card email inbox tool allows you to write, send, and receive emails without having to access your email inbox.
It also helps keep track of the responses to these emails by logging them in the email management tab inside the card.
Email Templates are messages you can create and set up to be sent (manually or automatically) from a specific phase of a pipe.
Pipefy for guests
Pipefy for guests is a platform where external users can track the status of their requests and accomplish tasks, like quotation approval.
In this same portal, it is possible to open the request's card and talk with the team responsible for it through comments.