Estimated reading time: 5 min
What are connections?
Pipefy's connection feature is the solution for integrating your processes without having to manually share information outside your pipe.
If you have a process that at a certain stage of execution demands collaboration from other pipes, you’ll be able to do so by using connections. Connections allow you to create children cards from a parent card and/or connect to existing cards.
Important! When creating a connection between pipes or a pipe and a database you're automatically enabling access to the information in the connected pipe/database and all existing cards/records.
You can do it from one pipe to another or from within a single pipe, if you want cards to be related within a single process.
Connections can also help you break down one major activity (represented by a card in Pipefy) into smaller steps. This can be useful whether it is making a phone call as soon as the card reaches a certain phase, sending an email or taking any other action that needs to be taken within one of your cards. In this case, you can view them as ‘subtasks.’
Connections will be available in all phases of the pipe and can be accessed clicking in the connection name in the upper right corner of the open card:
If you need to make creating/searching for a connected card/record part of a specific phase of your process (such as asking employees to select their record in the start form of a reimbursement requests pipe), you should consider using a connection field instead.
This advanced field type is also recommended when using the connection needs to be a mandatory action in your pipe.
When to use a Connection?
Connections can be used in a lot of situations that demand process interaction. Check out a few examples below:
Hiring a new person for your team
You’re hiring a new team member (using your hiring process Pipe), and within that process, you need to:
- Ask the IT team to create the new employee's email account and intranet access;
- Ask the HR team to sign all the docs;
- Ask the procurement department to acquire a new desk, chair and computer.
All these cards, created in different processes, but related to the same new hire, can be created from a single card in your Hiring Process pipe, through connections to the IT Requests, HR Requests and Purchase pipes.
After closing a sale
You’ve just closed a new deal, so you may need to:
- Ask your financial team to approve your new client’s credit limit;
- Ask your operations team to start the delivery process of what was sold.
All these cards, created in different processes but related to the same won client, can be created from within a single card in your Sales Pipeline, through connections to the Accounts Payable and Delivery Process pipes.
Would you like to watch a video to understand Connections? Click below!
Check out some of the most common applications of connections in Pipefy:
- Human Resources:
It’s possible to connect different processes in Pipefy to establish a streamlined workflow and provide the best experience for new employees.
For example, connect your Recruiting and Employee Onboarding processes, so when an employee is recruited for the company all the candidate’s information will go on to the next pipe automatically and no data is lost in the way.
Avoid double work and maintain consistent and standardized communication in all steps of the process with updated tasks, data and status. This way, you’ll keep both candidates and employees aware of what’s going on in the pipe; it doesn’t matter the stage of it.
- Customer Service:
Automatically upgrade your customer’s progress across different processes without the need to manually make the handoff between Sales and Customer Success teams.
Build an integrated and strong Customer Onboarding workflow with connections (when a process ends, another begins) so your customers can have a smooth experience.
Connected processes avoid double-work and ensure that all information is kept even when different teams handle it. With no information lost in the way, you’ll be able to focus on what really matters and build a better experience for your customers.
Connect all of your finance processes, such as Purchasing, Accounts Payable and Expenses Reimbursements with other processes (inside or outside Pipefy) to establish an integrated workflow that is error-proof. For example, you can connect your Purchasing Process to a custom database with all of your suppliers in Pipefy.
Improve your Connections by using customized integrations
You can also improve your connected workflows by using customized integrations (for Enterprise plans). Pipefy allows you to integrate processes with any software - from ERPs, HRIS to accounting tools and many other possibilities.
This way, you can avoid double-work and transform manual tasks (such as updating job positions in your company's website, customer's directories or sending payment receipts to suppliers, for instance) into connected, smarter strategies.