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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.
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.