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Pipefy offers three different types of alerts you can set up so that your pipe members are always updated on their Cards’ statuses:

These alerts are a great way to help control your activities' SLA and can also be used to trigger automation actions.

Overdue alert

A notification is generated when the Card exceeds its due date. The date displayed in a Card (closed or open) gets highlighted yellow when the due date is approaching and red once it’s past due.

Late alert

The Late alert can be set up on Phase settings. It defines a maximum time (SLA) for a Card to stay in a Phase, and it appears directly on the Card (closed or open) when the SLA is exceeded.

Expired alert

The expired alert can be set up in the Pipe settings. It defines a maximum time (SLA) for a Card to be finished in a pipe and is also displayed directly on the Card when it exceeds the SLA.

Users are able to easily visualize the amount of late/expired Cards in a Phase by the yellow/red rectangles displayed next to the Phase’s name, with the number of Cards with the alert on each phase.

Important! Once a Card becomes late/expired, changing the Phase/Pipe settings won't remove the alert. The new settings will only be applied for Cards created/moved to the Phase after they're saved.

📌 Go to your Company Settings to enable or disable the timer in Cards. Select this option if you want to see how long a Card has been in a Pipe, in a Phase, and when it was last updated. Remember: only admins can modify Company Settings.

How to use Pipe alerts

As you can see, Pipe alerts can be useful in many scenarios. Here are some examples of how you can use this feature in your department:

Customer Service

By customizing alerts to your Customer Support or Customer Onboarding pipes, the team can easily track their deadlines and never leave a client waiting for an answer.

Create alerts to send your follow-up emails in time or customize expired alerts which apply to the whole pipe to keep a pattern for your tickets' resolution.

Human Resources

Customize pipe alerts to keep track of a candidate's progress, don't leave them waiting for a response and ensure they receive feedback in the promised time.

You can also set due dates or late alerts to track the new employee's journey in the company and easily manage their participation in presentation meetings or handoffs.

Finance

Ensure your team doesn't deal with late taxes or financial penalties by creating late alerts and allow your team to identify the nearest payment deadlines.

Pipefy's expired alerts also ensure the Accounts Payable or Purchase Process teams keep on track of their SLAs (Service Level Agreement) and send the documents to suppliers, customers, or third-parties in time.

Marketing

Keep track of your team's deliveries by creating SLA (Service Level Agreement) alerts, such as late alerts and expired alerts. This way, requesters can receive answers before they’re due.

Also, you can set a pattern deadline for the whole Marketing Requests pipe through expired alerts to heads-up all the Marketing team when a request surpasses an estimated time.

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