Pipefy Team

Get best practices for using Pipefy. Learn with tutorials, videos, tips, and more.

It's where you'll manage your process and everything related.

<a href="https://help.pipefy.com/en/articles/614610-how-to-create-a-pipe" rel="nofollow noopener noreferrer" target="_blank">Create a pipe</a>

<a href="https://help.pipefy.com/en/articles/614632-how-to-invite-members-to-a-pipe" rel="nofollow noopener noreferrer" target="_blank">Invite members</a>

<a href="https://help.pipefy.com/en/articles/625596-creating-pipe-alerts" rel="nofollow noopener noreferrer" target="_blank">Create alerts</a>

- <a href="https://help.pipefy.com/en/articles/614606-what-is-a-pipe" rel="nofollow noopener noreferrer" target="_blank">What is a pipe</a>
- <a href="https://help.pipefy.com/en/articles/614610-how-to-create-a-pipe" rel="nofollow noopener noreferrer" target="_blank">Create a pipe</a>
- <a href="https://help.pipefy.com/en/articles/614659-how-to-set-up-your-pipe" rel="nofollow noopener noreferrer" target="_blank">Set up a pipe</a>
- <a href="https://help.pipefy.com/en/articles/614632-how-to-invite-members-to-a-pipe" rel="nofollow noopener noreferrer" target="_blank">Invite members</a>
- <a href="https://help.pipefy.com/en/articles/625596-creating-pipe-alerts" rel="nofollow noopener noreferrer" target="_blank">Create alerts</a>

<a href="https://help.pipefy.com/en/?q=pipe" rel="nofollow noopener noreferrer" target="_blank">View full collection</a> ↗

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Demands, orders, activities, you name it! Manage anything in your process.

<a href="https://help.pipefy.com/en/articles/614630-how-to-create-edit-and-delete-cards" rel="nofollow noopener noreferrer" target="_blank">Create, edit and delete cards</a>

<a href="https://help.pipefy.com/en/articles/2371316-how-to-filter-and-search-for-cards" rel="nofollow noopener noreferrer" target="_blank">Filter and search for cards</a>

<a href="https://help.pipefy.com/en/articles/614592-what-is-a-phase" rel="nofollow noopener noreferrer" target="_blank">What is a phase</a>

<a href="https://help.pipefy.com/en/articles/614634-how-to-create-customize-and-delete-phases" rel="nofollow noopener noreferrer" target="_blank">Create, edit and delete a phase</a>

- <a href="https://help.pipefy.com/en/articles/614605-what-is-a-card" rel="nofollow noopener noreferrer" target="_blank">What is a card</a>
- <a href="https://help.pipefy.com/en/articles/614630-how-to-create-edit-and-delete-cards" rel="nofollow noopener noreferrer" target="_blank">Create, edit and delete cards</a>
- <a href="https://help.pipefy.com/en/articles/2371316-how-to-filter-and-search-for-cards" rel="nofollow noopener noreferrer" target="_blank">Filter and search for cards</a>
- <a href="https://help.pipefy.com/en/articles/614592-what-is-a-phase" rel="nofollow noopener noreferrer" target="_blank">What is a phase</a>
- <a href="https://help.pipefy.com/en/articles/614634-how-to-create-customize-and-delete-phases" rel="nofollow noopener noreferrer" target="_blank">Create, edit and delete a phase</a>

<a href="https://help.pipefy.com/en/?q=card" rel="nofollow noopener noreferrer" target="_blank">View full collection</a> ↗

Customize and share forms to collect precise information.

<a href="https://help.pipefy.com/en/articles/614596-how-to-use-the-start-form" rel="nofollow noopener noreferrer" target="_blank">How to use the start form</a>

<a href="https://help.pipefy.com/en/articles/614623-editing-the-start-form" rel="nofollow noopener noreferrer" target="_blank">How to edit the start form</a>

<a href="https://help.pipefy.com/en/articles/614621-what-is-a-public-form" rel="nofollow noopener noreferrer" target="_blank">What is a public form</a>

<a href="https://help.pipefy.com/en/articles/4173939-how-to-share-public-forms" rel="nofollow noopener noreferrer" target="_blank">How to share a public form</a>

- <a href="https://help.pipefy.com/en/articles/614596-how-to-use-the-start-form" rel="nofollow noopener noreferrer" target="_blank">How to use the start form</a>
- <a href="https://help.pipefy.com/en/articles/614623-editing-the-start-form" rel="nofollow noopener noreferrer" target="_blank">How to edit the start form</a>
- <a href="https://help.pipefy.com/en/articles/614621-what-is-a-public-form" rel="nofollow noopener noreferrer" target="_blank">What is a public form</a>
- <a href="https://help.pipefy.com/en/articles/4173939-how-to-share-public-forms" rel="nofollow noopener noreferrer" target="_blank">How to share a public form</a>

<a href="https://help.pipefy.com/en/?q=start+form" rel="nofollow noopener noreferrer" target="_blank">View full collection</a> ↗

Let Pipefy do the manual, repetitive work for you.

<a href="https://help.pipefy.com/en/articles/686823-getting-started-with-automations" rel="nofollow noopener noreferrer" target="_blank">Getting started</a>

<a href="https://help.pipefy.com/en/articles/6272628-set-up-an-automation-event" rel="nofollow noopener noreferrer" target="_blank">Set up an event</a>

<a href="https://help.pipefy.com/en/articles/6272578-set-up-an-automation-action" rel="nofollow noopener noreferrer" target="_blank">Set up an action</a>

<a href="http://help.pipefy.com/en/articles/781230-what-are-automation-conditions">Set up conditions</a>

<a href="https://help.pipefy.com/en/articles/6445865-automation-billing" rel="nofollow noopener noreferrer" target="_blank">Automation billing</a>

- <a href="https://help.pipefy.com/en/articles/686823-getting-started-with-automations" rel="nofollow noopener noreferrer" target="_blank">Getting started</a>
- <a href="https://help.pipefy.com/en/articles/6272628-set-up-an-automation-event" rel="nofollow noopener noreferrer" target="_blank">Set up an event</a>
- <a href="https://help.pipefy.com/en/articles/6272578-set-up-an-automation-action" rel="nofollow noopener noreferrer" target="_blank">Set up an action</a>
- <a href="http://help.pipefy.com/en/articles/781230-what-are-automation-conditions">Set up conditions</a>
- <a href="https://help.pipefy.com/en/articles/6445865-automation-billing" rel="nofollow noopener noreferrer" target="_blank">Automation billing</a>

<a href="https://help.pipefy.com/en/?q=automation" rel="nofollow noopener noreferrer" target="_blank">View full collection</a> ↗

Show or hide fields based on the information you need to collect in forms and phases.

<a href="https://help.pipefy.com/en/articles/1740887-what-are-field-conditionals" rel="nofollow noopener noreferrer" target="_blank">What are field conditionals</a>

<a href="https://help.pipefy.com/en/articles/1740888-set-up-field-conditionals" rel="nofollow noopener noreferrer" target="_blank">Set up field conditionals</a>

<a href="https://help.pipefy.com/en/articles/614598-what-are-fields-in-a-phase-or-a-form" rel="nofollow noopener noreferrer" target="_blank">Field types in phases and forms</a>

<a href="https://help.pipefy.com/en/articles/625205-field-types" rel="nofollow noopener noreferrer" target="_blank">Select the right field type</a>

<a href="https://help.pipefy.com/en/articles/614642-how-to-create-or-edit-a-field" rel="nofollow noopener noreferrer" target="_blank">Create, edit and delete fields</a>

- <a href="https://help.pipefy.com/en/articles/1740887-what-are-field-conditionals" rel="nofollow noopener noreferrer" target="_blank">What are field conditionals</a>
- <a href="https://help.pipefy.com/en/articles/1740888-set-up-field-conditionals" rel="nofollow noopener noreferrer" target="_blank">Set up field conditionals</a>
- <a href="https://help.pipefy.com/en/articles/614598-what-are-fields-in-a-phase-or-a-form" rel="nofollow noopener noreferrer" target="_blank">Field types in phases and forms</a>
- <a href="https://help.pipefy.com/en/articles/625205-field-types" rel="nofollow noopener noreferrer" target="_blank">Select the right field type</a>
- <a href="https://help.pipefy.com/en/articles/614642-how-to-create-or-edit-a-field" rel="nofollow noopener noreferrer" target="_blank">Create, edit and delete fields</a>

<a href="https://help.pipefy.com/en/?q=conditional" rel="nofollow noopener noreferrer" target="_blank">View full collection</a> ↗

Centralize data and easily connect it to your workflows.

<a href="https://help.pipefy.com/en/articles/614602-what-is-pipefy-s-database" rel="nofollow noopener noreferrer" target="_blank">What is a database</a>

<a href="https://help.pipefy.com/en/articles/807667-how-to-create-a-database-in-pipefy" rel="nofollow noopener noreferrer" target="_blank">How to create a database</a>

<a href="https://help.pipefy.com/en/articles/1302583-how-to-create-and-edit-database-records" rel="nofollow noopener noreferrer" target="_blank">Create and edit database records</a>

<a href="https://help.pipefy.com/en/articles/619209-connect-pipes-and-databases" rel="nofollow noopener noreferrer" target="_blank">Connecting pipes to databases</a>

<a href="https://help.pipefy.com/en/articles/3793714-database-members-and-permissions" rel="nofollow noopener noreferrer" target="_blank">Database members and permissions</a>

- <a href="https://help.pipefy.com/en/articles/614602-what-is-pipefy-s-database" rel="nofollow noopener noreferrer" target="_blank">What is a database</a>
- <a href="https://help.pipefy.com/en/articles/807667-how-to-create-a-database-in-pipefy" rel="nofollow noopener noreferrer" target="_blank">How to create a database</a>
- <a href="https://help.pipefy.com/en/articles/1302583-how-to-create-and-edit-database-records" rel="nofollow noopener noreferrer" target="_blank">Create and edit database records</a>
- <a href="https://help.pipefy.com/en/articles/619209-connect-pipes-and-databases" rel="nofollow noopener noreferrer" target="_blank">Connecting pipes to databases</a>
- <a href="https://help.pipefy.com/en/articles/3793714-database-members-and-permissions" rel="nofollow noopener noreferrer" target="_blank">Database members and permissions</a>

<a href="https://help.pipefy.com/en/?q=database" rel="nofollow noopener noreferrer" target="_blank">View full collection</a> ↗

Standardize emails and save time from manually creating messages.

<a href="https://help.pipefy.com/en/articles/900099-meet-pipefy-s-email-tools" rel="nofollow noopener noreferrer" target="_blank">Meet email tools</a>

<a href="https://help.pipefy.com/en/articles/4378163-create-edit-and-send-email-templates" rel="nofollow noopener noreferrer" target="_blank">Create, edit and send email templates</a>

<a href="https://help.pipefy.com/en/articles/4366835-how-to-set-email-template-automations" rel="nofollow noopener noreferrer" target="_blank">Set up email automations</a>

<a href="https://help.pipefy.com/en/articles/1343081-how-to-customize-email-templates-html-and-markdown" rel="nofollow noopener noreferrer" target="_blank">Customize HTML and Markdown</a>

- <a href="https://help.pipefy.com/en/articles/900099-meet-pipefy-s-email-tools" rel="nofollow noopener noreferrer" target="_blank">Meet email tools</a>
- <a href="https://help.pipefy.com/en/articles/4378163-create-edit-and-send-email-templates" rel="nofollow noopener noreferrer" target="_blank">Create, edit and send email templates</a>
- <a href="https://help.pipefy.com/en/articles/4366835-how-to-set-email-template-automations" rel="nofollow noopener noreferrer" target="_blank">Set up email automations</a>
- <a href="https://help.pipefy.com/en/articles/1343081-how-to-customize-email-templates-html-and-markdown" rel="nofollow noopener noreferrer" target="_blank">Customize HTML and Markdown</a>

<a href="https://help.pipefy.com/en/?q=emails" rel="nofollow noopener noreferrer" target="_blank">View full collection</a> ↗

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