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There are 2 ways of transferring information from one pipe to another:

  1. Connecting pipes

  2. Setting automation to create new cards

Use these tools to integrate processes, and keep your data always updated.

Connections

Connections allow you to access information from cards in other pipes while working on a process.

They also allow you to create a new card from a previous one, which we call a child card and a parent card.

Whenever you open a child card, you'll find the same information from the parent card.

Here is a tutorial about how to connect pipes.

Automations

This feature enables you to automate your process, replacing manual tasks. There are many kinds of automations in Pipefy - and one of them is to create connected cards in different processes.

With this automation, they will also share information, but you have to connect the pipes first to make it work.

Explore how to set automation to create connected cards.

Looking for more tips? Take Pipefy Academy’s free courses to learn how to use all of Pipefy's features, and don't forget to join Pipefy's Community to share ideas and give feedback about our product.

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