Pipefy Tips

Quick tips to help you make the most of Pipefy's structure and features!

10 articles in this collection
Written by Isabelle Wuilleumier and Isabela Saciotti

Enable or disable Apps in Pipefy

Learn how to enable or disable Apps in Pipefy

Written by Isabela Saciotti
Updated over a week ago

Enable or disable a PDF Template

Learn how to enable or disable PDF Templates directly in your PDF Generator toolbox.

Written by Isabela Saciotti
Updated over a week ago

Automation tips

How do I set automatically an assignee?

Set up automation rules to automatically assign Cards to other members.

Written by Isabela Saciotti
Updated over a week ago

Create recurring activities

Eliminate the need to manually create cards for activities you need to do on a daily, weekly or monthly basis

Written by Isabelle Wuilleumier
Updated over a week ago

Disable manual movement actions in your process

Avoid mistakes caused by manually moving cards to wrong phases

Written by Isabelle Wuilleumier
Updated over a week ago

Escalate high priority demands when they become overdue

Use automation rules to automatically assign overdue demands to the team manager

Written by Isabelle Wuilleumier
Updated over a week ago

Prioritize demands that are overdue

Use automation rules to automatically move overdue demands to a high priority phase

Written by Isabelle Wuilleumier
Updated over a week ago

Request an approval based on predefined business rules

Use automations to speed up your automation flows

Written by Isabelle Wuilleumier
Updated over a week ago

Start sub-process automatically

Make the most of your team's time by allowing them to work simultaneously on parallel tasks

Written by Isabelle Wuilleumier
Updated over a week ago

Update information across your process

Use automation to eliminate the need to manually fill in fields

Written by Isabelle Wuilleumier
Updated over a week ago