Pipefy Tips

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

8 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 automatically set 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

How to assign overdue demands to your team manager automatically

Use automation rules to escalate demands when they become overdue

Written by Isabelle Wuilleumier
Updated over a week ago

Use automations to prioritize overdue demands

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

Written by Isabelle Wuilleumier
Updated this week

Request an approval based on predefined business rules

Use automations to speed up your automation flows.

Written by Isabelle Wuilleumier
Updated this week

Start a 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 this week