Video

Basic and advanced videos from feature overviews to specific how-to videos for visually-inclined users

Raphael Costa avatar Mariana Miecznikowski avatar Lana Fidelis avatar +2
19 articles in this collection
Written by Raphael Costa, Mariana Miecznikowski, Lana Fidelis and 2 others

Video: Product Tour

Get to know about Pipefy's product
Mariana Miecznikowski avatar
Written by Mariana Miecznikowski
Updated over a week ago

Video: Pipe

Learn what is a pipe and how to create and edit one
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

Video: Cards

Cards represent unique activities on your process
Lana Fidelis avatar
Written by Lana Fidelis
Updated over a week ago

Video: Start Form

Learn what is and how to set a Start Form fit to your process in Pipefy
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

Video: Public Form

Learn what is a Public Form and how to enable one inside Pipefy.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

Video: Conditionals

Add field conditionals to show/hide fields in your pipe's form and phases according to conditional logic
Lana Fidelis avatar
Written by Lana Fidelis
Updated over a week ago

Video: PDF Generator

Learn how to create amazing PDF Templates through the PDF Generator feature.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

Video: Connections

Ensure the information flow across your processes with connections
Lana Fidelis avatar
Written by Lana Fidelis
Updated over a week ago

Video: Automation

Learn how to set different kinds of automations inside Pipefy
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

Video: Moving cards with automation in Pipefy

Learn how to create an automation to move cards according to specific rules
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

Video: Creating Portals in Pipefy

Learn how to create, edit, customize, and delete a Portal in Pipefy, and share it with your team!
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

Video: Setting Labels and assignees automatically in your cards

Move cards, set labels and add an assignee automatically in Pipefy.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

Video: Database

Create databases to safely store your information and use it in your processes
Lana Fidelis avatar
Written by Lana Fidelis
Updated over a week ago

Video: Pipe Report

Learn how to create and edit Pipe Reports inside Pipefy in a few minutes.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

Video: New and improved email templates

Check out what's new with the upgraded version of email templates.
Ian Castelli avatar
Written by Ian Castelli
Updated this week

Video: What are email templates?

Learn in a few minutes what are email templates and how you can extract the most out of them.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

Video: how to set up an email automation?

Learn in a few minutes how to transform an email template into an email automation.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

Video: email templates - updating emails

Learn more about the process of upgrading old email templates to the new version in this quick video.
Ian Castelli avatar
Written by Ian Castelli
Updated this week

Videos: Advanced Features (5-15 minutes)

A collection of videos showing some of Pipefy's features for specific needs to automate, streamline and report on your processes
Raphael Costa avatar
Written by Raphael Costa
Updated over a week ago