Video

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

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14 articles in this collection
Written by Raphael Costa, Lana Fidelis, Isabela Saciotti and 1 other

Video: Basic Product Demo (1 minute)

A quick narrated example of how to get started with Pipefy

Written by Raphael Costa
Updated over a week ago

Video: Pipe

Learn what is a pipe and how to create and edit one

Written by Ian Castelli
Updated this week

Video: Cards

Cards represent unique activities on your process

Written by Lana Fidelis
Updated this week

Video: Start Form

Learn what is and how to set a Start Form fit to your process in Pipefy

Written by Ian Castelli
Updated this week

Video: Conditionals

Add field conditionals to show/hide fields in your pipe's form and phases according to conditional logic

Written by Lana Fidelis
Updated this week

Video: Creating Portals in Pipefy

Learn how to create, edit, customize, and delete a Portal in Pipefy, and share it with your team!

Written by Isabela Saciotti
Updated over a week ago

Video: PDF Generator

Learn how to create amazing PDF Templates through the PDF Generator feature.

Written by Isabela Saciotti
Updated this week

Video: Connections

Ensure the information flow across your processes with connections

Written by Lana Fidelis
Updated this week

Video: Automation

Learn how to set different kinds of automations inside Pipefy

Written by Ian Castelli
Updated this week

Video: Moving cards with automation in Pipefy

Learn how to create an automation to move cards according to specific rules

Written by Ian Castelli
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.

Written by Isabela Saciotti
Updated over a week ago

Video: Database

Create databases to safely store your information and use it in your processes

Written by Lana Fidelis
Updated this week

Video: Pipe Report

Learn how to create and edit Pipe Reports inside Pipefy in a few minutes.

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

Written by Raphael Costa
Updated over a week ago