Videos

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

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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.

Written by Mariana Miecznikowski
Updated this week

Video: Pipe

A Pipe is a visual, detailed representation of a process.

Written by Ian Castelli
Updated over a week ago

Video: Cards

Cards centralize essential information in your process.

Written by Isabela Saciotti
Updated over a week ago

Video: Start Form

Customize your pipe's Start Form and collect the information you need, in a single place.

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.

Written by Ian Castelli
Updated over a week ago

Video: Conditionals

Create dynamic forms and phases by creating your own Contidional rules.

Written by Lana Fidelis
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 over a week ago

Video: Connections

Ensure the information flow across your processes with connections

Written by Lana Fidelis
Updated over a week ago

Video: Automation

Learn how to set different kinds of automations inside Pipefy

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

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!

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.

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 over a week ago

Video: Pipe Report

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

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.

Written by Ian Castelli
Updated over a week ago

Video: What are email templates?

Learn in a few minutes what are email templates and how you can extract the most out of them.

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.

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.

Written by Ian Castelli
Updated over a week ago

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