Videos

Watch quick tips about Pipefy

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15 articles in this collection
Written by Mariana Miecznikowski, Lana Fidelis, Isabela Saciotti and 2 others

Video: Product Tour

Get to know about Pipefy's product.

Written by Mariana Miecznikowski
Updated over a week ago

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: 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: A quick tutorial about Databases

Watch this video tutorial to learn how to create Databases to store information about clients, suppliers, products, and more in Pipefy.

Written by Claudia Bär
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: 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

Video: Company Members

Invite and manage company members in a single place.

Written by Isabela Saciotti
Updated over a week ago