Go to Pipefy -
English
Português do Brasil
All Collections
Videos
Videos
Watch quick tips about Pipefy
+2
16 articles in this collection
Written by
Mariana Miecznikowski,
Lana Fidelis,
Isabela Saciotti
and 2 others
Video: Tour in Pipefy
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
Video: Pipe Settings
Set up a pipe's layout, SLA alerts, Card's titles and subtitles, and more.
Written by
Isabela Saciotti
Updated over a week ago