Pipefy Team

Graziela Sabatini

Isabelle Wuilleumier

Ian Castelli

Boost your processes with connections, field conditionals, automations, apps and integrations. Keep track of metrics with dashboards and reports.

Advanced features

Boost your process! Use Pipefy connections to easily share and access information across teams.

Connect pipes to databases

Streamline your information flow by transfering data from one process to another.

Connect start forms to phases in different pipes

Learn how to unlink/disconnect connected cards or records from a card

How to unlink connected cards

Make the most of your team's time by allowing them to work simultaneously on parallel tasks.

Connect different processes automatically

Use connections or automations to share information between processes.

Transfer data from one pipe to another

Connections

Prevent requests from being submitted if the information provided does not comply with your process' rules.

How to create locks in a process with conditional fields

Make forms and phases even more concise and allow multiple items to be added at once.

How to create waterfall conditionals

Show or hide specific fields in forms when a person selects a particular option.

Hide fields in forms: set up field conditionals

Allow users to create new cards only when a product, job position, or item is available in your company.

How to limit card creation

Create fields with Regex to further customize your process.

How to validate custom fields with Regex

Custom fields and field conditionals

Ensure information is always fresh in connected pipes and databases.

Update cards and database records using automation

Learn how to start an automation for every time an event happens in your process.

Set up an automation event

Define what the automation must do in your process.

Set up an automation action

Define the conditions needed for your automations to run.

How to set up automation conditions

How Pipefy counts automations in your plan.

How automation billing works

Gain visibility of all automations inside your pipe in a single place

How to manage automations in Pipefy

Isabela Saciotti

Rodrigo Martins

Automations

Set an automation to insert labels in cards and identify them effortlessly.

Add labels to cards automatically

Improve your information management along a process with Pipefy’s automations.

How do I set an automation to move cards?

Use automation rules to escalate demands when they become overdue

How to assign overdue demands to your team manager automatically

Learn how to move cards to new phases when they are past their due date.

Automation: how to move Overdue cards to another phase

Set relative date automations to remind you of  activities that happen at the same frequency.

Automations for payment, charges, and communication deadlines

If your business has complex approval rules, use database information to automate card assignments in pipes.

Automations to set assignees via database

Automation use cases

Find full instructions to verify required fields and connections between pipes.

My automation is not moving cards. What can I do?

Check out the steps below to troubleshoot your automation if it isn’t creating connected cards as it should.

My automation is not connecting cards. What do I do?

Automation troubleshooting

Build data charts to generate visual and detailed reports.

How to create dashboards

Create data charts with pipe data to get a detailed analysis of your process.

What are dashboards?

Dashboards

Analyze two or more pipes at once to find out how they are performing.

How to create company reports

Keep track of your process performance by generating pipe reports.

Create pipe reports

Learn how to edit an existing report in your pipes.

How to edit pipe reports

Learn how to delete your your pipe reports here

How to delete Pipe Reports?

Reports

5 ways to integrate Pipefy to your favorite software — no code required.

How to use Pipefy's App and Integrations

Learn all about integrations and how to request tailored integrations for your processes.

What are Pipefy's custom integrations

Integrations

View your cards displayed on a Calendar according to their due dates. Learn more here.

How to enable the Calendar App?

Receive automatic updates about card activities in your Slack channels.

Connect a pipe to a Slack channel

Plan sprints, estimate and track stories in burndown charts

Pipe Apps: Sprint Planner

Attach pull requests, issues, commits, or branches to your cards to keep track of them.