Automations

Learn how to automate your processes on Pipefy

Isabelle Wuilleumier avatar Rodrigo Martins avatar Augusto Sato avatar +2
17 articles in this collection
Written by Isabelle Wuilleumier, Rodrigo Martins, Augusto Sato and 2 others
Automating your processes

Add labels to cards automatically

Set an automation to insert labels in cards and identify them effortlessly.
Claudia Bär avatar
Written by Claudia Bär
Updated this week

Automation billing

How Pipefy counts automations in your plan.
Claudia Bär avatar
Written by Claudia Bär
Updated this week

Set up an automation action

Define what the automation must do in your process.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

Set up an automation event

Learn how to start an automation for every time an event happens in your process.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

What are Automation conditions?

Automation conditions define situations in which an automation should be triggered
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Getting Started with Automations

Make better use of your time. Let your process flow with Pipefy's automations.
Claudia Bär avatar
Written by Claudia Bär
Updated this week

How to manage automations in Pipefy

Gain visibility of all automations inside your pipe in a single place
Rodrigo Martins avatar
Written by Rodrigo Martins
Updated this week

How to set up automation conditions

Establish conditions so that your automations are only triggered under specific circumstances.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated this week

How do I set an automation to move cards?

Improve your information management along a process with Pipefy's Automations.
Augusto Sato avatar
Written by Augusto Sato
Updated this week

How to assign overdue demands to your team manager automatically

Use automation rules to escalate demands when they become overdue
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated this week

Automation: how to move Overdue cards to another phase

Learn how to move cards to new phases when they are past their due date.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Connect different processes automatically

Make the most of your team's time by allowing them to work simultaneously on parallel tasks.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Subtask tracking

Create automated subtask tracking flows to boost your processes' efficiency
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Smart delegation

Set up a smart delegation flow to get an overview of your department's activities
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Automations for payment, charges, and communication deadlines

Set relative date automations to remind you of activities that happen at the same frequency.
Claudia Bär avatar
Written by Claudia Bär
Updated this week