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Everyday features
How to use Pipefy's everyday features: alerts, databases, portals, email tools, portals, importer app and PDF generator.
Create, edit and send Email Templates
Set up time zones in email templates
How to set email template automations
Setting an Email Template as a default
Adding dynamic fields to Email Templates
How to add images as attachments in email templates through HTML code
How to customize email templates (HTML and Markdown)
What to do when an email template contains unsupported HTML code?
How to automatically send email templates before or after due dates
Pipefy’s email guidelines
How to use a card's email box
Create new cards from received emails
How to show that a card has received new emails
How to redirect an external email address to a pipe email
How to add attachments to an email
How to set up an Email Signature
How to set up a custom email address via SMTP
What are canned responeses