Everyday Features

How to use Pipefy's everyday features: alerts, databases, portals, email tools, portals, importer app and PDF generator.

Raphael Costa avatar Isabelle Wuilleumier avatar Rodrigo Martins avatar +4
29 articles in this collection
Written by Raphael Costa, Isabelle Wuilleumier, Rodrigo Martins and 4 others
Email Templates

Create, edit, and send Email Templates

Learn about email templates and how they help establish a smarter, faster, and standardized communication flow.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

How to set Email Template automations

In just a few steps, learn how to create automations using email templates.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

Setting an Email Template as a default

Use this tool to standardize your email communication and gain even more agility in your processes.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

Adding dynamic fields to Email Templates

Automatically insert information from cards in your email messages.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to add images as attachments in email templates through HTML code

Add attachment fields in email templates and display images directly in the body of the email.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

How to customize email templates (HTML and Markdown)

Create awesome, engaging email templates using the available customization options
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

What to do when an email template contains unsupported HTML code?

Users who choose to migrate old email templates to the new editor format may have to adapt the HTML code to the new template format.
Ian Castelli avatar
Written by Ian Castelli
Updated over a week ago

How to send email templates directly from cards

Learn how to create and send email templates directly from your cards.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago