Pipefy Team

Graziela Sabatini

Rodrigo Martins

Ian Castelli

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

Everyday features

Improve time management by defining alerts to optimize SLAs.

Set up alerts in the pipe

Pipe alerts

Keep useful information for your company's processes in a single place.

How to create a Database in Pipefy

Keep data about your customers, suppliers, employees, and products just one click away.

How to create and edit database records

Transfer data from spreadsheets or other software into database records.

How to import data into a database

Database

Set Portals to keep your pipe's Public Forms together. Here is a quick tutorial about how to create, edit, and delete them.

How to create, customize, and delete Portals

How to pre-fill specific form fields in Portals

Portals

Enable this option to allow guests users to track their requests on your pipes.

How to enable the Request Tracker

Request Tracker

Pipefy's email tool centralizes messages and creates a collaborative inbox for your team. Here is how to set it up.

Configure a Shared Inbox

Shared Inbox

Learn about email templates and how they help establish a smarter, faster, and standardized communication flow.

Create, edit, and send Email Templates

Change the time zone in email templates to display datetime fields accordingly.

Set up time zones in email templates

Create automations to share forms and information from a process through Pipefy email tools.

How to set email template automations

Use this tool to standardize your email communication and gain even more agility in your processes.

Setting an Email Template as a default

Automatically insert information from cards in your email messages.

Adding dynamic fields to Email Templates

Add attachment fields in email templates and display images directly in the body of the email.

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

Create awesome, engaging email templates using the available customization options

How to customize email templates (HTML and Markdown)

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.

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

Isabelle Wuilleumier

Email Templates

Best practices to use Pipefy’s email tools according to our Terms of Service and Privacy Policy.

Pipefy’s email guidelines

Send emails directly from a card, and keep track of the responses.

How to use a card's email box

Set up your Pipefy's Email Inbox to automatically create cards in a pipe whenever you receive an email.

Create new cards from received emails

Place a custom icon in closed cards to show which cards have received new emails in the pipe view

How to show that a card has received new emails

Learn how to redirect email addresses from Gmail or Outlook to Pipefy's Shared Inbox.

How to redirect an external email address to a pipe email

Attach files in emails you send through your Shared Inbox.

How to add attachments to an email

Learn how to set up an automatic signature for your emails

How to set up an Email Signature

Send email messages through any SMTP mail server.

How to set up a custom email address via SMTP

Learn how to set up Canned Responses for your cards and Email Templates.

What are canned responeses

Email tools

Speed up your work by using Pipefy's PDF Generator to standardize files, and create your own ready-to-use model.

Create PDF Templates

Download information from cards in standardized PDF files.

How to generate and download a PDF

PDF Generator

Transfer information into cards or databases with the Importer app. No coding required.

How to import data from spreadsheets

Format the cells in .xlsx files to import data correctly into your processes in Pipefy.