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Product concepts
Product concepts
Meet Pipefy features and what they are for.
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27 articles in this collection
Written by
Isabelle Wuilleumier,
Helio Bitencourt,
Mariana Miecznikowski
and 3 others
Pipefy Glossary
Check out Pipefy's Glossary to familiarize yourself with the tool's key terms when building and managing your processes.
Written by
Ian Castelli
Updated over a week ago
Video tutorials
Watch quick videos about Pipefy's main features to build your processes better.
Written by
Claudia Bär
Updated over a week ago
How to use keyboard shortcuts
Learn all about the keyboard shortcuts available so you can use Pipefy faster and more efficiently.
Written by
Mariana Miecznikowski
Updated over a week ago
Product definitions: basic elements
What is a Pipe?
A Pipe enables you to manage an entire process in one place, with complete visibility of people and information.
Written by
Isabela Saciotti
Updated over a week ago
What is a Phase?
Learn all about Phases and what they represent in Pipefy.
Written by
Claudia Bär
Updated over a week ago
The basics about Pipefy Forms
Forms help you gather and standardize information in your process.
Written by
Claudia Bär
Updated over a week ago
What is a Start Form?
Use a start form to gather standardized information that your process needs to run.
Written by
Isabela Saciotti
Updated over a week ago
What is a Public Form?
Let external users create cards in any pipe by turning a start form into a public form and sharing it online.
Written by
Isabelle Wuilleumier
Updated over a week ago
What are Phase Forms?
Collect information in a specific stage of your workflow with phase forms.
Written by
Ian Castelli
Updated over a week ago
What are fields in a phase or a form?
Fields keep all the information you need to your workflow and can have various formats.
Written by
Claudia Bär
Updated over a week ago
What is the Dynamic Content field?
This field type allows you to use data from previous phases to create custom messages on public forms.
Written by
Claudia Bär
Updated over a week ago
What is a card?
Cards store essential information for the development of a process. Explore this element.
Written by
Isabela Saciotti
Updated over a week ago
What is a pipe object?
Name the cards you manage in a pipe.
Written by
Isabela Saciotti
Updated over a week ago
Product definitions: everyday features
What are Pipefy's email tools?
Keep communication flowing with our messaging features: shared inbox, email templates, and card's email box.
Written by
Claudia Bär
Updated over a week ago
What is a connection field?
Use connections to connect two different pipes or connect a pipe to a database and share information between them.
Written by
Isabelle Wuilleumier
Updated over a week ago
What are parent and child cards?
Discover how cards from different pipes share information once they are connected.
Written by
Claudia Bär
Updated over a week ago
What is a Pipefy database?
A tool created to keep your company's data organized and your processes more efficient.
Written by
Claudia Bär
Updated over a week ago
What are portals?
Group and organize forms in a single place, so employees, clients, and other stakeholders can make requests.
Written by
Claudia Bär
Updated over a week ago
What is Pipefy for guests?
Exclusive platform for guest users enables them to track requests and fulfill tasks in Pipefy.
Written by
Claudia Bär
Updated over a week ago
What is the PDF Generator?
Create templates to generate PDFs with the data from your cards.
Written by
Isabela Saciotti
Updated over a week ago
Product definitions: advanced features
What are field conditionals?
Show or hide specific fields in a form according to specific answers so that users can complete requests faster.
Written by
Claudia Bär
Updated over a week ago
How to measure your process efficiency with Pipefy
Report results in an organized and efficient way with Pipefy data analysis tools.
Written by
Mariana Miecznikowski
Updated over a week ago
Getting Started with Automations
Make better use of your time. Let your process flow with Pipefy's automations.
Written by
Claudia Bär
Updated over a week ago
What are automation conditions?
Automation conditions specify when an automation should be triggered.
Written by
Claudia Bär
Updated over a week ago
What are company reports?
Extract data from different pipes to keep track of your business performance.
Written by
Claudia Bär
Updated over a week ago
What are Pipe Reports?
Learn what pipe reports are and how to use them to keep track of your process' results.
Written by
Isabelle Wuilleumier
Updated over a week ago
What is an API
What is an API? What can it do? Check out this article to learn everything you need to know!
Written by
Helio Bitencourt
Updated over a week ago