Pipefy Help Center

Features | Admin Users

Admin users can use different Pipefy features. Find out everything about these resources and their possibilities here.

Bulk actions in pipes

What is the AI Assistant? (Beta)

Pipe_{8 articles}

View Options_{4 articles}

Forms_{8 articles}

Fields & Phases_{8 articles}

Cards_{9 articles}

Labels_{2 articles}

PDF Generator_{2 articles}

Importer App_{2 articles}

Connect start forms to phases in different pipes

Connect pipes to databases

How to unlink connected cards

Connect different processes automatically

Transfer data from one pipe to another

Conditional Fields

How to hide fields on forms with conditional rules

How to create waterfall conditionals

How to create locks in a process with conditional fields

How to limit card creation

How to validate custom fields with Regex

Email Tools_{10 articles}

Email Templates_{9 articles}

How to customize portals with your company's identity

How to pre-fill specific form fields in portals

How to set up the new portal

How to manage multiple contents (portals) within the new portal

How Default Values Simplify Repetitive Form Entries in Your Portal

How to create databases

How to create and edit database forms

How to create and edit database records

How to import data into a database

How to add people and edit permissions in databases

Automation Logs

AI Agent: Create an Agent

Automations: How To Start_{5 articles}

Automation Applications_{22 articles}

Automation Troubleshooting_{2 articles}

What are dashboards

How to create dashboards

How to create pipe reports

How to edit pipe reports

How to delete pipe reports

How to create company reports

Getting started with interfaces

Pipefy Integrations_{2 articles}

Pipefy Connector_{4 articles}

How to enable the Calendar App

How to connect a pipe to a Slack channel

How to enable the Sprint Planner app

How to enable the GitLab app

How to enable the Bitbucket App

How to enable GitHub in Pipefy