Pipefy Team

Check out Pipefy's Glossary to familiarize yourself with the tool's key terms when building and managing your processes.

Pipefy Glossary

Watch quick videos about Pipefy's main features to build your processes better.

Video tutorials

Learn all about the keyboard shortcuts available so you can use Pipefy faster and more efficiently.

How to use keyboard shortcuts

Ian Castelli

Graziela Sabatini

Bruna Griebeler

Meet Pipefy features and what they are for.

Product concepts

What are pipes

Learn all about Phases and what they represent in Pipefy.

What is a Phase?

Start and update processes with forms

How to create and set up your start forms

Let external users create cards in any pipe by turning a start form into a public form and sharing it online.

What is a Public Form?

Share forms to collect intakes while the process flows along.

What are Phase Forms?

Fields keep all the information you need to your workflow and can have various formats.

What are fields in a phase or a form?

This field type allows you to use data from previous phases to create custom messages on public forms.

What is the Dynamic Content field?

Cards store essential information for the development of a process. Explore this element.

What is a card?

What is a pipe object?

Thais do Nascimento Pedro

Product definitions: basic elements

Use connections to connect two different pipes or connect a pipe to a database and share information between them.

What is a connection field?

Keep communication flowing with our messaging features: shared inbox, email templates, and card's email box.

What are Pipefy's email tools?

What are tasks

Discover how cards from different pipes share information once they are connected.

What are parent and child cards?

What is a Pipefy database?

What are portals?

Exclusive platform for guest users enables them to track requests and fulfill tasks in Pipefy.

What is Pipefy for guests?

Create templates to generate PDFs with the data from your cards.

What is the PDF Generator?

Product definitions: everyday features

Show or hide specific fields in a form according to specific answers so that users can complete requests faster.

What are field conditionals?

Report results in an organized and efficient way with Pipefy data analysis tools.

How to measure your process efficiency with Pipefy

Make better use of your time. Let your process flow with Pipefy's automations.

Getting Started with Automations

Automation conditions specify when an automation should be triggered.

What are automation conditions?

Extract data from different pipes to keep track of your business performance.

What are company reports?

Learn what pipe reports are and how to use them to keep track of your process' results.

What are Pipe Reports?

What is an API? What can it do? Check out this article to learn everything you need to know!

Product definitions: basic elements

Product definitions: everyday features

Product definitions: advanced features