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

Graziela Sabatini

Isabela Saciotti

Isabelle Wuilleumier

Meet Pipefy features and what they are for.

Product concepts

A Pipe enables you to manage an entire process in one place, with complete visibility of people and information.

What is a Pipe?

Learn all about Phases and what they represent in Pipefy.

What is a Phase?

Forms help you gather and standardize information in your process.

The basics about Pipefy Forms

Use a start form to gather standardized information that your process needs to run.

What is a Start Form?

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?

Collect information in a specific stage of your workflow with phase forms.

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?

Product definitions: basic elements

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

What are Pipefy's email tools?

Send tasks to people to collect their intakes and control the ones assigned to you.

What are Tasks?

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

What is a connection field?

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

What are parent and child cards?

A tool created to keep your company's data organized and your processes more efficient.

What is a Pipefy database?

Group and organize forms in a single place, so employees, clients, and other stakeholders can make requests.

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?