Tutorials

In this collection you'll find everything you need to know about how to setup Pipefy's features and tools

Alessio Alionço avatar Raphael Costa avatar Isabelle Wuilleumier avatar +2
100 articles in this collection
Written by Alessio Alionço, Raphael Costa, Isabelle Wuilleumier and 2 others
Managing your processes

Create a pipe

Create a new pipe to manage and organize all your processes in Pipefy
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Written by Isabelle Wuilleumier
Updated this week

How to clone a pipe

Pipefy enables users to create a copy of a pipe inside a company or across companies
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Written by Isabelle Wuilleumier
Updated over a week ago

Edit your Pipe

Create fully customized pipes and learn all about the available settings
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Written by Isabelle Wuilleumier
Updated this week

How to customize the open card view

Learn how to edit the card view and choose what information is displayed on the left side of the open cards
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Written by Isabelle Wuilleumier
Updated over a week ago

Make a pipe private

Edit your pipe so that only company admin and invited users will see it in the company dashboard and access it
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Written by Isabelle Wuilleumier
Updated this week

How to delete a pipe

Learn how to delete a pipe
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Written by Isabelle Wuilleumier
Updated over a week ago

Create a start form

Create a complete start form to ensure your process' input is provided correctly
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Written by Isabelle Wuilleumier
Updated this week

Edit the start form

Edit your start form preferences as well as the information that must be filled out in your form
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Written by Isabelle Wuilleumier
Updated this week

How to delete a start form?

Deleting a pipe's start form is not possible. Learn why.
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Written by Isabelle Wuilleumier
Updated this week

Create a phase

Add new phases to your process to help standardize your execution
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Written by Isabelle Wuilleumier
Updated this week

How to edit a phase

Learn how to access the phase settings in your pipe to add/remove fields or change other available settings
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Written by Isabelle Wuilleumier
Updated over a week ago

How to edit a phase’s action buttons

Learn how to edit action buttons to move cards from one phase to another and establish linear (or non-linear) workflows
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Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a phase

Learn how to remove a phase of your pipe
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Written by Isabelle Wuilleumier
Updated over a week ago

How to create or edit a field

Learn how to add and edit fields to you pipe's start form and phases
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Written by Isabelle Wuilleumier
Updated over a week ago

Field Types

Pipefy offers several different field types to help create and enforce execution standards
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Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a field?

Learn how to remove a field from your pipe's phases or start form
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Written by Isabelle Wuilleumier
Updated over a week ago

How to create a card

Learn all about the different ways to create cards in a pipe
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Written by Isabelle Wuilleumier
Updated this week

How to edit a card

Learn how to edit the information added in previous phases of your pipe
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Written by Isabelle Wuilleumier
Updated this week

How to delete a card

Once you delete a card, it's gone for good and all the information in its fields will be lost!
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Written by Isabelle Wuilleumier
Updated this week
Sending automated emails

How to create an email template

Create customized emails to send manually or automatically from your pipe's phases
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Written by Isabelle Wuilleumier
Updated over a week ago

How to edit an email template?

Learn how to access an email template to edit its contents and/or settings
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Written by Isabelle Wuilleumier
Updated over a week ago

How to add a hyperlink to an email template

Learn how to use markdown and html to add hyperlinks to your email templates
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Written by Isabelle Wuilleumier
Updated over a week ago

How to insert an image in an email template

Learn how to use markdown and html to add images to your email templates
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Written by Isabelle Wuilleumier
Updated over a week ago

How to centralize images in email templates

Learn how to change the alignment of the images in your email templates
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Written by Isabelle Wuilleumier
Updated over a week ago

How to centralize text in email templates

Learn how to change the alignment of the text in your email templates
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Written by Isabelle Wuilleumier
Updated over a week ago

How to insert a button in an email template

Learn how to use html to add buttons to your email templates
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Written by Isabelle Wuilleumier
Updated over a week ago

How to customize email templates (html and markdown)

Create awesome, engaging email templates using the available customization options
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Written by Isabelle Wuilleumier
Updated over a week ago

How to use fields in connected records/cards as dynamic content in email templates

Learn how you can use the fields from a connected card/record as dynamic content to customize your email templates
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Written by Isabelle Wuilleumier
Updated over a week ago

How to add an attachment to an email template?

Learn how to send an email template containing one or more files attached to a card
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Written by Isabelle Wuilleumier
Updated over a week ago

How to delete an email template?

Learn how to remove an email template from a phase or delete it from the pipe
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Written by Isabelle Wuilleumier
Updated over a week ago
Integrations

How to update a Google Sheet spreadsheet when moving cards

Use Zapier to update the information in a Google Sheets spreadsheet when moving cards in Pipefy
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Written by Isabelle Wuilleumier
Updated over a week ago

How to integrate Pipefy and other apps with Zapier?

Learn how to use Zapier to integrate Pipefy to over 1000 web apps, no technical knowledge required
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Written by Isabelle Wuilleumier
Updated yesterday

How to upload cards to your pipe from a Google Sheet?

Learn how to upload cards on your pipe from a spreadsheet using a Zapier integration between Pipefy and Google Sheets!
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Written by Isabelle Wuilleumier
Updated over a week ago

Integrate Pipefy + Push by Zapier

Learn more about all the ways you can integrate Pipefy and Push by Zapier!
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Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + Schedule by Zapier

Learn more about all the ways you can integrate Pipefy and Schedule by Zapier!
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Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + Zendesk via Zapier

Learn more about all the ways you can integrate Pipefy and Zendesk!
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Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + Typeform via Zapier

Learn more about all the ways you can integrate Pipefy and Typeform!
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Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + Slack via Zapier

Learn more about all the ways you can integrate Pipefy and Slack!
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Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + Salesforce via Zapier

Learn more about all the ways you can integrate Pipefy and Salesforce!
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Written by Alessio Alionço
Updated over a week ago

Automatically create a new card in Pipefy via Zapier

Learn more about all the ways you can integrate Pipefy!
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Written by Alessio Alionço
Updated yesterday

Integrate Pipefy + Pipedrive via Zapier

Learn more about all the ways you can integrate Pipefy and Pipedrive!
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Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + MailChimp via Zapier

Learn more about all the ways you can integrate Pipefy and MailChimp!
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Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + GitHub via Zapier

Learn more about all the ways you can integrate Pipefy and Github!
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Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + Google Calendar via Zapier

Learn more about all the ways you can integrate Pipefy and Google Calendar!
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Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + Google Sheets via Zapier

Learn more about all the ways you can integrate Pipefy and Google Sheets!
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Written by Alessio Alionço
Updated over a week ago
Webinars

[Guide webinar] Pipefy Basics

Learn more about basic process management concepts and all the basic concepts behind Pipefy
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Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced features: Automation

Check out this complete webinar to learn all about how the automation feature can be used to save time in your daily execution
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Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced features: Connections

Learn how to use connections and connection fields to integrate your company's processes and improve information flow
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Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced features: Database

Learn more about using Pipefy's database feature to safely store your company's data
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Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced features: Email templates

Learn how to use email templates to send automated emails and streamline your processes' communication
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Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced features: Field conditionals

Learn how to use field conditionals to increase the complexity in your pipe's form/phases by hiding/showing fields
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Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced features: Reports

Learn how to use pipe reports to keep close track of your processes' data
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Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced uses: Approval flows

Check out this webinar to learn more about combining automations and connections to create automated approval flows
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Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced uses: Pipefy for Customer Success

Learn all about exploring Pipefy's advanced features to manage your company's Customer Success processes.
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Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced uses: Pipefy for Sales/CRM

Learn all about exploring Pipefy's advanced features and settings to manage your company's Sales and CRM processes.
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Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Advanced features: Reports for Sales/CRM

Learn how to use pipe and company reports to keep track of your Sales processes' data
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Written by Isabelle Wuilleumier
Updated over a week ago

[Features webinar] Pipehacks: Tips and tricks to make the most of Pipefy

Optimize your process management in Pipefy with a series of exclusive tips and tricks
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Written by Isabelle Wuilleumier
Updated over a week ago

[Guide webinar] Communication and collaboration between teams

Learn how to use Pipefy to improve the collaboration and communication between your company's teams
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Written by Isabelle Wuilleumier
Updated over a week ago