Tutorials

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

101 articles in this collection
Written by Alessio Alionço, Isabelle Wuilleumier, Jack Shay and 2 others

Getting Started

Written by Yondy Kang
Updated over a week ago

How to insert a table in an email template

Learn how to use html to add tables to your email templates

Written by Isabelle Wuilleumier
Updated over a week ago

Managing your account

Company settings

Access your company settings to customize your company's appearance and rules, billing info and email settings

Written by Isabelle Wuilleumier
Updated this week

Customize your company header with your logo

Learn how to customize your company header to replace Pipefy's logo with your own

Written by Isabelle Wuilleumier
Updated over a week ago

How to sort your pipe's cards based on dates or alphabetically

The pipe settings enable you to select how you want the cards in all phases of your pipes to be sorted

Written by Isabelle Wuilleumier
Updated over a week ago

How to enable/disable email notifications

Learn how to set up your email notifications to choose which of your pipe's updates you want to receive in your email

Written by Isabelle Wuilleumier
Updated over a week ago

How to report a Bug?

What's a bug? What information do you need to provide when reporting a bug? Read this article and find out!

Written by Helio Bitencourt
Updated over a week ago

How to delete a company?

Deleting your company means deleting your entire account as well as cancelling your subscription. Learn how to do it.

Written by Isabelle Wuilleumier
Updated over a week ago

Managing your processes

How to create a pipe

Learn how to create a new pipe to manage all your processes in Pipefy

Written by Isabelle Wuilleumier
Updated over a week ago

How to clone a pipe

Pipefy enables users to create a copy of a pipe inside a company or across companies

Written by Isabelle Wuilleumier
Updated over a week ago

Pipe settings

Learn all about the available pipe settings to create fully customized pipes

Written by Isabelle Wuilleumier
Updated over a week ago

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

Written by Isabelle Wuilleumier
Updated over a week ago

How to make a pipe private

Learn how to edit your pipe so that only company admin and invited users will see it in the company dashboard and access it

Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a pipe

Learn how to delete a pipe

Written by Isabelle Wuilleumier
Updated over a week ago

How to create a start form

Learn how to create a complete start form to ensure your process' input is provided properly

Written by Isabelle Wuilleumier
Updated over a week ago

How to edit a start form

Edit your start form preferences as well as the information that must be filled out in your form

Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a start form?

Deleting a pipe's start form is not possible. Learn why.

Written by Isabelle Wuilleumier
Updated over a week ago

How to create a phase

Learn all about adding new phases to your process to help standardize your execution

Written by Isabelle Wuilleumier
Updated over a week ago

How to edit a phase

Learn how to access the phase settings in your pipe to add/remove fields or change other available settings

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

Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a phase

Learn how to remove a phase of your pipe

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

Written by Isabelle Wuilleumier
Updated over a week ago

Field Types

Pipefy offers several different field types to help create and enforce execution standards

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

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

Written by Isabelle Wuilleumier
Updated over a week ago

How to edit a card

Learn how to edit the information added in previous phases of your pipe

Written by Isabelle Wuilleumier
Updated over a week ago

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!

Written by Isabelle Wuilleumier
Updated over a week ago

Managing your team

How to invite members to a company

Learn to add team members to your company in Pipefy so you can work together on your processes!

Written by Isabelle Wuilleumier
Updated over a week ago

How to invite members to a pipe

Learn to add team members to your pipes so you can work together!

Written by Isabelle Wuilleumier
Updated over a week ago

How to add a guest user

Learn how to add users as guests in your company

Written by Isabelle Wuilleumier
Updated over a week ago

How to delete members from a company?

Learn how to remove team members from your company in Pipefy

Written by Isabelle Wuilleumier
Updated over a week ago

How to delete members from a pipe?

Learn how to delete members from your Pipes here

Written by Isabelle Wuilleumier
Updated over a week ago

Automating your processes

How to set up an automation

Automate activities to eliminate steps that don't add any value and make your processes super efficient

Written by Isabelle Wuilleumier
Updated over a week ago

How to set up automation conditions

Establish conditions so that your automations are only triggered under specific circumstances

Written by Isabelle Wuilleumier
Updated over a week ago

Connecting your processes

How to create connections

Learn how to create connections between two pipes or a pipe and a database

Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a connection?

Be careful! When you delete a connection, connected cards will no longer be linked and the data history will be lost!

Written by Isabelle Wuilleumier
Updated over a week ago

How to unlink connected cards

Learn how to unlink/disconnect connected cards or records from a card

Written by Isabelle Wuilleumier
Updated over a week ago

Sending automated emails

How to create an email template

Create customized emails to send manually or automatically from your pipe's phases

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

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

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

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

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

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

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

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

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

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

Written by Isabelle Wuilleumier
Updated over a week ago

Field conditionals

How to setup field conditionals

Learn how to setup field conditionals to show/hide fields in your pipe's form and phases according to conditional logic

Written by Isabelle Wuilleumier
Updated over a week ago

Database

How to create a database

Learn all about creating databases to centralize your company information and store it in a safe place

Written by Isabelle Wuilleumier
Updated over a week ago

How to create/edit database records

Learn how to create new database records and edit existing ones

Written by Isabelle Wuilleumier
Updated over a week ago

Reports

How to create pipe reports

Learn how to create, save and export customized reports in your pipes

Written by Isabelle Wuilleumier
Updated over a week ago

How to edit pipe reports

Learn how to edit the pipe reports you have created

Written by Isabelle Wuilleumier
Updated over a week ago

How to delete pipe reports?

Learn how to delete your your pipe reports here

Written by Isabelle Wuilleumier
Updated over a week ago

How to create company reports

Learn how create company level reports to easily visualize the data from two or more pipe's cards in a single place

Written by Isabelle Wuilleumier
Updated over a week ago

Importer app

How to use the Importer App (pipe apps)

Learn how to import data and create cards in your pipes based on the columns of an Excel spreadsheet

Written by Isabelle Wuilleumier
Updated over a week ago

Importer App Format Validation (pipe apps)

Check out the format the information in your XLSX must have to be imported into your pipe via the Importer App

Written by Isabelle Wuilleumier
Updated over a week ago

Public form

How to make a form public

Learn how to make your pipe's start form public to enable people outside your company create cards in your pipe

Written by Isabelle Wuilleumier
Updated over a week ago

How to customize your public form

Learn how to edit your public form to match your company's visual ID

Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a public form?

Learn how to make sure your pipe's start form is no longer public

Written by Isabelle Wuilleumier
Updated over a week ago

Email inbox

How to set up your pipe's email inbox

Learn how to set up the email inbox feature to enable cards to be created automatically by receiving emails

Written by Isabelle Wuilleumier
Updated over a week ago

Email messaging

How to send an email using email messaging

Use email messaging to manually send emails and keep track of the responses without leaving Pipefy

Written by Isabelle Wuilleumier
Updated over a week ago

How to show that a card has received new emails

Place a custom icon in closed cards to show which cards have received new emails in the pipe view

Written by Jack Shay
Updated over a week ago

How to enable/disable Email Messaging

Learn how you can enable or disable the feature for sending manual emails from your cards

Written by Isabelle Wuilleumier
Updated over a week ago

PDF Generator

How to use the PDF Template Editor

Learn how to format and edit your PDF Templates

Written by Yondy Kang
Updated over a week ago

How to create a PDF Template

Create PDF templates so that users can download PDFs from cards

Written by Yondy Kang
Updated over a week ago

How to generate and download a PDF

Learn how to generate a PDF from a card

Written by Yondy Kang
Updated over a week ago

Authentication

How to enable Two-Factor Authentication?

Written by Helio Bitencourt
Updated over a week ago

How to disable Two-Factor Authentication?

Written by Isabelle Wuilleumier
Updated over a week ago

Labels

How to create or edit a label

Learn how to create/edit your pipe's labels to sort your cards by type of activity, priority or any other criteria you choose

Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a label

Learn here how to delete the labels you've created in your pipe

Written by Isabelle Wuilleumier
Updated over a week ago

Controlling the SLA of your process and phases

How to set up a late alert

Learn how to set up an alert that's triggered when a card reaches the maximum lead-time for a phase

Written by Isabelle Wuilleumier
Updated over a week ago

How to set up an expired alert?

Learn how to set up an alert that's triggered when the maximum lead-time for a pipe is reached

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

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

Written by Isabelle Wuilleumier
Updated over a week ago

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!

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!

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!

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!

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!

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!

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!

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!

Written by Alessio Alionço
Updated over a week ago

Integrate Pipefy + Pipedrive via Zapier

Learn more about all the ways you can integrate Pipefy and Pipedrive!

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!

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!

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!

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!

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

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

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

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

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

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

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

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

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.

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.

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

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

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

Written by Isabelle Wuilleumier
Updated over a week ago