FAQ

Answers to all questions our users are most curious about

15 articles in this collection
Written by Raphael Costa, Isabelle Wuilleumier, and Isabela Saciotti

How to use initial values on a public form

Learn how to use initial values to fix a connected card's information on your public forms.

Written by Isabela Saciotti
Updated over a week ago

How to match data with fields on the Importer App

Learn how to match the information from spreadsheets and pipe's fields when importing new cards.

Written by Isabela Saciotti
Updated over a week ago

My automation is not moving cards, what's wrong?

Check out the steps below to troubleshoot your automation that should move cards but isn't working as expected

Written by Isabelle Wuilleumier
Updated over a week ago

My automation is not creating connected cards, what's wrong?

Check out the steps below to troubleshoot your automation that should create connected cards but isn't working as expected

Written by Isabelle Wuilleumier
Updated over a week ago

Is Facebook login no longer supported?

Learn how to keep accessing your Pipefy account

Written by Raphael Costa
Updated over a week ago

How to enable/disable the card's fixed base actions

Learn how to enable/disable the fixed base actions displayed in the upper right corner of the open card and the top of the start form

Written by Isabelle Wuilleumier
Updated over a week ago

Custom browser security settings can prevent log-in to Pipefy?

Learn how to disable custom security settings that might prevent logging in to Pipefy

Written by Raphael Costa
Updated over a week ago

Can I move multiple cards at the same time?

Is it possible to move more than one card from one phase to another at the same time?

Written by Isabelle Wuilleumier
Updated over a week ago

Will Pipefy have any native integrations (without using Zapier)?

Do you want to integrate apps with Pipefy without using Zapier or API? There’s no problem! You can integrate ANY software with Pipefy.

Written by Isabelle Wuilleumier
Updated over a week ago

How can I cancel my Pipefy account?

Learn how to cancel your subscription here

Written by Isabelle Wuilleumier
Updated over a week ago

Can I copy cards from one pipe to another?

Unfortunately you can't, but we might have two solutions ready for you! Learn more about them here

Written by Isabelle Wuilleumier
Updated over a week ago

How to import data into Pipefy's databases?

Find the answer here!

Written by Isabelle Wuilleumier
Updated over a week ago

How to export data from a pipe

Learn how to export the data in your pipes fields into a spreadsheet using the reports feature

Written by Isabelle Wuilleumier
Updated over a week ago

Dynamic content

Use dynamic content from your card's fields to create customized, appealing email templates

Written by Isabelle Wuilleumier
Updated over a week ago

How can I have non-members of my pipe collaborating on my processes?

Getting your team members to collaborate in your processes is easy but how can you interact with users external to Pipefy?

Written by Isabelle Wuilleumier
Updated over a week ago