Group 65
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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