Pipefy Team

Susane Lenz

Natália Manffré

If you're just starting with Pipefy, click here! You'll grasp the basic definitions.

Getting Started

Start working in Pipefy faster by learning the essentials.

Getting started with Pipefy

Learn how to map and model a process from scratch using Pipefy features.

How to map and model a process

Basic instructions to create your process in Pipefy, one step at a time.

How to create a pipe from scratch

Add information from spreadsheets and software into cards in pipes.

How to import data into a pipe

Learn how you can perform an outstanding process with Pipefy's automations, connections, and more.

How to execute and improve a process in Pipefy

Learn how to collect requests, inputs, and information to start your processes.

How to collect information in Pipefy

Pipefy's artificial intelligence tool can help you create processes from scratch and recommend workflow optimizations.

How to use Pipefy's artificial intelligence to create the perfect processes for you

Pipefy's AI tool can help you create processes from scratch and optimized your process.

How to Build Pipes from Scratch with Pipefy AI

First Steps

Watch quick videos about Pipefy's main features to build your processes better.

Video tutorials

Check out Pipefy's Glossary to familiarize yourself with the tool's key terms when building and managing your processes.

Pipefy Glossary

What are pipes

What is a pipe object

Learn all about Phases and what they represent in Pipefy.

What are phases

Cards store essential information for the development of a process. Explore this element.

What is a card

Start and update processes with 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

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?

Share forms to collect intakes while the process flows along.

What are phase forms

This field type allows you to use data from previous phases to create custom messages on public forms.

What is the dynamic content field

Learn all about the keyboard shortcuts available so you can use Pipefy faster and more efficiently.

How to use keyboard shortcuts

Basic Definitions

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

What are Pipefy's email tools?

Show or hide specific fields in a form according to specific answers so that users can complete requests faster.

What are field conditionals?

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

What are portals

What are tasks

Create templates to generate PDFs with the data from your cards.

What is the PDF generator

Exclusive platform for guest users enables them to track requests and fulfill tasks in Pipefy.

What is Pipefy for guests

Make better use of your time. Let your process flow with Pipefy's automations.

How to create automations

Automation conditions specify when an automation should be triggered.

What are automation conditions

What is a database

Learn what pipe reports are and how to use them to keep track of your process' results.

What are pipe reports

Extract data from different pipes to keep track of your business performance.

What are company reports

What is an API? What can it do? Check out this article to learn everything you need to know!

What is an API

Report results in an organized and efficient way with Pipefy data analysis tools.

How to measure your process efficiency with Pipefy

Numeric features: transform data in results with Pipefy

Migration to the New Request Portal: Guide for Administrators

Migration to the New Request Portal: A Guide for Requesters

General Definitions

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Developers Hub

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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