Getting Started
If you're just starting with Pipefy, click here! You'll grasp the basic definitions.
Getting started with Pipefy
How to map and model a process
How to create a pipe from scratch
How to import data into a pipe
How to execute and improve a process in Pipefy
How to collect information in Pipefy
How to use Pipefy's artificial intelligence to create the perfect processes for you
How to Build Pipes from Scratch with Pipefy AI
What are Pipefy's email tools?
What are field conditionals?
What is a connection field
What are parent and child cards
What are portals
What are tasks
What is the PDF generator
What is Pipefy for guests
How to create automations
What are automation conditions
What is a database
What are pipe reports
What are company reports
What is an API
How to measure your process efficiency with Pipefy
Numeric features: transform data in results with Pipefy
What are AI Agents? (Beta)
Migration to the New Request Portal: Guide for Administrators
Migration to the New Request Portal: A Guide for Requesters