Getting Started

Meet key concepts about process management and Pipefy's features.

33 articles in this collection
Written by Isabelle Wuilleumier, Helio Bitencourt, Mariana Miecznikowski and 3 others

First steps

Video tutorials

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

Written by Claudia Bär
Updated over a week ago

How Pipefy works

Learn how to break down your work in Pipefy and structure a process that works for you.

Written by Isabela Saciotti
Updated over a week ago

How to map and model a process?

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

Written by Mariana Miecznikowski
Updated over a week ago

Getting Started with Pipefy

Collect, run, and report error-proof processes with Pipefy tools.

Written by Isabela Saciotti
Updated over a week ago

How to execute and improve a process in Pipefy?

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

Written by Isabela Saciotti
Updated over a week ago

How to collect information in Pipefy

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

Written by Mariana Miecznikowski
Updated over a week ago

How to use keyboard shortcuts

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

Written by Mariana Miecznikowski
Updated over a week ago

Search for specific pipes and databases inside Pipefy

Filter the process and databases you are looking for with the search bar tool.

Written by Claudia Bär
Updated over a week ago

How to find all cards assigned to you

Easily follow up your activities with a list organized by deadlines.

Written by Isabelle Wuilleumier
Updated over a week ago

Product definitions: basic elements

What is a Pipe?

A Pipe enables you to manage an entire process in one place, with complete visibility of people and information.

Written by Isabela Saciotti
Updated over a week ago

What is a Phase?

Learn all about Phases and what they represent in Pipefy.

Written by Claudia Bär
Updated over a week ago

The basics about Pipefy Forms

Forms help you gather and standardize information in your process.

Written by Claudia Bär
Updated over a week ago

What is a Start Form?

Use a start form to gather standardized information that your process needs to run.

Written by Isabela Saciotti
Updated over a week ago

What is a Public Form?

Let external users create cards in any pipe by turning a start form into a public form and sharing it online.

Written by Isabelle Wuilleumier
Updated over a week ago

What are Phase Forms?

Collect information in a specific stage of your workflow with phase forms.

Written by Ian Castelli
Updated over a week ago

What are fields in a phase or a form?

Fields keep all the information you need to your workflow and can have various formats.

Written by Claudia Bär
Updated over a week ago

What is the Dynamic Content field?

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

Written by Claudia Bär
Updated over a week ago

What is a card?

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

Written by Isabela Saciotti
Updated over a week ago

What is a pipe object?

Name the cards you manage in a pipe.

Written by Isabela Saciotti
Updated over a week ago

Product definitions: everyday features

What are Pipefy's email tools?

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

Written by Claudia Bär
Updated over a week ago

What is a connection field?

This feature allows you to connect two different pipes, plus connect pipes to databases.

Written by Isabelle Wuilleumier
Updated over a week ago

What are parent and child cards?

Discover how cards from different pipes share information once they are connected.

Written by Claudia Bär
Updated over a week ago

What is Pipefy's Database?

A tool created to keep your company's data organized and your processes more efficient.

Written by Claudia Bär
Updated over a week ago

What are portals?

Group and organize forms in a single place, so employees, clients, and other stakeholders can make requests.

Written by Claudia Bär
Updated over a week ago

What is Pipefy for guests?

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

Written by Claudia Bär
Updated over a week ago

What is the PDF Generator?

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

Written by Isabela Saciotti
Updated over a week ago

Product definitions: advanced features

What are field conditionals?

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

Written by Claudia Bär
Updated over a week ago

How to measure your process efficiency with Pipefy

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

Written by Mariana Miecznikowski
Updated over a week ago

Getting Started with Automations

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

Written by Claudia Bär
Updated over a week ago

What are automation conditions?

Automation conditions specify when an automation should be triggered.

Written by Claudia Bär
Updated over a week ago

What are company reports?

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

Written by Claudia Bär
Updated over a week ago

What are Pipe Reports?

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

Written by Isabelle Wuilleumier
Updated over a week ago

What is an API

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

Written by Helio Bitencourt
Updated over a week ago