Pipefy Team

Ian Castelli

Graziela Sabatini

Bruna Griebeler

Master the essential about Pipefy to build a process according to your needs. Set up pipes, phases, forms, cards, fields and labels.

Essential features

Learn how to create a pipe to manage your process in one place.

How to create a pipe

Pipefy enables users to clone a pipe inside a company or across companies

How to clone a pipe

How to delete a pipe

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

Search for specific pipes and databases inside Pipefy

Stay on top of all your process’s information by having access to your activity history where information is centralized and easy to find.

How to access activity logs for pipes and cards

Pipes

View your workflow as a kanban, list, or calendar and learn how to easily switch between them.

Choosing Pipe Views

Use the Kanban board to track activities using columns and cards.

What is kanban view

Use the List view to manage high volumes of information.

What is list view

Observe every detail about your process and modify them if necessary.

View your process in a flow

Pipe views

Centralize your process outputs in a phase of your choice without losing information.

Set up the end of the process

A quick guide on how to create new phases in a pipe, edit pre-existing ones, or delete them.

The basics about phases

Customize action buttons to move cards from one phase to another.

How to edit a phase’s action buttons

Phases

Learn how to create and use a Start Form to collect information when building a process.

Create a start form

Securely collect information from specific people.

How to share forms?

Learn how to modify a pipe's Start Form and the fields in it.

Edit the start form

Customize the link of your public form to share specific information with stakeholders.

How to set up initial values?

Modify colors, title, description, and button text. Add a background and your company's logo in your pipe's public form.

Change the public form's appearance

Collect all the information you need to begin a process with Pipefy's public forms.

How to share Public Forms

Add a public form on your website so that requesters can access the form directly from a page.

How to embed a public form on a website

Forms

Cards gather different types of information to carry out the process. Here is how to create, edit and delete them.

Managing cards in a pipe

Guarantee quick access to connections, emails, attachments, comments in cards, and more!

Edit fixed fields and card features

Choose which information to see on the left side of the card. Add attachments, checklists, comments, and emails.

How to customize the open card view

Easily collaborate with your team directly inside Pipefy.

How to add comments in cards

Learn how to display a phase's cards in a pipe according to your needs.

How to sort your pipe's cards

Configure unique value fields to ensure your team always works with reliable and the correct information.

How to avoid duplicated cards

Save time and find your cards quickly and easily.

How to filter and search cards

How to move and restrict cards' movements from one phase to another.

Moving cards through the pipe

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

How to find all cards assigned to you

Cards

Use fields to collect information, start a new process, or move cards forward to other phases.

Create and edit fields in forms and phases

Learn about the different fields you can use to collect information in phases and forms.

Field types

Use this field to add custom messages in your pipe's forms.

How to use dynamic content field in a form

Automatically fill cards or records with information from other pipes or databases.

How to autofill fields

Fields

Add custom labels in cards to categorize and identify them in your pipe.

The basics of card labels