Pipefy's Advanced Features | Pipefy Help Center

Pipefy's Advanced Features

Here you can find an overview of all our Advanced Features

40 articles in this collection
Written by Raphael Costa, Isabelle Wuilleumier, and Yondy Kang

How to setup a Custom email addresses with SMTP

Written by Raphael Costa
Updated over a week ago

Importer (pipe apps)

Easily import data from spreadsheets to create cards in your pipes with the Importer App

Written by Isabelle Wuilleumier
Updated over a week ago

Card Filter/Search

Learn how to filter or search for cards in your pipe.

Written by Isabelle Wuilleumier
Updated over a week ago

Apps and Integrations

Unlock Pipefy's power with Apps and Integrations to optimize your processes and boost your efficiency

Written by Isabelle Wuilleumier
Updated over a week ago

Relative dates

Learn how to select relative dates when setting up automation rules/connection autofill

Written by Isabelle Wuilleumier
Updated over a week ago

PDF Generator

Create templates to generate PDFs with the data from your cards

Written by Yondy Kang
Updated this week

Unavailable Dynamic Fields in the PDF Template

Written by Yondy Kang
Updated over a week ago

Conditional logic: field conditionals

Add field conditionals to show/hide fields in your pipe's form and phases according to conditional logic

Written by Isabelle Wuilleumier
Updated over a week ago

Company reports

Learn how to access and customize your company level reports to easily visualize cards from two or more pipes in a single place

Written by Isabelle Wuilleumier
Updated this week

My tasks

Make the most of your time by easily keeping track of all your tasks in a neatly organized list view

Written by Isabelle Wuilleumier
Updated this week

Autofill

Learn how to use autofill in connections/connection fields to create connected cards/records faster

Written by Isabelle Wuilleumier
Updated over a week ago

What Alerts are available on your Pipe?

Pipefy offers multiple ways to track cards that are Late, Expired or Overdue - all to optimally control your processes. Learn more here!

Written by Isabelle Wuilleumier
Updated over a week ago

Action Buttons

Action Buttons help moving Cards from one Phase to the other. Learn more here!

Written by Isabelle Wuilleumier
Updated over a week ago

Automation

Eliminate non-value added steps of your process to make better use of your team's time

Written by Isabelle Wuilleumier
Updated yesterday

Automation conditions

Establish conditions to determine the situations in which an automation should be triggered

Written by Isabelle Wuilleumier
Updated over a week ago

Database

Create databases to safely store your information and use it in your processes

Written by Isabelle Wuilleumier
Updated yesterday

Connections

Ensure the information flow across your processes with connections

Written by Isabelle Wuilleumier
Updated yesterday

Connection Field

Pipefy's connection field allows you to let your pipes and databases work together

Written by Isabelle Wuilleumier
Updated over a week ago

Expired Alert

Get notified with an Expired Alert when your card exceeds the maximum lead-time in your Pipe!

Written by Isabelle Wuilleumier
Updated over a week ago

Email Inbox

Allow creating cards on your Pipe from emails sent to your Email Inbox!

Written by Isabelle Wuilleumier
Updated over a week ago

Email messaging

Easily send and keep track of emails without leaving Pipefy

Written by Isabelle Wuilleumier
Updated over a week ago

Email templates

Create and send customized automated emails without ever leaving Pipefy!

Written by Isabelle Wuilleumier
Updated yesterday

Labels

Use labels to categorize the cards in your pipes according to your criteria

Written by Isabelle Wuilleumier
Updated this week

Late Alert

Get notified with a Late Alert when your cards exceed the maximum lead-time in a phase!

Written by Isabelle Wuilleumier
Updated over a week ago

Metrics

Measure your team's productivity and lead time, visualizing the summaries of card status and activities by time period

Written by Isabelle Wuilleumier
Updated this week

Minimal view

How to setup your fields to appear in minimal view and make your start form/phases more dynamic

Written by Isabelle Wuilleumier
Updated over a week ago

Pipe Reports

Learn what your Pipe's Report are and how you can use them!

Written by Isabelle Wuilleumier
Updated over a week ago

Public form

Let external users create cards in a pipe by making its start form public and sharing a custom URL or embedding it in a page

Written by Isabelle Wuilleumier
Updated yesterday

Pipe apps

appear.in (pipe apps)

Add a persistent video chat link to your pipe with a single click

Written by Isabelle Wuilleumier
Updated over a week ago

Bitbucket (pipe apps)

Manage all your pull requests from Bitbucket directly from Pipefy

Written by Isabelle Wuilleumier
Updated over a week ago

Calendar (pipe apps)

View your cards displayed on a calendar according to their due dates. Learn more here!

Written by Isabelle Wuilleumier
Updated yesterday

GitLab (pipe apps)

Manage all merge requests from GitLab directly in Pipefy

Written by Isabelle Wuilleumier
Updated over a week ago

GitHub (pipe apps)

Manage your pull requests directly from within Pipefy

Written by Isabelle Wuilleumier
Updated over a week ago

Google Hangouts (pipe apps)

Add a persistent Google Hangout chat to your pipe with a single click

Written by Isabelle Wuilleumier
Updated over a week ago

Slack (pipe apps)

Setup alerts to be automatically notified in Slack channels

Written by Isabelle Wuilleumier
Updated over a week ago

Sprint planner (pipe apps)

Plan sprints, estimate and track stories in burndown charts

Written by Isabelle Wuilleumier
Updated yesterday

Advanced uses of Pipefy

Approval flows

Use Pipefy to setup automated approval flows and save (a lot) of time

Written by Isabelle Wuilleumier
Updated over a week ago

Inventory control

Use Pipefy to keep track of your company’s tool and equipment inventory

Written by Isabelle Wuilleumier
Updated over a week ago

Smart delegation

Set up a smart delegation flow to get an overview of your department's activities

Written by Isabelle Wuilleumier
Updated over a week ago

Subtask tracking

Create automated subtask tracking flows to boost your processes' efficiency

Written by Isabelle Wuilleumier
Updated over a week ago