Pipefy's Advanced Features

Learn all about the advanced features and tools Pipefy offers to customize and power up your processes

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

Action buttons

Action buttons enable moving cards from one phase to another. Learn more here!
Isabelle Wuilleumier avatar
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
Isabelle Wuilleumier avatar
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
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Automation conditions

Establish conditions to determine the situations in which an automation should be triggered
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Autofill

Learn how to use autofill in connections/connection fields to manually create connected cards/records faster
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Card filter/search

Learn how to filter or search for cards in your pipe.
Isabelle Wuilleumier avatar
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
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Connection Field

Pipefy's connection field allows you to let your pipes and databases work together
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
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
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Database

Create databases to safely store your information and use it in your processes
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Email Inbox

Automatically create cards in a pipe when emails are sent to its unique email address
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Email messaging

Easily exchange emails and keep track of all your process information without having to leave Pipefy
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Email templates

Create and send customized automated emails without ever leaving Pipefy!
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Written by Isabelle Wuilleumier
Updated over a week ago

Expired alert

Get notified by an expired alert when your card exceeds the maximum lead-time established for a pipe
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to setup custom email addresses with SMTP

Raphael Costa avatar
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
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Connections

Ensure the information flow across your processes with connections
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Written by Isabelle Wuilleumier
Updated over a week ago

Labels

Use labels to categorize the cards in your pipes according to your criteria
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Written by Isabelle Wuilleumier
Updated over a week ago

Late alert

Get notified with a Late Alert when your cards exceed the established SLA for a phase
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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
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Minimal view

How to setup your fields to appear in minimal view and make your start form/phases more dynamic
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

My tasks

Make the most of your time by easily keeping track of all your tasks in a neatly organized list view
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Written by Isabelle Wuilleumier
Updated over a week ago

PDF Generator

Create templates to generate PDFs with the data from your cards
Yondy Kang avatar
Written by Yondy Kang
Updated over a week ago

Pipe reports

Learn what pipe reports are and how they can be used to keep track of your process' results
Isabelle Wuilleumier avatar
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
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Relative dates

Learn how to select relative dates when setting up automation rules/connection autofill
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Unavailable dynamic fields in the PDF generator template

Some field types can't be used as dynamic content when creating PDF templates. Learn more below.
Yondy Kang avatar
Written by Yondy Kang
Updated over a week ago

Pipe alerts

Pipefy offers different types of alerts to help you optimally control your processes lead times and SLAs
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago