Pipefy's Advanced Features

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

60 articles in this collection
Written by Raphael Costa, Isabelle Wuilleumier, Rodrigo Martins and 5 others

How to pre-fill specific form fields in Portals

Written by Rodrigo Martins
Updated yesterday

How to send email templates directly from cards

Learn how to create and send email templates directly from your cards.

Written by Isabela Saciotti
Updated over a week ago

What are email templates?

Learn what are email templates and how they can help you establish a smarter, faster and standardized communication flow.

Written by Ian Castelli
Updated over a week ago

How to set email template automations

Learn how to create automations with email templates in a few steps.

Written by Ian Castelli
Updated over a week ago

What to do when an email template contains unsupported HTML code?

Users who choose to migrate old email templates to the new editor format may have to adapt the HTML code to the new template format.

Written by Ian Castelli
Updated over a week ago

New and improved email messaging: here is everything you need to know

From email templates to email automation: now, it's easier to build, set up and send email messages in Pipefy! Understand what changes.

Written by Isabela Saciotti
Updated over a week ago

Dashboards (Beta Version)

Meet Dashboards, a feature that allows you to extract data from your pipes and create visual and detailed reports to optimize operations.

Written by Ian Castelli
Updated over a week ago

Integrations

Learn all about integrations and how to request tailored integrations for your processes.

Written by Ian Castelli
Updated over a week ago

Database connection

Create connections between your Tables and your Pipes to ensure the best optimization of your processes.

Written by Lana Fidelis
Updated over a week ago

Automatizing priority tasks and delivering better solutions for your customers

Don't miss a thing: set a responsible, label urgent tasks and keep your process flowing.

Written by Isabela Saciotti
Updated over a week ago

Edit your Portal

Customize a Portal with your company's logo, different forms and more.

Written by Lana Fidelis
Updated over a week ago

Edit a Connection

After creating a Connection in Pipefy, you always come back and edit it. Learn how to do it in quick steps!

Written by Isabela Saciotti
Updated over a week ago

Delete your Portal

Delete your Portal to stop viewing the agroupment of public forms

Written by Lana Fidelis
Updated over a week ago

How do I set an Automation to move cards?

By moving the cards of your Pipe automatically, you allow members of your Pipe to receive the correct information in due time.

Written by Augusto Sato
Updated over a week ago

Create and share new Portals

Add new portals and centralize requests in one organized and standardized place

Written by Lana Fidelis
Updated over a week ago

Portals

Make all your Public Forms and help information available in a single place.

Written by Lana Fidelis
Updated over a week ago

Canned Responses

Learn how to set up Canned Responses for your cards and Email Templates.

Written by Rodrigo Subirá
Updated over a week ago

Action buttons

Action buttons enable moving cards from one phase to another. Learn more here!

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

Email signature

Learn how to set up an automatic signature for your emails

Written by Rodrigo Subirá
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 over a week ago

Automation conditions

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

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

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

Company reports

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 over a week ago

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

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

Database

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

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

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 over a week ago

Expired Alerts

Receive a notification when a card expires a delivery time in a phase of your pipe.

Written by Isabela Saciotti
Updated over a week ago

How to setup custom email addresses with SMTP

Send email messages through any SMTP mail server.

Written by Raphael Costa
Updated over a week ago

Connections

Ensure information flow across different processes.

Written by Isabelle Wuilleumier
Updated over a week ago

Importer App (Pipe Apps)

Easily import data from spreadsheets to create cards in your Pipes or registers in your Databases with the Importer App

Written by Isabelle Wuilleumier
Updated over a week ago

Labels

Categorize the cards in your pipes according to your criteria using labels

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

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 over a week ago

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

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 over a week ago

PDF Generator

Create templates to generate PDFs with the data from your cards

Written by Raphael Costa
Updated over a week ago

Pipe Reports

Learn what pipe reports are and how they can be used to keep track of your processes' results.

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 on your website.

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

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.

Written by Raphael Costa
Updated over a week ago

Pipe alerts

Pipefy offers different types of alerts to help you optimally control your processes lead times and SLAs

Written by Lana Fidelis
Updated over a week ago

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 over a week ago

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 over a week ago

Advanced uses of Pipefy

How to set up an automation to create connected cards?

Learn how to run an automation to create cards across different pipes.

Written by Isabela Saciotti
Updated over a week ago

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

Data pipeline (beta)

Data available inside the Data Pipeline (beta)

Check what information it's available on each table and column

Written by Raphael Costa
Updated over a week ago

How to use Data pipeline (beta) with Power BI

Learn how to connect Data pipeline inside Power BI and build Dashboards with Pipefy's data

Written by Raphael Costa
Updated over a week ago