# Pipefy Help Center

> Hi, {{first\_name|fallback:"user"}}. How can we help you today?

## Português do Brasil

### Comece Aqui

- [Primeiros passos no Pipefy](http://help.pipefy.com/pt-BR/articles/2584689-primeiros-passos-no-pipefy.md): Aprenda o essencial e comece a gerenciar processos no Pipefy em poucos passos.
- [Como mapear e modelar um processo](http://help.pipefy.com/pt-BR/articles/1637830-como-mapear-e-modelar-um-processo.md): Saiba como mapear e modelar um processo do zero, usando recursos do Pipefy.
- [Como criar um pipe do zero](http://help.pipefy.com/pt-BR/articles/6863686-como-criar-um-pipe-do-zero.md): Instruções básicas para construir seu processo no Pipefy, um passo de cada vez.
- [Como importar dados para um pipe](http://help.pipefy.com/pt-BR/articles/6904523-como-importar-dados-para-um-pipe.md): Envie informações de planilhas e outros softwares para cards em pipes.
- [Como executar e otimizar processos no Pipefy](http://help.pipefy.com/pt-BR/articles/4711415-como-executar-e-otimizar-processos-no-pipefy.md): Saiba como executar um processo automatizado e à prova de erros com recursos do Pipefy.
- [Como coletar informações no Pipefy](http://help.pipefy.com/pt-BR/articles/4711231-como-coletar-informacoes-no-pipefy.md): Facilite a coleta de informações e dê início aos seus processos de forma eficiente!
- [Como utilizar a inteligência artificial do Pipefy para criar processos ideais para você](http://help.pipefy.com/pt-BR/articles/8506952-como-utilizar-a-inteligencia-artificial-do-pipefy-para-criar-processos-ideais-para-voce.md): A ferramenta de inteligência artificial da Pipefy pode ajudar você a criar processos do zero e recomendar otimizações de fluxo de trabalho.
- [Como construir Pipes do zero com Pipefy AI](http://help.pipefy.com/pt-BR/articles/9811035-como-construir-pipes-do-zero-com-pipefy-ai.md): A ferramenta de IA do Pipefy pode ajudar você a criar processos do zero e otimizar seus processos.

### Configurações Gerais

- [Envie e-mails com mais segurança e facilidade usando seu próprio servidor SMTP](http://help.pipefy.com/pt-BR/articles/11542778-envie-e-mails-com-mais-seguranca-e-facilidade-usando-seu-proprio-servidor-smtp.md): Configuração Simplificada de SMTP com OAuth 2.0
- [Como modificar as configurações da empresa](http://help.pipefy.com/pt-BR/articles/614624-como-modificar-as-configuracoes-da-empresa.md)
- [Como adicionar um logotipo à conta da sua empresa](http://help.pipefy.com/pt-BR/articles/2887093-como-adicionar-um-logotipo-a-conta-da-sua-empresa.md): Saiba como customizar a conta da sua empresa ao adicionar um logotipo ao cabeçalho do Pipefy.
- [Como customizar suas notificações de email do Pipefy](http://help.pipefy.com/pt-BR/articles/3574227-como-customizar-suas-notificacoes-de-email-do-pipefy.md): Escolha qual tipo e de qual Pipe você vai receber notificações por email
- [Pipefy White Label: aumente a presença da marca da sua empresa dentro do Pipefy](http://help.pipefy.com/pt-BR/articles/8365213-pipefy-white-label-aumente-a-presenca-da-marca-da-sua-empresa-dentro-do-pipefy.md)
- [Como acessar as estatísticas de uso](http://help.pipefy.com/pt-BR/articles/8913118-como-acessar-as-estatisticas-de-uso.md)
- [Painel do Administrador \(Alpha\)](http://help.pipefy.com/pt-BR/articles/9532592-painel-do-administrador-alpha.md)
- [Como modificar as preferências de conta](http://help.pipefy.com/pt-BR/articles/619496-como-modificar-as-preferencias-de-conta.md): Saiba como editar as suas informações de perfil, preferências de notificações, tokens de acesso pessoal e mais.
- [Como redefinir sua senha do Pipefy](http://help.pipefy.com/pt-BR/articles/8282785-como-redefinir-sua-senha-do-pipefy.md)
- [Como desbloquear a sua conta](http://help.pipefy.com/pt-BR/articles/8282799-como-desbloquear-a-sua-conta.md)

### Funcionalidades | Usuários Admin

- [Pipefy Updates](http://help.pipefy.com/pt-BR/articles/8513933-pipefy-updates.md): Conheça as novas funcionalidades do Pipefy!
- [Ações em massa nos pipe](http://help.pipefy.com/pt-BR/articles/9660310-acoes-em-massa-nos-pipe.md)
- [Como esconder campos em formulários com regras condicionais](http://help.pipefy.com/pt-BR/articles/1740888-como-esconder-campos-em-formularios-com-regras-condicionais.md): Mostre ou esconda campos em um formulário quando alguém selecionar uma opção específica.
- [Como criar condicionais em cascata](http://help.pipefy.com/pt-BR/articles/6584774-como-criar-condicionais-em-cascata.md): Torne formulários e fases ainda mais concisos ao exibir somente os campos de interesse para cada cenário.
- [Como criar travas em um processo com campos condicionais](http://help.pipefy.com/pt-BR/articles/6584925-como-criar-travas-em-um-processo-com-campos-condicionais.md): Saiba como impedir que solicitações sejam enviadas e campos sejam preenchidos se eles não obedecerem às regras do seu processo.
- [Como restringir a criação de novos cards](http://help.pipefy.com/pt-BR/articles/6579825-como-restringir-a-criacao-de-novos-cards.md): Permita a criação de cards somente quando uma vaga, produto ou item estiver disponível na sua empresa.
- [Como validar campos customizados com Regex](http://help.pipefy.com/pt-BR/articles/5705048-como-validar-campos-customizados-com-regex.md): Crie campos com Regex para customizar ainda mais o seu processo.
- [Como customizar portais com o visual da sua empresa](http://help.pipefy.com/pt-BR/articles/7942252-como-customizar-portais-com-o-visual-da-sua-empresa.md): Adicione logotipos e imagens oficiais da empresa para tornar o Portal reconhecível e confiável pelos clientes.
- [Como pré-preencher campos específicos de formulários em portais](http://help.pipefy.com/pt-BR/articles/4992682-como-pre-preencher-campos-especificos-de-formularios-em-portais.md)
- [Como configurar o novo portal](http://help.pipefy.com/pt-BR/articles/9113800-como-configurar-o-novo-portal.md)
- [Como gerenciar múltiplos conteúdos \(portais\) dentro do novo portal](http://help.pipefy.com/pt-BR/articles/10070139-como-gerenciar-multiplos-conteudos-portais-dentro-do-novo-portal.md): 
- [Como criar um database](http://help.pipefy.com/pt-BR/articles/807667-como-criar-um-database.md): Guarde todas as informações da sua empresa em um só lugar com segurança e agilidade.
- [Como criar e editar o formulário de databases](http://help.pipefy.com/pt-BR/articles/8233175-como-criar-e-editar-o-formulario-de-databases.md)
- [Como criar e editar registros em um database](http://help.pipefy.com/pt-BR/articles/1302583-como-criar-e-editar-registros-em-um-database.md): Saiba como criar novos registros e editar os existentes.
- [Como importar dados para um database](http://help.pipefy.com/pt-BR/articles/726697-como-importar-dados-para-um-database.md): Transfira dados de planilhas e outros softwares para seus registros de database.
- [Como adicionar pessoas e editar permissões em databases](http://help.pipefy.com/pt-BR/articles/3793714-como-adicionar-pessoas-e-editar-permissoes-em-databases.md)
- [O que são painéis](http://help.pipefy.com/pt-BR/articles/5610976-o-que-sao-paineis.md): Crie gráficos com dados de pipes para obter análises detalhadas sobre seu processo.
- [Como criar painéis](http://help.pipefy.com/pt-BR/articles/6047064-como-criar-paineis.md): Gere relatórios detalhados com métricas e dados do seu pipe.
- [Como criar relatórios do pipe](http://help.pipefy.com/pt-BR/articles/619297-como-criar-relatorios-do-pipe.md): Acompanhe o desempenho do seu processo com relatórios do pipe.
- [Como editar relatórios do pipe](http://help.pipefy.com/pt-BR/articles/625628-como-editar-relatorios-do-pipe.md): Saiba como modificar um relatório que já existe no seu pipe.
- [Como excluir relatórios do pipe](http://help.pipefy.com/pt-BR/articles/625875-como-excluir-relatorios-do-pipe.md): Aprenda como deletar os relatórios do seu Pipe aqui!
- [Como criar relatórios da empresa](http://help.pipefy.com/pt-BR/articles/1723103-como-criar-relatorios-da-empresa.md): Analise a performance de dois ou mais pipes em um mesmo lugar.
- [Como habilitar o Calendar App](http://help.pipefy.com/pt-BR/articles/724040-como-habilitar-o-calendar-app.md): Visualize seus Cards no formato de Calendário de acordo com suas datas de vencimento.
- [Como conectar um pipe a um canal no Slack](http://help.pipefy.com/pt-BR/articles/934183-como-conectar-um-pipe-a-um-canal-no-slack.md): Receba avisos automáticos sobre atividades em cards no seus canais do Slack.
- [Como ativar o app Sprint Planner](http://help.pipefy.com/pt-BR/articles/1171268-como-ativar-o-app-sprint-planner.md): Planeje sprints com estimativas de esforço e acompanhe a execução dos stories em gráficos burndown
- [Como ativar o GitLab App](http://help.pipefy.com/pt-BR/articles/1165783-como-ativar-o-gitlab-app.md): Gerencie merge requests do GitLab diretamente em seus cards.
- [Como ativar o Bitbucket App](http://help.pipefy.com/pt-BR/articles/1165665-como-ativar-o-bitbucket-app.md): Conecte o Bitbucket ao Pipefy para gerenciar pull requests em cards.
- [Como ativar o app do GitHub no Pipefy](http://help.pipefy.com/pt-BR/articles/1165461-como-ativar-o-app-do-github-no-pipefy.md): Anexe e acompanhe o status de pull requests, issues, commits e branches do GitHub em cards do seu pipe.
- [Pipesign](http://help.pipefy.com/pt-BR/articles/9546521-pipesign.md)

### APIs, Segurança e Gestão de TI

- [Validade das assinaturas eletrônicas](http://help.pipefy.com/pt-BR/articles/11391695-validade-das-assinaturas-eletronicas.md): Legislação aplicável as assinaturas eletrônicas
- [Como adicionar uma organização de cobrança ao seu token de acesso pessoal.](http://help.pipefy.com/pt-BR/articles/14645558-como-adicionar-uma-organizacao-de-cobranca-ao-seu-token-de-acesso-pessoal.md): Tenha maior governança ao configurar corretamente a organização de cobrança de um token; Neste artigo você saberá como configurar a organização de cobrança e sua importância.
- [Como usar a API do Pipefy](http://help.pipefy.com/pt-BR/articles/5580799-como-usar-a-api-do-pipefy.md): Crie fluxos de trabalho mais inteligentes e à prova de erros
- [Como atualizar cards em massa via API](http://help.pipefy.com/pt-BR/articles/8282624-como-atualizar-cards-em-massa-via-api.md)
- [Como limpar campos em massa via API](http://help.pipefy.com/pt-BR/articles/8650789-como-limpar-campos-em-massa-via-api.md)
- [Como obter internal ID de um campo via API](http://help.pipefy.com/pt-BR/articles/8652418-como-obter-internal-id-de-um-campo-via-api.md)
- [Como obter informações de todos os pipes e databases da sua organização via API](http://help.pipefy.com/pt-BR/articles/8652702-como-obter-informacoes-de-todos-os-pipes-e-databases-da-sua-organizacao-via-api.md)
- [Como atualizar etiquetas via API](http://help.pipefy.com/pt-BR/articles/8653180-como-atualizar-etiquetas-via-api.md)
- [Como excluir cards em massa via API](http://help.pipefy.com/pt-BR/articles/8657451-como-excluir-cards-em-massa-via-api.md)
- [Como gerar o link de download de um relatório via API](http://help.pipefy.com/pt-BR/articles/8658498-como-gerar-o-link-de-download-de-um-relatorio-via-api.md)
- [Como convidar pessoas em massa para um pipe via API](http://help.pipefy.com/pt-BR/articles/8659535-como-convidar-pessoas-em-massa-para-um-pipe-via-api.md)
- [Como obter o ID do card pai a partir do card filho](http://help.pipefy.com/pt-BR/articles/8733034-como-obter-o-id-do-card-pai-a-partir-do-card-filho.md)
- [Como usar webhooks no Pipefy](http://help.pipefy.com/pt-BR/articles/729719-como-usar-webhooks-no-pipefy.md): Webhooks funcionam como um gatilho entre dois aplicativos, alertando outras APIs ou softwares sobre eventos no Pipey.
- [Como habilitar a autenticação multifatorial](http://help.pipefy.com/pt-BR/articles/2527885-como-habilitar-a-autenticacao-multifatorial.md): Saiba como adicionar uma camada de segurança extra à sua conta do Pipefy!
- [Como habilitar o SSO \(Enterprise Single Sign-On\)](http://help.pipefy.com/pt-BR/articles/2527875-como-habilitar-o-sso-enterprise-single-sign-on.md): Saiba como solicitar uma ativação de logon único ao nosso time de Suporte.
- [Quais são os serviços de domínio e IPs usados pelo Pipefy](http://help.pipefy.com/pt-BR/articles/7973688-quais-sao-os-servicos-de-dominio-e-ips-usados-pelo-pipefy.md): Veja a lista dos nomes de serviços de domínio e IPs para criar conexões mais seguras com facilidade.
- [Como resolver problemas de DNS](http://help.pipefy.com/pt-BR/articles/8282731-como-resolver-problemas-de-dns.md)
- [Declaração Pública de Planejamento de Continuidade de Negócios](http://help.pipefy.com/pt-BR/articles/1839935-declaracao-publica-de-planejamento-de-continuidade-de-negocios.md)
- [Como reportar um bug](http://help.pipefy.com/pt-BR/articles/643195-como-reportar-um-bug.md): O que é um ''Bug''? Qual informação você precisa dar ao reportar um ''Bug''? Leia esse artigo e descubra!
- [Contas de Serviço](http://help.pipefy.com/pt-BR/articles/9027789-contas-de-servico.md)
- [Como deixar o Pipefy no allowlist do servidor de emails](http://help.pipefy.com/pt-BR/articles/9167556-como-deixar-o-pipefy-no-allowlist-do-servidor-de-emails.md)
- [Como integrar o Pipefy ao Azure Active Directory](http://help.pipefy.com/pt-BR/articles/5978219-como-integrar-o-pipefy-ao-azure-active-directory.md)
- [Gerencie os membros da sua empresa no Pipefy com o Azure AD](http://help.pipefy.com/pt-BR/articles/5978324-gerencie-os-membros-da-sua-empresa-no-pipefy-com-o-azure-ad.md): Crie grupos no Azure AD para gerenciar membros em massa de acordo com seu nível de permissão no Pipefy.
- [Adicione e exclua membros da empresa com Azure AD](http://help.pipefy.com/pt-BR/articles/5978255-adicione-e-exclua-membros-da-empresa-com-azure-ad.md): Aprenda a acrescentar e remover membros da sua conta no Pipefy automaticamente
- [Gerencie os membros da sua empresa com o JumpCloud](http://help.pipefy.com/pt-BR/articles/6062533-gerencie-os-membros-da-sua-empresa-com-o-jumpcloud.md): Saiba como integrar o Pipefy ao JumpCloud e gerencie membros da sua empresa em uma única plataforma.

### Planos, Cobrança e Pagamento

- [Principais diferenças entre os planos Business e Enterprise](http://help.pipefy.com/pt-BR/articles/5714249-principais-diferencas-entre-os-planos-business-e-enterprise.md): Single Sign-On, Autenticação Multifatorial e Domínio de Email Customizado: 3 diferenças importantes entre os planos Business e Enterprise.
- [Como cancelar minha assinatura no Pipefy?](http://help.pipefy.com/pt-BR/articles/614618-como-cancelar-minha-assinatura-no-pipefy.md): Encontre informações sobre recisão de contrato e o que acontece com sua conta após cancelar o seu plano.
- [Acesse e gerencie dados sobre cobrança](http://help.pipefy.com/pt-BR/articles/6495914-acesse-e-gerencie-dados-sobre-cobranca.md): Veja onde encontrar detalhes sobre sua assinatura no Pipefy, atualizar dados de cobrança e baixar faturas.
- [Como funciona o processo de faturamento da Pipefy](http://help.pipefy.com/pt-BR/articles/5366014-como-funciona-o-processo-de-faturamento-da-pipefy.md): Tudo o que você precisa saber sobre o faturamento de suas contas no Pipefy.
- [Como o Pipefy cobra por pessoas na empresa?](http://help.pipefy.com/pt-BR/articles/8233108-como-o-pipefy-cobra-por-pessoas-na-empresa.md)
- [O que fazer quando atingir o limite de automações, integrações, ou APIs](http://help.pipefy.com/pt-BR/articles/5419654-o-que-fazer-quando-atingir-o-limite-de-automacoes-integracoes-ou-apis.md): Contrate pacotes avulsos de adicionais sem precisar mudar de plano.
- [O que fazer quando tiver problemas de pagamento](http://help.pipefy.com/pt-BR/articles/5366028-o-que-fazer-quando-tiver-problemas-de-pagamento.md): O que fazer caso tenha algum problema com o pagamento do seu plano da Pipefy.
- [Guia de Consumo: API, Créditos de IA e Automações](http://help.pipefy.com/pt-BR/articles/14602433-guia-de-consumo-api-creditos-de-ia-e-automacoes.md): Este artigo detalha como o Pipefy contabiliza o uso de recursos da plataforma, desde chamadas de API externas até o uso de inteligência artificial e automações.

### Android e iOS App

- [Como usar o app do Pipefy no celular ou tablet](http://help.pipefy.com/pt-BR/articles/4732175-como-usar-o-app-do-pipefy-no-celular-ou-tablet.md): Saiba como utilizar o app do Pipefy em dispositivos móveis iOS e Android

### Pipefy Para Seu Negócio

- [O que é o Pipefy Procure-to-Pay](http://help.pipefy.com/pt-BR/articles/8294890-o-que-e-o-pipefy-procure-to-pay.md)
- [Pipefy para Compras: Como acompanhar o status de solicitações enviadas](http://help.pipefy.com/pt-BR/articles/6291976-pipefy-para-compras-como-acompanhar-o-status-de-solicitacoes-enviadas.md): Saiba como convidar gratuitamente colaboradores para o Pipefy e permitir que eles rastreiem as suas solicitações de compras.
- [Pipefy para Compras: Crie fluxos de aprovação automatizados](http://help.pipefy.com/pt-BR/articles/6291556-pipefy-para-compras-crie-fluxos-de-aprovacao-automatizados.md): Crie automações baseadas em valores de produtos e centros de custo para facilitar a vida de compradores e aprovadores.
- [Pipefy para Compras: Automatize a comunicação com requisitantes](http://help.pipefy.com/pt-BR/articles/6291628-pipefy-para-compras-automatize-a-comunicacao-com-requisitantes.md): Saiba como criar diferentes tipos de modelos de email para enviar mensagens automáticas e economizar tempo do time.
- [Pipefy HR Service Delivery: otimize a comunicação dos colaboradores com o RH](http://help.pipefy.com/pt-BR/articles/8341781-pipefy-hr-service-delivery-otimize-a-comunicacao-dos-colaboradores-com-o-rh.md)
- [Pipefy para RH: Como criar alertas e prazos para o processo de recrutamento](http://help.pipefy.com/pt-BR/articles/6229772-pipefy-para-rh-como-criar-alertas-e-prazos-para-o-processo-de-recrutamento.md): Veja como configurar diferentes tipos de alertas e não perca nenhum prazo na hora de recrutar novos talentos.
- [Pipefy para RH: Como automatizar a comunicação por emails com candidatos](http://help.pipefy.com/pt-BR/articles/6229758-pipefy-para-rh-como-automatizar-a-comunicacao-por-emails-com-candidatos.md): Facilite a comunicação com candidatos e envie emails automáticos para marcar entrevistas, enviar testes e solicitar feedbacks.
- [Pipefy para RH: Como automatizar a seleção de candidatos e agilizar contratações](http://help.pipefy.com/pt-BR/articles/6222308-pipefy-para-rh-como-automatizar-a-selecao-de-candidatos-e-agilizar-contratacoes.md): Acelere a triagem de currículos com automações simples e garanta maior assertividade na seleção de candidatos.
- [Pipefy para Vendas: Automatize a qualificação de leads com o Pipefy](http://help.pipefy.com/pt-BR/articles/6179628-pipefy-para-vendas-automatize-a-qualificacao-de-leads-com-o-pipefy.md): Aumente a taxa de resposta com as automações do Pipefy. Garanta um processo de qualificação mais rápido e eficiente.
- [Pipefy para Vendas: Nutrindo leads com automação de email](http://help.pipefy.com/pt-BR/articles/6179894-pipefy-para-vendas-nutrindo-leads-com-automacao-de-email.md): Mantenha contato com potenciais clientes. Aumente suas vendas eliminando trabalho manual.
- [Pipefy para Vendas: Como importar leads de uma planilha](http://help.pipefy.com/pt-BR/articles/6179990-pipefy-para-vendas-como-importar-leads-de-uma-planilha.md): Reúna todos seus contatos de vendas no Pipefy. Use o Importer App para transferir seus dados.
- [Como usar o Pipefy para gerenciar negócios imobiliários](http://help.pipefy.com/pt-BR/articles/6442004-como-usar-o-pipefy-para-gerenciar-negocios-imobiliarios.md): Utilizando as funcionalidades do Pipefy para agilizar o atendimento, e acelerar vendas.

### Integrações

- [Introdução a Integrações da Pipefy](http://help.pipefy.com/pt-BR/articles/12587595-introducao-a-integracoes-da-pipefy.md): O iPaaS da Pipefy é uma plataforma self-hosted que conecta seus processos a centenas de aplicativos de negócio. Com ele, você automatiza tarefas e orquestra integrações com governança, segurança e ...
- [Primeiros passos com o iPaaS da Pipefy](http://help.pipefy.com/pt-BR/articles/12589348-primeiros-passos-com-o-ipaas-da-pipefy.md): O iPaaS da Pipefy permite conectar seus processos a sistemas externos, automatizando fluxos com segurança, governança e rastreabilidade. Antes de criar seus primeiros fluxos, é importante entender ...
- [Como ler suas Estatísticas de Uso das Integrações](http://help.pipefy.com/pt-BR/articles/15399913-como-ler-suas-estatisticas-de-uso-das-integracoes.md): A página de Usage Stats mostra, em um só lugar, quanto do seu plano de Integrations já foi consumido, quais fluxos mais consomem tarefas e como exportar esses dados. Você a encontra em Painel admin...

### FAQ

- [FAQ – Dúvidas Frequentes sobre a Plataforma Pipefy](http://help.pipefy.com/pt-BR/articles/11420729-faq-duvidas-frequentes-sobre-a-plataforma-pipefy.md)
- [Como Entrar em Contato com o Suporte da Pipefy](http://help.pipefy.com/pt-BR/articles/12573299-como-entrar-em-contato-com-o-suporte-da-pipefy.md): Precisa de ajuda com o Pipefy? Este artigo explica, passo a passo, como entrar em contato com o time de Suporte diretamente pela plataforma para que você receba assistência de forma rápida e eficie...
- [Planos de Suporte – Guia para Entender os Planos de Suporte Existentes no Pipefy](http://help.pipefy.com/pt-BR/articles/15264625-planos-de-suporte-guia-para-entender-os-planos-de-suporte-existentes-no-pipefy.md)

## English

### Getting Started

- [Getting started with Pipefy](http://help.pipefy.com/en/articles/2584689-getting-started-with-pipefy.md): Start working in Pipefy faster by learning the essentials.
- [How to map and model a process](http://help.pipefy.com/en/articles/1637830-how-to-map-and-model-a-process.md): Learn how to map and model a process from scratch using Pipefy features.
- [How to create a pipe from scratch](http://help.pipefy.com/en/articles/6863686-how-to-create-a-pipe-from-scratch.md): Basic instructions to create your process in Pipefy, one step at a time.
- [How to import data into a pipe](http://help.pipefy.com/en/articles/6904523-how-to-import-data-into-a-pipe.md): Add information from spreadsheets and software into cards in pipes.
- [How to execute and improve a process in Pipefy](http://help.pipefy.com/en/articles/4711415-how-to-execute-and-improve-a-process-in-pipefy.md): Learn how you can perform an outstanding process with Pipefy's automations, connections, and more.
- [How to collect information in Pipefy](http://help.pipefy.com/en/articles/4711231-how-to-collect-information-in-pipefy.md): Learn how to collect requests, inputs, and information to start your processes.
- [How to use Pipefy's artificial intelligence to create the perfect processes for you](http://help.pipefy.com/en/articles/8506952-how-to-use-pipefy-s-artificial-intelligence-to-create-the-perfect-processes-for-you.md): Pipefy's artificial intelligence tool can help you create processes from scratch and recommend workflow optimizations.
- [How to Build Pipes from Scratch with Pipefy AI](http://help.pipefy.com/en/articles/9811035-how-to-build-pipes-from-scratch-with-pipefy-ai.md): Pipefy's AI tool can help you create processes from scratch and optimized your process.

### General Settings

- [Send Emails More Securely and Easily Using Your Own SMTP Server](http://help.pipefy.com/en/articles/11542778-send-emails-more-securely-and-easily-using-your-own-smtp-server.md): Simplified SMTP Setup with OAuth 2.0
- [How to modify company settings](http://help.pipefy.com/en/articles/614624-how-to-modify-company-settings.md): Customize your company's details in Pipefy.
- [How to add a logo to your company's account](http://help.pipefy.com/en/articles/2887093-how-to-add-a-logo-to-your-company-s-account.md): Learn how to customize your company's account by adding a logo to Pipefy's header.
- [How to customize your Pipefy's email notifications](http://help.pipefy.com/en/articles/3574227-how-to-customize-your-pipefy-s-email-notifications.md): Choose what type and from which pipe you will receive notifications by email
- [Pipefy White Label: bring your company’s brand to the Pipefy environment](http://help.pipefy.com/en/articles/8365213-pipefy-white-label-bring-your-company-s-brand-to-the-pipefy-environment.md)
- [Usage statistics](http://help.pipefy.com/en/articles/8913118-usage-statistics.md)
- [Admin Panel \(Alpha\)](http://help.pipefy.com/en/articles/9532592-admin-panel-alpha.md)
- [How to modify account preferences](http://help.pipefy.com/en/articles/619496-how-to-modify-account-preferences.md): Learn how to edit your profile information, notification preferences, personal access tokens, and more.
- [How to reset your password](http://help.pipefy.com/en/articles/8282785-how-to-reset-your-password.md)
- [How to unblock your account](http://help.pipefy.com/en/articles/8282799-how-to-unblock-your-account.md)

### Features | Admin Users

- [New Features](http://help.pipefy.com/en/articles/8513933-new-features.md): Discover the new features of Pipefy!
- [Bulk actions in pipes](http://help.pipefy.com/en/articles/9660310-bulk-actions-in-pipes.md)
- [Audit Logs for Pipes and Cards](http://help.pipefy.com/en/articles/15062678-audit-logs-for-pipes-and-cards.md): Pipe Audit Logs give your team a complete, timestamped record of every action taken inside a pipe - who did what, and when - across both structural configuration changes and card activity.
- [How to hide fields on forms with conditional rules](http://help.pipefy.com/en/articles/1740888-how-to-hide-fields-on-forms-with-conditional-rules.md): Show or hide specific fields in forms when a person selects a particular option.
- [How to create waterfall conditionals](http://help.pipefy.com/en/articles/6584774-how-to-create-waterfall-conditionals.md): Make forms and phases even more concise and allow multiple items to be added at once.
- [How to create locks in a process with conditional fields](http://help.pipefy.com/en/articles/6584925-how-to-create-locks-in-a-process-with-conditional-fields.md): Prevent requests from being submitted if the information provided does not comply with your process' rules.
- [How to limit card creation](http://help.pipefy.com/en/articles/6579825-how-to-limit-card-creation.md): Allow users to create new cards only when a product, job position, or item is available in your company.
- [How to validate custom fields with Regex](http://help.pipefy.com/en/articles/5705048-how-to-validate-custom-fields-with-regex.md): Create fields with Regex to further customize your process.
- [How to customize portals with your company's identity](http://help.pipefy.com/en/articles/7942252-how-to-customize-portals-with-your-company-s-identity.md): Use official logos and images to ensure your Portals are recognizable and trusted by clients.
- [How to pre-fill specific form fields in portals](http://help.pipefy.com/en/articles/4992682-how-to-pre-fill-specific-form-fields-in-portals.md)
- [How to set up the new portal](http://help.pipefy.com/en/articles/9113800-how-to-set-up-the-new-portal.md)
- [How to manage multiple contents \(portals\) within the new portal](http://help.pipefy.com/en/articles/10070139-how-to-manage-multiple-contents-portals-within-the-new-portal.md)
- [How Default Values Simplify Repetitive Form Entries in Your Portal](http://help.pipefy.com/en/articles/10147802-how-default-values-simplify-repetitive-form-entries-in-your-portal.md)
- [How to create databases](http://help.pipefy.com/en/articles/807667-how-to-create-databases.md): Keep useful information for your company's processes in a single place.
- [How to create and edit database forms](http://help.pipefy.com/en/articles/8233175-how-to-create-and-edit-database-forms.md)
- [How to create and edit database records](http://help.pipefy.com/en/articles/1302583-how-to-create-and-edit-database-records.md): Keep data about your customers, suppliers, employees, and products just one click away.
- [How to import data into a database](http://help.pipefy.com/en/articles/726697-how-to-import-data-into-a-database.md): Transfer data from spreadsheets or other software into database records.
- [How to add people and edit permissions in databases](http://help.pipefy.com/en/articles/3793714-how-to-add-people-and-edit-permissions-in-databases.md)
- [What are dashboards](http://help.pipefy.com/en/articles/5610976-what-are-dashboards.md): Create data charts with pipe data to get a detailed analysis of your process.
- [How to create dashboards](http://help.pipefy.com/en/articles/6047064-how-to-create-dashboards.md): Build data charts to generate visual and detailed reports.
- [How to create pipe reports](http://help.pipefy.com/en/articles/619297-how-to-create-pipe-reports.md): Keep track of your process performance by generating pipe reports.
- [How to edit pipe reports](http://help.pipefy.com/en/articles/625628-how-to-edit-pipe-reports.md): Learn how to edit an existing report in your pipes.
- [How to delete pipe reports](http://help.pipefy.com/en/articles/625875-how-to-delete-pipe-reports.md): Learn how to delete your your pipe reports here
- [How to create company reports](http://help.pipefy.com/en/articles/1723103-how-to-create-company-reports.md): Analyze two or more pipes at once to find out how they are performing.
- [How to enable the Calendar App](http://help.pipefy.com/en/articles/724040-how-to-enable-the-calendar-app.md): View your cards displayed on a Calendar according to their due dates. Learn more here.
- [How to connect a pipe to a Slack channel](http://help.pipefy.com/en/articles/934183-how-to-connect-a-pipe-to-a-slack-channel.md): Receive automatic updates about card activities in your Slack channels.
- [How to enable the Sprint Planner app](http://help.pipefy.com/en/articles/1171268-how-to-enable-the-sprint-planner-app.md): Plan sprints, estimate and track stories in burndown charts
- [How to enable the GitLab app](http://help.pipefy.com/en/articles/1165783-how-to-enable-the-gitlab-app.md): Manage all merge requests from GitLab directly in your cards.
- [How to enable the Bitbucket App](http://help.pipefy.com/en/articles/1165665-how-to-enable-the-bitbucket-app.md): Connect Bitbucket to Pipefy to manage pull requests in cards.
- [How to enable GitHub in Pipefy](http://help.pipefy.com/en/articles/1165461-how-to-enable-github-in-pipefy.md): Attach pull requests, issues, commits, or branches to your cards to keep track of them.
- [Pipesign](http://help.pipefy.com/en/articles/9546521-pipesign.md)

### APIs, Security and IT Management

- [Validity of electronic signatures](http://help.pipefy.com/en/articles/11391695-validity-of-electronic-signatures.md): Applicable legislation for eletronic signatures
- [How to add a billing organization to your personal access token](http://help.pipefy.com/en/articles/14645558-how-to-add-a-billing-organization-to-your-personal-access-token.md): Gain greater governance by correctly configuring a token's billing organization; In this article, you will learn how to configure the billing organization and its importance.
- [How to use Pipefy's API](http://help.pipefy.com/en/articles/5580799-how-to-use-pipefy-s-api.md): Create smarter error-proof workflows with our API
- [How to bulk update cards using the API](http://help.pipefy.com/en/articles/8282624-how-to-bulk-update-cards-using-the-api.md)
- [How to clear fields in bulk via API](http://help.pipefy.com/en/articles/8650789-how-to-clear-fields-in-bulk-via-api.md)
- [How to obtain the fields' internal ID via API](http://help.pipefy.com/en/articles/8652418-how-to-obtain-the-fields-internal-id-via-api.md)
- [How to get information from all the pipes and databases from your company via API](http://help.pipefy.com/en/articles/8652702-how-to-get-information-from-all-the-pipes-and-databases-from-your-company-via-api.md)
- [How to update card labels via API](http://help.pipefy.com/en/articles/8653180-how-to-update-card-labels-via-api.md)
- [How to delete cards in mass via API](http://help.pipefy.com/en/articles/8657451-how-to-delete-cards-in-mass-via-api.md)
- [How to generate reports' download link via API](http://help.pipefy.com/en/articles/8658498-how-to-generate-reports-download-link-via-api.md)
- [How to bulk invite pipe members via API](http://help.pipefy.com/en/articles/8659535-how-to-bulk-invite-pipe-members-via-api.md)
- [How to obtain the ID of a parent card from a linked child card](http://help.pipefy.com/en/articles/8733034-how-to-obtain-the-id-of-a-parent-card-from-a-linked-child-card.md)
- [How to use webhooks in Pipefy](http://help.pipefy.com/en/articles/729719-how-to-use-webhooks-in-pipefy.md): Webhooks work as a trigger between two apps, alerting other APIs or softwares about events in Pipefy.
- [How to enable multi-factor authentication](http://help.pipefy.com/en/articles/2527885-how-to-enable-multi-factor-authentication.md): Learn more about adding an extra security layer to your account
- [How to enable and use Enterprise Single Sign-On \(SSO\)](http://help.pipefy.com/en/articles/2527875-how-to-enable-and-use-enterprise-single-sign-on-sso.md): Learn how to request a scheduled Single Sign-On activation with our support team
- [What are the service domain names and IPs used by Pipefy](http://help.pipefy.com/en/articles/7973688-what-are-the-service-domain-names-and-ips-used-by-pipefy.md): Check the list of domain service names and IPs to create more secure connections.
- [How to solve DNS issues](http://help.pipefy.com/en/articles/8282731-how-to-solve-dns-issues.md)
- [Business Continuity Planning Public Statement](http://help.pipefy.com/en/articles/1839935-business-continuity-planning-public-statement.md)
- [How to report a bug](http://help.pipefy.com/en/articles/643195-how-to-report-a-bug.md): What's a bug? What information do you need to provide when reporting a bug? Read this article and find out!
- [Authentication services migration](http://help.pipefy.com/en/articles/2527904-authentication-services-migration.md): Learn how to Pipefy Authentication services work after migration to world class provider
- [Custom browser security settings can prevent log-in to Pipefy?](http://help.pipefy.com/en/articles/2527877-custom-browser-security-settings-can-prevent-log-in-to-pipefy.md): Learn how to disable custom security settings that might prevent logging in to Pipefy
- [Service Accounts](http://help.pipefy.com/en/articles/9027789-service-accounts.md)
- [How to add Pipefy to the email server's allowlist](http://help.pipefy.com/en/articles/9167556-how-to-add-pipefy-to-the-email-server-s-allowlist.md)
- [Manage Pipefy company members with Azure AD](http://help.pipefy.com/en/articles/5978324-manage-pipefy-company-members-with-azure-ad.md): Create groups in Azure AD to manage company members according to their permission levels.
- [Add and delete company members with Azure AD](http://help.pipefy.com/en/articles/5978255-add-and-delete-company-members-with-azure-ad.md): Learn how to include and remove company members in your Pipefy account automatically.
- [Manage company members with JumpCloud](http://help.pipefy.com/en/articles/6062533-manage-company-members-with-jumpcloud.md): Learn how to integrate Pipefy to JumpCloud and add, update or delete company members in one place.

### Plans, Billing & Payment

- [Business VS Enterprise plans: what’s the difference?](http://help.pipefy.com/en/articles/5714249-business-vs-enterprise-plans-what-s-the-difference.md): Single Sign-On, Multifactorial Authentication, and Custom Email Domain: 3 important differences within Business and Enterprise plans.
- [How to cancel a Pipefy subscription](http://help.pipefy.com/en/articles/614618-how-to-cancel-a-pipefy-subscription.md): Find information about contract termination and what happens to your account after you cancel your plan.
- [Access and manage billing information](http://help.pipefy.com/en/articles/6495914-access-and-manage-billing-information.md): Find details about your Pipefy subscription, update billing info, and get invoices.
- [How Pipefy's invoicing process works](http://help.pipefy.com/en/articles/5366014-how-pipefy-s-invoicing-process-works.md): Everything you need to know to understand our invoices and charges.
- [How does Pipefy charge per person in the company](http://help.pipefy.com/en/articles/8233108-how-does-pipefy-charge-per-person-in-the-company.md)
- [What to do when reaching your automation, integration, or API limit](http://help.pipefy.com/en/articles/5419654-what-to-do-when-reaching-your-automation-integration-or-api-limit.md): Hire single add-on packages without having to change your plan.
- [What to do when facing payment problems](http://help.pipefy.com/en/articles/5366028-what-to-do-when-facing-payment-problems.md): Find out what to do if you have outstanding payments with your Pipefy's plan.
- [Consumption Guide: API, AI Credits, and Automations](http://help.pipefy.com/en/articles/14602433-consumption-guide-api-ai-credits-and-automations.md): This article details how Pipefy accounts for platform resource usage, ranging from external API calls to the use of artificial intelligence and automations.

### Android and iOS App

- [How to use Pipefy's app on smartphone or tablet](http://help.pipefy.com/en/articles/4732175-how-to-use-pipefy-s-app-on-smartphone-or-tablet.md): Pipefy's app works on smartphones and tablets with iOS or Android systems.

### Pipefy For Your Business

- [What is Pipefy Procure-to-Pay](http://help.pipefy.com/en/articles/8294890-what-is-pipefy-procure-to-pay.md)
- [Pipefy for Purchasing: How to track the status of submitted requests](http://help.pipefy.com/en/articles/6291976-pipefy-for-purchasing-how-to-track-the-status-of-submitted-requests.md): Learn in a few steps how to invite employees to Pipefy for free and allow them to track their purchase requests.
- [Pipefy for Purchasing: Create automated approval flows](http://help.pipefy.com/en/articles/6291556-pipefy-for-purchasing-create-automated-approval-flows.md): Create automations based on purchase values and cost centers to make life easier for buyers and approvers.
- [Pipefy for Purchasing: Automate communication with requesters](http://help.pipefy.com/en/articles/6291628-pipefy-for-purchasing-automate-communication-with-requesters.md): Learn how to create different types of email templates to send automated messages and save your team time.
- [Pipefy HR Service Delivery: Optimize the collaborators' communication with the HR team](http://help.pipefy.com/en/articles/8341781-pipefy-hr-service-delivery-optimize-the-collaborators-communication-with-the-hr-team.md)
- [Pipefy for HR: How to create alerts and deadlines for your recruiting process](http://help.pipefy.com/en/articles/6229772-pipefy-for-hr-how-to-create-alerts-and-deadlines-for-your-recruiting-process.md): Set alerts and don't miss deadlines when recruiting new talent.
- [Pipefy for HR: How to automate email communication with candidates](http://help.pipefy.com/en/articles/6229758-pipefy-for-hr-how-to-automate-email-communication-with-candidates.md): Make it easy to communicate with candidates and automatically send emails to schedule interviews, tests, and feedback.
- [Pipefy for HR: How to automate candidate selection and speed up hiring](http://help.pipefy.com/en/articles/6222308-pipefy-for-hr-how-to-automate-candidate-selection-and-speed-up-hiring.md): Accelerate candidate screening with simple automations and ensure greater assertiveness in candidate selection.
- [Pipefy for CRM: Automate lead qualification in Pipefy](http://help.pipefy.com/en/articles/6179628-pipefy-for-crm-automate-lead-qualification-in-pipefy.md): Increase response rate with Pipefy's automations. Create a faster and more effective qualification process.
- [Pipefy for CRM: Lead nurturing with email automation](http://help.pipefy.com/en/articles/6179894-pipefy-for-crm-lead-nurturing-with-email-automation.md): Keep in touch with potential customers. Drive sales by eliminating manual work.
- [Pipefy for CRM: How to import leads to Pipefy from a spreadsheet](http://help.pipefy.com/en/articles/6179990-pipefy-for-crm-how-to-import-leads-to-pipefy-from-a-spreadsheet.md): Gather all your sales contacts in Pipefy. Use Importer App to transfer their data.

### Integrations Hub

- [Introduction to Pipefy’s Integrations](http://help.pipefy.com/en/articles/12587595-introduction-to-pipefy-s-integrations.md): Pipefy’s self-hosted iPaaS connects your processes to hundreds of business applications. It helps you automate tasks and orchestrate integrations with governance, security, and visibility, all from...
- [Getting Started with Pipefy’s Integrations](http://help.pipefy.com/en/articles/12589348-getting-started-with-pipefy-s-integrations.md): Pipefy’s Integrations allows you to connect your processes to external systems, automating workflows with security, governance, and traceability. Before creating your first flows, it’s important to...
- [Integrations Connectors Catalog \(A-Z\)](http://help.pipefy.com/en/articles/12685184-integrations-connectors-catalog-a-z.md): Integrations connector catalog: Your automation power source. Explore 170+ integrations, from CRMs like HubSpot and Salesforce to HR. Build powerful workflows by connecting apps. Find the right pie...
- [Integrations Limits](http://help.pipefy.com/en/articles/13789883-integrations-limits.md): Understanding System Limits
- [Best Practices for High-Performance Flows](http://help.pipefy.com/en/articles/13791558-best-practices-for-high-performance-flows.md)
- [Improved Stability for Pipefy Integrations](http://help.pipefy.com/en/articles/14036185-improved-stability-for-pipefy-integrations.md)
- [Accessing Integrations \(permissions\)](http://help.pipefy.com/en/articles/14692123-accessing-integrations-permissions.md): Pipefy’s Integrations allow you to connect your processes with hundreds of external apps. But, accessing the Integrate area within a Pipe requires specific roles and an active add-on subscription.
- [Using the HTTP Connector in Pipefy Integrations](http://help.pipefy.com/en/articles/14693081-using-the-http-connector-in-pipefy-integrations.md)
- [Receiving Data with Webhooks in Pipefy Integrations](http://help.pipefy.com/en/articles/14693313-receiving-data-with-webhooks-in-pipefy-integrations.md)
- [Working with Persistent Storage in Pipefy Integrations](http://help.pipefy.com/en/articles/14693415-working-with-persistent-storage-in-pipefy-integrations.md)
- [Fetching Data with Polling Triggers and Loops](http://help.pipefy.com/en/articles/14694012-fetching-data-with-polling-triggers-and-loops.md)
- [Understanding the Integration Queue Status and Flow Runs](http://help.pipefy.com/en/articles/15275092-understanding-the-integration-queue-status-and-flow-runs.md)
- [How to read your Integrations Usage Stats](http://help.pipefy.com/en/articles/15399913-how-to-read-your-integrations-usage-stats.md): The Usage Stats page gives you a single place to see how much of your Integrations plan you've consumed, which flows consume the most tasks, and how to export that data.

### FAQ

- [FAQ – Frequently Asked Questions about the Pipefy Platform](http://help.pipefy.com/en/articles/11420729-faq-frequently-asked-questions-about-the-pipefy-platform.md)
- [How to Contact Pipefy Support](http://help.pipefy.com/en/articles/12573299-how-to-contact-pipefy-support.md): Need help with Pipefy? This article will guide you through the step-by-step process of reaching our Support team directly from the platform so you can get assistance quickly and efficiently.
- [Support Plans – Understanding Pipefy's Support Options by Subscription Plan](http://help.pipefy.com/en/articles/15264625-support-plans-understanding-pipefy-s-support-options-by-subscription-plan.md)

## Español

### Funcionalidades | Usuarios Administradores

- [Cómo configurar los nuevos portales](http://help.pipefy.com/es/articles/9113800-como-configurar-los-nuevos-portales.md)
- [Cómo importar datos a una base de datos](http://help.pipefy.com/es/articles/726697-como-importar-datos-a-una-base-de-datos.md)
- [Como crear informes del pipe](http://help.pipefy.com/es/articles/619297-como-crear-informes-del-pipe.md)

### APIs, Seguridad y Gestión de TI

- [Cómo usar la API de Pipefy](http://help.pipefy.com/es/articles/5580799-como-usar-la-api-de-pipefy.md)