Using Pipe Connections to Integrate your Processes

Whether you’re freshly arrived to the world of Pipefy and process management’s wonders or already have years of experience to count, everyone knows that processes are not islands and they don’t work – nor exist – on their own – that’s why process integration is so crucial for your whole company operation to run smoothly.

This definition of process integration in itself, states that it is:

A holistic approach to process design which emphasizes the unity of the process and considers the interactions between different unit operations from the outset, rather than optimising them separately.

Let’s consider two simple processes almost every, if not every company, run on a regular basis: recruitment requests and candidates screening and interviews. They’re intrinsically integrated, very much so that some people may consider them to be one process on its own, and I’ll explain right now why they’re not (and why it’s so important that we offer a tool such as Pipe Connections to help integrate them).

Let’s suppose you have your Recruitment Requests Pipe, each card you open on it, will represent a new job opening you have on your company – those cards will have the job title, specifications, etc. This pipe will go through the necessary approvals until the “parent card” gets to a phase where it needs to “branch out” and multiply itself into many “children cards” that represent the many candidates applying to this position.

As the fields/information you’ll require from the candidates wouldn’t be the same you’d first required from the job opening itself, it wouldn’t make sense to open these “children cards” on the same recruitment pipe – that’s why we’ve created the Candidates Screening and Interviews Template (if you’ve looked closely into our recruitment requests template, it comes with instructions on how to create a pipe connection on the candidates screening phase).

When you create a Pipe Connection (instructions on how to do it here), not only do you integrate your processes, you’re also creating a “bond” between “parent” and “children” cards – the cards you’ve created for the candidates will appear listed on the job opening card, just like this, making it a lot easier for you to access it anytime you need:

process integration connected cardsPipe Connections also allow you to create “conditions” – the “parent” card won’t be able to move forward or be finished unless you create and/or finish all “children” cards. This is a very useful feature for sharing information between processes, creating integration between teams and delegating tasks.

As of today (April/16), Pipe Connections isn’t automated – information input from one pipe to another has to be done manually, but that’s a feature improvement that’s already predicted and may be already available depending on when you’re reading this article).


Want to learn more about Pipe Connections?

Curious about all possibilities of integration and information sharing Pipe Connections bring into your process management scenario? Don’t lose any more time! Check out our incredible knowledge base content and learn all about it (it even has videos!).

Learn more about Pipe Connections!

Written by Isabelle Salemme, Product content manager at Pipefy. She uses her extensive Pipefy knowledge to write informative pieces teaching users to make the best of Pipefy. Besides being responsible for all product-related content, she's an avid reader, a coffee lover and a professional photographer.