From chat apps like Telegram to ERPs like SAP, integrate whatever you need to Pipefy to build a truly integrated operation, and power up your business processes.
A powerful feature that enables you to automatically move a card, create a new one or update a field when an action triggers the response. Create a seamless flow of information among processes.
Integrate your company’s processes to make sure all your teams are in sync. If you have a process that demands collaboration from other teams, this feature is crucial to your process.
Pipefy Portals allow you to centralize all of your request forms in a single place, keeping things simple and easy for both the requester and service provider.
Boost your productivity with automated emails. The email feature can send messages automatically, whenever cards enter or leave a phase or manually by clicking a button inside the card.
Enjoy our pre-designed templates and save time while managing your processes. Effortlessly import them into your Pipefy account and customize according to your needs.
We keep your company’s information in a safe, integrated storage system. You can easily access important information to your company’s processes, such as customer, supplier and product records.
Create fields using conditional logic for a more dynamic and fluid experience. Customize your processes based on ‘if,’ ‘then’ and ‘or’ scenarios.
Fast access to your company’s processes wherever you are.
Set up an inbox that automatically creates cards for each received email. You can even create new cards on your sales pipeline whenever someone writes to
Restrict access to sensitive information setting different permission levels. Each pipe’s permissions can be managed separately, allowing you to choose whom will have access to each of your Pipes.
Add an extra layer of security to protect your company. Two-factor authentication is an Enterprise feature.
Keep sensitive information safe in processes only invited users can access, giving admins further control over who can access specific processes.
Analyze your process’ activity, find bottlenecks and boost productivity!
Get a monthly, weekly or daily snapshot of all cards due that period.
View your most recent cards and notifications in a single place.
Automate approval flows combining two advanced features.
Create automated subtask flows to easily keep track of tasks.
Filter your cards by assignee, label or information on your cards’ fields.
Email messaging makes it possible for you to send and receive emails from a card in an easy way. You don’t need to open your email inbox to send your clients and colleagues emails, saving you valuable time.
The Advanced Reports feature offers you the possibility of filtering and combining your processes’ information to create and save powerful reports that can be accessed at any time.
Pipefy’s alerts feature exists to help you keep track of your processes standard level agreements. You control how much time a card can stay in one phase.
Organize the information you receive, extract the data you’re looking for and then provide the necessary response using our form feature.
Create PDFs with all the information you need automatically and boost your productivity.
Give your productivity a swift surge with Pipefy features.