Pipefy Features

Pipefy helps you unlock exclusive process
management features and resources.

Portals

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.

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Automation

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.

Connections

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.

Integration

Connect Pipefy with more than 500 apps, such as Slack, Pipedrive, Zendesk, etc. Our public API uses GraphQL data query language that is flexible and yields predictable results.

Email Template

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.

Process Templates

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.

Database

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.

Automation is located in the upper menu. Get started now!

Conditional Logic

Create fields using conditional logic for a more dynamic and fluid experience. Customize your processes based on ‘if,’ ‘then’ and ‘or’ scenarios.

Mobile App

Fast access to your company’s processes wherever you are.

Email Inbox

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

Admin Control

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.

Two-Factor Authentication

Add an extra layer of security to protect your company. Two-factor authentication is an Enterprise feature.

Private Pipes

Keep sensitive information safe in processes only invited users can access, giving admins further control over who can access specific processes.

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Metrics

Analyze your process’ activity, find bottlenecks and boost productivity!

Calendar View

Get a monthly, weekly or daily snapshot of all cards due that period.

My Tasks

View your most recent cards and notifications in a single place.

Approval Forms

Automate approval flows combining two advanced features.

Subtask

Create automated subtask flows to easily keep track of tasks.

Filters

Filter your cards by assignee, label or information on your cards’ fields.

Email Messaging

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.

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Advanced Reports

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.

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Easy SLA Management

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.

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