Pipefy Features

Pipefy helps you unlock exclusive process management features and resources.

Custom Integrations

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.

Automations

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.

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.

Email Templates

Boost 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.

Public Form

Public forms allow people to request demands on an online platform at any time. With this feature, you choose what types of information are needed to ensure the quality of delivery and how you want to receive it so that you have more accurate and agile executions.

Reports

Pipefy advanced reports offer the ability to filter and combine information from your processes, which can be accessed at any time.