Pipefy Automation

The sky's the limit. Do more with fewer resources, and make your business processes efficient and error-proof by creating automation rules. 

automation rules
Save time

Repetitive work is done automatically, so your team can focus on high-level work.

Save money

Ensure that standards are enforced automatically, and build an error-proof operation.

Communicate better

Keep everyone happy and in the loop with automatic email notifications.

Set your own “if/then” rules

The automation feature works according to "if/then" logic, enabling you to trigger an action (such as moving or creating a card) when an event happens (such as creating a new card or moving an existing one).

Create conditions

With Pipefy, you can create conditions, so an "action" is triggered only when an event meets specified criteria. This way, you strengthen your strategy execution and create an error-proof operation.

Boost your process efficiency

Specify a process in which the new request is created, or to which phase the demand must be moved. You'll be able to create robust and reliable processes, so the information is transmitted seamlessly.

Automation jobs tailored to your team

Try Pipefy’s powerful automation features for free

Pipefy HR

Explore HR

Automation capabilities

  • Recruit new team members quickly
  • Create automatic approval flows for new hires
  • Never lose track of new employees’ progress in the onboarding process

Pipefy Marketing

Explore Marketing

Automation capabilities

  • Send email notifications to stakeholders about their requests
  • Connect your process with the design team’s to create automatic demands
  • Build a flow for assets and content approval

Pipefy Finance

Explore Finance

Automation capabilities

  • Send automatic updates to purchasing requests
  • Handle payments securely and quickly
  • Notify employees about the status of their reimbursement requests

Pipefy CS

Explore CS

Automation capabilities

  • Send welcome emails to new customers
  • Assign account managers to new customers
  • Route customer support tickets to your team

Automation is here to boost your execution

Try Pipefy’s powerful automation features
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Automate your processes with Pipefy

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