Pipefy Automations

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

Pipefy helped us automate a lot of our processes, enabling us to concentrate on more important tasks. Given how much data entry went into it, I am surprised by how easy and quick the initial setup of the program was. After that, it's smooth sailing."

Dimitar Uzunov

Help Desk Specialist at C3i Solutions

Pipefy is the perfect solution for workflow automation and customization. Automation helps in reducing redundancy by 50% and I also use process flow and communication both within the team and with our clients."

Stephan Meyer-Buenau

Travel Associate at Andela

Unlike Trello and other similar software, with Pipefy you can customize the interface for your specific need. The best part is the automation which can really accelerate your work."

Érick Coelho de Campos

Marketing Analyst at GESUAS