Pipefy Conditionals

Workflows run smoothly when you can predict scenarios and conduct the flow with Pipefy’s conditional logic.

Avoid errors

Define the next step of your process based on the scenario. The conditional logic allows you to build a flawless workflow.

Save time

Predicting scenarios is the first step to automate your flow. Use conditionals to save time on each new demand.

Do it by yourself

There’s no need to wait for IT help. Create scenarios and change them whenever you want.

Create dynamic workflows

Make your workflows smarter with if/then rules. Adapt your process to different situations and make the conditional logic work for you. Automatic and error-proof. 

Make it easy for requesters

Combine Pipefy forms with conditionals to receive requests easily. Predict conditions and hide or reveal fields to collect all information necessary to process a new request.

Build reliable processes

Conditional logic allows you to create execution standards and approval flows. Trigger actions based on previous conditions to build error-free workflows.

Conditionals are useful in many situations

Try Pipefy’s powerful conditionals features

Pipefy CS

Explore CS

Conditionals capabilities

  • Customize your customer support form with conditionals and allow your customer to open requests easily
  • Collect all information necessary from customers. If a request is urgent, open more fields.
  • Create different customer onboarding steps based on conditions like company or deal size

Pipefy Finance

Explore Finance

Conditionals capabilities

  • Define approval flows based on the value of each purchase
  • Customize reimbursement forms for each situation: travels, courses, or medical expenses
  • Accounts receivable processes aren’t always the same. Customize your collections with conditions like company size or contract value

Pipefy HR

Explore HR

Conditionals capabilities

  • Adapt HR request forms depending on the requests each employee can open
  • Centralize all your open positions in a single form. Candidates will fill out only the information needed for each position
  • Create different employee onboarding flows depending on each department requirements

Pipefy Marketing

Explore Marketing

Condtionals capabilities

  • Customize your marketing request form. A design asset requires different information than a content piece, right?
  • Make campaign management easier. Create conditions and adapt flows for each campaign type
  • Create different sales journeys on your lead management process

Here’s how Pipefy allows you to create conditionals

Try Pipefy’s powerful conditionals features
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