Workflows run smoothly when you can predict scenarios and conduct the flow with Pipefy’s conditional logic.
Define the next step of your process based on the scenario. The conditional logic allows you to build a flawless workflow.
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.
- 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
- 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
- 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
- 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