How Pipefy Works
Pipefy empowers you to quickly deploy workflows for excellent service delivery. From request creation to execution and reporting, gain efficiency in processes like HR case management, purchasing and customer onboarding.
Receive requests through multiple channels
Pipefy makes it easy for customers, employees, and vendors to ask for what they need and ensures you'll always receive all the necessary information to process demands throughout your entire process. These requests can be created both manually and automatically through:
Shareable fields, forms, and portals
Internal forms for Pipefy users
Emails to specific addresses
Connection between processes
Integration with other tools
Customized solutions through our public API
Streamline your execution with smart workflows
Design the entire experience and achieve error-proof execution with no-code automation, efficient approval flows, precise communication and integrated apps and software. Leverage a user-friendly interface to navigate through the steps of your workflows.
Communicate effectively and secure information
Centralize demands and never miss a beat
Measure, optimize and report your results
Leverage customizable analytics to deeply understand your team's performance, find bottlenecks and get actionable insights to continuously optimize your processes and gain even more efficiency.
Customize your dashboards to keep track of your team's KPIs
Easily choose what data you want to pull from your workflows and translate it into different chart formats. Never overlook metrics like time to hire, NPS, dollars spent and billable hours again.
Use data visualization to spot improvement opportunities
Leverage Dashboards to stay on top of the operation, spot bottlenecks and continuously improve your processes. Gain efficiency, save costs and show better results.
Now think of what Pipefy can do for you
The possibilities are endless. With a highly customizable, no/low-code platform, you can easily streamline your workflows. We’ll help you get started with these flexible, pre-built workflows: