How Pipefy Works
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. These requests can be created both manually and automatically through:
Service portals and online public forms

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.

Communicate effectively and secure information
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:
We use the portal feature to support a big pilar of our business. With portals and forms, we can capture information without errors, and the database helps us organize and centralize information.
Rubens Eric Godoi
Reviewer at G2
Pipefy gives us the control we need to ensure everyone abides by our rules and policies. We no longer have to follow up with people to get all the information we need to process a purchase request.
Mauricio Rizzi
Customer Service and Procurement Manager, at Samsonite
Pipefy is easy to use and flexible . It has a database included, reporting, automation. A complete solution. The main problem I solve is to comply by always getting the same results out of the process. Quality is assured.
Luis Fernando Salazar Canas
Regional Manager at Infina Financial Services
We were communicating with our clients by email and manually tracking the progress of each marketing request. Nowadays, 100% of the requests that are captured on Pipefy correctly, are executed correctly.
Devon Meerholz
Chief Creative and Operations Officer at IMImobile South Africa
Now, when hiring managers submit recruitment requests, they have to answer a series of questions, such as salary and job requirements. So when we get the requests, we don’t have to track down missing information.
Renan Souza Lima
Strategic Analyst, HR at Carglass