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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.

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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.

Customize each step with your own conditions

Design your process to address the uniqueness of each phase and ensure the quality of execution every time. Require additional information, delegate tasks, set deadlines and configure mandatory actions to build an efficient and error-proof operation.

Automate tasks and integrate tools

Automate activities like sending emails and updating database records without writing a single line of code. Integrate Pipefy with tools like ERPs, accounting software, payroll systems and SMS to orchestrate the entire operation in a single screen.

Easily update stakeholders about their requests

Build an efficient communication flow to deliver a high-quality service experience and increase your team productivity. Allow your customers, vendors and employees to follow the status of their requests even without a Pipefy account.

Build your own approval flows

Gain full control over your processes and never deal with forgotten demands, unapproved requests and unauthorized actions again. Automatically enforce business policies, get approvers in the loop and keep stakeholders up to date at all times.

Communicate effectively and secure information

Interact with colleagues, requesters and internal and external customers without leaving the platform. Exchange emails manually or automatically and integrate with SMS services to keep stakeholders in the loop. Additionally, attach files and add comments for quicker feedback and approvals.

Centralize demands and never miss a beat

Use Pipefy’s Shared Inbox to manage all of your team’s emails from a single place, delegating tasks and tracking progress. And with Phase Forms, you can request information from clients or stakeholders at any step of the process — even if they don’t have a Pipefy account.

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:

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Transform the way your team works

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