Database Update

Template

Pipefy’s Database Update Template can be used whenever a user needs to request updates to their information database. It is divided into request, validation, and import to database phases.

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template store defaut

Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Client name

  • 2. Client email

  • 3. Employee

  • 4. Subsidiary

  • 5. Sector

  • 6. Post

Backlog

  • 1. Assignee

Validate

  • 1. Checklist

    • Check information
    • Do necessary updates
    • Validate information
  • 2. Does the information need correction?

    • Yes
    • No (send email informing what needs to be corrected)
  • 3. What needs to be corrected?

Import to database

  • 1. Checklist

    • Import information into the database.

Done

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Trusted by 60k users, this could be the beginning of something great.

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