Database update


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 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


  1. Assignee


  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.


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