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  • Platform

    Accelerate digital transformation with the Pipefy Platform. Customize, integrate and build a fully digital experience for all your stakeholders.

    • How it works Request. Execute. Report. See how to manage your work with Pipefy.
    • Templates Get started using Pipefy today by selecting a plug-and-play process template for your unique needs.
    • Custom Workflows Build no/low-code and quick to deploy workflows that suit your needs.
    • Pricing Explore, compare and decide. Simple pricing for more efficient workflows.
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  • Solutions

    Pipefy’s solutions put the power of automated and centralized processes at your fingertips. Customize standardized and integrated workflows in a matter of minutes.

    By team
    • Pipefy Finance & Procurement Ensure error-proof financial operations with automated digital workflows.
    • Pipefy Human Resources Automate workflows and create a top-notch digital experience for your team.
    • Pipefy Customer Service Improve customer success and CSAT with no/low-code workflows.
    • Pipefy Marketing Organize your marketing department with structured and standard flows.
    • Custom Workflows Build no/low-code and quick to deploy workflows that suit your needs.
    By need
    • Workflow Management Design and customize no/low-code and quick to deploy workflows.
    • Process Management Manage, optimize and improve your processes continuously with BPM.
    • Service Management Standardize and automate workflows to provide high-quality services.
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  • Templates

    Plug-and-play customizable workflows for your unique needs. Code-free implementation for quick time-to-value. Built to Pipefy's best practices for some of the most requested business operations.

    • Finance & Procurement
    • Human Resources
    • Customer Service & Support
    • Marketing
    • Sales
    • IT
    View all templates
    Most popular templates
    • Purchase ProcessFIN Error-proof processes with custom integrations
    • Employee OnboardingHR Reduce time-to-value by automating employee onboarding processes
    • Customer OnboardingCS Standardize your onboarding processes to save time and boost adoption
    • Accounts PayableFIN Build the best process and ensure everything runs according to your business needs
    • RecruitingHR Keep all positions and candidate information secure
    • Marketing RequestsMKT Full visibility of marketing tasks. Standardize incoming requests
    • Accounts ReceivableFIN Control and standardize all business invoices in a single place
    • Expense ReimbursementFIN Standardized processes to keep every expense and payment on track
    • Request ManagementOPS Boost efficiency by automating tasks and keep track of all SLAs
  • Resources

    All you need to be empowered to manage your work efficiently. Product best practices, processes content and helpful tips to extract maximum value from Pipefy.

    • Customers See how customers have been achieving success with Pipefy.
    • Newsroom Pipefy announcements, events, news and more.
    • Articles Learn about BPM, workflow automation, and operational best practices.
    • Blogs Best practices, process tips and relevant content written by specialists.
    • Webinars Customer stories, live events and Q&A sessions. Watch all webinars.
    • Templates Plug and play pre-built solutions based on Pipefy’s best practices.
    • Get Started Learn how to start using Pipefy in a simple and easy way to understand.
    Case Study See how Samsonite Built an Error-Proof Purchasing Process with Pipefy

    Achieving reliable Procurement Operations with customized and automated workflows.

  • Learn

    Everything you need to become a Pipefy specialist. Explore our deeper content, from technical information to the Pipefy’s Community.

    • Help Center Full articles with tutorials, basic concepts and main features of Pipefy.
    • Documentation Documentation Learn more about our open API and technical information.
    • Community Share knowledge and connect with other doers around the world.
    • Certification A full course to become a Pipefy expert. From basics to advanced.
    Case Study See how Samsonite Built an Error-Proof Purchasing Process with Pipefy

    Achieving reliable Procurement Operations with customized and automated workflows.

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User Guide

Master process management with Pipefy through videos, articles, and other resources presented by our specialists. Take a look at Pipefy's Help Center.

Getting Started

A guide to setup your pipe and give your first steps with Pipefy

Help Center

Find everything you need to know about our tool and features.

Webinars

Access our free on-demand and live webinars.

Community

Share your knowledge and get inspired by other Pipefy users.

Certification

Attend our Process Management self-paced online training.

API Documentation

Integrate Pipefy with other software with our APIs or Apps.

Get started today

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