AI results in days, not months

Pipefy automations and permissions in practice

👤 For people who run pipes and administer processes🔐 Features depend on your company plan and permissions🎯 For people connecting requests, managing access and organizing approvals A request can involve several teams, create work in another process an

10

1 hour ago

vinicius.pereiraCommunity Manager

published in Plans and account

How to plan your Pipefy account capacity

👤 For process owners and account administrators🔐 Planning guidance; resources depend on the account subscription🎯 For teams planning operational growth with a usage forecast and a review routine A team starts receiving more requests, new people join

20

2 hours ago

vinicius.pereiraCommunity Manager

How to control who can delete cards in your pipe

👤 For pipe administrators and process owners🔐 Pipe settings on all plans; available roles depend on your subscription🎯 For teams that need to preserve information while supporting daily work A purchase request is no longer needed, and someone suggest

20

6 hours ago

vinicius.pereiraCommunity Manager

Access roles: what an admin can resolve

👤 For company admins, pipe admins, and process owners🔐 Availability depends on your company plan and permissions🎯 For people who need to resume a task and identify the access it requires A purchase request is waiting for an update, but the analyst ha

40

published in Fields and forms

vinicius.pereiraCommunity Manager

Before you edit a field already in use

👤 For process owners and people authorized to configure the pipe🔐 Field editing is available on all plans; related features depend on your plan and access🎯 To adapt data collection while accounting for existing records and the ways that data is used

30

published in News & Announcements

vinicius.pereiraCommunity Manager

FAQ: Pipefy mobile app discontinuation

Pipefy is discontinuing its mobile app and moving access to the web version, which offers a fully responsive experience on mobile devices. This change reflects our decision to focus our efforts on the web platform, currently Pipefy’s most robust and

1690

published in Integrations and API

vinicius.pereiraCommunity Manager

API and SMTP errors: when to contact support

👤 For people who oversee processes involving integrations or email🔐 General guidance. Access to features and settings depends on your account and permissions🎯 For anyone who wants to interpret an error and choose the next check An approval is complet

30

published in Fields and forms

vinicius.pereiraCommunity Manager

How to test your form before sharing it

👤 For pipe admins and people reviewing how requests enter a process🔐 Forms are available on all plans. Conditionals require Business, Enterprise, or Unlimited🎯 For anyone who wants clear criteria for form completion and request receipt An expense rei

40

2 days ago

vinicius.pereiraCommunity Manager

How to define guest access in Pipefy

👤 For company administrators and process owners working with customers or suppliers🔐 Available on Business, Enterprise, and Unlimited plans🎯 For anyone who needs to receive external requests with a clear scope of participation A supplier sends docume

50

2 days ago

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gegawoExplorer

Enhancing Reception Services with Pipefy Automation

Hello Pipefy Community,I'm exploring ways to optimize our organization's front desk operations and am curious about leveraging automation to improve efficiency. Specifically, I'm interested in how reception services can be streamlined using Pipefy's

1622

gegawoExplorer

Enhancing Reception Services with Pipefy Automation

Hello Pipefy Community,I'm exploring ways to optimize our organization's front desk operations and am curious about leveraging automation to improve efficiency. Specifically, I'm interested in how reception services can be streamlined using Pipefy's

1622

K

2 days ago

diegoaziNew Member

Curso de Pipefy Integration Platform - iPaaS

I am having some problem when I starting the 'Curso de Pipefy Integration Platform - iPaaS' training. When I click on it in the Academy, it shows up with no content. Are you guys experiencing the same issue?

421

rlima-stefaniniNew Member

Interface: Apply Conditional field

Hello everyone!!! A good question to you masters of Pipefy:Is it possible to create conditionals similar Phase Fields or StartForm Fields on Interfaces? Thx

751

Paulo RibasPipefy Staff

Backups

How can we get a backup of whole documents we upload to the platform time to time as an offline backup? In the same way, about the info, can we get a backup of that?

9036

B

BlueWindSupplyChainExplorer

Import Data into Cards Already Created

Hello, I am attempting to use the Importer App to add data into Cards that are already Created. I have two columns - A - the Card ID of the Card made and - B - the numbers I wish to be added into a field that exists in the Pipefy phases. Please HELP

2594

B

carlos-btcExplorer

A connected field has been deleted. How do I "clear" references to a deleted connected field?

I had a connected field that was accidentally deleted, and because of this, all references to this deleted field in the connected cards are still appearing.I can't delete these references to the deleted connected field.Does anyone know how to "clean

972

3 months ago

JohnReyNew Member

Looking for a better way to handle appointment scheduling and follow-ups in Pipefy

Hi everyone,I am exploring ways to improve an appointment management process and wanted to get some ideas from the community.Currently, I deal with NBI appointment requests where people select their preferred schedule, but sometimes they need to resc

951

3 months ago

carlos-galvaoNew Member

Dynamic fields - line breaks + data information

I created a shopping cart function by inserting a pipe within another, allowing me to create a CARD with multiple items from a database. However, when I retrieve the item information from a dynamic field, they all appear on the same line. Is it possi

881

4 months ago

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Tahir Mehmood KhokharNew Member

How do you keep Pipefy automations manageable as your process grows?

Hi everyone,I've been using Pipefy for a few months, and as we've added more phases, fields, and automations, I'm starting to feel like our workflow is getting harder to maintain.At first everything was pretty straightforward, but now we have several

1372

4 months ago

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jorge-saitoExplorer