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Claude: Pipefy arrives in the Anthropic ecosystem

7 days ago

110

Members and Permissions: Filters to Review Access in a Few Clicks

OverviewReviewing who has access to the workspace and at what permission level used to mean scrolling through the entire member list by hand. The Memb...

9 days ago

60

AI Agents: Google Drive and Microsoft OneDrive as real time knowledge sources

OverviewProcess management loses efficiency and exposes operations to errors when critical information like internal policies, price sheets, and contr...

9 days ago

30

Featured articles

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Pipefy Updates October 2026

3 days ago

80

Where to start in Pipefy: a guide for new users

5 months ago

1140

How to install and use Pipefy Process Builder

1 month ago

270

Recently Active
Help Others

khomalioNew Member

asked in Tips & Inspiration

Castel is a platform name associated with digital content and online entertainment. Explore its features, discover useful information, and learn more about the available options. Stay updated with the latest details and find helpful resources for a b

20

published in News & Announcements

Chicago TechTaste: Insights from IT Leaders on AI, Change Management, and Software Adoption

Chicago TechTaste: Insights from IT Leaders on AI, Change Management, and Software Adoption

Chatting with IT leaders is always enlightening! At our recent networking event in Chicago, discussions on AI, change management, and the adoption of new software were among the highlights. The IT leaders present shared a rather optimistic view of ho

1733

vinicius.pereiraCommunity Manager

published in Pipes and phases

Email attachment size limits in Pipefy

Email attachment size limits in Pipefy

For people who send emails through Pipefy When sending emails with attachments through Pipefy, the maximum permitted size depends on the type of integration used to send them. Each option, whether Pipefy’s default server, a custom SMTP integration or

140

vinicius.pereiraCommunity Manager

published in News & Announcements

Pipefy Updates October 2026

Pipefy Updates October 2026

Greater process visibility, access control, and new integration possibilities When a process spans multiple pipes, integrations, and AI Agents, understanding its connections and reviewing who can access each piece of information requires a clear view

80

vinicius.pereiraCommunity Manager

published in Pipes and phases

Document your Pipefy processes for easier maintenance

Document your Pipefy processes for easier maintenance

👤 For process owners and pipe administrators🔐 Practices apply to all plans; access to specific features depends on company permissions and subscription🎯 For people preparing a process for changes or a handover Someone needs to change a purchasing app

50

vinicius.pereiraCommunity Manager

published in Pipes and phases

Pipe or Database: where should information live?

Pipe or Database: where should information live?

👤 For people designing or reviewing processes and shared records🔐 Available on all plans🎯 For those who want to separate active requests from reusable information Every new purchase request sends someone back to check the supplier’s contact details.

30

vinicius.pereiraCommunity Manager

published in Pipes and phases

When to split a process across multiple pipes

When to split a process across multiple pipes

👤 For process owners and pipe administrators🔐 Modeling guidance; features depend on your plan and account permissions🎯 For anyone organizing related deliverables while keeping track of the whole process A purchase request is underway, but one supplie

20

vinicius.pereiraCommunity Manager

published in News & Announcements

FAQ: Pipefy mobile app discontinuation

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

5271

vinicius.pereiraCommunity Manager

published in Permissions and users

Pipefy automations and permissions in practice

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

50

vinicius.pereiraCommunity Manager

published in Plans and account

How to plan your Pipefy account capacity

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

40

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gegawoExplorer

asked in Ask the Community

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

1652

diegoaziNew Member

asked in Ask the Community

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

asked in Ask the Community

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

771

Paulo RibasPipefy Staff

asked in Ask the Community

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?

9056

BlueWindSupplyChainExplorer

asked in Ask the Community

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

2654

carlos-btcExplorer

asked in Ask the Community

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

992

JohnReyNew Member

asked in Ask the Community

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

981

carlos-galvaoNew Member

asked in Ask the Community

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

891

Tahir Mehmood KhokharNew Member

asked in Ask the Community

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

1422

jorge-saitoExplorer

asked in Ask the Community

Filter cards using these conditions:

We're having a problem:Some fields available on the cards aren't appearing as filter options.How can we make this field appear so we can filter?orWhy isn't the field displayed? Is there a rule or condition required to display it as a filter item?If a

1762

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