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Pipefy, recognized as one of the Market Shapers by Gartner®

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Learn how to set up your pipes, fields, forms, and permissions — everything you need to get started with Pipefy.

Getting started

What gets cloned when you duplicate a pipe: what is ready and what needs to be reconfigured

vinicius.pereira

Pipefy Integrations Hub: what it is and when to use it

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Your first pipe in 15 minutes: from zero to working

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How to customize a template for your process

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How to use gallery templates to get started faster

vinicius.pereira

Pipes and phases

Building flows: structure, triggers, and tests

vinicius.pereira

Sub-flows: how to modularize your main flow

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Best practices for organizing and naming phases

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How to structure your process phases correctly

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How to adjust your pipe settings before launching

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Fields and forms

How to turn an existing process into a start form

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How to create a public form to receive data from outside the platform

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Smart forms with conditional logic

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Conditional logic in fields: show only what matters

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How to organize your pipe’s fields for the process to work

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Permissions and users

Technical fundamentals and Service Account

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Phase movement control: flow design, not just permissions

vinicius.pereira

Getting started

Pipes and phases

Fields and forms

Permissions and users

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