Get to know Pipefy

Pipefy is a tool that seals the cracks of your team’s internal processes. Rather than focusing solely on task management and communication, Pipefy goes into the nitty-gritty by guiding your team through each step of your task workflows untill completion. From idea submission to sales funnels, everything you need to run your business can be visualized and streamlined.

Pipefy utilizes the kanban method to manage each process step. You’ll log each task on a card and arrange them on a process or pipe, with each card containing information that is needed to deliver the work. You can use Pipefy’s template gallery to create your first few pipes, or create your own pipes from scratch. Either way, you’ll use the columns or pipes to break your work up into workflow stages.

Once you’ve created your pipes, you can define the process beginning with the first card you create. Pipefy gives you a series of options to identify requirements, such as project or task names and descriptions, assignees, and the like. You can add checklists, radio buttons, dates, and attachments to gather this information. Thereafter, each card created will request for the same information, and you can edit the card fields as you fine tune your process.

If a card has completed the first phase, you can drag and drop cards over to the next phase. You can then edit the card requirements to suit the needs of this phase. For example, in a Vacation pipe, vacation requests would first be submitted for Screening. They would then be moved to Approval, which displays a different set of requirements to determine if the request is approved or denied. At the end of the pipeline is a ”done phase“ where finished cards are grayed out and marked as complete.

The Assignee select field is one of the most important fields to add to a card. This is because assigning a card automatically places it in each team member’s MyDesk dashboard. This dashboard shows you updates on your assigned cards, a list of cards due, and notifications on activities that have occurred. You’ll want to make this card field a staple for all of your pipes so everyone on your team knows exactly what he or she has to work on next.

If a card or pipe requires collaboration with other teams on other pipes, you can create a pipe connection. This connects two or more pipes, allowing you to collaborate with other teams or processes. This saves you time and effort from searching and moving from one pipe to another.

Automation is another core Pipefy feature where you can automate your team’s daily activities to save time and focus on the most important tasks. You can automate card creation, for instance, by integrating Pipefy to your favorite third party apps like Slack or Google Sheets. This works both ways where you can even create Zendesk tickets or Pipedrive deals from new Pipefy cards. This is especially useful if you have a growing customer base and you don’t want to let a sale slip through the cracks.

With a growing team and numerous processes to manage, you want to make sure that everything is running smoothly and resources are distributed efficiently. Pipefy refines these processes by bringing your team’s activities into one central location, defining who is in charge and what needs to be done next.

Pipefy resources:

  • Learn the basics of Pipefy through their help documentation.

  • Get your teams on board Pipefy with team kickoff resources to help them understand how the product works.

  • Explore Pipefy’s Zapier integrations to automate card creation with your favorite third party apps.

  • Check out Pipefy’s template gallery to create your team’s first process.

Do more with Pipefy

Zapier allows you to instantly connect Pipefy with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Google Sheets

Google +1Google, Spreadsheets

48 Integrations

Google Calendar

Calendar +1Calendar, Google

36 Integrations


Team Chat

54 Integrations


Pipefy Updates

New for Pipefy: Use Zaps to Delete Cards from Pipes