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App spotlight: Pipefy

By Will Harris · February 21, 2024

How many sticky notes do you have on your desk right now? Either attached to your desk or hanging from your monitor, reminding you to do something by the end of the day or the week.

If the answer is greater than 0, that's too many. This isn't a scalable system! It might feel convenient, but as those little canary-colored squares add up, they begin to lose their meaning. You may end up less organized than you started. And you wasted a bunch of paper.

The people at Pipefy would agree with me. A business process management tool, Pipefy supports teams of all disciplines to build scalable processes. Whether onboarding a customer or employee, handling purchase requests, or managing complex accounts payable processes, Pipefy ensures nothing slips through the cracks.

Scale your processes with Pipefy 

Pipefy works almost like a project management tool. Except instead of managing projects, it manages processes.

To start, you create a pipe for your process, then define the phases of that particular process. For an employee onboarding pipe, your phases could be pre-arrival, first day, first week, first month, etc. Then, you'll add cards, which are the specific tasks you need to complete in each phase.

You can even automate parts of the process directly inside Pipefy to keep things moving. For example, if a card for a purchase is approved, you can notify the appropriate colleague to make the buy.

Keep your processes moving: Popular Pipefy workflows

While it offers a good number of native integrations, you can take your efficiency to the next level by automating Pipefy with Zapier.

For example, if you're using Pipefy as your CRM, you can set up a Zap—our word for an automated workflow—to create a new card in Pipefy for each new lead you generate. You can also add a Google Calendar event or send a message in Slack for each card created in Pipefy, helping your team stay on top of their tasks.

Here are some of our most popular Pipefy workflows to help you get started

Add cards to Pipefy for new rows on Google Sheets

Add cards to Pipefy for new rows on Google Sheets
  • Google Sheets logo
  • Pipefy logo
Google Sheets + Pipefy

Even if you don't replace all those yellow sticky notes, you can rest assured that your processes will scale reliably when you connect Pipefy and Zapier.

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with 6,000+ apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'