Pipefy

By some of the most prestigious enterprises Questions & AnswersIf you need help, we are ready to provide guidance and support. Do I need any advanced technical skills or professional support services to implement Pipefy?Pipefy is designed to be simple and easy, allowing anyone to configure their own processes and workflows. However, in large and complex operations some companies like to have the support of our professional consultants – in this case we can recommend companies that offer those services. Will my data be private and safe?Keeping your data secure is a top priority at Pipefy. Review our security protocols and how your business and customer data will be protected in our security whitepaper. What if I need to add someone new to my team?If you need to add new members, you can do that. The amount charged per new user will be the same for the other members included in your plan. See our article for more information. Can I change plans anytime I want? How long are the contracts?The contracts can be monthly or yearly. You can start/stop or make changes to your plan any time you want – however, we won’t give refunds for cancellation or plan downgrades. See our article for more information. Does Pipefy integrate with other systems?Yes. There are 5 ways to integrate Pipefy with your favorite tools: Custom Integrations with any software you need. Request a quote here. Native integrations with Slack, GitHub, BitBucket, and Google Hangouts. Via API. Via HTTP requests. Via Zapier.

Estimated reading time: 7 minutesTopics covered in this article:A process can be organized into three main steps:This article covers the second step of the process: executing your process.PipeA Pipe represents a process in Pipefy. You can turn almost any process into a pipe, regardless of size or business industry. A pipe is organized into phases, which are represented by columns that stand for your workflow's execution steps. Each phase has its own fields, rules, alerts, and conditions for the activities' progression throughout the process. CardA Card is one of the main elements of Pipefy, and it can represent different types of information, depending on your process. A card can stand for a request, sales lead, order, product, ticket, task, and so on. A card can help:Field ConditionalsField conditionals can be utilized to show or hide fields in forms and phases according to the information filled out on previous fields, establishing a dynamic experience.This way, users can customize processes even more and avoid long forms with blank fields.AutomationAutomations allow users to set rules and events that trigger specific actions, eliminating manual work. There are different automation scenarios and combinations to make, regardless of the process type. With them, it's possible to establish faster and error-proof workflows.For example:Email templates Communication is essential, both with external clients and internal team members. With Pipefy, you can also automate it through email templates.For example, you can send feedback to a candidate in a Recruiting Process or let a requester know their Purchase Request got approved.ConnectionsA Connection is an association between a card and another card or a card and a database. It's a field you can enable in forms and phases.Creating connections makes it easier to gather and access pipe information and keep the same information in multiple places.For example: You save time, ensure an error-proof handoff of information, and improve communication between teams or processes.DatabaseA Database is an information storage system inside Pipefy you can use to retrieve relevant data across your company's processes in a custom way.Save records from employees, customers, suppliers, products, and others, plus connect them to your processes. With databases, you guarantee the information is centralized and easier to find.Join the Pipefy Community to share feedback about our product, ask questions, and stay on top of what's new. Learn to use all the features of our platform in free courses at Pipefy Academy.Related content:

People from the start.By integrating Pipefy with your existing systems, automated approval assignments and reminders ensure that the right people will be notified on time, whether it’s through email, Slack, or Microsoft Teams.After the purchase request is approved and a purchase order is generated and submitted, the accounts payable team can easily access all the necessary information to process invoices and issue payments.Strengthen your supplier relationship with an automated onboarding process to get new suppliers in a fraction of the time, and a self-service experience so new and existing suppliers can update records, submit invoices, and track payment status. Import or integrate your existing supplier database with Pipefy to easily access supplier information.With all your P2P data and activity available in a single platform, communicate and collaborate better with requesters, approvers, accounts payable, and suppliers. Click any screen to view larger Key P2P metrics and supplier performance at your fingertips As the saying goes, you can’t improve what you can’t measure. Pipefy provides visibility into your supplier and P2P process performance.With end-to-end connected workflows, easily gather process data to measure and track SLAs, approval cycle times, bottlenecks, cost-saving opportunities, contracts, total requests per department, total expenses per department, and much more.Build custom dashboards to identify improvements and export reports to share process updates with relevant stakeholders to keep procurement and business leaders informed. It’s also easier to keep track of pending approvals, deadlines, invoices processing status, and much more.Get ready to lower your overall business expenses and increase the efficiency of your procurement processes. Adapt this template for your needs and hit the ground running Fast and simple to deploy Get started with your process in minutes with this easy-to-use template. No/low-code Customize your unique needs without help from the IT department. Wide app integrations Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation. Related templatesRelated resources

Say goodbye to inefficient P2P workflows, disconnected tools and systems, and information scattered across countless email threads and spreadsheets. With Pipefy, centralize and manage all your P2P tools, processes, and interactions from a single place — from reviewing purchase requests to approving invoices to issuing payments. Gain end-to-end visibility with a powerful P2P suite The procure-to-pay process is made up of various tools, systems, and stakeholders, including requesters, approvers, buyers, and suppliers. Pipefy’s P2P solution bridges the gaps between purchasing and accounts payable to create a fully integrated experience that streamlines approvals, assessments, and reviews across systems and teams with error-proof workflows.Build standardized purchase requisition forms to collect the information you need on time, every time. Automate approval assignments and workflows according to your business rules to design seamless handoffs, speed up approval cycles, and avoid missed deadlines or costly errors.Strengthen your relationship with new and existing vendors with a centralized supplier database to ensure payments are issued in an accurate and timely manner, and a self-service experience so vendors can update records and track payment status.Track your P2P activity easily from step to step with audit trails and data centralization for full process visibility and transparency.With the P2P Template Pack, centralize your:Purchase ProcessAccounts Payable ProcessSupplier RegistrationContract Drafting Try Pipefy’s free procure-to-pay template pack Error-proof automations Automate manual tasks and data entries to reduce errors, cut down on lead times, and streamline reviews and approvals across systems and teams. Total centralization Centralize requests, supplier data, invoices, and payment status in one place with easy access for all stakeholders. Complete integration Stop toggling between ERPs and accounting systems and integrate Pipefy with your existing stack for a seamless P2P experience. The best way to gather and approve purchase requests Spend less time going back and forth with requesters to verify data or gather missing information with a standardized purchase requisition form. With a centralized request intake form and process, ensure all new purchase requests are compliant with your purchasing policy and all interactions are managed in a single place: Pipefy. Click any screen to view larger And with self-service experiences for requesters, it’s easy for them to track status updates and keep up with their requests. All communication happens inside Pipefy, so information is centralized and easy to access, requests are processed faster, and handoffs are made simpler. Different teams, different processes, one platform Create a seamless and more efficient P2P experience for buyers, accounts payable, and suppliers.Once a purchase request form is submitted, the purchasing team can be automatically notified and assigned for approval. Easily create labels to classify each type of request based on the value or priority of the requested product/service and automation rules to notify the right

Low-code 101 Easy low-code automation for your business performance Cut development time by up to 50% and accelerate digital transformation with a low-code platform that empowers your team to design and launch custom solutions. No-code 101 An Introduction to No-Code Platforms No-code software is at the forefront of a movement that allows nearly any business user to design and build applications to solve problems and increase productivity. Low-code tools enable rapid development and implementation of applications and workflow automation. Low-code software allows professionals to create solutions and apps to streamline their work using a simple, visual interface.These solutions are termed 'low-code' because, unlike traditional application development systems, they do not require advanced programming expertise. How do low-code platforms work? A low-code platform simplifies application development by requiring only basic programming knowledge. With an intuitive visual interface, it combines pre-configured elements with the ability to include light coding adjustments, enabling flexibility and customization. These features accelerate the development process, enhance efficiency, and boost team productivity. How do professionals use low-code platforms? Professionals across various fields use low-code platforms to develop customized solutions that optimize processes and support seamless system integration. With a visual interface and optional coding adjustments, these platforms provide the flexibility to design more sophisticated applications. Users can apply customizations with minimal coding to tailor workflows to their specific business needs. Low-code solutions with Pipefy Pipefy offers low-code solutions that empower teams to efficiently design and manage customized processes, saving time and resources. By combining a user-friendly interface with coding flexibility, Pipefy enables the automation of complex tasks and performance monitoring, overcoming technical barriers and driving digital transformation in your organization. See how low-code automation helps business teams stay agile while keeping IT in control The terms “low-code” and “no-code” are sometimes used interchangeably because of the overlap in