Pipefy standardizes workflows so teams run approvals, onboarding, and service requests predictably. Build no-code process pipelines with stages, rules, and forms to capture clean data at intake. Automations route tasks, trigger SLAs, and notify stakeholders. Integrations sync records with HRIS, CRM, and billing. Dashboards surface bottlenecks so managers coach earlier and scale operations without brittle spreadsheets or email chaos slowing delivery.
Map stages, forms, and required fields with a drag-and-drop builder. Conditional logic shows only relevant questions and enforces completeness. Templates accelerate common scenarios. This clarity prevents rework at intake, aligns expectations with requesters, and keeps handoffs unambiguous so downstream steps execute reliably without follow-up emails or lost attachments during busy periods.
Use rules to assign owners, set due dates, and post comments when events occur. SLAs display timers to highlight risk early. Automatic reminders nudge stalled tasks before deadlines. By encoding the routine into automations, teams protect consistency, maintain service levels, and free time for exceptions that require judgment instead of manual status chasing across channels and spreadsheets.
Create public or internal forms that validate entries and prevent missing fields. Requester portals show status and next steps. Dynamic fields enrich tickets with product or account data. This structure turns scattered messages into reliable records, improving cycle time and audit trails while reducing interruptions as stakeholders can self-serve updates throughout each process confidently.
Connect CRM, HR, billing, and chat to move context automatically. Two-way sync avoids duplicates and manual copy-paste. Webhooks trigger downstream actions when stages change. With systems aligned, finance, operations, and support see the same truth, which eliminates tracking drift and keeps metrics accurate when leadership asks for explanations during reviews.
Track throughput, SLA adherence, and bottlenecks across processes. Role-based permissions protect sensitive requests. Required approvals and logs support audits. With shared dashboards, managers coach sooner and improve forecasts. Governance standards scale across teams without adding friction, so improvements persist as volume rises and staffing changes over quarters.
Best for operations, finance, HR, and support teams replacing email- or sheet-based processes. Agencies standardize client onboarding and briefs. Founders gain traceability early. With clear forms, automations, and dashboards, stakeholders get reliable updates, and leaders trust numbers. Work moves predictably, exceptions are visible, and scale doesn’t break processes as headcount and demand grow.
Pipefy replaces scattered requests and manual trackers with structured workflows. Intake collects complete data, automations route work, and SLAs surface risk. Integrations keep systems aligned, cutting duplicate entry. Dashboards expose bottlenecks so managers intervene before deadlines slip. Teams deliver consistent outcomes, reduce rework, and build an auditable history that supports compliance and planning.
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