

Pipefy
Pipefy is a no-code, low-code platform that lets you automate and efficiently manage a variety of business processes, including approvals, request processing, data collection, and more, using drag-and-drop and AI capabilities, with no coding knowledge required.

- Launch Date
- 2015
- Monthly Visitors
- 800K
- Country of Origin
- brazil
- Platform
- App · Web
- Language
- english
Keywords
- business process automation
- Workflow management
- No-code tools
- Approval process automation
- Request processing system
- SLA tracking
- Data integration
- Template workflows
- AI task automation
- Generative AI
- Team collaboration tools
- Card-based workflows
- Process improvement
- Report analytics
- External integration interfaces
Platform Description
Pipefy is a no-code, low-code based process automation platform that doesn't require much coding knowledge to use. The platform allows businesses to automate repetitive tasks such as processing work requests, approval processes, sending notifications, and collecting data entry forms, which reduces manual work and ensures consistent quality. It also offers pre-built templates for sales management, sales support, customer service, bug tracking, and more to help users get started quickly.
In terms of ease of use, it offers a drag-and-drop visual workflow design tool and a card-based board interface to help you see your workflow at a glance. SLA tracking, dashboard reporting, and integrations with external systems are also supported, and you can easily connect with other platforms using APIs and various connectors. more recently, we've added Generative AI capabilities to help you analyze documents, extract data, set up automation agents, and more with natural language directives."
The advantages of Pipefy are its use across a wide range of industries and departments and its accessibility, which allows users to quickly design and execute processes without technical knowledge. however, it can be limited for complex custom development, it can quickly become expensive depending on the number of users or processes, and it has limited mobile and language localization capabilities in some cases.
Core Features
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workflow automation
run automatic settings for approvals, notifications, and recurring tasks
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template repository
provide pre-built process templates
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form Builder
create forms for user requests or data collection
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integrated connectors
connect to external applications, APIs, Zapier, and more
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AI automation and agents
repetitive tasks, document processing, and natural language-based automation
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reports and analytics
provides dashboards, metrics, and time and productivity reporting
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permissions and access control
user role-based access control, security policy settings
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collaboration and visual management
card-based boards, team communication, and task status tracking
Use Cases
- HR onboarding
- sales pipeline
- tracking bugs
- customer support
- procurement
- financial processes
- invoice processing
- SLA compliance
- approvals
- request form
- reports
- automation rules
- forms
- team collaboration
- integrations
How to Use
sign in
select a process or template
configure workflows
run and monitor
Plans
Plan | Price | Key Features |
---|---|---|
Starter | $0 | • Pipefy AI • Up to 5 processes • Up to 10 users • Basic automation • Process templates provided • Request tracking • Visual customization |
Business | Custom | • Includes features from previous plans • Unlimited processes • Unlimited users (billed per user) • Pipefy API access • Role-based access • Private processes • Conditional logic • Data recovery • Electronic signatures |
Enterprise | Custom | • Previous plan features included • Multiple automations • Integration support • Two-factor authentication • Single sign-on • Customizable email domains • Pipefy team support • Higher database and storage capacity • White label |
Unlimited | Custom | • All Enterprise features included • Unlimited automation possibilities • Unlimited database records • No data storage limits • Expert support for custom process modeling and implementation |
FAQs
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Pipefy is a platform that helps companies manage internal business process automation, approval processes, request tracking, data collection, and more without or with minimal coding.
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Pipefy is designed to make it easy for anyone to set up processes and workflows. however, larger and more complex operations may prefer the assistance of a specialized consultant, in which case Pipefy can recommend companies that offer such services.
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yes. data security is a top priority for Pipefy. you can read about our security protocols and how we protect customer data in our security whitepaper.
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yes. you can add new team members, and they'll be charged the same rate as existing members.
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yes. Pipefy can integrate with other tools in a variety of ways.
- Custom integrations with the software you need (request a separate quote)
- Native integrations with Slack, GitHub, BitBucket, and Google Hangouts
- API integrations
- HTTP requests
- Integration via Zapier -
yes. Pipefy is free to use with the Starter plan. the free plan has a limit on the number of processes (up to 5) and users (up to 10), and if you need more automation, integration, and security features, you'll need to upgrade to a paid plan.
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