How to Build Your Own Pipefy

Create conditional logic to automatically route, assign, and update cards.

Design complex multi-stage pipelines with conditional routing.

Automatically create cards on a scheduled basis.

Set and monitor service level agreements with automated escalations.

Use AI to automatically route cards to the best available team member.

Create custom reports with drill-down analytics and exports.

Forecast completion times and identify at-risk cards using machine learning.

Analyze workflow bottlenecks and optimization opportunities with AI insights.

Generate insights with customizable dashboards and performance metrics.

Add unlimited custom fields to capture specific data for your workflow.

Automated backups and ability to export all pipeline data.

Store and version-control documents within cards and pipelines.

Upload and store documents directly within cards.

Access Pipefy data programmatically with REST and GraphQL APIs.

Create cards from emails and send updates via email notifications.

Trigger external actions with outgoing webhooks for third-party integrations.

Set field-level and action-level permissions for security.

Implement enterprise single sign-on with SAML 2.0 authentication.

Control access with granular role-based permissions and visibility settings.

Duplicate existing pipelines with all settings and configurations.

Manage team members, roles, and department hierarchies.

Collaborate within cards with threaded comments and @mentions.

Enable team members to work together with live comments and updates.

Design custom intake forms with conditional fields and validations.

Share intake forms publicly without requiring user accounts.