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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