Pipefy: No-Code Workflow Automation and Process Management

Overview

Pipefy is a workflow automation platform established in 2015, specializing in no-code solutions for internal process automation, workflow management, and request management. It is designed to assist organizations in digitizing and optimizing their operational procedures across various departments, including IT, HR, finance, and customer service. The platform enables users to create and manage custom workflows, referred to as 'pipes,' which can automate routine tasks, enforce business rules, and provide visibility into process performance.

The core philosophy behind Pipefy is to empower business users to build and adapt their own process solutions without relying on extensive development resources. This is achieved through a visual, drag-and-drop interface for designing workflows, forms, and automation rules. The platform supports a range of use cases, from simple task tracking to complex, multi-stage approval processes. Key features include customizable dashboards, reporting tools, and integration capabilities to connect with other business systems.

Pipefy is particularly effective for teams looking to centralize and standardize their operational workflows. For instance, it can manage IT service requests, onboarding processes for new employees, procurement approvals, or marketing content production pipelines. The platform's emphasis on no-code configuration allows for rapid deployment and iteration of processes, which can be advantageous for organizations seeking agility in their operations. While it offers an API for programmatic integrations, the primary interaction model for process builders is through its graphical user interface.

The platform's compliance certifications, including SOC 2 Type II, GDPR, ISO 27001, and HIPAA, indicate its suitability for organizations with stringent data security and regulatory requirements. This makes Pipefy an option for industries such as healthcare, finance, and government, where adherence to specific standards is critical. Pipefy's application in various operational contexts positions it as a tool for improving efficiency and transparency in business operations.

Key features

• Workflow Automation: Design and automate multi-stage workflows with conditional logic, task assignments, and automated notifications.
• No-Code Process Builder: Visually construct custom workflows, forms, and automation rules without requiring programming knowledge.
• Request Management: Centralize and manage internal and external requests (e.g., IT tickets, HR inquiries) through customizable portals and forms.
• Process Templates: Access pre-built templates for common business processes, which can be customized to fit specific organizational needs.
• Customizable Dashboards & Reports: Monitor process performance, track key metrics, and generate reports on task status, bottlenecks, and team productivity.
• Integrations: Connect with other business applications and systems through native integrations or an API.
• Access Control & Permissions: Define granular user roles and permissions to control access to specific pipes, cards, and data.
• Database Management: Store and manage structured data within the platform for use in workflows and reporting.
• Email Automation: Automate email communications based on workflow triggers and conditions.

Pricing

Pipefy offers a tiered pricing model, including a free tier for small teams and paid plans with additional features and capacity. Pricing details are subject to change; the information below reflects data as of May 2026. For current pricing, refer to the official Pipefy pricing page.

Common integrations

Pipefy offers various integration options to connect with other business tools, extending its functionality across the enterprise. These integrations can streamline data flow and automate tasks between systems.

• CRM Systems: Connect with platforms like Salesforce or HubSpot to synchronize customer data and automate sales or support processes.
• Communication Tools: Integrate with Slack or Microsoft Teams for real-time notifications and collaboration within workflows.
• ERP Systems: Link with enterprise resource planning software to automate financial or supply chain processes.
• Data Visualization Tools: Export data to tools like Tableau or Microsoft Power BI for advanced analytics and reporting.
• Developer Tools: Use the Pipefy API to build custom integrations with proprietary systems or other applications not covered by native connectors.
• Email Platforms: Integrate with Gmail or Outlook for automated email sending and tracking within workflows.

Alternatives

Organizations considering Pipefy may also evaluate other platforms that offer workflow automation, project management, or service management capabilities. These alternatives often cater to similar use cases but may differ in their approach to customization, scalability, or feature set.

• monday.com: A work operating system that allows teams to manage projects, workflows, and everyday tasks with customizable dashboards and automation.
• Smartsheet: An enterprise work management platform that combines spreadsheet functionality with project management, collaboration, and automation features.
• Jira Service Management: A service desk solution from Atlassian designed for IT and business teams to deliver high-velocity service. Jira Service Management provides tools for incident, problem, and change management, often used in conjunction with other Atlassian products like Jira Software.

Getting started

While Pipefy focuses on a no-code interface for building workflows, its API allows for programmatic interaction and integration with other systems. The following example demonstrates a basic API call to integrate with Pipefy, such as fetching data about a specific pipe. This example assumes you have an API key and a Pipe ID.

For detailed API documentation and advanced use cases, refer to the Pipefy API Overview.

import requests
import json

# Replace with your actual Pipefy API Key and organization name
API_KEY = "YOUR_PIPEFY_API_KEY"
ORGANIZATION_ID = "YOUR_ORGANIZATION_ID"

# Example: Fetching information about a specific Pipe
# You can find the Pipe ID in the URL when viewing a pipe in Pipefy
PIPE_ID = "YOUR_PIPE_ID"

url = "https://api.pipefy.com/graphql"

headers = {
    "Content-Type": "application/json",
    "Authorization": f"Bearer {API_KEY}"
}

query = f"""
query {
  pipe(id: {PIPE_ID}) {
    id
    name
    phases {
      id
      name
    }
    cards {
      edges {
        node {
          id
          title
          currentPhase {
            name
          }
        }
      }
    }
  }
}
"""

payload = {
    "query": query
}

try:
    response = requests.post(url, headers=headers, data=json.dumps(payload))
    response.raise_for_status() # Raise an exception for HTTP errors
    data = response.json()
    print(json.dumps(data, indent=2))

except requests.exceptions.HTTPError as http_err:
    print(f"HTTP error occurred: {http_err}")
except Exception as err:
    print(f"An error occurred: {err}")