Pipefy is a no-code workflow automation and business process management (BPM) platform designed to help teams orchestrate, automate, and optimize their workflows without relying on IT. From finance to HR to customer service, Pipefy allows organizations to standardize operations, reduce manual work, and increase visibility through customizable workflows, AI support, and powerful integration options.
Founded in 2015, Pipefy has become a leading tool for teams looking to gain agility and control over their processes without compromising compliance or scalability. With customers in over 200 countries, including giants like Kraft Heinz and Santander, Pipefy proves essential for businesses of all sizes looking to streamline operations and enable continuous improvement.
Features
No-Code Workflow Builder
Drag-and-drop interface for designing custom workflows.
Conditional logic, approvals, and SLA management built in.
AI-Powered Process Automation
AI assistant (Pipefy AI) helps generate forms, write emails, and automate steps based on natural language input.
Smart suggestions to optimize process efficiency.
Custom Forms and Fields
Easily create public or internal forms to collect standardized data.
Custom field types for dates, dropdowns, file uploads, etc.
Automations and Triggers
Set rules to trigger actions such as task assignment, status changes, or email notifications.
Templates Library
Ready-to-use templates for finance (procurement, accounts payable), HR (recruiting, onboarding), customer support, and more.
Reports and Dashboards
Real-time dashboards and custom reports for tracking KPIs and process metrics.
Integrations and APIs
Native integrations with Slack, Salesforce, DocuSign, Google Workspace, Zendesk, and more.
REST API and webhooks for custom system connections.
Mobile App and Cloud-Based
Manage workflows on the go with Android and iOS apps.
100% cloud-based and secure.
How It Works
Pipefy simplifies workflow automation into four core steps:
Create a Pipe (Process)
Start by creating a workflow (called a “pipe”) using templates or from scratch.Design and Customize
Add phases, tasks, forms, rules, and SLA conditions using the no-code interface.Automate and Integrate
Configure automations and connect external tools via built-in integrations or APIs.Monitor and Optimize
Track process performance through dashboards, reports, and insights. Refine the workflow using AI-generated recommendations.
Use Cases
Finance Operations
Accounts Payable & Receivable
Procurement & Purchase Requests
Expense Reimbursements
Human Resources
Recruitment & Onboarding
Employee Offboarding
Time-Off Requests
Customer Service
Ticket Management
SLA Tracking & Escalations
Feedback Collection
IT and Admin
Access Management Requests
Incident Reporting
Software Approvals
Marketing and Sales
Campaign Planning
CRM Integration & Lead Management
Content Approval Workflows
Pricing
Pipefy offers tiered pricing based on features and team size:
Starter (Free)
Up to 5 users
Basic workflow templates
Limited automations
Ideal for individuals or small teams
Business – $25/user/month
Unlimited pipes
AI assistant and custom integrations
SLA and conditional logic
Email templates and approvals
Enterprise – Custom Pricing
Advanced permissions and SSO
API access and custom SLA rules
Dedicated support and onboarding
SOC 2 Type II, GDPR, and HIPAA compliance
For full pricing and plan comparison, visit: https://www.pipefy.com/pricing
Strengths
No-Code Accessibility
Designed for business users—anyone can build and manage workflows without IT support.
Process Standardization
Ideal for organizations aiming to enforce consistency across departments and regions.
AI-Powered Assistance
Pipefy AI helps speed up form creation, email writing, and workflow configuration.
Strong Integration Ecosystem
Works with major apps and systems, with options for API and webhook-based custom integrations.
Template Library
Jump-start projects with pre-configured workflows for various departments.
Scalable and Secure
Built to scale with teams from 5 to 5,000+ users, with enterprise-grade security and compliance features.
Drawbacks
Learning Curve for Complex Workflows
While the interface is intuitive, users building highly customized flows may require training or support.
Limited Free Tier
The Starter plan is functional but restrictive—most teams will need the paid Business plan to unlock critical features.
Reporting Flexibility
Advanced reporting may require additional setup or integration with BI tools for more sophisticated analytics.
Mobile App Limitations
Some advanced workflow features are better managed on desktop than mobile.
Comparison with Other Tools
Pipefy vs. Monday.com
Monday.com is broader in project management, while Pipefy is more focused on process automation with better form and approval features.
Pipefy vs. Zapier
Zapier is an integration tool; Pipefy provides end-to-end workflow management with data input, automation, and approvals in one place.
Pipefy vs. Airtable
Airtable is more of a spreadsheet/database tool. Pipefy offers richer automation and process control features, especially for operations teams.
Pipefy vs. Asana
Asana excels in task/project tracking. Pipefy is better for standardized, repeatable workflows like procurement or onboarding.
Customer Reviews and Testimonials
Pipefy is rated highly on platforms like G2 and Capterra:
“We reduced our hiring time by 50% using Pipefy’s onboarding workflow. It’s like having a virtual HR coordinator.”
— HR Manager, Mid-Sized Tech Firm
“Our finance team automated the entire purchase request process—what used to take 3 days now takes hours.”
— Controller, Logistics Company
“The integration between Pipefy and Salesforce helped our sales team cut manual work and focus on closing deals.”
— Revenue Ops Lead, SaaS Startup
More reviews available at: https://www.g2.com/products/pipefy/reviews
Conclusion
Pipefy empowers teams to automate and optimize their workflows through a user-friendly, AI-enhanced platform. Whether you’re managing procurement approvals, onboarding new hires, or responding to customer tickets, Pipefy lets you standardize, automate, and scale processes with ease.
Its no-code builder, powerful AI assistant, and integration capabilities make it an ideal solution for teams that want more control without complexity. For businesses serious about workflow efficiency, Pipefy delivers a compelling blend of flexibility, intelligence, and scalability.
