Hacks & Tricks
Grow your skills and learn how to make the most out of Pipefy.
About this course
Learn how to make the most out of Pipefy with our advanced features course.
- Course duration: 1.5 hours
- Certification: available upon completion
By the end of this course, you will be able to:
- Use automations in an advanced way
- Perform bulk actions, such as updating or deleting multiple cards at once
- Improve your email communication
- Import large chunks of data without a hassle
Course Curriculum
Introduction
Available in
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days
after you enroll
Automation
Available in
days
days
after you enroll
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StartHow to clear fields with Automation (2:46)
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StartChecking why a card was not moved by an automation (3:26)
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StartCreating connected cards with Automation (4:37)
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StartBulk delete via Recurring Activity Automation (3:06)
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StartHow to send reminder email days before deadline (using Recurrent Activity and Email Templates) (1:57)
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StartEmail automation with deadlines (4:17)
Bulk actions
Available in
days
days
after you enroll
Frequently Asked Questions
How can I access my certification after taking the course?
Once you complete a course, you will receive a digital version of your certification, which you can download for a printable copy or embed it on your LinkedIn profile.
Can I rewatch a course?
Sure! When you sign up for a course, you can access your MyTeachable account and rewatch it any time.
How can I take the Advanced Certification?
For now, the Advanced Certification is available for Enterprise customers only.
If your team already uses Pipefy, you can sign up here: https://portal.pipefy.com/certificationprogram