Pipefy

The platform's pipe-based architecture models each business process as a series of phases through which work items (requests, applications, orders, tickets) progress, with each phase specifying required fields, responsible parties, automated actions, and completion conditions.

This structured approach standardizes processes that previously relied on tribal knowledge, email chains, or spreadsheets, making them visible, measurable, and continuously improvable.

Process templates for common business functions vendor onboarding, employee offboarding, procurement approvals, IT service requests, contract management, and recruitment pipelines provide starting points that teams customize to match their specific requirements.

Automation rules trigger actions automatically when conditions are met: sending notifications when deadlines approach, routing items to the next phase when forms are completed, creating connected cards in other pipes when handoffs occur, or integrating with external systems via Zapier, webhooks, or the native API.

Conditional logic handles the branching paths that make real business processes more complex than linear flowcharts suggest.

Operations, shared services, and business process outsourcing teams use Pipefy to bring structure and visibility to the request and fulfillment workflows that connect different departments. Finance teams manage purchase requests and reimbursements.

HR teams coordinate onboarding sequences across multiple responsible parties. IT teams handle change requests and incident management.