Pipefy consultants

Pipefy is a business process management platform that lets teams build and automate workflows using a visual, card-based interface. Think of it as a structured Trello — items move through defined stages with rules, automations, and approvals attached at each step. It’s used for processes that need more structure than a simple task board but don’t justify a custom-built application.

Common use cases include employee onboarding, purchase requests, IT service requests, customer onboarding, and any internal process where work follows a predictable path through multiple steps. Pipefy handles the routing, notifications, SLA tracking, and data collection at each stage, so nothing gets lost or stuck waiting for someone to remember to check a spreadsheet.

The platform is no-code, meaning operations teams and department managers can build their own workflows without waiting for IT or developers. Forms collect the initial request, cards track progress through stages, automations handle repetitive steps (like sending approval emails or updating connected systems), and dashboards show where things stand across all active requests.

Where we add value is connecting Pipefy to the rest of your business systems. Using n8n, we build integrations between Pipefy and your HR platform, accounting system, CRM, or project management tools — so a completed onboarding workflow in Pipefy automatically creates accounts in your other systems, or an approved purchase request triggers an order in your procurement tool. If your team manages structured processes across spreadsheets and email, our RPA services can help you move them into Pipefy and connect them to everything else.