Basic Process Management

Learn how to build, automate and connect your processes in Pipefy.

About this course

This course covers key skills to get you to manage powerful workflows in Pipefy.

  • Course duration: 1.3 hours
  • Certification: take the final quiz to test your knowledge and earn an exclusive certificate.

By the end of this course, you will be able to:

  • Set up your organization and member permissions
  • Manage requests through dynamic forms and service portals
  • Automate every step of your workflow through automation, connections and integrations
  • Customize powerful data Dashboards and Reports to analyze bottlenecks and make better decisions


Make the most out of Pipefy!

Learn how to build and manage processes, streamline execution and automate every step of your process in Pipefy.


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