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Pipefy

Project Management
4.3
Verified Editor's pick PROJECT MANAGEMENT

Pipefy deal: Exclusive Pipefy access

No-code process automation for teams managing complex workflows

  • Visual Kanban pipe structure makes complex workflows intuitive to map and manage
  • Automation builder handles conditional logic, SLA alerts, and external webhooks
  • Portal feature enables external parties (clients, vendors) to submit requests
  • Strong for structured processes that move through defined stages
Editor's pick
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Verified 2 weeks ago · live Negotiated direct by saasTweaks
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About Pipefy

Pipefy, in 30 seconds

Pipefy is a no-code workflow platform aimed at the back-office side of a business — not engineering tickets but the hiring requests, vendor onboarding, accounts payable runs and customer onboarding flows that usually live in spreadsheets and email. We picked it because the visual pipe model maps cleanly onto how non-technical teams already think about work, and the request-portal idea fixes the eternal "where do I file this?" problem. The trade-off is that the things that make Pipefy genuinely useful at scale — AI, advanced automations, SLA tracking — sit on the Business and Enterprise plans, not the entry tier.

How it works

You design a "pipe" — a kanban-style board with custom phases, required fields and conditional logic. Requests enter through a public or internal form, route through phases according to rules you set, and finish in a structured outcome. Pipes can talk to each other (a vendor approval pipe feeds the procurement pipe), so cross-functional handoffs stop relying on Slack DMs.

Automations handle the repetitive bits: assign owners, send Slack or email alerts, create tickets in connected tools, generate documents from templates, escalate when SLAs slip. Database tables store reusable records (vendors, employees, products) and feed lookup fields across pipes. Native integrations cover Slack, Microsoft Teams, Google Workspace, Salesforce, SAP, Workday and a long REST API list.

Pricing reality

Pipefy publishes a Starter (free) plan, plus Business, Enterprise and Unlimited tiers. Starter caps users, pipes and automation runs but is real — it is enough to prototype one process. Business sits at roughly $24 per user per month annually and unlocks public forms, conditional logic, integrations, automations and SSO at extra cost. Enterprise pricing is quoted; Unlimited bundles dedicated success management, premium support and an SLA. AI Agents and the Pipefy AI features are credit-based add-ons across the paid plans.

The honest cost watch: most buyers underestimate how quickly they want SSO, full automation runs and the AI co-pilot, all of which push real-world pricing toward the upper end of the published range.

How it compares

ToolStrengthStarter priceBest for
PipefyProcess portals and AI agentsFree / $24/user/moHR, procurement, finance ops
monday.comVisual flexibilityFrom $9/user/moCross-functional projects
Process StreetChecklist-led workflowsFrom $30/user/moRepeatable SOPs
KissflowCitizen-developer appsQuoted, ~$1.5k/mo entryMid-market app building

Buy if / skip if

Buy if you

  • Run repeatable back-office processes that span multiple teams (procurement, hiring, AP).
  • Want a request portal so internal customers stop emailing the ops mailbox.
  • Need an AI co-pilot that can triage and pre-fill structured fields, not just rephrase emails.

Skip if you

  • Need a project management tool for marketing campaigns or product roadmaps — pick monday or Asana.
  • Want a flat per-account fee; per-user billing scales hard past 30 stakeholders.
  • Are happy with a checklist tool — Process Street or Trainual is cheaper and simpler.

Verified deal

Start the Pipefy trial through our partner link

Free Starter plan plus a Business trial gets you the AI co-pilot and full automations to evaluate. Pick one painful process for the first build — vendor onboarding is the usual win.

See the Pipefy offer

Capabilities

  • Drag-and-drop workflow builder requires no coding
  • Pre-built templates accelerate common processes
  • Slack and email notifications keep work visible
  • Audit trails and SLA tracking built into the platform
  • SaaSTweaks-verified affiliate deal
  • Vendor-direct activation flow
  • Editorial pros + cons review
  • Tracked savings claim with refresh date

What's included

01

Automate expense reports and vendor approvals

Finance teams use Pipefy to route expense claims through approval chains, validate receipts, and flag policy violations before reimbursement. Managers set SLA timers to ensure reports clear within 5 days, and Slack notifications keep approvers from forgetting pending requests. Cycle time typically drops 40–60% after teams move from email-based approval.

$777 value
02

Streamline onboarding and offboarding workflows

HR staff build onboarding flows that trigger IT access provisioning, send welcome emails, and assign training tasks—all without manual handoffs. Pipefy tracks which steps completed and flags delays when new hires don't finish orientation on time. The same workflow logic handles offboarding: deprovisioning access, collecting equipment, and archiving files.

$778 value
03

Manage client requests and creative review cycles

Agencies route client briefs through intake forms, assign work to teams, and chain approval gates for creative deliverables. Pipefy's conditional logic routes complex requests to the right specialist automatically. Clients see status updates via email or portal, which reduces support tickets and keeps projects moving predictably.

$779 value
04

Founder office hours

Quarterly access to product leadership.

$493 value
05

Stack credits

Bonus credits redeemable on partner tooling.

$494 value
06

Annual audit

We re-verify the offer every quarter so it never goes stale.

$495 value

How to claim

  1. Click claim

    Hit the button on this page — opens the partner site in a new tab.

  2. Apply via your VC or accelerator

    Check your investor or accelerator benefits portal for the Pipefy partner code. Y Combinator, Sequoia, and most Tier 1 VCs have codes available.

  3. Discount applies automatically

    Renewals stay at the same rate — verified by us, not the vendor.

How Pipefy stacks up

How Pipefy compares to alternatives across pricing and features
Feature Pipefy
Free trial 14 days
Cheapest paid plan $0/mo
Annual discount Up to 25%
Refund window 30 days
Setup time < 1 hour
Best for Founders

What members say

“Purchase request approval workflow is exactly what we needed”
Maria Santos
Procurement Manager
“IT request portal replaced our messy email inbox”
Carlos Silveira
IT Manager
“Mapped our entire employee onboarding process in Pipefy”
Luciana Ferreira
Operations Manager

Frequently asked

Is Pipefy a project tool or a workflow tool?
It is a workflow tool. Use it for repeatable, structured processes (hiring, AP, vendor onboarding) rather than one-off project plans.
Does Pipefy have AI features?
Yes — Pipefy AI Agents can read requests, classify them, pre-fill structured fields, and route to the right pipe. Usage is credit-based on paid plans.
What is the difference between a pipe and a database?
A pipe is an in-flight process with phases. A database is a static reference table (vendors, employees) that pipes read from and update.
Can Pipefy replace Jira?
No. Pipefy is for non-engineering work; Jira is for software delivery. Many companies run both for different audiences.
Does Pipefy support SSO?
SSO is available on the Business plan and above, usually at additional cost. Enterprise customers get SAML and provisioning controls.
How does Pipefy compare with Process Street?
Process Street is checklist-led and shines for SOPs. Pipefy is form-and-phase-led and shines for cross-team request flows. Pick by how your work actually shapes itself.