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About

Pipefy is the AI-driven Business Orchestration and Automation Technologies (BOAT) platform that delivers enterprise results in days, not months. Designed as a secure orchestration layer, Pipefy bridges the gap between rigid legacy systems (ERPs/CRMs) and agile business needs. It allows IT teams to centralize disparate processes under a single control plane, eliminating Shadow IT through an Adaptive Governance framework. Key Capabilities: • Process Orchestration: Manage complex, non-linear workflows across departments without replacing core systems. • Enterprise iPaaS: Native connectors for the main systems of records to unify data silos. • Agentic AI: Deploy autonomous AI agents for document analysis and task execution using a BYOLLM (Bring Your Own LLM) engine. • Security: SOC2 Type II and ISO 27001 certified with granular RBAC. Empower your team to modernize operations and reduce the development backlog with Pipefy.

About

Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

IT leaders who need to eliminate Shadow IT and modernize legacy systems by orchestrating AI agents in a singular secure platform.

Audience

Medium to Large Businessses in Regulated Industries

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$20 (per-user billing)
✓ Unlimited processes / Plug-n-play templates

✓ Request tracker

✓ Visual customization

✓ Unlimited users (per-user billing)

✓ Automations and Pipefy’s API

✓ Role-based access

✓ Data recovery
Free Version
Free Trial

Pricing

$1500/month
All plans start with a free 14-day trial of Pro features.
Free Version
Free Trial

Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.7 / 5
support 4.6 / 5

Reviews/Ratings

Overall 4.8 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.5 / 5
support 5.0 / 5

Pros from Real Users

Pros

  • Pipefy is an incredible online project management tool that allows users to streamline their workflow processes. It offers users a wide range of features and tools to organize, assign, and track their tasks. The drag-and-drop interface makes it very easy to use and it has a great user-friendly design. The tool offers users a variety of templates for different types of projects, allowing them to easily create and customize their own process. It also comes with a powerful search engine, which helps users quickly find the relevant information they need.
  • Pipefy has multiple usages, it supports recruiting member, boost teamwork, marketing and manage customer support. We are using its team collaboration to manage our marketing strategy with effective power. It's very easy in the platform usability.
  • Pipefy has great potential to make workspace unified for tasks. It helps to stay on top of the tasks using its custom workflows. I liked being able to integrate with Salesforce to boost its efficiency. The interface is also streamlined.
  • Pipefy turns to be a game-changer in my workspace to work collaborated for our marketing and help desk solutions. - The template for the sales pipeline is pretty robust, no code is required to deploy. - Combined dashboard for different business activities.
  • Pipefy is an amazing workflow manager. We are using Pipefy to automate our workflow. It's very easy to build automated project cards. The UX is pretty appealing and smooth in navigation.
  • We can perform many business activities including HR, marketing and customer service from one software. It improves the workflow and automates most of the processes.
  • You can easily adapt this solution into your small and mid business. It's dashboard provides a great resource to manage and visualize the process of workflow. It helps to boost collaboration to effective results.
  • Intuitive user interface. It's works smooth and flawless. Super modern workflow management. Easily Integrates with other business solutions. Easy connection to collaborate.
  • It is easy to set up and has a wide number of features including setting up daily tasks, and managing things like customer care, human resource, finance and such.
  • Pipefy is very effective workflow management software. It offers great compatibility with most of the leading third party applications. The user interface is clean and clutter-free. Pipefy offers a great capability of collaboration and very effective business process management.

Pros from Real Users

Pros

  • Process Street shines at creating layered workflows with hierarchical task assignments. We've built customer intake forms that trigger internal workflows and branch into user tasks - nothing falls through the cracks. Perfect for documenting infrequent processes so you never ask "how did we do this last time?" Our AI testimonial wizard collects client feedback and auto-generates polished testimonials. Intuitive interface made implementation easy for both internal and personal use.
  • - Extremely stable, forward-thinking, and innovative platform. - Brings consistency, repeatability, and accountability to processes. - Helps teams streamline day-to-day operations while keeping visibility into who’s doing what. - Excellent for risk mitigation and reducing chaos across departments. - Flexible enough to work across industries. I’ve used it successfully in property management, real estate, HR, cleaning companies, architecture firms, accounting, internet providers, technology companies, and construction. - Depth of functionality is unmatched: native Forms, Pages (for docs/how-tos), advanced conditional logic (AND/OR), code tasks, AI tasks, and more! - Native integrations with Google Workspace, DocuSign, Slack, etc. For anything not built-in, Zapier, Power Automate, and Make connect easily to outside tools, extending functionality even further.
  • Process Street has many useful features to streamline workflow management across teams. The ease of building workflows is a huge plus (it's all drag and drop), but then the addition of AI tasks and Code Tasks for more complex requirements has been a game changer. Also the fact it has an open API is amazing, and makes integrating between other tools easy, especially with the native integrations they already have built out. Another aspect I love about Process Street is the ability to have guest users - this makes it super convenient when needing to bring someone external in to a process, while maintaining high visibility into the work getting done, and tracking everything together in one spot.
  • Love how it keeps me compliant and offering the best service possible to my clients by ensuring I never miss a step. The integrations and automations mean that when there's data to track I can send it externally and it happens like magic! (Except I know how it's done...) Easy to set up a simple workflow and develop it as you get more confident with the various functionalities. Just brilliant!

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Pipefy
Founded: 2014
United States
www.pipefy.com

Company Information

Process Street
Founded: 2013
United States
www.process.st/

Alternatives

Alternatives

VKS

VKS

Visual Knowledge Share
Modern Requirements4DevOps

Modern Requirements4DevOps

Modern Requirements
Interfacing Integrated Management System (IMS)

Interfacing Integrated Management System (IMS)

Interfacing Technologies Corporation

Categories

Pipefy is the AI-enhanced business process automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows, including HR, IT, Finance, Marketing, Sales, and more. Easily build, track, automate, and manage any custom workflow, no matter how complex, with no technical knowledge required. Pipefy’s no-code BPA software delivers an integrated end-to-end operation that improves team productivity, control, and visibility from input to delivery. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

Pipefy is the AI-enhanced business process management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows, including HR, IT, Finance, Marketing, Sales, and more. Easily build, track, automate, and manage any custom workflow, no matter how complex, with no technical knowledge required. Pipefy’s no-code BPM software delivers an integrated end-to-end operation that improves team productivity, control, and visibility from input to delivery. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

Tap into your greatest business asset with Pipefy, the AI-enhanced process management platform to seamlessly connect what matters most to HR: people, systems, and strategy. From consolidating incoming requests to reducing response times, Pipefy orchestrates all your HR workflows in a single place with no required coding knowledge or third-party specialized services firms. Build customized employee portals to centralize important information, standardized HR forms to expedite HR request processing, and automated email templates to provide real-time service updates. Key features include a built-in security suite to manage and safeguard sensitive data and a flexible no-code framework for faster deployment and lower implementation costs.

Pipefy is the no-code process and workflow automation platform that conserves IT resources while improving visibility and control over workflows and tech stacks across the org. Pipefy is a secure, easy-to-use tool any team can deploy to build and automate any type of IT process, workflow, or service portal. Accelerate adoption, manage changes with full visibility, and respond to changing business needs — on time and under budget. With Pipefy, IT teams can keep track of every workflow step and tech stack element, reducing risks due to lack of governance and shadow IT. Key features include 300+ out-of-the-box connectors, HTTPS integrations, a built-in security suite, artificial intelligence, process templates, customizable forms, rules and conditionals, and some of the fastest time-to-value in the market.

Pipefy is the no-code process and workflow automation platform that conserves IT resources while improving their visibility and control over every process and workflow in the org. Deliver more projects and close tickets on time and under budget. Pipefy helps IT teams maintain security and compliance standards with features like audit logs, business rules, and role-based access control (RBAC). Automated alerts prevent delays and ensure timely escalation, and adaptable asset management and tracking workflows. Pipefy is a secure, easy-to-use tool any team can deploy to build and automate any type of IT process, workflow, or self-service portal. Key features include 300+ out-of-the-box connectors, HTTPS integrations, a built-in security suite, artificial intelligence, customizable forms, rules and conditionals, and some of the fastest time-to-value in the market.

Transform your procurement department from a purchase management center to a strategic business partner. Build a structured, standardized, automated, and error-proof procurement operation to fast-track PO cycle time and improve end-to-end stakeholder coordination. Integrate your procurement software or other legacy tools to scale your operation, and ensure transparency and accountability at each step. With Pipefy’s AI-enhanced business process automation and management platform, access process insights quickly to make agile decisions reliably, and create workflows rooted in best practices and tailored to your team’s unique needs.

Build a structured, standardized, automated, and error-proof purchase process to fast-track purchase cycle time and improve end-to-end stakeholder coordination. With Pipefy’s AI-enhanced business process automation and management platform, access process insights quickly to make agile purchase decisions reliably. Assess supplier performance, and create workflows rooted in best practices, tailored to your team’s unique needs. Integrate your accounting software or other legacy tools to scale.

Pipefy is the AI-enhanced workflow automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows. Centralize, automate, and streamline your workflows for better end-user experiences, faster business results, and more efficient processes. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

Pipefy is the AI-enhanced workflow management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows. Centralize, automate, and streamline your workflows for better end-user experiences, faster business results, and more efficient processes. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

Categories

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Customer Service Features

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Customer Success Features

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Human Resources Features

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

IT Service Features

Contract Management
Incident Management
IT Asset Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Procure to Pay Features

Billing & Invoicing
Budgeting / Forecasting
Compliance Management
Contract Lifecycle Management
Financial Reporting
Integration Management
Inventory Management
Order Management
Vendor Management

Purchasing Features

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Compliance Features

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Integration Features

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Onboarding Features

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Quality Management Features

Audit Management
Complaint Management
Compliance Management
Corrective and Preventive Actions (CAPA)
Defect Tracking
Document Control
Equipment Management
ISO Standards Management
Maintenance Management
Risk Management
Supplier Quality Control
Training Management

Remote Work Features

Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing

Requirements Management Features

Automated Functional Sizing
Automated Requirements QA
Automated Test Generation
Automated Use Case Modeling
Change Management
Collaboration
History Tracking
Prioritization
Reporting
Status Reporting
Status Tracking
Summary Reports
Task Management
To-Do List
Traceability
User Defined Attributes

Software Documentation Features

Access Roles / User Permissions
Automatic Documentation Generation
Collaboration Tools
Docs Web Hosting
Feedback Capture
Markdown Support
Multiple Formats Support
Multiple Versions Support
reStructured Text Support
Version Control
Webhooks
WYSIWIG Editor

Integrations

AccessOwl
Airtable
Docusign
Google Drive
Google Workspace
HubSpot CRM
Jira Service Management
Microsoft SharePoint
Microsoft Teams
Salesforce
Slack
Trello
Twilio
Workers by Delos
Zendesk
Gusto
Insightly
LeadMaster
Shift
Workato

Integrations

AccessOwl
Airtable
Docusign
Google Drive
Google Workspace
HubSpot CRM
Jira Service Management
Microsoft SharePoint
Microsoft Teams
Salesforce
Slack
Trello
Twilio
Workers by Delos
Zendesk
Gusto
Insightly
LeadMaster
Shift
Workato