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Knowledge Base
Articles and tutorials to help your team use Octapipe faster, organized by category.
73 articles found
How to Create Records in a Database
Support TeamDatabasesHow to Edit Records in a Database
Support TeamDatabasesHow to Remove Records from a Database
Support TeamDatabasesHow to Configure the Change Field Value Action
Support TeamAutomationsHow to Configure the Email Sending Action
Support TeamAutomations- Automations
How to Configure the SMS Sending Action
Support TeamAutomationsHow to Configure the Webhook Action
Support TeamAutomationsHow to Create a Pipeline Stage
Support TeamPipelines- Support TeamTasks
How to Define Custom Fields in a Database
Support TeamDatabasesHow to Define Custom Fields in a Pipeline
Support TeamPipelinesHow to Define Pipeline Access Permissions
Support TeamPipelinesHow to Define the Summary Field in a Pipeline
Support TeamPipelines- Support TeamAutomations
- Support TeamPipelines
- Support TeamTasks
- Support TeamAutomations
How to Edit and Reorder Pipeline Stages
Support TeamPipelinesHow to Enable or Disable an Automation
Support TeamAutomationsHow to Export Records from a Database to CSV
Support TeamDatabases- Support TeamTasks
How to Filter Data in a Pipeline
Support TeamPipelinesHow to Import Records to a Database via CSV
Support TeamDatabases- Support TeamTasks
- Support TeamPipelines
How to Remove Records in Bulk from a Database
Support TeamDatabases- Support TeamTasks
How to Search and Filter Records in a Database
Support TeamDatabasesHow to Search and Filter Tasks
Support TeamTasksHow to Understand the Structure of an Automation
Support TeamAutomationsHow to Update Records in Bulk in a Database
Support TeamDatabases- Support TeamTasks
- Automations
How to Create a Web Form to Receive Requests
Support TeamFormsHow to Define Terms of Use for a Web Form
Support TeamFormsHow to Reference Pipeline Fields in a Web Form
Support TeamPipelines- Support TeamForms
How to Activate Your octapipe Account
Support TeamPayments- Support TeamCards
- Support TeamCards
How to Configure and Use Masks in Custom Fields
Support TeamCustom FieldsHow to Create and Manage Form Portals
Support TeamPortals- Custom Fields
- Support TeamCards
How to Edit and Customize a Web Form
Support TeamForms- Support TeamCustom Fields
- Support TeamCards
How to Export User Activity Logs
Support TeamLogsHow to Filter User Activity Logs
Support TeamLogs- Support TeamCards
How to Link a Database to a Card
Support TeamCards- Support TeamCards
- Support TeamCards
- Support TeamCards
- Support TeamCustom Fields
- Support TeamCards
- Support TeamCard Tracker
- Support TeamForms
- Support TeamDashboards
How to View User Activity Logs
Support TeamLogs- Support TeamCustom Fields
How to Activate or Deactivate Users
Support TeamUsersHow to Change a User’s Password
Support TeamUsers- Support TeamUsers
How to Define a Custom Field for a User
Support TeamUsers- Support TeamUsers
How to Manage User Permissions
Support TeamUsersHow to Properly Open an octapipe Export in Excel
Support TeamDatabases- Users
- Support TeamUsers
- Support TeamUsers
- Support TeamUsers
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