Connect Pipeliner Cloud and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account
New Appointment
New Contact
New Custom Entity
New Lead
New Opportunity
New Product
New Task
Updated Account
Updated Appointment
Updated Contact
Updated Custom Entity
Updated Lead
Updated Opportunity
Updated Product
Updated Task
Account Deleted
Account Document Linked
Account Owner Changed
Appointment Comment
Appointment Owner Change
Appointment Deleted
Contact Document Linked
Contact Owner Change
Contact Deleted
New Contact Account Relation
Update Contact Account Relation
Delete Contact Account Relation
New Currency
Update Currency
Currency Deleted
New Currency ExchangeRate
Update Currency ExchangeRate
Delete Currency ExchangeRate
New Currency ExchangeRate List
Update Currency ExchangeRate List
Delete Currency ExchangeRate List
Delete Custom Entity
New Email
Delete Email
Update Email
Delete Lead
Lead Document Linked
Lead Owner Changed
New Lead Oppty Account Relation
Update Lead Oppty Account Relation
Delete Lead Oppty Account Relation
New LeadOppty Contact Relation
Update LeadOppty Contact Relation
Delete LeadOppty Contact Relation
Memo Comment
New Memo
Update Memo
Delete Memo
New Note
Delete Note
Update Note
Delete Opportunity
Opportunity Document Linked
Opportunity Lost
Opportunity Move
Opportunity Owner Change
Opportunity Won
New Oppty Product Relation
Update Oppty Product Relation
Delete Oppty Product Relation
Delete Product
New Product Price List
Update Product Price List
Delete Product Price List
New Product PriceList Price
Update Product Price List Price
Delete Product Price List Price
New Project
Project Document Linked
Project Owner Changed
Updated Project
Delete Project
New Quote
Quote Document Linked
Quote Owner Changed
Quote Move
Quote Lost
Quote Won
Updated Quote
Delete Quote
New Quote Account Relation
Updated Quote Account Relation
Delete Quote Account Relation
New Quote Contact Relation
Updated Quote Contact Relation
Delete Quote Contact Relation
Task Comment
Task Owner Changed
Delete Task
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use Pipeliner Cloud and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when a new Account is created.
New Appointment
Triggers when a new Appointment is created.
New Contact
Triggers when a new Contact is created.
New Custom Entity
Triggers when a new Custom Entity is created.
New Lead
Triggers when a new Lead is created.
New Opportunity
Triggers when a new Opportunity is created.
Do thisActions
Action is the task that follows automatically within your Pipeliner Cloud integrations.
List All Contacts
Retrieves the list of all contacts
Create Account
Create a new account.
Create Appointment
Create a new Appointment.
Create Contact
Create a new Contact.
Create Lead
Create a new Lead.
List Accounts
Retrieves the list of all account.
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Frequently Asked Questions
To start, connect both your Pipeliner Cloud and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipeliner Cloud triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Pipeliner Cloud data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between Pipeliner Cloud and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Pipeliner Cloud and MyDocSafe. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Pipeliner Cloud
Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.
Learn MoreAbout MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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