Integrations AlphaMoon Pipeliner Cloud
AlphaMoon + Pipeliner Cloud

Connect AlphaMoon and Pipeliner Cloud to Build Intelligent Automations

Choose a Trigger

AlphaMoon

When this happens...

Choose an Action

Pipeliner Cloud

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Account

New Account

Triggers when a new Account is created.

New Appointment

New Appointment

Triggers when a new Appointment is created.

New Contact

New Contact

Triggers when a new Contact is created.

New Custom Entity

New Custom Entity

Triggers when a new Custom Entity is created.

New Lead

New Lead

Triggers when a new Lead is created.

New Opportunity

New Opportunity

Triggers when a new Opportunity is created.

Do thisActions

Action is the task that follows automatically within your AlphaMoon integrations.

Get OCR results

Get OCR results

Get OCR results as Plain text

Get collections

Get collections

Get collections using Process ID

Get process Types

Get process Types

Get types of processes available in your Workspace

Get all Processes

Get all Processes

Get details of all available processes

List All Contacts

List All Contacts

Retrieves the list of all contacts

Create Account

Create Account

Create a new account.

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Frequently Asked Questions

How do I start an integration between AlphaMoon and Pipeliner Cloud?

To start, connect both your AlphaMoon and Pipeliner Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in AlphaMoon triggers actions in Pipeliner Cloud (or vice versa).

Can we customize how data from AlphaMoon is recorded in Pipeliner Cloud?

Absolutely. You can customize how AlphaMoon data is recorded in Pipeliner Cloud. This includes choosing which data fields go into which fields of Pipeliner Cloud, setting up custom formats, and filtering out unwanted information.

How often does the data sync between AlphaMoon and Pipeliner Cloud?

The data sync between AlphaMoon and Pipeliner Cloud typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from AlphaMoon to Pipeliner Cloud?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between AlphaMoon and Pipeliner Cloud?

Yes, you can set conditional logic to control the flow of data between AlphaMoon and Pipeliner Cloud. 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.

AlphaMoon

About AlphaMoon

Alphamoon offers an AI-driven intelligent document processing platform that reduces manual data entry through OCR capabilities, data extraction, and process automation, making it an indispensable tool for modern businesses seeking efficiency.

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Pipeliner Cloud

About Pipeliner Cloud

Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.

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