Connect APITemplate.io and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Template
Choose an Action
Automatically do this!
List Calender Entries
List Companies
List Deals
List Files
List People
List Deal Loss Reasons
List Deal Stages
List Deal Statuses
List Deal Tags
List Lead Sources
List Lead Statues
List Teams
List Todo Templates
List Users
Search User by Email
Create Activity
Create Event
Create Task
Create Company
Create Deal
Create Person
Update Company
Update Deal
Update Person
Ready to use APITemplate.io and Pipeline CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Triggers when a new template is created.
New Company
Triggers when a new company is created in your PipelineDeals account.
New Deal
Triggers when a new deal is created in your Pipeline account.
New Person
Triggers when a new person is created in your Pipeline account.
Person Updated
Triggers when an existing person is updated in your PipelineDeals account.
Person Deleted
Triggers when an existing person is deleted in your PipelineDeals account.
Do thisActions
Action is the task that follows automatically within your APITemplate.io integrations.
Create Image
Creates an image by using your image template.
Create PDF
Create a PDF by using your template.
List Objects
Lists Generated Images or PDFs.
Create PDF from HTML
Creates a PDF from a HTML.
Create PDF From URL
Create a PDF from a URL.
List Calender Entries
Returns a list of calender entries
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Frequently Asked Questions
To start, connect both your APITemplate.io and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in APITemplate.io triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how APITemplate.io data is recorded in Pipeline CRM. This includes choosing which data fields go into which fields of Pipeline CRM, setting up custom formats, and filtering out unwanted information.
The data sync between APITemplate.io and Pipeline CRM 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 APITemplate.io and Pipeline CRM. 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 APITemplate.io
apitemplate.io is a cloud-based platform that simplifies the creation of dynamic images through API integration. It allows users to generate images based on customizable templates and data inputs. With robust automation capabilities, it streamlines processes for applications requiring real-time image generation.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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