Connect Detrack and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Detrack
Choose an Action
Automatically do this!
List Calender Entries
List Companies
List Deals
List Lead Sources
List Lead Statues
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 Detrack and Pipeline CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Deal Updated
Triggers when an existing deal is updated in your PipelineDeals account.
Do thisActions
Action is the task that follows automatically within your Detrack integrations.
Create Job
Creates a Job in the Detrack Dashboard.
List Jobs
List all jobs
Create Batch
Create multiple delivery or collection jobs in Detrack as a single batch.
Update Job
Update one or more Detrack jobs (DO numbers). Modify job date, type, address, contact, phone, notification email, tracking number, and items — any fields left blank remain unchanged.
List Calender Entries
Returns a list of calender entries
List Companies
Returns a list of all companies
Know More About Detrack and Pipeline Integrations
Powerful Ways to Automate Your Detrack Workflows Without Code
Learn no-code automation to connect Detrack with viaSocket and tools like Shopify, QuickBooks, Google Sheets, and Slack. Auto-create jobs, sync data, and alert teams in real time.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
Frequently Asked Questions
To start, connect both your Detrack and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Detrack triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Detrack 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 Detrack 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 Detrack 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 Detrack
Detrack is a live delivery tracking system that offers a robust Proof of Delivery system to last-mile couriers and logistics.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
Learn More
