Connect Document360 and Pipeliner Cloud to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Document360
Choose an Action
Automatically do this!
List All Contacts
Create Account
Create Appointment
Create Contact
Create Lead
List Accounts
List Activities
List Approvals
List Calls
List Clients
List Cloud Objects
List Company Emails
List Currencies
List Entities
List Data
List Emails
List Leads
List Opportunities
List Pipelines
Create Product
Update Account
Update Appointment
Update Contact
Update Lead
Update Product
Ready to use Document360 and Pipeliner Cloud automations
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 Document360 integrations.
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
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.
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Frequently Asked Questions
To start, connect both your Document360 and Pipeliner Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Pipeliner Cloud (or vice versa).
Absolutely. You can customize how Document360 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.
The data sync between Document360 and Pipeliner Cloud 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 Document360 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.
About Document360
Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.
Learn MoreAbout Pipeliner Cloud
Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.
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