
When this happens...
New Document

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new document is created / upserted.
Triggers when a new Account is created.
Triggers when a new Appointment is created.
Triggers when a new Contact is created.
Triggers when a new Custom Entity is created.
Triggers when a new Lead is created.
Action is the task that follows automatically within your Dust integrations.
Send a message to a Dust a gent and retrieve the answer.
Upload a document to a Dust Data Source / Folder.
Search for agent configurations by name in the workspace.
Retrieves the list of all contacts
Create a new account.
Create a new Appointment.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Dust and Pipeliner Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Dust triggers actions in Pipeliner Cloud (or vice versa).
Absolutely. You can customize how Dust 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 Dust 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 Dust 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.
Dust.tt is a comprehensive workflow automation platform designed to seamlessly integrate and manage data across various sources. It provides robust tools for automating document workflows, data management, and API integrations, helping businesses streamline their operations. Whether it's cloud storage, document handling, or real-time data syncing, Dust.tt allows users to efficiently manage data sources and automate processes to boost productivity.
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