Integrationsexa.aiPipeliner Cloud
exa.ai + Pipeliner Cloud

Connect exa.ai and Pipeliner Cloud to Build Intelligent Automations

Choose a Trigger

exa.ai

When this happens...

Choose an Action

Pipeliner Cloud

Automatically do this!

Ready to use exa.ai and Pipeliner Cloud automations

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 exa.ai integrations.

Find similar links

Find similar links

Find similar links to the link provided and optionally return the contents of the pages.

Generate an answer from search results

Generate an answer from search results

Get an LLM answer to a question informed by Exa search results. Fully compatible with OpenAI's chat completions.

List All Contacts

List All Contacts

Retrieves the list of all contacts

Create Account

Create Account

Create a new account.

Create Appointment

Create Appointment

Create a new Appointment.

Create Contact

Create Contact

Create a new Contact.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between exa.ai and Pipeliner Cloud?

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

Can we customize how data from exa.ai is recorded in Pipeliner Cloud?

Absolutely. You can customize how exa.ai 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 exa.ai and Pipeliner Cloud?

The data sync between exa.ai 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 exa.ai 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 exa.ai and Pipeliner Cloud?

Yes, you can set conditional logic to control the flow of data between exa.ai 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.

exa.ai

About exa.ai

Exa.ai is a cutting-edge platform that leverages artificial intelligence to provide innovative solutions for various industries. It offers tools and services that enhance productivity, automate processes, and deliver insights through advanced AI algorithms.

Learn More
Pipeliner Cloud

About Pipeliner Cloud

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

Learn More