
When this happens...
New Submission Arrives

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new form submission is received.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your Pipeline account.
Triggers when a new person is created in your Pipeline account.
Triggers when an existing person is updated in your PipelineDeals account.
Triggers when an existing person is deleted in your PipelineDeals account.
Action is the task that follows automatically within your Form.taxi integrations.
Returns a list of calender entries
Returns a list of all companies
Returns a list of all deals
Returns a list of lead sources
Returns a list of lead statues
Searches for a user by email

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To start, connect both your Form.taxi and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Form.taxi triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Form.taxi 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 Form.taxi 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 Form.taxi 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.
Form.taxi is a platform designed to streamline the process of creating and managing forms specifically for the transportation industry. It allows users to easily build custom forms for bookings, feedback, and other transportation-related needs.
Learn MorePipeline extends your workflows across teams, departments, and companies.
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