Connect Graphy and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Learner is created
New Success Transaction
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Learner is created
Triggers when a learner is created
New Success Transaction
Triggers when the process of purchase transaction is complete
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.
Do thisActions
Action is the task that follows automatically within your Graphy integrations.
Enroll Learner to Course
Enroll a learner to a course by email ID
Unenroll Learner from Course
Unenroll a Lerner from Course using email ID
Create a Learner
Creates a learner using email ID and Name
Find Product
Find product course/package details by name or ID
Update Course Validity
Update the course validity of the learner.
Find Learner
Find the learner details by name, email, mobile or ID
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Frequently Asked Questions
To start, connect both your Graphy and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Graphy triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Graphy 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 Graphy 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 Graphy 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 Graphy
Graphy is a platform that enables creators to build and sell interactive courses. It provides tools for video hosting, quizzes, and community engagement, allowing creators to offer a comprehensive learning experience.
Learn MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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