
When this happens...

Automatically do this!
List Calender Entries
List Companies
List Deals
List Files
List People
List Deal Loss Reasons
List Deal Stages
List Deal Statuses
List Deal Tags
List Lead Sources
List Lead Statues
List Teams
List Todo Templates
List Users
Search User by Email
Create Activity
Create Event
Create Task
Create Company
Create Deal
Create Person
Update Company
Update Deal
Update Person
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Triggers when an existing deal is updated in your PipelineDeals account.
Action is the task that follows automatically within your Green Api integrations.
Sends a new message through Green Api.
Create a new group.
Send a file by URL (PDF, JPG, PNG, etc.)
Send a location message to a WhatsApp chat or group.
Send a contact
Retrieve the contact details.

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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 Green Api and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Green Api triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Green Api 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 Green Api 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 Green Api 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.
Green Api is a platform that provides tools and services for developers to integrate and manage APIs efficiently. It offers a range of features to streamline API development, testing, and deployment, making it easier for developers to build robust applications.
Learn MorePipeline extends your workflows across teams, departments, and companies.
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