Connect monday.com and Pipeliner Cloud to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Board
Choose an Action
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
Ready to use monday.com and Pipeliner Cloud automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when new user joins.
New Board
Triggers when a new board is created/updated
New Account
Triggers when a new Account is created.
New Appointment
Triggers when a new Appointment is created.
New Contact
Triggers when a new Contact is created.
New Custom Entity
Triggers when a new Custom Entity is created.
Do thisActions
Action is the task that follows automatically within your monday.com integrations.
Get Board Values
Returns the details of all column in a specific Board.
Create a Board
Creates a new board.
Archive Board
Archives a board with its ID.
Get Column Values
Returns the data for a specific column in a board .
Create a Column
Creates a new column in a board.
Create a Group
Creates a new group in a board.
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Frequently Asked Questions
To start, connect both your monday.com and Pipeliner Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in monday.com triggers actions in Pipeliner Cloud (or vice versa).
Absolutely. You can customize how monday.com 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 monday.com 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 monday.com 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.
About monday.com
monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.
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Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.
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