Connect Pipefy and CustomerX Tracking to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Pipefy
Choose an Action
Automatically do this!
- Request a new Action for CustomerX Tracking
Enable Integrations or automations with these events of Pipefy and CustomerX Tracking
Enable Integrations or automations with these events of Pipefy and CustomerX Tracking
Actions
Create Record
Creates a new table record.
Create Card
Creates a new card.
Delete Card
Delete a card using card id.
Update Card
Updates a card Title.
Find Card
Finds a card by Title.
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Frequently Asked Questions
To start, connect both your Pipefy and CustomerX Tracking accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipefy triggers actions in CustomerX Tracking (or vice versa).
Absolutely. You can customize how Pipefy data is recorded in CustomerX Tracking. This includes choosing which data fields go into which fields of CustomerX Tracking, setting up custom formats, and filtering out unwanted information.
The data sync between Pipefy and CustomerX Tracking 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 Pipefy and CustomerX Tracking. 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 Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
Learn MoreAbout CustomerX Tracking
CustomerX is a customer success platform that helps you manage engagement and relationships with your customers
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