Enable Integrations or automations with these events of Pipefy and personalize
Creates a new table record.
Creates a new card.
Delete a card using card id.
Updates a card Title.
Finds a card by Title.
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Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Pipefy and personalize accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipefy triggers actions in personalize (or vice versa).
Absolutely. You can customize how Pipefy data is recorded in personalize. This includes choosing which data fields go into which fields of personalize, setting up custom formats, and filtering out unwanted information.
The data sync between Pipefy and personalize 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 personalize. 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.
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 MorePersonalize is a tool to identify what each customer is most interested in at any given moment so you can promote the right product or service at the right time.
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