Integrate Pipeline CRM with Awork to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Pipeline CRM
When this happens...
New Company
New Deal
New Person
Person Updated
Person Deleted
Deal Updated
Deal Deleted
Company Updated
Company Deleted
Awork
Automatically do this!
Get Companies
Create Project
Search Projects
Create Project Type
Create Company
Create Task
Create New Project Role
Assign New User to the Task By Email
Add Member to A Project
Create New Comment on the Project
Create New Task List
Add Task to Task List
Changes the Project of the Task
Create New Type of Work
Create New Role
Create New Team
Add User to Team
Create Checklist Item for Task
Get Companies in Awork when New Company in Pipeline
Use this flowCreate Project in Awork when New Company in Pipeline
Use this flowSearch Projects in Awork when New Company in Pipeline
Use this flowCreate Project Type in Awork when New Company in Pipeline
Use this flowCreate Company in Awork when New Company in Pipeline
Use this flowCreate Task in Awork when New Company in Pipeline
Use this flowCreate New Project Role in Awork when New Company in Pipeline
Use this flowAssign New User to the Task By Email in Awork when New Company in Pipeline
Use this flowAdd Member to A Project in Awork when New Company in Pipeline
Use this flowCreate New Comment on the Project in Awork when New Company in Pipeline
Use this flowEverything you can automate between Pipeline CRM and Awork.
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 Pipeline CRM integrations.
Returns a list of calender entries
Returns a list of all companies
Returns a list of all deals
Returns a list of lead sources
Returns a list of lead statues
Searches for a user by email

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Pipeline extends your workflows across teams, departments, and companies.
Learn moreAwork is a comprehensive project management and collaboration tool designed to streamline workflows, enhance team productivity, and ensure seamless project execution. It offers features such as task management, time tracking, and team communication, making it an ideal solution for businesses of all sizes.
Learn moreSign up for a free viaSocket account, then authorize both your Pipeline CRM and Awork accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Pipeline CRM and Awork as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Awork. No coding required.
Yes. You can set up a workflow where Pipeline CRM triggers actions in Awork, and a separate workflow where Awork triggers actions in Pipeline CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Pipeline CRM and Awork. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pipeline CRM and Awork integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.