
When this happens...
New Company
New Deal
New Person
Person Updated
Person Deleted
Deal Updated
Deal Deleted
Company Updated
Company Deleted

Automatically do this!
Convert HTML to Image
Convert HTML to PDF
Convert URL to Image
Convert URL to PDF
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 all files
Returns a list of all people
Returns a list of deal loss reasons

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 Pipeline CRM and HTML/CSS to Image accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipeline CRM triggers actions in HTML/CSS to Image (or vice versa).
Absolutely. You can customize how Pipeline CRM data is recorded in HTML/CSS to Image. This includes choosing which data fields go into which fields of HTML/CSS to Image, setting up custom formats, and filtering out unwanted information.
The data sync between Pipeline CRM and HTML/CSS to Image 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 Pipeline CRM and HTML/CSS to Image. 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.
Pipeline extends your workflows across teams, departments, and companies.
Learn MoreHTMLCSSToImg is a service that allows users to convert HTML and CSS code into high-quality images. This tool is ideal for developers and designers who need to generate images from web content for various purposes, such as social media sharing, presentations, or documentation.
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