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Pipeline CRM
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Actions and Triggers
When this happensTriggers
New Company
Triggers when a new company is created in your PipelineDeals account.
New Deal
Triggers when a new deal is created in your Pipeline account.
New Person
Triggers when a new person is created in your Pipeline account.
New Box
Triggered when a new box is created.
New Comment
Triggers when a Comment is made on a Box in a Pipeline
New Contact
Triggered when a new contact is created
Do thisActions
List Account Notifications
Returns a list of account notifications
List Calender Entries
Returns a list of calender entries
List Companies
Returns a list of all companies
List Deals
Returns a list of all deals
List Files
Returns a list of all files
List People
Returns a list of all people
Know More About viaSocket Integrations
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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently asked questions
- Is there a limit to the number of apps I can integrate through viaSocket?
- No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
- Can I automate complex multi-step workflows across thousands of apps with viaSocket?
- Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
- Can I monitor the performance of integrations and troubleshoot issues?
- Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
- How does viaSocket ensure the security of data exchanged between integrated apps?
- Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
About Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
Learn MoreAbout Streak
Streak is a powerful CRM tool that integrates seamlessly with Gmail, allowing users to manage their customer relationships directly from their inbox. It offers features such as email tracking, pipeline management, and task automation to streamline your workflow.
Learn More