Avail Lifetime Free Access - Limited Time Period Offer

Pipeline CRM

Pipeline CRM

Swell Investing

Swell Investing

Enable Integrations or automations with these events of Pipeline CRM and Swell Investing

Enable Integrations or automations with these events of Pipeline CRM and Swell Investing

Triggers

Pipeline CRM

New Company

Triggers when a new company is created in your PipelineDeals account.

Pipeline CRM

New Deal

Triggers when a new deal is created in your Pipeline account.

Pipeline CRM

New Person

Triggers when a new person is created in your Pipeline account.

Pipeline CRM

Person Updated

Triggers when an existing person is updated in your PipelineDeals account.

Pipeline CRM

Person Deleted

Triggers when an existing person is deleted in your PipelineDeals account.

Pipeline CRM

Deal Updated

Triggers when an existing deal is updated in your PipelineDeals account.

Actions

Pipeline CRM

List Calender Entries

Returns a list of calender entries

Pipeline CRM

List Companies

Returns a list of all companies

Pipeline CRM

List Deals

Returns a list of all deals

Pipeline CRM

List Files

Returns a list of all files

Pipeline CRM

List People

Returns a list of all people

Pipeline CRM

List Deal Loss Reasons

Returns a list of deal loss reasons

We'll help you get started

Our team is all set to help you!

get started messageget started message

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.
Pipeline CRM

About Pipeline CRM

Pipeline extends your workflows across teams, departments, and companies.

Learn More
Swell Investing

About Swell Investing

Swell Investing is a platform that allows individuals to invest in companies that are making a positive impact on the world. It focuses on sustainable and socially responsible investing, providing users with the opportunity to align their investment portfolios with their values. The platform offers a range of investment options in sectors such as renewable energy, clean water, and healthy living, aiming to generate both financial returns and positive social outcomes.

Learn More