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

Automatically do this!
Enable Integrations or automations with these events of Pipeline CRM and Twona AMS Next
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.
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 Twona AMS Next accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipeline CRM triggers actions in Twona AMS Next (or vice versa).
Absolutely. You can customize how Pipeline CRM data is recorded in Twona AMS Next. This includes choosing which data fields go into which fields of Twona AMS Next, setting up custom formats, and filtering out unwanted information.
The data sync between Pipeline CRM and Twona AMS Next 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 Twona AMS Next. 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 MoreTwona AMS is an intuitive Workflow, Design, Communication & Version Management Software that maximizes productivity for teams of any size. Centralize workflows, proof packaging, automate processes, request internal/external approvals, make your Artwork Management foolproof.
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