Pipeliner Cloud + Easybill

Connect Pipeliner Cloud and Easybill to Build Intelligent Automations

Choose a Trigger

When this happens...

New Account
New Appointment
New Contact
New Custom Entity
New Lead
New Opportunity
New Product
New Task
Updated Account
Updated Appointment
Updated Contact
Updated Custom Entity
Updated Lead
Updated Opportunity
Updated Product
Updated Task
Account Deleted
Account Document Linked
Account Owner Changed
Appointment Comment
Appointment Owner Change
Appointment Deleted
Contact Document Linked
Contact Owner Change
Contact Deleted
New Contact Account Relation
Update Contact Account Relation
Delete Contact Account Relation
New Currency
Update Currency
Currency Deleted
New Currency ExchangeRate
Update Currency ExchangeRate
Delete Currency ExchangeRate
New Currency ExchangeRate List
Update Currency ExchangeRate List
Delete Currency ExchangeRate List
Delete Custom Entity
New Email
Delete Email
Update Email
Delete Lead
Lead Document Linked
Lead Owner Changed
New Lead Oppty Account Relation
Update Lead Oppty Account Relation
Delete Lead Oppty Account Relation
New LeadOppty Contact Relation
Update LeadOppty Contact Relation
Delete LeadOppty Contact Relation
Memo Comment
New Memo
Update Memo
Delete Memo
New Note
Delete Note
Update Note
Delete Opportunity
Opportunity Document Linked
Opportunity Lost
Opportunity Move
Opportunity Owner Change
Opportunity Won
New Oppty Product Relation
Update Oppty Product Relation
Delete Oppty Product Relation
Delete Product
New Product Price List
Update Product Price List
Delete Product Price List
New Product PriceList Price
Update Product Price List Price
Delete Product Price List Price
New Project
Project Document Linked
Project Owner Changed
Updated Project
Delete Project
New Quote
Quote Document Linked
Quote Owner Changed
Quote Move
Quote Lost
Quote Won
Updated Quote
Delete Quote
New Quote Account Relation
Updated Quote Account Relation
Delete Quote Account Relation
New Quote Contact Relation
Updated Quote Contact Relation
Delete Quote Contact Relation
Task Comment
Task Owner Changed
Delete Task

Choose an Action

Automatically do this!

Create Customer
Delete Customer
Update Customer
Create Customer Groups
Delete Customer Group
Update Customer Groups
Get Customer
Create Discount Position
Create Position
Delete Position
Get Position
Update Position
Update Position Discount
Get Discount Position
Delete Discount Position
Create Discount Position Group
Create Position Groups
Get Position Groups
Update Position Groups
Delete Position Groups
Get Discount Position Group
Update Discount Position Groups
Delete Discount Position Group
Create Project
Get Project
Update Project
Delete Project
Create Task
Get Task
Update Task
Delete Task
Create Text Template
Get Text Templates
Update Text Template
Delete Text Template
Create Serial Number
Get Serial Number
Delete Serial Number
Create Stock
Get Stock
Create Document
Get Document
Delete Document
Update Document
Cancel Document
Send Document
Convert Document
Create Document Payments
Get Document Payment
Delete Document Payment
Create Time Tracking
Update Time Tracking
Delete Tracking Time
Create SEPA Payment
Update SEPA Payment
Delete SEPA Payment
Create a Contact
Update a Contact
Delete Contact
Delete Post-Boxes
Complete Document
Get Customer (1)

Ready to use Pipeliner Cloud and Easybill automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New Account

Triggers when a new Account is created.

New Appointment

Triggers when a new Appointment is created.

New Contact

Triggers when a new Contact is created.

New Custom Entity

Triggers when a new Custom Entity is created.

New Lead

Triggers when a new Lead is created.

New Opportunity

Triggers when a new Opportunity is created.

Do thisActions
Action is the task that follows automatically within your Pipeliner Cloud integrations.

List All Contacts

Retrieves the list of all contacts

Create Account

Create a new account.

Create Appointment

Create a new Appointment.

Create Contact

Create a new Contact.

Create Lead

Create a new Lead.

List Accounts

Retrieves the list of all account.

We'll help you get started

Our team is all set to help you!

Know More About Pipeliner Cloud and Easybill Integrations

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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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.

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Frequently Asked Questions

How do I start an integration between Pipeliner Cloud and Easybill?

To start, connect both your Pipeliner Cloud and Easybill accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipeliner Cloud triggers actions in Easybill (or vice versa).

Can we customize how data from Pipeliner Cloud is recorded in Easybill?

Absolutely. You can customize how Pipeliner Cloud data is recorded in Easybill. This includes choosing which data fields go into which fields of Easybill, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Pipeliner Cloud and Easybill?

The data sync between Pipeliner Cloud and Easybill typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pipeliner Cloud to Easybill?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pipeliner Cloud and Easybill?

Yes, you can set conditional logic to control the flow of data between Pipeliner Cloud and Easybill. 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.

About Pipeliner Cloud

Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.

CRM Sales and CRM

Learn More

About Easybill

Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.

Proposal & Invoice Management Accounting

Learn More

Connect Pipeliner Cloud and Easybill to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Pipeliner Cloud and Easybill automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Account

New Appointment

New Contact

New Custom Entity

New Lead

New Opportunity

Do thisActionsAction is the task that follows automatically within your Pipeliner Cloud integrations.

List All Contacts

Create Account

Create Appointment

Create Contact

Create Lead

List Accounts

We'll help you get started

Know More About Pipeliner Cloud and Easybill Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About Pipeliner Cloud

About Easybill

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Pipeliner Cloud integrations.