Enable Integrations or automations with these events of Pipeliner Cloud and processplan
Triggers when a new Account is created.
Triggers when a new Appointment is created.
Triggers when a new Contact is created.
Triggers when a new Custom Entity is created.
Triggers when a new Lead is created.
Triggers when a new Opportunity is created.
Retrieves the list of all contacts
Create a new account.
Create a new Appointment.
Create a new Contact.
Create a new Lead.
Retrieves the list of all account.
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.
Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.
Learn MoreProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
Learn More