Connect pipelyne and fyi to Build Intelligent Automations

Choose a Trigger

pipelyne

When this happens...

Choose an Action

fyi

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between pipelyne and fyi?

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

Can we customize how data from pipelyne is recorded in fyi?

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

How often does the data sync between pipelyne and fyi?

The data sync between pipelyne and fyi 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 pipelyne to fyi?

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 pipelyne and fyi?

Yes, you can set conditional logic to control the flow of data between pipelyne and fyi. 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.

pipelyne

About pipelyne

Pipelyne allows you to create questionnaires that will provide your leads with instant estimates, allowing you to generate high quality leads for your business.

Learn More
fyi

About fyi

FYI is a document management service for professionals

Learn More