Connect Pipl.ai and Teamdeck to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Pipl.ai
Choose an Action
Automatically do this!
Add booking
Create Project
Create Resource
Create Organization Unit
Time Entry Resource
Update Project
Add New MileStone
List Resources
Enable Integrations or automations with these events of Pipl.ai and Teamdeck
Enable Integrations or automations with these events of Pipl.ai and Teamdeck
Actions
Add a new workspace
Adds a new workspace to Pipl.ai using an existing workspace ID for reference.
Create a new campaign
Creates a new campaign under a specified workspace.
List all campaigns
Retrieve a list of campaigns for a specific workspace.
Get campaign status
Get campaign status
Get campaign email accounts
Get a list of email accounts associated to the campaign
Set campaign name
This action allows users to set a new name for their campaign.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Pipl.ai and Teamdeck accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipl.ai triggers actions in Teamdeck (or vice versa).
Absolutely. You can customize how Pipl.ai data is recorded in Teamdeck. This includes choosing which data fields go into which fields of Teamdeck, setting up custom formats, and filtering out unwanted information.
The data sync between Pipl.ai and Teamdeck 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 Pipl.ai and Teamdeck. 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 Pipl.ai
Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.
Learn MoreAbout Teamdeck
Teamdeck is a resource management and scheduling tool designed to help teams optimize their workflow, manage their time effectively, and ensure project deadlines are met. It offers features such as time tracking, resource scheduling, and project planning to enhance team productivity.
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