Full list

Supported Triggers & Actions

Everything you can automate between PubMed and Pipeline CRM.

When this happensTriggers

A trigger is an event that starts a workflow.

New Article Matching Search

New Article Matching Search

Runs when a new article matching your PubMed search query is added to PubMed.

New Company

New Company

Triggers when a new company is created in your PipelineDeals account.

New Deal

New Deal

Triggers when a new deal is created in your Pipeline account.

New Person

New Person

Triggers when a new person is created in your Pipeline account.

Person Updated

Person Updated

Triggers when an existing person is updated in your PipelineDeals account.

Person Deleted

Person Deleted

Triggers when an existing person is deleted in your PipelineDeals account.

Do thisActions

Action is the task that follows automatically within your PubMed integrations.

Match Citation

Match Citation

Find the PubMed ID (PMID) of an article from its journal, year, volume, page and author.

Find Related Articles

Find Related Articles

Find similar, citing, referenced or review articles linked to a PubMed article.

Get Article

Get Article

Get a PubMed article by PMID with title, abstract, authors, journal, DOI and MeSH terms.

Search Articles

Search Articles

Search PubMed articles by keywords, authors or fields, with date filters and optional article details.

List Calender Entries

List Calender Entries

Returns a list of calender entries

List Companies

List Companies

Returns a list of all companies

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Frequently Asked Questions

How do I connect PubMed and Pipeline CRM?

Sign up for a free viaSocket account, then authorize both your PubMed and Pipeline CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between PubMed and Pipeline CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from PubMed to Pipeline CRM?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pipeline CRM. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where PubMed triggers actions in Pipeline CRM, and a separate workflow where Pipeline CRM triggers actions in PubMed. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between PubMed and Pipeline CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire PubMed and Pipeline CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.