
When this happens...
Incoming SMS
Incoming call

Automatically do this!
List Calender Entries
List Companies
List Deals
List Lead Sources
List Lead Statues
Search User by Email
Create Activity
Create Event
Create Task
Create Company
Create Deal
Create Person
Update Company
Update Deal
Update Person
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new inbound sms has been received
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your Pipeline account.
Triggers when a new person is created in your Pipeline account.
Triggers when an existing person is updated in your PipelineDeals account.
Action is the task that follows automatically within your seven integrations.
You can use CNAM Lookup to query the caller ID name for any telephone number worldwide.
looks up information regarding home location register for a given number
looks up information regarding mobile number portability for a given number
Query the national and international format of any mobile phone number. You will also receive information about the network operator associated with the number (without porting information).
To Register the webhook
Send an SMS to one or more recipients.

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.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
To start, connect both your seven and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in seven triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how seven data is recorded in Pipeline CRM. This includes choosing which data fields go into which fields of Pipeline CRM, setting up custom formats, and filtering out unwanted information.
The data sync between seven and Pipeline CRM 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 seven and Pipeline CRM. 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.
Seven.io is a comprehensive platform designed to streamline and enhance your digital communication strategies. With a focus on delivering reliable and efficient messaging services, Seven.io offers a suite of tools for SMS, voice, and email communications, ensuring your messages reach the right audience at the right time.
Learn MorePipeline extends your workflows across teams, departments, and companies.
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