Connect SquaredUp and Pipeliner Cloud to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SquaredUp
Choose an Action
Automatically do this!
List All Contacts
Create Account
Create Appointment
Create Contact
Create Lead
List Accounts
List Activities
List Approvals
List Calls
List Clients
List Cloud Objects
List Company Emails
List Currencies
List Entities
List Data
List Emails
List Leads
List Opportunities
List Pipelines
Create Product
Update Account
Update Appointment
Update Contact
Update Lead
Update Product
Ready to use SquaredUp and Pipeliner Cloud automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when a new Account is created.
New Appointment
Triggers when a new Appointment is created.
New Contact
Triggers when a new Contact is created.
New Custom Entity
Triggers when a new Custom Entity is created.
New Lead
Triggers when a new Lead is created.
New Opportunity
Triggers when a new Opportunity is created.
Do thisActions
Action is the task that follows automatically within your SquaredUp integrations.
Create User
Create Tenent User.
Delete User
Deleting the User using Email.
Search User
This action search user by email id.
Create Tenant Group
Create a new tenant group with a display name, description.
Delete Tenant Group
Delete an existing tenant group by specifying its unique group ID.
Update Tenant Group
Update the details of an existing tenant group, including its name, description, and associated users.
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Frequently Asked Questions
To start, connect both your SquaredUp and Pipeliner Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in SquaredUp triggers actions in Pipeliner Cloud (or vice versa).
Absolutely. You can customize how SquaredUp data is recorded in Pipeliner Cloud. This includes choosing which data fields go into which fields of Pipeliner Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between SquaredUp and Pipeliner Cloud 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 SquaredUp and Pipeliner Cloud. 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 SquaredUp
SquaredUp provides engineering teams with end-to-end visibility of their business-critical applications, allowing them to monitor and manage the health, performance, and overall status of their systems.
Learn MoreAbout Pipeliner Cloud
Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.
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