Enable Integrations or automations with these events of Streak and pipelyne
Triggered when a new box is created.
Triggers when a Comment is made on a Box in a Pipeline
Triggered when a new contact is created
Triggers when a Task is created.
Triggers when a Box is moved between Pipelines
Triggers when a new stage is created.
Creating a contact
This call will give you a single pipeline given the key.
List all the teams
List all details for the user specified
List all boxes in pipeline
Get a Box
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Streak and pipelyne accounts to viaSocket. Once connected, you can set up a workflow where an event in Streak triggers actions in pipelyne (or vice versa).
Absolutely. You can customize how Streak data is recorded in pipelyne. This includes choosing which data fields go into which fields of pipelyne, setting up custom formats, and filtering out unwanted information.
The data sync between Streak and pipelyne 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 Streak and pipelyne. 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.
Streak is a powerful CRM tool that integrates seamlessly with Gmail, allowing users to manage their customer relationships directly from their inbox. It offers features such as email tracking, pipeline management, and task automation to streamline your workflow.
Learn MorePipelyne allows you to create questionnaires that will provide your leads with instant estimates, allowing you to generate high quality leads for your business.
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