Connect Teambook and Pipeliner Cloud to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New User
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 Teambook and Pipeliner Cloud automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New User
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.
Do thisActions
Action is the task that follows automatically within your Teambook integrations.
Create User
Create a teambook user.
List Project
List all projects.
List Users
List all users.
List Actual Log
List all Actual Log.
List Task
List all task
List Team
List all team.
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Frequently Asked Questions
To start, connect both your Teambook and Pipeliner Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Teambook triggers actions in Pipeliner Cloud (or vice versa).
Absolutely. You can customize how Teambook 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 Teambook 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 Teambook 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 Teambook
TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.
Learn MoreAbout Pipeliner Cloud
Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.
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