Integrate TrackVia with PipelineDeals
Send information between TrackVia and PipelineDeals automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate TrackVia and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record Added
Triggers when a new record is added to an existing view
Record Updated
Triggers when the details of an existing record are updated
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal is created
New person, lead, or contact
Triggers when a new person, lead, or contact is created
All Actions - Actions are the automated tasks
Add Record to View
Adds a record to the specified view
Update record
Updates the details of an existing record by record ID
Fetch record
Fetches the details of an existing record by record ID
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
What is TrackVia?
Trackvia is a low-code workflow automation platform that allows users to design and deploy customized mobile and web applications.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >