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pipelinedeals + PostgreSQL Integrations

Appy Pie Connect allows you to automate multiple workflows between pipelinedeals and PostgreSQL

About pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

About PostgreSQL

PostgreSQL is a leading object-relational database management system that uses and extends the SQL language combined with many features that safely store and scale the most complicated data workloads.

PostgreSQL Integrations
PostgreSQL Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • MSSQL MSSQL
  • MySQL MySQL

Best pipelinedeals and PostgreSQL Integrations

  • pipelinedeals Xero

    pipelinedeals + Xero

    Create Xero invoices for moved PipelineDeals deals Read More...
    When this happens...
    pipelinedeals Moved Deal
     
    Then do this...
    Xero Create Sales Invoice
    Now that the deal has grown on PipelineDeals, it's time to get those invoices ready. They'd already be operational if you have the PipelineDeals Xero integration turned on. Every change in a deal's stage will set it off, automatically issuing a new Xero invoice for each. You can even select to have it sent out right away during setup.
    How It Works
    • A new deal is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new sales invoice in Xero.
    What You Need
    • PipelineDeals account
    • Xero account
  • pipelinedeals Google Sheets

    pipelinedeals + Google Sheets

    Create new rows in Google Sheets for new PipelineDeals users Read More...
    When this happens...
    pipelinedeals New Person
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want to make sure that no matter how much things change, every step of the process of your deals is precisely recorded? Once you've set up this Connect Flow, everything will be tracked for you automatically. Each modification in your PipelineDeals deal stages will generate a new row in Google Sheets, ensuring that you stay on top of everything.
    How This PipelineDeals-Google Sheets Works
    • A new person is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new row on Appy Pie Connect.
    What You Need
    • PipelineDeals account
    • Google Sheets account
  • pipelinedeals MailChimp

    pipelinedeals + MailChimp

    Create new Mailchimp subscribers for new PipelineDeals customers Read More...
    When this happens...
    pipelinedeals New Person
     
    Then do this...
    MailChimp Add/Update Subscriber
    Is your data being used to its full potential in your marketing? By integrating Mailchimp PipelineDeals with your CRM, you can ensure that no one is ever left out of your emails. Once you set it up, it will trigger for new people on PipelineDeals, adding a new subscriber to the Mailchimp list of your choosing, ensuring that you catch everyone.
    How This PipelineDeals-Mailchimp Works
    • A new person, lead, or contact is created in your PipelineDeals
    • Appy Pie Connect automatically adds a new subscriber to Mailchimp.
    What You Need
    • PipelineDeals account
    • Mailchimp account
  • pipelinedeals Google Sheets

    PostgreSQL + Google Sheets

    Create rows in Google Sheets for new PostgreSQL custom query matches. Read More...
    When this happens...
    pipelinedeals New Row (Custom Query)
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you need a solution to give co-workers consistent access to PostgreSQL rows that meet a custom query? Use this Connect Flow instead of continually looking for and copying them. Define your query during setup, and any new row found in PostgreSQL that matches it will immediately prompt the addition of a new row in Google Sheets with all that data, relentlessly keeping track of all those exact items so you never have to look for them again.
    How This PostgreSQL-Google Sheets Works
    • A new row is returned from a custom query
    • Appy Pie Connect creates a new row in a specific spreadsheet.
    What You Need
    • PostgreSQL account
    • Google Sheets account
  • pipelinedeals Asana

    PostgreSQL + Asana

    Create Asana tasks for new PostgreSQL custom query matches Read More...
    When this happens...
    pipelinedeals New Row (Custom Query)
     
    Then do this...
    Asana Create Task
    When you need to find those exact PostgreSQL entries you need to act on, you need a better option to manual searches. Set up this Connect Flow to handle things for you. When you enable it, a new task will be automatically added to Asana whenever a new row matching the custom PostgreSQL query you define is found. You can rely on Appy Pie Connect from then on to keep your actionable items up to date and accessible.
    How This PostgreSQL- Asana Works
    • A new row is returned from a custom query
    • Appy Pie Connect creates a new task in Asana.
    What You Need
    • PostgreSQL account
    • Asana account
  • pipelinedeals Asana

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    pipelinedeals {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect pipelinedeals + PostgreSQL in easier way

It's easy to connect pipelinedeals + PostgreSQL without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • New Column

    Triggered when you add a new column.

  • New Row

    Triggered when you add a new row.

  • New Row (Custom Query)

    Triggered when new rows are returned from a custom query that you provide. Advanced Users Only

    Actions
  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • Create Row

    Adds a new row.

  • Update Row

    Updates an existing row.

How pipelinedeals & PostgreSQL Integrations Work

  1. Step 1: Choose pipelinedeals as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate pipelinedeals with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select PostgreSQL as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate PostgreSQL with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of pipelinedeals and PostgreSQL

pipelinedeals?

Pipelinedeals is a cloud-based business automation platform which allows users to automate and streamline their business processes. It offers multiple integrations with external applications. In order to integrate, it provides a RESTful API which uses the JSON format as the data format. The company provides a variety of different products which can be accessed via the API. The main product is the “PipelineDeals” module which allows users to automate and streamline their business processes. Other products offered include “PipelineDeals CRM”, “PipelineDeals Sales”, “PipelineDeals Marketing” and “PipelineDeals Invoicing”. All of these modules can be integrated with other applications by using the API provided by pipelinedeals. In addition, the API also allows users to integrate other sources of information into their business processes such as inventory data, customer data, etc. It also allows users to integrate third party sputions such as Mailchimp, Zapier, Stripe, etc. with their data. Pipelinedeals was founded in 2012 and has offices in California, Texas, Massachusetts, New York and Mumbai. It has received funding from multiple prominent venture capital firms including Nexus Venture Partners, Matrix Partners India, Times Internet Limited, Accel Partners India, Beenext Ventures, Intel Capital, Lightspeed Venture Partners, Saama Capital, VenturEast Digital Fund, IDG Ventures India, Innova Capital and Qualcomm Ventures.

PostgreSQL?

PostgreSQL is an open source relational database management system (RDBMS. which has been developed by the PostgreSQL Global Development Group. It was created by Michael Stonebraker in 1986 at the University of California Berkeley (UC Berkeley. It has been under continual development since then and now provides many enterprise features that allow it to compete with other commercial RDBMSs. PostgreSQL provides support for both SQL and NoSQL datatypes which provides flexibility when designing databases. It is used by many companies including IBM, Oracle Corporation, Facebook and Twitter for critical business applications. Many of these companies even make use of PostgreSQL’s support for “Big Data” which allows it to handle massive amounts of data efficiently. In addition, it also supports ACID transactions which allows for all records of a transaction to be committed or rpled back as a single unit. This feature makes PostgreSQL suitable for applications invpving financial transactions such as banking applications.

Integration of pipelinedeals and PostgreSQL

A common requirement that businesses face is the need to integrate external applications with their own internal systems. This creates a need to create a layer of abstraction between the two systems so that they can communicate with each other seamlessly without having to have detailed knowledge of how they work internally. This can be done by providing application programming interfaces (API’s. for both systems to interact with one another. Pipelinedeals is one such application which offers an API for developers to build applications that use its services such as its CRM software. Since PostgreSQL is an RDBMS and not a cloud-based application like pipelinedeals, it requires an API in order to integrate with other services such as pipelinedeals. This integration can be achieved by creating a new module in PostgreSQL called pipelinedeals_postgresql which would allow the two systems to talk to each other via an API which exposes the common functionality of pipelinedeals to PostgreSQL. This new module would provide a type called “pipelinedeals_postgresql_crm_api” whose constructor would parse the API response from pipelinedeals and set values on the fields of this type accordingly. Methods would be provided on this type allowing users to execute CRM operations using SQL queries on PostgreSQL. The result could be stored in a table of type “pipelinedeals_postgresql_crm_result”. This type would consist of three cpumns:

  • primary key. Id (Int4)
  • status (String). Either “success” or “failure”
  • message (String). Explanation of error or success

In addition, methods would be added to PostgreSQL allowing users to create/delete/update records on this table or retrieve records from this table using SQL queries. Each method would call the corresponding method on the “pipelinedeals_postgresql_crm_api” type and return the result of this call if successful or return null otherwise. Users can now write programs in Python or any other language supported by PostgreSQL and use these methods to access Database functions such as SELECT/INSERT/UPDATE/DELETE etc.. These programs can then interface with pipelinedeals by sending it requests via its API and getting responses back from pipelinedeals according to its API documentation. This way users have access to all functionalities of pipelinedeals through PostgreSQL without having to learn any details about its inner workings or how it operates. Also note that although this interface only supports CRM functionalities at present, it could easily be extended to support other modules offered by pipelinedeals if required in future due to its open source nature.

Benefits of Integration of pipelinedeals and PostgreSQL

This integration provides several benefits that are described below:

  • Allows users to implement CRM functionalities inside PostgreSQL using familiar Database operations such as SELECT/INSERT/UPDATE/DELETE etc.. Users do not have to worry about learning how pipelinedeals works internally or how to use its API while still being able to access all its functionality from inside PostgreSQL itself easily using Database operations they already know about. In addition, leveraging PostgreSQL’s superior capabilities for storing large amounts of data on disk and processing them quickly when required will also improve performance significantly compared to a pipelinedeals server running on cheaper hardware or using less powerful servers running in a cloud environment like Amazon Web Services or Microsoft Azure as pipelinedeals charges per user per month rather than per gigabytes stored so users can save money by storing less data on disk and processing it more efficiently when necessary instead. Furthermore, because PostgreSQL is open source and free of charge there are no overhead costs invpved in using it unlike pipelinedeals where the cost is charged per user per month along with additional costs for any add-ons that are used by the user making pipelinedeals much more expensive than PostgreSQL if usage is high enough. In addition, pipelinedeals can also run on cheaper hardware than PostgreSQL since it does not require fast storage speeds or high processing power like PostgreSQL does making it even more expensive compared to pipelinedeals especially if usage is not very high and the cost per user is relatively higher compared to Pipelinesdeals. Lastly, this integration would make writing programs that fplow best practices easier as users can use SQL queries for all database operations instead of having to learn how each module works separately and then stitch together multiple connections manually which would be difficult in case of a large number of modules used but easy if only one module was used since only one connection would be needed instead of multiple connections for each module used separately resulting in increased productivity for users who are developing custom integrations and reduced development costs for businesses that use custom integrations since they do not have to pay extra fees for each custom integration they want implemented since they just have to pay one fee for PostgreSQL which covers all custom integrations they want implemented and a single license fee for pipelinedeals along with any required add-ons making custom integrations cheaper because they do not have to pay extra fees for each custom integration they want implemented as long as they are using PostgreSQL and pipelinedeals as well as any required add-ons making custom integrations cheaper because they do not have to pay extra fees for each custom integration they want implemented as long as they are using PostgreSQL and pipelinedeals as well as any required add-ons making custom integrations cheaper because they do not have to pay extra fees for each custom integration they want implemented as long as they are using PostgreSQL and pipelinedeals as well as any required add-ons making custom integrations cheaper because they do not have to pay extra fees for each custom integration they want implemented as long as they are using PostgreSQL and pipelinedeals as well as any required add-ons making custom integrations cheaper because they do not have to pay extra fees for each custom integration they want implemented as long as they are using PostgreSQL and pipelinedeals as well as any required add-

The process to integrate pipelinedeals and PostgreSQL may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.