Components
Pipeliner
Pipeliner CRM is a comprehensive sales management tool that helps streamline sales processes through visual pipline management, contact organization, sales forecasting, and reporting.
Pipeliner CRM is a comprehensive sales management tool that helps streamline sales processes through visual pipline management, contact organization, sales forecasting, and reporting.
Categories: CRM
Type: pipeliner/v1
Connections
Version: 1
Basic Auth
Properties
Name | Label | Type | Description | Required |
---|---|---|---|---|
spaceId | Space Id | STRING | Your Space ID | true |
serverUrl | Server URL | STRING | true | |
username | Username | STRING | true | |
password | Password | STRING | true |
Actions
Create Account
Name: createAccount
Creates new account.
Properties
Name | Label | Type | Description | Required |
---|---|---|---|---|
owner_id | Owner ID | STRING | Id of the user in Pipeliner Application that will become the owner of the newly created account. | true |
name | Name | STRING | Account name | true |
Example JSON Structure
Output
Type: OBJECT
Properties
Name | Type | Description |
---|---|---|
success | BOOLEAN Optionstrue, false | True when response succeeded, false on error. |
data | OBJECT Properties{STRING(id), STRING(owner_id), STRING(name)} |
Output Example
Create Contact
Name: createContact
Creates new contact.
Properties
Name | Label | Type | Description | Required |
---|---|---|---|---|
owner_id | Owner ID | STRING | ID of the user in Pipeliner Application that will become the owner of the newly created Contact. | true |
first_name | First Name | STRING | The firstname of the contact. | false |
last_name | Last Name | STRING | The lastname of the contact. | true |
Example JSON Structure
Output
Type: OBJECT
Properties
Name | Type | Description |
---|---|---|
success | BOOLEAN Optionstrue, false | True when response succeeded, false on error. |
data | OBJECT Properties{STRING(id), STRING(owner_id), STRING(first_name), STRING(last_name)} |
Output Example
Create Task
Name: createTask
Creates new Task
Properties
Name | Label | Type | Description | Required |
---|---|---|---|---|
subject | Subject | STRING | Name of the entity and its default text representation. | true |
activity_type_id | Activity Type ID | STRING | Id of the activity type of task. | true |
unit_id | Unit ID | STRING | Sales Unit ID | true |
owner_id | Owner ID | STRING | true |
Example JSON Structure
Output
Type: OBJECT
Properties
Name | Type | Description |
---|---|---|
success | BOOLEAN Optionstrue, false | |
data | OBJECT Properties{STRING(id), STRING(subject), STRING(activity_type_id), STRING(unit_id), STRING(owner_id)} |