Pipeliner

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 Options https://us-east.api.pipelinersales.com/api/v100/rest/spaces/, https://eu-central.api.pipelinersales.com/api/v100/rest/spaces/, https://ca-central.api.pipelinersales.com/api/v100/rest/spaces/, https://ap-southeast.api.pipelinersales.com/api/v100/rest/spaces/		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

{
  "label" : "Create Account",
  "name" : "createAccount",
  "parameters" : {
    "owner_id" : "",
    "name" : ""
  },
  "type" : "pipeliner/v1/createAccount"
}

Properties

Name	Type	Description
success	BOOLEAN Options true, false	True when response succeeded, false on error.
data	OBJECT Properties {STRING(id), STRING(owner_id), STRING(name)}

Output Example

{
  "success" : false,
  "data" : {
    "id" : "",
    "owner_id" : "",
    "name" : ""
  }
}

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

{
  "label" : "Create Contact",
  "name" : "createContact",
  "parameters" : {
    "owner_id" : "",
    "first_name" : "",
    "last_name" : ""
  },
  "type" : "pipeliner/v1/createContact"
}

Properties

Name	Type	Description
success	BOOLEAN Options true, false	True when response succeeded, false on error.
data	OBJECT Properties {STRING(id), STRING(owner_id), STRING(first_name), STRING(last_name)}

Output Example

{
  "success" : false,
  "data" : {
    "id" : "",
    "owner_id" : "",
    "first_name" : "",
    "last_name" : ""
  }
}

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

{
  "label" : "Create Task",
  "name" : "createTask",
  "parameters" : {
    "subject" : "",
    "activity_type_id" : "",
    "unit_id" : "",
    "owner_id" : ""
  },
  "type" : "pipeliner/v1/createTask"
}

Properties

Name	Type	Description
success	BOOLEAN Options true, false
data	OBJECT Properties {STRING(id), STRING(subject), STRING(activity_type_id), STRING(unit_id), STRING(owner_id)}

Output Example

{
  "success" : false,
  "data" : {
    "id" : "",
    "subject" : "",
    "activity_type_id" : "",
    "unit_id" : "",
    "owner_id" : ""
  }
}

What to do if your action is not listed here?

If this component doesn't have the action you need, you can use Custom Action to create your own. Custom Actions empower you to define HTTP requests tailored to your specific requirements, allowing for greater flexibility in integrating with external services or APIs.

To create a Custom Action, simply specify the desired HTTP method, path, and any necessary parameters. This way, you can extend the functionality of your component beyond the predefined actions, ensuring that you can meet all your integration needs effectively.

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