Pipeliner
Reference
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]
Version: 1
Connections
Version: 1
Basic Auth
Properties
Name | Type | Control Type | Description |
---|---|---|---|
Space Id | STRING | TEXT | Your Space ID |
Server URL | STRING | SELECT | |
Username | STRING | TEXT | |
Password | STRING | TEXT |
Triggers
Actions
Create account
Creates new account
Properties
Name | Type | Control Type | Description |
---|---|---|---|
Account | {STRING(owner_id), STRING(name)} | OBJECT_BUILDER |
Output
Type: OBJECT
Properties
Type | Control Type |
---|---|
BOOLEAN | SELECT |
{STRING(id), STRING(owner_id), STRING(name)} | OBJECT_BUILDER |
Create contact
Creates new Contact
Properties
Name | Type | Control Type | Description |
---|---|---|---|
Contact | {STRING(owner_id), STRING(first_name), STRING(last_name)} | OBJECT_BUILDER |
Output
Type: OBJECT
Properties
Type | Control Type |
---|---|
BOOLEAN | SELECT |
{STRING(id), STRING(owner_id), STRING(first_name), STRING(last_name)} | OBJECT_BUILDER |
Create task
Creates new Task
Properties
Name | Type | Control Type | Description |
---|---|---|---|
Task | {STRING(subject), STRING(activity_type_id), STRING(unit_id), STRING(owner_id)} | OBJECT_BUILDER |
Output
Type: OBJECT
Properties
Type | Control Type |
---|---|
BOOLEAN | SELECT |
{STRING(id), STRING(subject), STRING(activity_type_id), STRING(unit_id), STRING(owner_id)} | OBJECT_BUILDER |