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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


Actions

Create Account

Name: createAccount

Creates new account.

Properties

NameLabelTypeDescriptionRequired
owner_idOwner IDSTRINGId of the user in Pipeliner Application that will become the owner of the newly created account.true
nameNameSTRINGAccount nametrue

Example JSON Structure

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

Output

Type: OBJECT

Properties

NameTypeDescription
successBOOLEAN
Options true, false
True when response succeeded, false on error.
dataOBJECT
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

NameLabelTypeDescriptionRequired
owner_idOwner IDSTRINGID of the user in Pipeliner Application that will become the owner of the newly created Contact.true
first_nameFirst NameSTRINGThe firstname of the contact.false
last_nameLast NameSTRINGThe lastname of the contact.true

Example JSON Structure

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

Output

Type: OBJECT

Properties

NameTypeDescription
successBOOLEAN
Options true, false
True when response succeeded, false on error.
dataOBJECT
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

NameLabelTypeDescriptionRequired
subjectSubjectSTRINGName of the entity and its default text representation.true
activity_type_idActivity Type IDSTRINGId of the activity type of task.true
unit_idUnit IDSTRINGSales Unit IDtrue
owner_idOwner IDSTRINGtrue

Example JSON Structure

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

Output

Type: OBJECT

Properties

NameTypeDescription
successBOOLEAN
Options true, false
dataOBJECT
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" : ""
  }
}

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