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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

NameTypeControl TypeDescription
Space IdSTRINGTEXTYour Space ID
Server URLSTRINGSELECT
UsernameSTRINGTEXT
PasswordSTRINGTEXT

Triggers


Actions

Create account

Creates new account

Properties

NameTypeControl TypeDescription
Account{STRING(owner_id), STRING(name)}OBJECT_BUILDER

Output

Type: OBJECT

Properties

TypeControl Type
BOOLEANSELECT
{STRING(id), STRING(owner_id), STRING(name)}OBJECT_BUILDER

Create contact

Creates new Contact

Properties

NameTypeControl TypeDescription
Contact{STRING(owner_id), STRING(first_name), STRING(last_name)}OBJECT_BUILDER

Output

Type: OBJECT

Properties

TypeControl Type
BOOLEANSELECT
{STRING(id), STRING(owner_id), STRING(first_name), STRING(last_name)}OBJECT_BUILDER

Create task

Creates new Task

Properties

NameTypeControl TypeDescription
Task{STRING(subject), STRING(activity_type_id), STRING(unit_id), STRING(owner_id)}OBJECT_BUILDER

Output

Type: OBJECT

Properties

TypeControl Type
BOOLEANSELECT
{STRING(id), STRING(subject), STRING(activity_type_id), STRING(unit_id), STRING(owner_id)}OBJECT_BUILDER