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 |