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"
}

Output

Type: OBJECT

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"
}

Output

Type: OBJECT

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"
}

Output

Type: OBJECT

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" : ""
  }
}

On this page