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	Control Type	Description	Required
spaceId	Space Id	STRING	TEXT	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/	SELECT		true
username	Username	STRING	TEXT		true
password	Password	STRING	TEXT		true

---

Actions

Create Account

Name: createAccount

Creates new account.

Properties

Name	Label	Type	Control Type	Description	Required
__item	Account	OBJECT Properties {STRING(owner_id), STRING(name)}	OBJECT_BUILDER		true

Output

Type: OBJECT

Properties

Name	Type	Control Type
success	BOOLEAN Options true, false	SELECT
data	OBJECT Properties {STRING(id), STRING(owner_id), STRING(name)}	OBJECT_BUILDER

JSON Example

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

Create Contact

Name: createContact

Creates new Contact

Properties

Name	Label	Type	Control Type	Description	Required
__item	Contact	OBJECT Properties {STRING(owner_id), STRING(first_name), STRING(last_name)}	OBJECT_BUILDER		true

Output

Type: OBJECT

Properties

Name	Type	Control Type
success	BOOLEAN Options true, false	SELECT
data	OBJECT Properties {STRING(id), STRING(owner_id), STRING(first_name), STRING(last_name)}	OBJECT_BUILDER

JSON Example

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

Create Task

Name: createTask

Creates new Task

Properties

Name	Label	Type	Control Type	Description	Required
__item	Task	OBJECT Properties {STRING(subject), STRING(activity_type_id), STRING(unit_id), STRING(owner_id)}	OBJECT_BUILDER		true

Output

Type: OBJECT

Properties

Name	Type	Control Type
success	BOOLEAN Options true, false	SELECT
data	OBJECT Properties {STRING(id), STRING(subject), STRING(activity_type_id), STRING(unit_id), STRING(owner_id)}	OBJECT_BUILDER

JSON Example

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