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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

NameLabelTypeControl TypeDescriptionRequired
spaceIdSpace IdSTRINGTEXTYour Space IDtrue
serverUrlServer URLSTRINGSELECTtrue
usernameUsernameSTRINGTEXTtrue
passwordPasswordSTRINGTEXTtrue

Actions

Create Account

Name: createAccount

Creates new account.

Properties

NameLabelTypeControl TypeDescriptionRequired
__itemAccount{STRING(owner_id), STRING(name)}OBJECT_BUILDERtrue

Output

Type: OBJECT

Properties

NameTypeControl Type
successBOOLEANSELECT
data{STRING(id), STRING(owner_id), STRING(name)}OBJECT_BUILDER

Create Contact

Name: createContact

Creates new Contact

Properties

NameLabelTypeControl TypeDescriptionRequired
__itemContact{STRING(owner_id), STRING(first_name), STRING(last_name)}OBJECT_BUILDERtrue

Output

Type: OBJECT

Properties

NameTypeControl Type
successBOOLEANSELECT
data{STRING(id), STRING(owner_id), STRING(first_name), STRING(last_name)}OBJECT_BUILDER

Create Task

Name: createTask

Creates new Task

Properties

NameLabelTypeControl TypeDescriptionRequired
__itemTask{STRING(subject), STRING(activity_type_id), STRING(unit_id), STRING(owner_id)}OBJECT_BUILDERtrue

Output

Type: OBJECT

Properties

NameTypeControl Type
successBOOLEANSELECT
data{STRING(id), STRING(subject), STRING(activity_type_id), STRING(unit_id), STRING(owner_id)}OBJECT_BUILDER

Triggers