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 | 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 | {STRING(owner_id), STRING(name)} | OBJECT_BUILDER | true |
Output
Type: OBJECT
Properties
Name | Type | Control Type |
---|---|---|
success | BOOLEAN | SELECT |
data | {STRING(id), STRING(owner_id), STRING(name)} | OBJECT_BUILDER |
Create Contact
Name: createContact
Creates new Contact
Properties
Name | Label | Type | Control Type | Description | Required |
---|---|---|---|---|---|
__item | Contact | {STRING(owner_id), STRING(first_name), STRING(last_name)} | OBJECT_BUILDER | true |
Output
Type: OBJECT
Properties
Name | Type | Control Type |
---|---|---|
success | BOOLEAN | SELECT |
data | {STRING(id), STRING(owner_id), STRING(first_name), STRING(last_name)} | OBJECT_BUILDER |
Create Task
Name: createTask
Creates new Task
Properties
Name | Label | Type | Control Type | Description | Required |
---|---|---|---|---|---|
__item | Task | {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 | SELECT |
data | {STRING(id), STRING(subject), STRING(activity_type_id), STRING(unit_id), STRING(owner_id)} | OBJECT_BUILDER |