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Pipeline CRM

pipeline_crm

Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.

CRMSales & CRMWeb del proveedor
Acciones
15
Triggers
0
Autenticación
—
OAuth gestionado
No
Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (15)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Delete CompanyPIPELINE_CRM_DELETE_COMPANYAcción

Tool to delete a company by id in pipeline crm. use after confirming the company id is correct. example: "delete company with id 123".

Parámetros de entrada

  • idintegerObligatorio

    Unique integer ID of the company to delete

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete DealPIPELINE_CRM_DELETE_DEALAcción

Tool to delete a deal by id. use when you need to remove a deal from pipeline crm.

Parámetros de entrada

  • idintegerObligatorio

    Unique identifier of the deal to delete

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Company by IDPIPELINE_CRM_GET_COMPANYAcción

Tool to retrieve details for a specific company by id. use after you have the company id.

Parámetros de entrada

  • idintegerObligatorio

    ID of the company to retrieve

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Deal by IDPIPELINE_CRM_GET_DEALAcción

Tool to retrieve details for a specific deal by id in pipeline crm. use after confirming the deal id.

Parámetros de entrada

  • idintegerObligatorio

    Unique identifier of the deal to retrieve

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Deal Stage by IDPIPELINE_CRM_GET_STAGEAcción

Tool to retrieve details for a specific stage by id in pipeline crm. use after confirming the stage id.

Parámetros de entrada

  • idintegerObligatorio

    Unique identifier of the stage to retrieve

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get calendar task by IDPIPELINE_CRM_GET_TASKAcción

Tool to retrieve details for a specific task by id in pipeline crm. use after confirming the task id.

Parámetros de entrada

  • idintegerObligatorio

    ID of the calendar task to retrieve

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List CompaniesPIPELINE_CRM_LIST_COMPANIESAcción

Tool to list companies in pipeline crm. use when you need to fetch multiple companies with optional filtering and pagination.

Parámetros de entrada

  • pageinteger

    Page number to retrieve, must be ≥ 1

  • searchstring

    Search term to filter companies by relevant fields

  • sort_bystring

    Field name to sort by (e.g., "name")

  • per_pageinteger

    Number of companies per page, must be ≥ 1

  • sort_directionstringenum

    Sort order: asc for ascending or desc for descending

    ascdesc

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List LeadsPIPELINE_CRM_LIST_LEADSAcción

Tool to list leads in pipeline crm. use when you need to fetch multiple leads with optional filtering and pagination.

Parámetros de entrada

  • pageinteger

    Page number to retrieve, must be ≥ 1

  • per_pageinteger

    Number of leads per page, must be ≥ 1

  • created_to_datestring

    Only include leads created on or before this date (YYYY-MM-DD)

  • updated_to_datestring

    Only include leads updated on or before this date (YYYY-MM-DD)

  • created_from_datestring

    Only include leads created on or after this date (YYYY-MM-DD)

  • updated_from_datestring

    Only include leads updated on or after this date (YYYY-MM-DD)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List Deal StagesPIPELINE_CRM_LIST_STAGESAcción

Tool to list deal stages. use when you need to enumerate all stages for deals in pipeline crm.

Parámetros de entrada

  • pageinteger

    Page number for pagination (must be >=1)

  • per_pageinteger

    Number of items per page for pagination (1-200)

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List calendar tasksPIPELINE_CRM_LIST_TASKSAcción

Tool to list calendar tasks. use when retrieving tasks for a deal, company, or person with optional date filters and pagination.

Parámetros de entrada

  • pageinteger

    Page number to fetch (default 1).

  • deal_idinteger

    Filter tasks by deal ID.

  • to_datestring

    Filter tasks due on or before this date (YYYY-MM-DD).

  • per_pageinteger

    Number of items per page (max 200, default 200).

  • from_datestring

    Filter tasks due on or after this date (YYYY-MM-DD).

  • person_idinteger

    Filter tasks by person ID.

  • company_idinteger

    Filter tasks by company ID.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List UsersPIPELINE_CRM_LIST_USERSAcción

Tool to list users in pipeline crm. use when you need to retrieve all users in your account.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create Pipeline CRM CompanyPIPELINE_CRM_PIPELINE_CRM_CREATE_COMPANYAcción

Tool to create a new company in pipeline crm. use when you need to add a company after gathering its details.

Parámetros de entrada

  • companyobjectObligatorio

    Payload object for the new company, must include 'name' and any other optional fields

  • todo_template_idinteger

    ID of the todo template to apply to this company

  • check_for_duplicatesboolean

    If true, return an error when a company with the same name exists

  • todo_template_user_idinteger

    Owner of tasks created by applying the given todo template

  • deliver_assignment_emailboolean

    If true, send assignment email to the new owner of the company

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create DealPIPELINE_CRM_PIPELINE_CRM_CREATE_DEALAcción

Tool to create a new deal in pipeline crm. use after gathering all details. example: create a deal named 'big partnership' worth 50000 usd in stage 2.

Parámetros de entrada

  • dealobjectObligatorio

    Deal attributes payload

  • todo_template_idinteger

    ID of a todo template to apply

  • todo_template_user_idinteger

    Owner ID for tasks generated by todo template

  • deliver_assignment_emailboolean

    Send assignment email if assigned to a user; set false to suppress

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete calendar taskPIPELINE_CRM_PIPELINE_CRM_PIPELINE_CRM_DELETE_TASKAcción

Tool to delete a calendar task by id. use after confirming the task exists in pipeline crm.

Parámetros de entrada

  • idintegerObligatorio

    ID of the calendar entry (task) to delete

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update CompanyPIPELINE_CRM_UPDATE_COMPANYAcción

Tool to update an existing company by id in pipeline crm. use after confirming the company id and fields to change.

Parámetros de entrada

  • idintegerObligatorio

    ID of the company to update

  • companyobjectObligatorio

    Dictionary of company fields to update

  • deliver_reassignment_emailboolean

    If false, suppresses sending reassignment email when changing owner_id; default is true

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not