Pipeline CRM
pipeline_crmPipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.
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_COMPANYAcciónTool to delete a company by id in pipeline crm. use after confirming the company id is correct. example: "delete company with id 123".
PIPELINE_CRM_DELETE_COMPANYAcciónTool 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
idintegerObligatorioUnique integer ID of the company to delete
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete DealPIPELINE_CRM_DELETE_DEALAcciónTool to delete a deal by id. use when you need to remove a deal from pipeline crm.
PIPELINE_CRM_DELETE_DEALAcciónTool to delete a deal by id. use when you need to remove a deal from pipeline crm.
Parámetros de entrada
idintegerObligatorioUnique identifier of the deal to delete
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Company by IDPIPELINE_CRM_GET_COMPANYAcciónTool to retrieve details for a specific company by id. use after you have the company id.
PIPELINE_CRM_GET_COMPANYAcciónTool to retrieve details for a specific company by id. use after you have the company id.
Parámetros de entrada
idintegerObligatorioID of the company to retrieve
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Deal by IDPIPELINE_CRM_GET_DEALAcciónTool to retrieve details for a specific deal by id in pipeline crm. use after confirming the deal id.
PIPELINE_CRM_GET_DEALAcciónTool to retrieve details for a specific deal by id in pipeline crm. use after confirming the deal id.
Parámetros de entrada
idintegerObligatorioUnique identifier of the deal to retrieve
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get Deal Stage by IDPIPELINE_CRM_GET_STAGEAcciónTool to retrieve details for a specific stage by id in pipeline crm. use after confirming the stage id.
PIPELINE_CRM_GET_STAGEAcciónTool to retrieve details for a specific stage by id in pipeline crm. use after confirming the stage id.
Parámetros de entrada
idintegerObligatorioUnique identifier of the stage to retrieve
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Get calendar task by IDPIPELINE_CRM_GET_TASKAcciónTool to retrieve details for a specific task by id in pipeline crm. use after confirming the task id.
PIPELINE_CRM_GET_TASKAcciónTool to retrieve details for a specific task by id in pipeline crm. use after confirming the task id.
Parámetros de entrada
idintegerObligatorioID of the calendar task to retrieve
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List CompaniesPIPELINE_CRM_LIST_COMPANIESAcciónTool to list companies in pipeline crm. use when you need to fetch multiple companies with optional filtering and pagination.
PIPELINE_CRM_LIST_COMPANIESAcciónTool to list companies in pipeline crm. use when you need to fetch multiple companies with optional filtering and pagination.
Parámetros de entrada
pageintegerPage number to retrieve, must be ≥ 1
searchstringSearch term to filter companies by relevant fields
sort_bystringField name to sort by (e.g., "name")
per_pageintegerNumber of companies per page, must be ≥ 1
sort_directionstringenumSort order: asc for ascending or desc for descending
ascdesc
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List LeadsPIPELINE_CRM_LIST_LEADSAcciónTool to list leads in pipeline crm. use when you need to fetch multiple leads with optional filtering and pagination.
PIPELINE_CRM_LIST_LEADSAcciónTool to list leads in pipeline crm. use when you need to fetch multiple leads with optional filtering and pagination.
Parámetros de entrada
pageintegerPage number to retrieve, must be ≥ 1
per_pageintegerNumber of leads per page, must be ≥ 1
created_to_datestringOnly include leads created on or before this date (YYYY-MM-DD)
updated_to_datestringOnly include leads updated on or before this date (YYYY-MM-DD)
created_from_datestringOnly include leads created on or after this date (YYYY-MM-DD)
updated_from_datestringOnly include leads updated on or after this date (YYYY-MM-DD)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List Deal StagesPIPELINE_CRM_LIST_STAGESAcciónTool to list deal stages. use when you need to enumerate all stages for deals in pipeline crm.
PIPELINE_CRM_LIST_STAGESAcciónTool to list deal stages. use when you need to enumerate all stages for deals in pipeline crm.
Parámetros de entrada
pageintegerPage number for pagination (must be >=1)
per_pageintegerNumber of items per page for pagination (1-200)
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List calendar tasksPIPELINE_CRM_LIST_TASKSAcciónTool to list calendar tasks. use when retrieving tasks for a deal, company, or person with optional date filters and pagination.
PIPELINE_CRM_LIST_TASKSAcciónTool to list calendar tasks. use when retrieving tasks for a deal, company, or person with optional date filters and pagination.
Parámetros de entrada
pageintegerPage number to fetch (default 1).
deal_idintegerFilter tasks by deal ID.
to_datestringFilter tasks due on or before this date (YYYY-MM-DD).
per_pageintegerNumber of items per page (max 200, default 200).
from_datestringFilter tasks due on or after this date (YYYY-MM-DD).
person_idintegerFilter tasks by person ID.
company_idintegerFilter tasks by company ID.
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
List UsersPIPELINE_CRM_LIST_USERSAcciónTool to list users in pipeline crm. use when you need to retrieve all users in your account.
PIPELINE_CRM_LIST_USERSAcciónTool 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
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create Pipeline CRM CompanyPIPELINE_CRM_PIPELINE_CRM_CREATE_COMPANYAcciónTool to create a new company in pipeline crm. use when you need to add a company after gathering its details.
PIPELINE_CRM_PIPELINE_CRM_CREATE_COMPANYAcciónTool to create a new company in pipeline crm. use when you need to add a company after gathering its details.
Parámetros de entrada
companyobjectObligatorioPayload object for the new company, must include 'name' and any other optional fields
todo_template_idintegerID of the todo template to apply to this company
check_for_duplicatesbooleanIf true, return an error when a company with the same name exists
todo_template_user_idintegerOwner of tasks created by applying the given todo template
deliver_assignment_emailbooleanIf true, send assignment email to the new owner of the company
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Create DealPIPELINE_CRM_PIPELINE_CRM_CREATE_DEALAcciónTool 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.
PIPELINE_CRM_PIPELINE_CRM_CREATE_DEALAcciónTool 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
dealobjectObligatorioDeal attributes payload
todo_template_idintegerID of a todo template to apply
todo_template_user_idintegerOwner ID for tasks generated by todo template
deliver_assignment_emailbooleanSend assignment email if assigned to a user; set false to suppress
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Delete calendar taskPIPELINE_CRM_PIPELINE_CRM_PIPELINE_CRM_DELETE_TASKAcciónTool to delete a calendar task by id. use after confirming the task exists in pipeline crm.
PIPELINE_CRM_PIPELINE_CRM_PIPELINE_CRM_DELETE_TASKAcciónTool to delete a calendar task by id. use after confirming the task exists in pipeline crm.
Parámetros de entrada
idintegerObligatorioID of the calendar entry (task) to delete
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not
Update CompanyPIPELINE_CRM_UPDATE_COMPANYAcciónTool to update an existing company by id in pipeline crm. use after confirming the company id and fields to change.
PIPELINE_CRM_UPDATE_COMPANYAcciónTool to update an existing company by id in pipeline crm. use after confirming the company id and fields to change.
Parámetros de entrada
idintegerObligatorioID of the company to update
companyobjectObligatorioDictionary of company fields to update
deliver_reassignment_emailbooleanIf false, suppresses sending reassignment email when changing owner_id; default is true
Parámetros de salida
dataobjectObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulbooleanObligatorioWhether or not the action execution was successful or not