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Pipeline CRM

Reference

15 actions for Pipeline CRM workflows.

01. Operations

Act on Pipeline CRM from a workflow

Operations are the actions a workflow can take in Pipeline CRM, grouped by category. Each lists its method, parameters, and a template you can drop it into.

Crm

15 operations
Action

Create Deal

PIPELINE_CRM_CREATE_DEAL

Tool to create a new deal in Pipeline CRM.

4 input
Action

Create Pipeline CRM Company

PIPELINE_CRM_CREATE_COMPANY

Creates a new company record in Pipeline CRM with contact details, address, and social media information.

5 input
Action

Delete calendar task

PIPELINE_CRM_DELETE_TASK

Tool to delete a calendar task by ID.

1 input
Action

Delete Company

PIPELINE_CRM_DELETE_COMPANY

Tool to delete a company by ID in Pipeline CRM.

1 input
Action

Delete Deal

PIPELINE_CRM_DELETE_DEAL

Tool to delete a deal by ID.

1 input
Action

Get calendar task by ID

PIPELINE_CRM_GET_TASK

Tool to retrieve details for a specific task by ID in Pipeline CRM.

1 input
Action

Get Company by ID

PIPELINE_CRM_GET_COMPANY

Retrieves comprehensive details for a specific company by ID from Pipeline CRM.

1 input
Action

Get Deal by ID

PIPELINE_CRM_GET_DEAL

Tool to retrieve details for a specific deal by ID in Pipeline CRM.

1 input
Action

Get Deal Stage by ID

PIPELINE_CRM_GET_STAGE

Tool to retrieve details for a specific stage by ID in Pipeline CRM.

1 input
Action

List calendar tasks

PIPELINE_CRM_LIST_TASKS

Tool to list calendar tasks.

7 input
Action

List Companies

PIPELINE_CRM_LIST_COMPANIES

List companies in Pipeline CRM with optional filtering, sorting, and pagination.

5 input
Action

List Deal Stages

PIPELINE_CRM_LIST_STAGES

Tool to list deal stages.

2 input
Action

List Leads

PIPELINE_CRM_LIST_LEADS

Tool to list leads in Pipeline CRM.

6 input
Action

List Users

PIPELINE_CRM_LIST_USERS

List users in Pipeline CRM account with optional pagination.

2 input
Action

Update Company

PIPELINE_CRM_UPDATE_COMPANY

Tool to update an existing company by ID in Pipeline CRM.

3 input
What now

Use Pipeline CRM in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.

Browse workflow templates