Getting Started
1
Create or Select a Project
Set up a new project or select an existing one. See Organizations & Projects.
2
Configure the Connector
Enable the connector and set up a Connector Profile in your project. See Setup Connector Profile.
Optionally, configure receiving Events for Pipeliner CRM into StackOne.
Connector Profile · Basic Auth
API application credentials with Basic authentication. Requires Business or Enterprise plan with Administrator access.
Webhooks setup
3
Link an Account
Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:
Link Account · Basic Auth
4
Use Actions
Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.
Actions
59 actions
Action
Description
List Accounts
Returns a paginated list of account records.
Get Account
Retrieves a single account by ID.
Create Account
Creates a new account record.
Update Account
Updates an existing account by ID.
Delete Account
Removes an account by ID.
List Contacts
Returns a paginated list of contacts from Pipeliner CRM.
Get Contact
Retrieves a single contact by ID from Pipeliner CRM.
Create Contact
Creates a new contact in Pipeliner CRM.
Update Contact
Updates an existing contact by ID in Pipeliner CRM.
Delete Contact
Removes a contact from Pipeliner CRM by ID.
List Leads
Returns a paginated list of leads from Pipeliner CRM.
Get Lead
Retrieves a single lead by ID.
Create Lead
Creates a new lead in Pipeliner CRM.
Update Lead
Updates an existing lead by ID.
Delete Lead
Removes a lead from Pipeliner CRM by ID.
List Opportunities
Retrieve a paginated list of opportunities from Pipeliner CRM.
Get Opportunity
Retrieve a single opportunity by ID.
Create Opportunity
Create a new opportunity in Pipeliner CRM.
Update Opportunity
Update an existing opportunity by ID.
Delete Opportunity
Delete an opportunity by ID.
List Tasks
Returns a paginated list of tasks.
Get Task
Retrieves a single task by ID.
Create Task
Creates a new task in Pipeliner CRM.
Update Task
Updates an existing task by ID.
Delete Task
Removes a task by ID.
List Appointments
Returns a paginated list of appointments.
Get Appointment
Retrieves a single appointment by ID.
Create Appointment
Creates a new appointment in Pipeliner CRM.
Update Appointment
Updates an existing appointment by ID.
Delete Appointment
Removes an appointment by ID.
List Notes
Returns a paginated list of notes.
Get Note
Retrieves a single note by ID.
Create Note
Creates a new note in Pipeliner CRM.
Update Note
Updates an existing note by ID.
Delete Note
Removes a note by ID.
List Products
Returns a paginated list of products from the product catalog.
Get Product
Retrieves a single product by ID.
Create Product
Creates a new product in the catalog.
Update Product
Updates an existing product by ID.
Delete Product
Removes a product from the catalog by ID.
List Opportunity Product Relations
Returns a paginated list of opportunity product line items.
Get Opportunity Product Relation
Retrieves a single opportunity product line item by ID.
Create Opportunity Product Relation
Creates a new product line item on an opportunity.
Update Opportunity Product Relation
Updates an existing opportunity product line item by ID.
Delete Opportunity Product Relation
Removes an opportunity product line item by ID.
List Clients
Returns a paginated list of CRM users (clients).
Get Client
Retrieves a single CRM user by ID.
List Pipelines
Returns a paginated list of sales pipelines.
Get Pipeline
Retrieves a single pipeline by ID.
List Steps
Returns a paginated list of pipeline steps.
Get Step
Retrieves a single pipeline step by ID.
List Currencies
Returns a paginated list of currency definitions.
Get Currency
Retrieves a single currency by ID.
List Sales Units
Returns a paginated list of sales units.
Get Sales Unit
Retrieves a single sales unit by ID.
List Account Types
Returns a paginated list of account type classifications.
Get Account Type
Retrieves a single account type by ID.
List Tags
Returns a paginated list of tag definitions.
Get Tag
Retrieves a single tag by ID.
Events
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No tags found
112 events
Event
Description
Tags
Webhook Active Check
Acknowledges requests to the webhook URL that carry no Pipeliner event, without emitting an event.
Verification
Account Created
Processes Pipeliner CRM Account.Create events, fired when an account is created.
AccountsWebhooks
Account Updated
Processes Pipeliner CRM Account.Update events, fired when an account is updated.
AccountsWebhooks
Account Deleted
Processes Pipeliner CRM Account.Delete events, fired when an account is deleted.
AccountsWebhooks
Account Owner Changed
Processes Pipeliner CRM Account.OwnerChanged events, fired when the owner of an account changes.
AccountsWebhooks
Account Document Linked
Processes Pipeliner CRM Account.DocumentLinked events, fired when a document is linked to an account.
AccountsWebhooks
Contact Created
Processes Pipeliner CRM Contact.Create events, fired when a contact is created.
ContactsWebhooks
Contact Updated
Processes Pipeliner CRM Contact.Update events, fired when a contact is updated.
ContactsWebhooks
Contact Deleted
Processes Pipeliner CRM Contact.Delete events, fired when a contact is deleted.
ContactsWebhooks
Contact Owner Changed
Processes Pipeliner CRM Contact.OwnerChanged events, fired when the owner of a contact changes.
ContactsWebhooks
Contact Document Linked
Processes Pipeliner CRM Contact.DocumentLinked events, fired when a document is linked to a contact.
ContactsWebhooks
Contact-Account Relation Created
Processes Pipeliner CRM ContactAccountRelation.Create events, fired when a contact-account relation is created.
Contact Account RelationsWebhooks
Contact-Account Relation Updated
Processes Pipeliner CRM ContactAccountRelation.Update events, fired when a contact-account relation is updated.
Contact Account RelationsWebhooks
Contact-Account Relation Deleted
Processes Pipeliner CRM ContactAccountRelation.Delete events, fired when a contact-account relation is deleted.
Contact Account RelationsWebhooks
Project Created
Processes Pipeliner CRM Project.Create events, fired when a project is created.
ProjectsWebhooks
Project Updated
Processes Pipeliner CRM Project.Update events, fired when a project is updated.
ProjectsWebhooks
Project Deleted
Processes Pipeliner CRM Project.Delete events, fired when a project is deleted.
ProjectsWebhooks
Project Owner Changed
Processes Pipeliner CRM Project.OwnerChanged events, fired when the owner of a project changes.
ProjectsWebhooks
Project Document Linked
Processes Pipeliner CRM Project.DocumentLinked events, fired when a document is linked to a project.
ProjectsWebhooks
Custom Entity Record Created
Processes Pipeliner CRM CustomEntity.Create events, fired when a custom entity record is created.
Custom EntitiesWebhooks
Custom Entity Record Updated
Processes Pipeliner CRM CustomEntity.Update events, fired when a custom entity record is updated.
Custom EntitiesWebhooks
Custom Entity Record Deleted
Processes Pipeliner CRM CustomEntity.Delete events, fired when a custom entity record is deleted.
Custom EntitiesWebhooks
Custom Entity Record Owner Changed
Processes Pipeliner CRM CustomEntity.OwnerChanged events, fired when the owner of a custom entity record changes.
Custom EntitiesWebhooks
Custom Entity Record Document Linked
Processes Pipeliner CRM CustomEntity.DocumentLinked events, fired when a document is linked to a custom entity record.
Custom EntitiesWebhooks
Lead Created
Processes Pipeliner CRM Lead.Create events, fired when a lead is created.
LeadsWebhooks
Lead Updated
Processes Pipeliner CRM Lead.Update events, fired when a lead is updated.
LeadsWebhooks
Lead Deleted
Processes Pipeliner CRM Lead.Delete events, fired when a lead is deleted.
LeadsWebhooks
Lead Owner Changed
Processes Pipeliner CRM Lead.OwnerChanged events, fired when the owner of a lead changes.
LeadsWebhooks
Lead Document Linked
Processes Pipeliner CRM Lead.DocumentLinked events, fired when a document is linked to a lead.
LeadsWebhooks
Lead Lost
Processes Pipeliner CRM Lead.Lost events, fired when a lead is marked lost (archived).
LeadsWebhooks
Lead Returned From Opportunity
Processes Pipeliner CRM Lead.BackToLead events, fired when a lead that was qualified into an opportunity is returned to…
LeadsWebhooks
Opportunity Created
Processes Pipeliner CRM Opportunity.Create events, fired when an opportunity is created.
OpportunitiesWebhooks
Opportunity Updated
Processes Pipeliner CRM Opportunity.Update events, fired when an opportunity is updated.
OpportunitiesWebhooks
Opportunity Deleted
Processes Pipeliner CRM Opportunity.Delete events, fired when an opportunity is deleted.
OpportunitiesWebhooks
Opportunity Owner Changed
Processes Pipeliner CRM Opportunity.OwnerChanged events, fired when the owner of an opportunity changes.
OpportunitiesWebhooks
Opportunity Document Linked
Processes Pipeliner CRM Opportunity.DocumentLinked events, fired when a document is linked to an opportunity.
OpportunitiesWebhooks
Opportunity Moved
Processes Pipeliner CRM Opportunity.Move events, fired when an opportunity moves to a different pipeline step.
OpportunitiesWebhooks
Opportunity Qualified
Processes Pipeliner CRM Opportunity.Qualify events, fired when a lead is qualified and converted into an opportunity.
OpportunitiesWebhooks
Opportunity Won
Processes Pipeliner CRM Opportunity.Won events, fired when an opportunity is won.
OpportunitiesWebhooks
Opportunity Lost
Processes Pipeliner CRM Opportunity.Lost events, fired when an opportunity is marked lost (archived).
OpportunitiesWebhooks
Lead or Opportunity Account Relation Created
Processes Pipeliner CRM LeadOpptyAccountRelation.Create events, fired when a lead or opportunity account relation is cre…
Lead Oppty Account RelationsWebhooks
Lead or Opportunity Account Relation Updated
Processes Pipeliner CRM LeadOpptyAccountRelation.Update events, fired when a lead or opportunity account relation is upd…
Lead Oppty Account RelationsWebhooks
Lead or Opportunity Account Relation Deleted
Processes Pipeliner CRM LeadOpptyAccountRelation.Delete events, fired when a lead or opportunity account relation is del…
Lead Oppty Account RelationsWebhooks
Lead or Opportunity Contact Relation Created
Processes Pipeliner CRM LeadOpptyContactRelation.Create events, fired when a lead or opportunity contact relation is cre…
Lead Oppty Contact RelationsWebhooks
Lead or Opportunity Contact Relation Updated
Processes Pipeliner CRM LeadOpptyContactRelation.Update events, fired when a lead or opportunity contact relation is upd…
Lead Oppty Contact RelationsWebhooks
Lead or Opportunity Contact Relation Deleted
Processes Pipeliner CRM LeadOpptyContactRelation.Delete events, fired when a lead or opportunity contact relation is del…
Lead Oppty Contact RelationsWebhooks
Opportunity Product Line Item Created
Processes Pipeliner CRM OpptyProductRelation.Create events, fired when an opportunity product line item is created.
Oppty Product RelationsWebhooks
Opportunity Product Line Item Updated
Processes Pipeliner CRM OpptyProductRelation.Update events, fired when an opportunity product line item is updated.
Oppty Product RelationsWebhooks
Opportunity Product Line Item Deleted
Processes Pipeliner CRM OpptyProductRelation.Delete events, fired when an opportunity product line item is deleted.
Oppty Product RelationsWebhooks
Quote Created
Processes Pipeliner CRM Quote.Create events, fired when a quote is created.
QuotesWebhooks
Quote Updated
Processes Pipeliner CRM Quote.Update events, fired when a quote is updated.
QuotesWebhooks
Quote Deleted
Processes Pipeliner CRM Quote.Delete events, fired when a quote is deleted.
QuotesWebhooks
Quote Owner Changed
Processes Pipeliner CRM Quote.OwnerChanged events, fired when the owner of a quote changes.
QuotesWebhooks
Quote Document Linked
Processes Pipeliner CRM Quote.DocumentLinked events, fired when a document is linked to a quote.
QuotesWebhooks
Quote Moved
Processes Pipeliner CRM Quote.Move events, fired when a quote moves to a different pipeline step.
QuotesWebhooks
Quote Won
Processes Pipeliner CRM Quote.Won events, fired when a quote is won.
QuotesWebhooks
Quote Lost
Processes Pipeliner CRM Quote.Lost events, fired when a quote is marked lost (archived).
QuotesWebhooks
Quote Account Relation Created
Processes Pipeliner CRM QuoteAccountRelation.Create events, fired when a quote account relation is created.
Quote Account RelationsWebhooks
Quote Account Relation Updated
Processes Pipeliner CRM QuoteAccountRelation.Update events, fired when a quote account relation is updated.
Quote Account RelationsWebhooks
Quote Account Relation Deleted
Processes Pipeliner CRM QuoteAccountRelation.Delete events, fired when a quote account relation is deleted.
Quote Account RelationsWebhooks
Quote Contact Relation Created
Processes Pipeliner CRM QuoteContactRelation.Create events, fired when a quote contact relation is created.
Quote Contact RelationsWebhooks
Quote Contact Relation Updated
Processes Pipeliner CRM QuoteContactRelation.Update events, fired when a quote contact relation is updated.
Quote Contact RelationsWebhooks
Quote Contact Relation Deleted
Processes Pipeliner CRM QuoteContactRelation.Delete events, fired when a quote contact relation is deleted.
Quote Contact RelationsWebhooks
Product Created
Processes Pipeliner CRM Product.Create events, fired when a product is created.
ProductsWebhooks
Product Updated
Processes Pipeliner CRM Product.Update events, fired when a product is updated.
ProductsWebhooks
Product Deleted
Processes Pipeliner CRM Product.Delete events, fired when a product is deleted.
ProductsWebhooks
Product Price List Created
Processes Pipeliner CRM ProductPriceList.Create events, fired when a product price list is created.
Product Price ListsWebhooks
Product Price List Updated
Processes Pipeliner CRM ProductPriceList.Update events, fired when a product price list is updated.
Product Price ListsWebhooks
Product Price List Deleted
Processes Pipeliner CRM ProductPriceList.Delete events, fired when a product price list is deleted.
Product Price ListsWebhooks
Product Price List Price Created
Processes Pipeliner CRM ProductPriceListPrice.Create events, fired when a product price list price is created.
Product Price List PricesWebhooks
Product Price List Price Updated
Processes Pipeliner CRM ProductPriceListPrice.Update events, fired when a product price list price is updated.
Product Price List PricesWebhooks
Product Price List Price Deleted
Processes Pipeliner CRM ProductPriceListPrice.Delete events, fired when a product price list price is deleted.
Product Price List PricesWebhooks
Currency Created
Processes Pipeliner CRM Currency.Create events, fired when a currency is created.
CurrenciesWebhooks
Currency Updated
Processes Pipeliner CRM Currency.Update events, fired when a currency is updated.
CurrenciesWebhooks
Currency Deleted
Processes Pipeliner CRM Currency.Delete events, fired when a currency is deleted.
CurrenciesWebhooks
Currency Exchange Rates List Created
Processes Pipeliner CRM CurrencyExchangeRatesList.Create events, fired when a currency exchange rates list is created.
Currency Exchange Rates ListsWebhooks
Currency Exchange Rates List Updated
Processes Pipeliner CRM CurrencyExchangeRatesList.Update events, fired when a currency exchange rates list is updated.
Currency Exchange Rates ListsWebhooks
Currency Exchange Rates List Deleted
Processes Pipeliner CRM CurrencyExchangeRatesList.Delete events, fired when a currency exchange rates list is deleted.
Currency Exchange Rates ListsWebhooks
Currency Exchange Rate Created
Processes Pipeliner CRM CurrencyExchangeRate.Create events, fired when a currency exchange rate is created.
Currency Exchange RatesWebhooks
Currency Exchange Rate Updated
Processes Pipeliner CRM CurrencyExchangeRate.Update events, fired when a currency exchange rate is updated.
Currency Exchange RatesWebhooks
Currency Exchange Rate Deleted
Processes Pipeliner CRM CurrencyExchangeRate.Delete events, fired when a currency exchange rate is deleted.
Currency Exchange RatesWebhooks
Task Created
Processes Pipeliner CRM Task.Create events, fired when a task is created.
TasksWebhooks
Task Updated
Processes Pipeliner CRM Task.Update events, fired when a task is updated.
TasksWebhooks
Task Deleted
Processes Pipeliner CRM Task.Delete events, fired when a task is deleted.
TasksWebhooks
Task Owner Changed
Processes Pipeliner CRM Task.OwnerChanged events, fired when the owner of a task changes.
TasksWebhooks
Task Document Linked
Processes Pipeliner CRM Task.DocumentLinked events, fired when a document is linked to a task.
TasksWebhooks
Task Commented
Processes Pipeliner CRM Task.Comment events, fired when a comment is added to a task.
TasksWebhooks
Appointment Created
Processes Pipeliner CRM Appointment.Create events, fired when an appointment is created.
AppointmentsWebhooks
Appointment Updated
Processes Pipeliner CRM Appointment.Update events, fired when an appointment is updated.
AppointmentsWebhooks
Appointment Deleted
Processes Pipeliner CRM Appointment.Delete events, fired when an appointment is deleted.
AppointmentsWebhooks
Appointment Owner Changed
Processes Pipeliner CRM Appointment.OwnerChanged events, fired when the owner of an appointment changes.
AppointmentsWebhooks
Appointment Document Linked
Processes Pipeliner CRM Appointment.DocumentLinked events, fired when a document is linked to an appointment.
AppointmentsWebhooks
Appointment Commented
Processes Pipeliner CRM Appointment.Comment events, fired when a comment is added to an appointment.
AppointmentsWebhooks
Memo Created
Processes Pipeliner CRM Memo.Create events, fired when a memo is created.
MemosWebhooks
Memo Updated
Processes Pipeliner CRM Memo.Update events, fired when a memo is updated.
MemosWebhooks
Memo Deleted
Processes Pipeliner CRM Memo.Delete events, fired when a memo is deleted.
MemosWebhooks
Memo Document Linked
Processes Pipeliner CRM Memo.DocumentLinked events, fired when a document is linked to a memo.
MemosWebhooks
Memo Commented
Processes Pipeliner CRM Memo.Comment events, fired when a comment is added to a memo.
MemosWebhooks
Logged Email Created
Processes Pipeliner CRM Email.Create events, fired when a logged email is created.
EmailsWebhooks
Logged Email Updated
Processes Pipeliner CRM Email.Update events, fired when a logged email is updated.
EmailsWebhooks
Logged Email Deleted
Processes Pipeliner CRM Email.Delete events, fired when a logged email is deleted.
EmailsWebhooks
Logged Email Document Linked
Processes Pipeliner CRM Email.DocumentLinked events, fired when a document is linked to a logged email.
EmailsWebhooks
Message Created
Processes Pipeliner CRM Message.Create events, fired when a message is created.
MessagesWebhooks
Message Updated
Processes Pipeliner CRM Message.Update events, fired when a message is updated.
MessagesWebhooks
Message Deleted
Processes Pipeliner CRM Message.Delete events, fired when a message is deleted.
MessagesWebhooks
Message Document Linked
Processes Pipeliner CRM Message.DocumentLinked events, fired when a document is linked to a message.
MessagesWebhooks
Note Created
Processes Pipeliner CRM Note.Create events, fired when a note is created.
NotesWebhooks
Note Updated
Processes Pipeliner CRM Note.Update events, fired when a note is updated.
NotesWebhooks
Note Deleted
Processes Pipeliner CRM Note.Delete events, fired when a note is deleted.
NotesWebhooks
Activity Relation Created
Processes Pipeliner CRM ActivityRelation.Create events, fired when an activity relation is created.
Activity RelationsWebhooks
Activity Relation Updated
Processes Pipeliner CRM ActivityRelation.Update events, fired when an activity relation is updated.
Activity RelationsWebhooks
Activity Relation Deleted
Processes Pipeliner CRM ActivityRelation.Delete events, fired when an activity relation is deleted.
Activity RelationsWebhooks