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Prerequisites

The connector should already be set up, with a Connector Profile and a Linked Account. See Getting Started on the Pipeliner CRM connector page.

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Automatic webhook setup

StackOne creates and manages the Pipeliner CRM webhook subscription automatically when the account is connected, and removes it when the account is disconnected. There is nothing to configure in Pipeliner CRM. The subscription is created by the same API application you connected with, so it only receives events for records that application has permission to read.

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Available webhook events

The following Pipeliner CRM events can be enabled. Only events selected in StackOne are included in the subscription, and Pipeliner CRM does not deliver events that are not subscribed.

1

Account and contact events

Events related to accounts, contacts and the links between them.

  • Account Created (Account.Create) — Fired when an account is created
  • Account Updated (Account.Update) — Fired when an account is updated
  • Account Deleted (Account.Delete) — Fired when an account is deleted
  • Account Owner Changed (Account.OwnerChanged) — Fired when the owner of an account changes
  • Account Document Linked (Account.DocumentLinked) — Fired when a document is linked to an account
  • Contact Created (Contact.Create) — Fired when a contact is created
  • Contact Updated (Contact.Update) — Fired when a contact is updated
  • Contact Deleted (Contact.Delete) — Fired when a contact is deleted
  • Contact Owner Changed (Contact.OwnerChanged) — Fired when the owner of a contact changes
  • Contact Document Linked (Contact.DocumentLinked) — Fired when a document is linked to a contact
  • Contact-Account Relation Created (ContactAccountRelation.Create) — Fired when a contact-account relation is created
  • Contact-Account Relation Updated (ContactAccountRelation.Update) — Fired when a contact-account relation is updated
  • Contact-Account Relation Deleted (ContactAccountRelation.Delete) — Fired when a contact-account relation is deleted
2

Lead and opportunity events

Events related to leads, opportunities, their linked accounts and contacts, and opportunity product line items.

  • Lead Created (Lead.Create) — Fired when a lead is created
  • Lead Updated (Lead.Update) — Fired when a lead is updated
  • Lead Deleted (Lead.Delete) — Fired when a lead is deleted
  • Lead Owner Changed (Lead.OwnerChanged) — Fired when the owner of a lead changes
  • Lead Document Linked (Lead.DocumentLinked) — Fired when a document is linked to a lead
  • Lead Lost (Lead.Lost) — Fired when a lead is marked lost (archived)
  • Lead Returned From Opportunity (Lead.BackToLead) — Fired when a lead that was qualified into an opportunity is returned to lead status
  • Opportunity Created (Opportunity.Create) — Fired when an opportunity is created
  • Opportunity Updated (Opportunity.Update) — Fired when an opportunity is updated
  • Opportunity Deleted (Opportunity.Delete) — Fired when an opportunity is deleted
  • Opportunity Owner Changed (Opportunity.OwnerChanged) — Fired when the owner of an opportunity changes
  • Opportunity Document Linked (Opportunity.DocumentLinked) — Fired when a document is linked to an opportunity
  • Opportunity Moved (Opportunity.Move) — Fired when an opportunity moves to a different pipeline step
  • Opportunity Qualified (Opportunity.Qualify) — Fired when a lead is qualified and converted into an opportunity
  • Opportunity Won (Opportunity.Won) — Fired when an opportunity is won
  • Opportunity Lost (Opportunity.Lost) — Fired when an opportunity is marked lost (archived)
  • Lead or Opportunity Account Relation Created (LeadOpptyAccountRelation.Create) — Fired when a lead or opportunity account relation is created
  • Lead or Opportunity Account Relation Updated (LeadOpptyAccountRelation.Update) — Fired when a lead or opportunity account relation is updated
  • Lead or Opportunity Account Relation Deleted (LeadOpptyAccountRelation.Delete) — Fired when a lead or opportunity account relation is deleted
  • Lead or Opportunity Contact Relation Created (LeadOpptyContactRelation.Create) — Fired when a lead or opportunity contact relation is created
  • Lead or Opportunity Contact Relation Updated (LeadOpptyContactRelation.Update) — Fired when a lead or opportunity contact relation is updated
  • Lead or Opportunity Contact Relation Deleted (LeadOpptyContactRelation.Delete) — Fired when a lead or opportunity contact relation is deleted
  • Opportunity Product Line Item Created (OpptyProductRelation.Create) — Fired when an opportunity product line item is created
  • Opportunity Product Line Item Updated (OpptyProductRelation.Update) — Fired when an opportunity product line item is updated
  • Opportunity Product Line Item Deleted (OpptyProductRelation.Delete) — Fired when an opportunity product line item is deleted
3

Quote events

Events related to quotes and their linked accounts and contacts.

  • Quote Created (Quote.Create) — Fired when a quote is created
  • Quote Updated (Quote.Update) — Fired when a quote is updated
  • Quote Deleted (Quote.Delete) — Fired when a quote is deleted
  • Quote Owner Changed (Quote.OwnerChanged) — Fired when the owner of a quote changes
  • Quote Document Linked (Quote.DocumentLinked) — Fired when a document is linked to a quote
  • Quote Moved (Quote.Move) — Fired when a quote moves to a different pipeline step
  • Quote Won (Quote.Won) — Fired when a quote is won
  • Quote Lost (Quote.Lost) — Fired when a quote is marked lost (archived)
  • Quote Account Relation Created (QuoteAccountRelation.Create) — Fired when a quote account relation is created
  • Quote Account Relation Updated (QuoteAccountRelation.Update) — Fired when a quote account relation is updated
  • Quote Account Relation Deleted (QuoteAccountRelation.Delete) — Fired when a quote account relation is deleted
  • Quote Contact Relation Created (QuoteContactRelation.Create) — Fired when a quote contact relation is created
  • Quote Contact Relation Updated (QuoteContactRelation.Update) — Fired when a quote contact relation is updated
  • Quote Contact Relation Deleted (QuoteContactRelation.Delete) — Fired when a quote contact relation is deleted
4

Project and custom record events

Events related to projects and records of custom entity types.

  • Project Created (Project.Create) — Fired when a project is created
  • Project Updated (Project.Update) — Fired when a project is updated
  • Project Deleted (Project.Delete) — Fired when a project is deleted
  • Project Owner Changed (Project.OwnerChanged) — Fired when the owner of a project changes
  • Project Document Linked (Project.DocumentLinked) — Fired when a document is linked to a project
  • Custom Entity Record Created (CustomEntity.Create) — Fired when a custom entity record is created
  • Custom Entity Record Updated (CustomEntity.Update) — Fired when a custom entity record is updated
  • Custom Entity Record Deleted (CustomEntity.Delete) — Fired when a custom entity record is deleted
  • Custom Entity Record Owner Changed (CustomEntity.OwnerChanged) — Fired when the owner of a custom entity record changes
  • Custom Entity Record Document Linked (CustomEntity.DocumentLinked) — Fired when a document is linked to a custom entity record
5

Product and pricing events

Events related to the product catalog, price lists and prices.

  • Product Created (Product.Create) — Fired when a product is created
  • Product Updated (Product.Update) — Fired when a product is updated
  • Product Deleted (Product.Delete) — Fired when a product is deleted
  • Product Price List Created (ProductPriceList.Create) — Fired when a product price list is created
  • Product Price List Updated (ProductPriceList.Update) — Fired when a product price list is updated
  • Product Price List Deleted (ProductPriceList.Delete) — Fired when a product price list is deleted
  • Product Price List Price Created (ProductPriceListPrice.Create) — Fired when a product price list price is created
  • Product Price List Price Updated (ProductPriceListPrice.Update) — Fired when a product price list price is updated
  • Product Price List Price Deleted (ProductPriceListPrice.Delete) — Fired when a product price list price is deleted
6

Currency events

Events related to currencies and exchange rates.

  • Currency Created (Currency.Create) — Fired when a currency is created
  • Currency Updated (Currency.Update) — Fired when a currency is updated
  • Currency Deleted (Currency.Delete) — Fired when a currency is deleted
  • Currency Exchange Rates List Created (CurrencyExchangeRatesList.Create) — Fired when a currency exchange rates list is created
  • Currency Exchange Rates List Updated (CurrencyExchangeRatesList.Update) — Fired when a currency exchange rates list is updated
  • Currency Exchange Rates List Deleted (CurrencyExchangeRatesList.Delete) — Fired when a currency exchange rates list is deleted
  • Currency Exchange Rate Created (CurrencyExchangeRate.Create) — Fired when a currency exchange rate is created
  • Currency Exchange Rate Updated (CurrencyExchangeRate.Update) — Fired when a currency exchange rate is updated
  • Currency Exchange Rate Deleted (CurrencyExchangeRate.Delete) — Fired when a currency exchange rate is deleted
7

Activity events

Events related to tasks, appointments, memos, emails, messages, notes and the records they are linked to.

  • Task Created (Task.Create) — Fired when a task is created
  • Task Updated (Task.Update) — Fired when a task is updated
  • Task Deleted (Task.Delete) — Fired when a task is deleted
  • Task Owner Changed (Task.OwnerChanged) — Fired when the owner of a task changes
  • Task Document Linked (Task.DocumentLinked) — Fired when a document is linked to a task
  • Task Commented (Task.Comment) — Fired when a comment is added to a task
  • Appointment Created (Appointment.Create) — Fired when an appointment is created
  • Appointment Updated (Appointment.Update) — Fired when an appointment is updated
  • Appointment Deleted (Appointment.Delete) — Fired when an appointment is deleted
  • Appointment Owner Changed (Appointment.OwnerChanged) — Fired when the owner of an appointment changes
  • Appointment Document Linked (Appointment.DocumentLinked) — Fired when a document is linked to an appointment
  • Appointment Commented (Appointment.Comment) — Fired when a comment is added to an appointment
  • Memo Created (Memo.Create) — Fired when a memo is created
  • Memo Updated (Memo.Update) — Fired when a memo is updated
  • Memo Deleted (Memo.Delete) — Fired when a memo is deleted
  • Memo Document Linked (Memo.DocumentLinked) — Fired when a document is linked to a memo
  • Memo Commented (Memo.Comment) — Fired when a comment is added to a memo
  • Logged Email Created (Email.Create) — Fired when a logged email is created
  • Logged Email Updated (Email.Update) — Fired when a logged email is updated
  • Logged Email Deleted (Email.Delete) — Fired when a logged email is deleted
  • Logged Email Document Linked (Email.DocumentLinked) — Fired when a document is linked to a logged email
  • Message Created (Message.Create) — Fired when a message is created
  • Message Updated (Message.Update) — Fired when a message is updated
  • Message Deleted (Message.Delete) — Fired when a message is deleted
  • Message Document Linked (Message.DocumentLinked) — Fired when a document is linked to a message
  • Note Created (Note.Create) — Fired when a note is created
  • Note Updated (Note.Update) — Fired when a note is updated
  • Note Deleted (Note.Delete) — Fired when a note is deleted
  • Activity Relation Created (ActivityRelation.Create) — Fired when an activity relation is created
  • Activity Relation Updated (ActivityRelation.Update) — Fired when an activity relation is updated
  • Activity Relation Deleted (ActivityRelation.Delete) — Fired when an activity relation is deleted

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Delivery format

Details of how Pipeliner CRM delivers events to StackOne.

1

One event per request

Each request carries a single event, sent as a one-element list. StackOne routes it to the matching event handler, and the event data contains the changed record under entity, the event name under event, and the event time under event_time.

2

Related records

Document linked and comment events also include the linked document or the new comment under related_entity.

3

Paired events

Won and lost transitions are also reported as an update, so enabling both events delivers two events for the same change.

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Verify

Your Connector should now be able to receive and process events. Try triggering an event and you should see an Event appear in the Connector logs.