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Pipeliner CRM
Pipeliner CRM
59 actions · 1 auth method
PreviewCRM

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Authentication

Basic Auth

API application credentials with Basic authentication. Requires Business or Enterprise plan with Administrator access.Guides: Connector Profile, Link Account
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.

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Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See the Projects Guide.
2

Configure the Connector

Enable the connector and set up a connector profile in your project. See Managing Connectors.
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Connector Profile

Pipeliner CRM - Basic Auth
3

Link an Account

Connect an account using StackOne Hub or Auth Link.
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Link Account

Pipeliner CRM - Basic Auth
4

Use Actions

Invoke actions using one of the methods below: