What do you want to automate
with Autotask PSA and Pipeline?
Prompt, edit and deploy AI agents that connect to Autotask PSA, Pipeline and 2,500+ other apps in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Autotask PSA and Pipeline Triggers#
Emit new event when a new company is created in your Pipeline account.
Emit new event when a new deal is created in your Pipeline account.
Emit new event when a new person is created in your Pipeline account.
Popular Autotask PSA and Pipeline Actions#
Creates a new activity associated with an existing person, company, or deal. See the docs here
Creates a new company in your Pipeline account. See the docs here
Creates a new calendar event in your Pipeline account. See the docs here
Connect Autotask PSA#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
autotask_psa: {
type: "app",
app: "autotask_psa",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.autotask_psa.$auth.url}V1.0/ClientPortalUsers/query`,
headers: {
"UserName": `${this.autotask_psa.$auth.username}`,
"Secret": `${this.autotask_psa.$auth.password}`,
"ApiIntegrationCode": `${this.autotask_psa.$auth.api_integration_code}`,
},
params: {
search: `{
"filter": [
{
"op": "gt",
"field": "id",
"value": "1"
}
]
}`,
},
})
},
})
Overview of Pipeline#
The Pipeline API on Pipedream enables you to design robust automations that streamline your sales and engagement processes. By leveraging this API, you can programmatically manage your sales pipeline, track email interactions, and book meetings automatically. Create triggers based on email events, update deals based on customer actions, or sync your sales data with other platforms for deeper analysis. With Pipedream's serverless architecture, you can create workflows that respond in real-time, ensuring your sales team has the freshest information at their fingertips.
Connect Pipeline#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pipeline: {
type: "app",
app: "pipeline",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.pipelinecrm.com/api/v3/admin/users`,
params: {
api_key: `${this.pipeline.$auth.api_key}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies