Integrate the Pipeliner CRM API with the Data Stores API

Setup the Pipeliner CRM API trigger to run a workflow which integrates with the Data Stores API. Pipedream's integration platform allows you to integrate Pipeliner CRM and Data Stores remarkably fast. Free for developers.

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Popular Pipeliner CRM and Data Stores Actions#

Add or update a single record with the Data Stores API

Add or update a single record in your Pipedream Data Store

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Add or update multiple records with the Data Stores API

Add or update multiple records to your Pipedream Data Store

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Append to record with the Data Stores API

Append to a record in your data store Pipedream Data Store. If the record does not exist, a new record will be created in an array format.

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Check for existence of key with the Data Stores API

Check if a key exists in your Pipedream Data Store or create one if it doesn't exist.

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Delete a single record with the Data Stores API

Delete a single record in your Pipedream Data Store

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Overview of Pipeliner CRM#

The Pipeliner CRM API unlocks a world of possibilities for managing sales pipelines and customer relationships. With Pipedream's serverless integration platform, you can automate routine tasks, sync data across different systems, and trigger bespoke workflows. You can create new leads, update opportunities, fetch account details, and more. By leveraging Pipedream's capabilities, you can seamlessly connect Pipeliner CRM with numerous other apps and services to streamline sales processes, enhance customer engagement, and drive efficiency.

Connect Pipeliner CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pipeliner_crm: {
      type: "app",
      app: "pipeliner_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.pipeliner_crm.$auth.region}.pipelinersales.com/api/v100/rest/spaces/${this.pipeliner_crm.$auth.space_id}/entities/Clients`,
      auth: {
        username: `${this.pipeliner_crm.$auth.username}`,
        password: `${this.pipeliner_crm.$auth.password}`,
      },
    })
  },
})

Overview of Data Stores#

Data Stores are a key-value store that allow you to persist state and share data across workflows. You can perform CRUD operations, enabling dynamic data management within your serverless architecture. Use it to save results from API calls, user inputs, or interim data; then read, update, or enrich this data in subsequent steps or workflows. Data Stores simplify stateful logic and cross-workflow communication, making them ideal for tracking process statuses, aggregating metrics, or serving as a simple configuration store.

Connect Data Stores#

export default defineComponent({
  props: {
    myDataStore: {
      type: "data_store",
    },
  },
  async run({ steps, $ }) {
    await this.myDataStore.set("key_here","Any serializable JSON as the value")
    return await this.myDataStore.get("key_here")
  },
})

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