Integrate the Pipeliner CRM API with the Filter API

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

Popular Pipeliner CRM and Filter Actions#

Continue execution if a condition Is met with the Filter API

Continue workflow execution only if a condition is met

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End execution if a condition is met with the Filter API

End workflow execution if a condition is met

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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 Filter#

The Filter API in Pipedream allows for real-time data processing within workflows. It's designed to evaluate data against predefined conditions, enabling workflows to branch or perform specific actions based on those conditions. This API is instrumental in creating efficient, targeted automations that respond dynamically to diverse datasets. Using the Filter API, you can refine streams of data, ensuring that subsequent steps in your Pipedream workflow only execute when the data meets your specified criteria. This cuts down on unnecessary processing and facilitates the creation of more intelligent, context-aware systems.

Connect Filter#

export default defineComponent({
  async run({ steps, $ }) {
    let condition = false
    if (condition == false) {
      $.flow.exit("Ending workflow early because the condition is false")
    } else {
        $.export("$summary", "Continuing workflow, since condition for ending was not met.")
    }
  },
})