Pipeliner CRM

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting.

Integrate the Pipeliner CRM API with the Schedule API

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

Custom Interval from the Schedule API

Trigger your workflow every N hours, minutes or seconds.

 
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Daily schedule from the Schedule API

Trigger your workflow every day.

 
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Monthly Schedule from the Schedule API

Trigger your workflow on one or more days each month at a specific time (with timezone support).

 
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Weekly schedule from the Schedule API

Trigger your workflow on one or more days each week at a specific time (with timezone support).

 
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Overview of Pipeliner CRM

What Can I Build with the Pipeliner CRM API?

The Pipeliner CRM API offers a wide range of capabilities to build apps and services that interact with Pipeliner CRM. From full-fledged integrations to simple automation of data synchronization, you can use the API for an array of possibilities. Here are just a few of the things you can build with the Pipeliner CRM API:

  1. Create custom integrations between Pipeliner CRM and external services and applications.
  2. Automate data synchronization and enable two-way synchronization between Pipeliner CRM and other systems.
  3. Auto-generate reports and dashboard to quickly assess performance and trends.
  4. Automate business processes, such as creating leads, tasks, notes, and others.
  5. Customize different aspects of Pipeliner CRM, such as user interface, custom fields, and data types.
  6. Access user records, accounts, contacts, activities, and more.
  7. Create personalized email campaigns for specific accounts.
  8. Create personalized reminders for events, appointments, and other tasks.
  9. Create custom filters for accounts and contacts to query and retrieve specific data.

Connect Pipeliner CRM

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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 Schedule

With Schedule - A trigger provided by Pipedream - You can easily build
automated workflows that run on regular times or intervals. Some examples of
things that you can build using the Schedule API include:

  • Automated data retrieval from a third-party service, like pulling stats from
    your Salesforce account on a set schedule.
  • Uploading new data sets to a database with a predetermined interval.
  • Automatic emails to customers or leads at a certain time of the day.
  • Automating data analysis based on a set schedule.
  • Automatically optimizing social media postings according to a specified
    timeline.
  • Updating webpages at a certain interval with newly available content.
  • Re-running reports on a periodic basis.
  • Refreshing a cache of data at a given frequency.