Pipeline CRM
CRM & supportAPI key
Search and manage deals, people, companies, activities and tasks in Pipeline CRM.
16 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| pipelinecrm_list_dealsLists deals filtered by name, stage, status, owner, company or value, a page at a time | read | Personal data | |
| pipelinecrm_get_dealReturns a deal with its value, stage, status, owner, company, people and custom fields | read | Personal data | |
| pipelinecrm_create_dealCreates a deal with a name and optional value, stage, owner, company, primary contact and expected close date | write | Personal data | |
| pipelinecrm_update_dealUpdates the given fields of a deal, such as its stage, status, value or close date | write | Personal data | |
| pipelinecrm_list_deal_stagesLists the deal stages with their ids and pipelines | read | General | |
| pipelinecrm_list_peopleLists people (contacts and leads) filtered by name, email, company or owner, a page at a time | read | Personal data | |
| pipelinecrm_get_personReturns a person with their emails, phones, company, owner, deals and custom fields | read | Personal data | |
| pipelinecrm_create_personCreates a person (contact or lead) with their name, email, phone, position and company | write | Personal data | |
| pipelinecrm_update_personUpdates the given fields of a person; fields left out are unchanged | write | Personal data | |
| pipelinecrm_list_companiesLists companies filtered by name, email or owner, a page at a time | read | Personal data | |
| pipelinecrm_create_companyCreates a company with a name and optional website, email, phone, owner and description | write | Personal data | |
| pipelinecrm_list_activitiesLists the activities (notes) on a deal, company or person | read | Personal data | |
| pipelinecrm_create_activityAdds an activity (note) with text to a deal, company or person | write | Personal data | |
| pipelinecrm_list_event_categoriesLists the categories for tasks and calendar events, whose ids create_task needs | read | General | |
| pipelinecrm_create_taskCreates a task in a category with a due date, optionally linked to a deal, company or person | write | Personal data | |
| pipelinecrm_list_usersLists the users visible to you, optionally by email, for deal and task owners | read | Personal data |