Connect Air and CRM PipeRun

Both apps 56Air 32CRM PipeRun 24

• Trigger
  Asset Custom Field Updated

  Triggers when the custom field values on an asset change (or a new asset appears with custom field values), checking the most recently updated assets.

• Trigger
  Board Custom Field Updated

  Triggers when the custom field values on a board change (also fires once for each board when first seen). Returns the board with its current custom field values.

• Trigger
  New Asset

  Triggers when a new asset is added to the Air workspace, optionally limited to a board, showcase, tag or search.

• Trigger
  New Board

  Triggers when a new board is created in your Air workspace.

• Trigger
  Tag Added to Asset

  Triggers when a tag is added to an asset in your Air workspace, once per asset and tag.

• Action
  Add Assets to a Board

  Adds one or more assets to a board in your Air workspace.

• Action
  Add Guest to a Board

  Invites a person by email as a guest on an Air board with the chosen guest role.

• Action
  Add Tags to an Asset Version

  Adds an existing tag to a specific version of an asset in Air.

• Action
  Apply a Custom Field to a Board

  Sets the value of a custom field on an Air board — text or date for plain fields, or selected options for single- and multi-select fields.

• Action
  Apply a Custom Field to an Asset

  Sets the value of one custom field on an asset — text or date for plain fields, or chosen option(s) for single- and multi-select fields.

• Action
  Apply Custom Fields to an Asset

  Sets the value or selected options of one custom field on an Air asset.

• Action
  Create a Board

  Creates a board in your Air workspace, at the top level, at the root of a library, or inside another board.

• Action
  Create a Custom Field

  Creates a new custom field in the Air workspace, optionally with its list of choices for a select field.

• Action
  Find Assets

  Returns the assets in your Air workspace that match a search term, board, showcase, tag, custom field value or creation date range.

• Action
  Find Boards

  Finds boards in your Air workspace by name, optionally limited to a parent board, showcase or library. Returns the matching boards, most recently updated first.

• Action
  Find Custom Fields

  Searches the workspace's custom fields by name and returns the matching fields.

• Action
  Find Guests of a Board

  Returns the guests of an Air board, accepted guests first, optionally filtered by email address.

• Action
  Generate an Upload URL

  Creates a new asset (or a new version of an existing asset) in Air and returns the URL to upload the file's bytes to.

• Action
  Get Asset by ID

  Returns an Air asset by its id, including its custom field values and cover version details (file name, type, size, tags and preview URLs).

• Action
  Get Asset Parent Boards

  Returns the boards that contain a given Air asset, most recently created first.

• Action
  Get Asset Version by ID

  Returns one version of an asset, including its file details, tags, preview URLs and IPTC/EXIF metadata.

• Action
  Get Board by ID

  Returns a single Air board by its ID, including its title, description, parent board, dates and custom field values.

• Action
  Get Custom Field by ID

  Returns one Air custom field, including its name, type and the choices of a select field.

• Action
  Get or Create Tags

  Returns the tag with the given name, creating it in the Air workspace first if it does not already exist.

• Action
  Import a File From a URL

  Imports a file into Air from a public URL, creating a new asset or a new version of an existing asset. Returns the import id to check its status.

• Action
  Remove an Asset From a Board

  Removes an asset from a board in your Air workspace. The asset itself is not deleted.

• Action
  Remove Guest From a Board

  Removes a guest from a board, revoking their access to it.

• Action
  Status of an Import

  Returns the current status of a file import (pending, in progress, failed or succeeded), with error details when it failed.

• Action
  Update a Board

  Updates the title, description or parent board of an existing Air board.

• Action
  Update an Asset Version

  Updates the title and/or description of an asset version in Air.

• Action
  Update Role of Guest

  Changes the role of a guest on an Air board.

• Action
  Upload a File

  Uploads a file from a URL into your Air workspace as a new asset, or as a new version of an existing asset.

• Trigger
  Lost Deal

  Triggers when a PipeRun deal is marked as lost.

• Trigger
  New Activity

  Triggers when a new activity is created in PipeRun.

• Trigger
  New Company

  Triggers when a new company is created in PipeRun.

• Trigger
  New Deal

  Triggers when a new deal is created in PipeRun.

• Trigger
  New Items

  Triggers when a new product, service or MRR item is created in PipeRun.

• Trigger
  New Person

  Triggers when a new person (contact) is created in PipeRun.

• Trigger
  Updated Deal

  Triggers when a deal in PipeRun is updated.

• Trigger
  Won Deal

  Triggers when a PipeRun deal is marked as won.

• Action
  Add Deal

  Creates a new deal in a PipeRun pipeline stage.

• Action
  Add note

  Adds a note in PipeRun, optionally linked to a deal, company, person or call.

• Action
  Create Activity

  Creates a new activity (task, call, meeting) in PipeRun.

• Action
  Create Company

  Creates a new company in PipeRun.

• Action
  Create Item

  Creates a new product, service or recurring (MRR) item in PipeRun.

• Action
  Create Person

  Creates a new person (contact) in PipeRun.

• Action
  Create Proposal

  Creates a new proposal on a PipeRun deal.

• Action
  Find companies

  Searches companies in PipeRun by name, CNPJ, website, external code and other filters, returning the matching company records.

• Action
  Find deals

  Finds deals (opportunities) in PipeRun matching the filters you supply, such as title, hash, status, pipeline, stage, owner, company or person.

• Action
  Find people

  Searches people in PipeRun by name, CPF, company, job title or other filters and returns the matching people.

• Action
  Get deal

  Returns the details of a single deal (opportunity) by its ID, optionally with related items, people, companies, custom forms and users.

• Action
  Update activity

  Updates an existing activity in PipeRun, such as its title, status, owner, dates or linked people and companies.

• Action
  Update company

  Updates an existing company in PipeRun. Only the fields you fill in are changed.

• Action
  Update deal

  Updates an existing deal (opportunity) in PipeRun, changing only the fields you fill in, including its custom fields.

• Action
  Update item

  Updates a product, service or recurring (MRR) item in your PipeRun catalog.

• Action
  Update person

  Updates an existing person (contact) in PipeRun, including contact details, address, tags and custom fields.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.