Connect AroFlo and PipelineDeals

Both apps 54AroFlo 26PipelineDeals 28

• Trigger
  List New or Updated Clients

  Triggers when a client is created or updated in AroFlo; returns the client's ID and change time.

• Trigger
  List New or Updated Invoices

  Triggers when an invoice is created or updated in AroFlo; returns the invoice's ID and change time.

• Trigger
  List New or Updated Tasks

  Triggers when a task is created or updated in AroFlo; returns the task's ID and change time.

• Trigger
  List Timesheets

  Triggers when a new timesheet entry is recorded in AroFlo.

• Action
  Add location

  Creates a new site location for an AroFlo client, with its name and address.

• Action
  Add supplier

  Creates a new supplier in AroFlo with its contact details, street address and mailing address.

• Action
  Add task labour

  Adds a labour line (time worked by a user) to an existing AroFlo task.

• Action
  Add task material

  Adds a material line (an ad-hoc item or an inventory item) to an AroFlo task's worksheet.

• Action
  Add Task Note

  Adds a note to an AroFlo task.

• Action
  Create Client

  Creates a new client in AroFlo.

• Action
  Create User

  Creates a new user in AroFlo.

• Action
  Custom Payload

  Sends a custom XML insert or update to any AroFlo zone and returns AroFlo's post results.

• Action
  Find Asset

  Finds AroFlo assets matching a field value and returns their records.

• Action
  Find Business Unit

  Finds an AroFlo business unit by name and returns its record, including its org ID.

• Action
  Find Client

  Finds AroFlo clients by company/reference name and returns the matching client records.

• Action
  Find contact

  Finds client and contractor contacts in AroFlo by email, name or ID.

• Action
  Find Invoice

  Finds AroFlo invoices matching a field value and returns their records.

• Action
  Find project

  Finds AroFlo projects by project name and returns the matching project records.

• Action
  Find quote

  Finds AroFlo quotes where a chosen quote field (ID, name, job number, status, dates) equals a value, returning the matching quotes.

• Action
  Find Schedule

  Finds AroFlo schedules matching a field value and returns their records.

• Action
  Find Task

  Finds AroFlo tasks matching a field value and returns their records.

• Action
  Find Timesheet Group

  Returns the timesheet entries for one task, user, work date or type, with their combined total hours.

• Action
  Find User

  Finds AroFlo users matching a field value and returns their records.

• Action
  Update Client

  Updates an existing AroFlo client; only the fields you supply are changed.

• Action
  Update Task Fields

  Updates the name, description, due date or order number of an AroFlo task; only supplied fields change.

• Action
  Update Task Status

  Sets the status and optional substatus of an AroFlo task.

• Trigger
  Updated person lead status

  Triggered when a person is updated to the specified lead status. Polls people sorted by most-recently-updated and surfaces each person's lead status.

• Action
  Add or update person

  Adds a new person if the email does not exist, otherwise updates the existing person.

• Action
  Add project

  Creates a project in Pipeline CRM, optionally linking deals, companies, people and collaborators.

• Action
  Add tags to person

  Adds one or more tags to a person (matched by email). Separate multiple tags with commas.

• Action
  Create company

  Creates a new company in PipelineDeals.

• Action
  Create deal

  Creates a new deal in PipelineDeals.

• Action
  Create person

  Creates a new person (contact) in PipelineDeals.

• Action
  Create person activity

  Creates a new activity (note) attached to a person if the email address is found. If the person has a single deal the activity is also attached to that.

• Action
  Create person activity (custom)

  Creates a new activity (note) attached to a person if the email address is found. If the person has a single deal the activity is also attached to that. If the person has multiple deals the activity is created without a deal attachment.

• Action
  Create person document

  Uploads a new document attached to a person if the email address is found. If the person has a single deal the document is also attached to that.

• Action
  Delete company

  Deletes a company.

• Action
  Delete deal

  Deletes a deal.

• Action
  Delete note

  Deletes a note.

• Action
  Delete person

  Deletes a person by ID.

• Action
  Find calendar entries

  Returns the tasks and events on your calendar that match the filters you set, such as type, completion, date range, or the person, deal or company they are about.

• Action
  Find companies

  Finds companies whose name matches the search text.

• Action
  Find deals

  Finds deals whose name matches the search text.

• Action
  Find people

  Finds people (contacts and leads) matching the search text, name, email, phone, company, type and other criteria you supply. Returns up to 200 matching people.

• Action
  Find projects

  Finds projects whose name contains the text you give, optionally narrowed by owner, status, archived state and dates. Returns the matching projects.

• Action
  Get company

  Returns a company by ID.

• Action
  Get deal

  Retrieves a single deal by ID.

• Action
  Get note

  Returns a single note (activity) by its id, including its content, category, linked deal, person or company, and comments.

• Action
  Get person

  Retrieves a single person by ID.

• Action
  Get project

  Returns a project by its ID, including its associated deals, people, companies, milestones and custom field values.

• Action
  Update company

  Updates a company's name, phone or website.

• Action
  Update note

  Changes the text of a note.

• Action
  Update person

  Updates an existing person by ID in PipelineDeals.

• Action
  Update project

  Updates an existing project in Pipeline CRM, changing only the details you fill in.

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