Connect CRM PipeRun and Formstack

Both apps 43CRM PipeRun 24Formstack 19

• 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.

• Trigger
  New Form

  Triggers when a new form is created in the account.

• Action
  Copy Form

  Create a copy of an existing form.

• Action
  Create Folder

  Create a new form folder.

• Action
  Create Form

  Create a new form.

• Action
  Create Form Field

  Add a new field to a form.

• Action
  Create Submission

  Submit data to a form. Field values are passed as field_<id> keys.

• Action
  Create Webhook

  Create a webhook on a form that POSTs to a URL when a submission is received.

• Action
  Delete folder

  Delete a folder.

• Action
  Delete Form

  Delete a form by ID.

• Action
  Delete Submission

  Delete a submission by ID.

• Action
  Delete Webhook

  Delete a webhook by ID.

• Action
  Get folder

  Get a folder by id.

• Action
  Get Form

  Retrieve details for a single form by ID.

• Action
  Get form field

  Get one field on a form.

• Action
  List Form Confirmations

  List confirmation emails configured on a form.

• Action
  List Form Fields

  List all fields on a form.

• Action
  List form notifications

  List notification emails for a form.

• Action
  List Webhooks

  List webhooks configured on a form.

• Action
  Update folder

  Update a folder.

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