Connect CRM PipeRun and Formstack Documents

Both apps 40CRM PipeRun 24Formstack Documents 16

• 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 Merged Document

  Triggers when a merged/populated document is created.

• Action
  Combine Files

  Joins several files into one PDF or Word document. Give it the files in the order you want them, either as links or as base64 content, and it returns the combined file.

• Action
  Convert File to PDF

  Turns a Word, Excel, PowerPoint, image or HTML file into a PDF. Point it at the file with a link or supply the file content, and it returns the PDF.

• Action
  Copy Document

  Makes a copy of one of your Formstack Documents templates under a new name, and returns the new document with its merge key, merge URL and available merge fields.

• Action
  Create Data Route

  Creates a data route in Formstack Documents — a single endpoint that sends one set of data to several documents at once, following the rules you give it. Returns the new route with the URL to post data to.

• Action
  Create Data Route Merge

  Sends one set of data into a Formstack Documents data route, which merges it into every document the route's rules select. Optionally returns the finished documents in the response.

• Action
  Create Document

  Creates a new document template in Formstack Documents from HTML or from an uploaded PDF, Word, Excel or PowerPoint file, and returns its merge URL and the merge fields found in it.

• Action
  Delete Data Route

  Deletes a data route from Formstack Documents. The documents the route pointed at are not deleted.

• Action
  Delete Document

  Deletes a document template from Formstack Documents.

• Action
  Get Data Route

  Returns one Formstack Documents data route, with its name, its merge URL and the rules that decide which documents the data goes to.

• Action
  Get Document

  Returns one document template from Formstack Documents, with its name, type, output format, merge URL and — for HTML templates — the template's HTML.

• Action
  Get Document Fields

  Returns the merge fields found in a Formstack Documents template, so you know which names to send when merging data into it.

• Action
  List Data Routes

  Returns your Formstack Documents data routes, each with its name, key and the URL to send data to.

• Action
  List Documents

  Returns your Formstack Documents templates, each with its name, type, output format and merge URL.

• Action
  Update Data Route

  Updates a Formstack Documents data route — its name, folder, or the rules that decide which documents receive the data. Anything you leave blank stays as it is.

• Action
  Update Document

  Updates a Formstack Documents template — its name, folder, output format, filename or the template content itself. Anything you leave blank stays as it is; the template type cannot be changed.

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