Connect CRM PipeRun and PassEngine

Both apps 39CRM PipeRun 24PassEngine 15

• 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 Client

  Triggers when a new client is created.

• Trigger
  New Pass

  Triggers when a new pass is created in PassEngine.

• Trigger
  Pass Scanned

  Triggers each time a pass is successfully scanned, with the pass code, scan result, location and the operator who scanned it.

• Trigger
  Pass Status Changed

  Triggers when a pass status changes (active, used, expired, revoked).

• Action
  Activate Pass

  Reactivates a pass, setting its status back to active and notifying wallet apps.

• Action
  Create Client

  Creates a client (customer) in PassEngine with a name and optional email, phone and internal notes.

• Action
  Create Pass

  Creates a new single-use or multi-use pass, optionally attached to a client and emailed to a recipient. Returns the new pass with its code and public link.

• Action
  Get client

  Returns a single client (customer) by ID, including their name, email, phone and notes.

• Action
  Get pass

  Returns a pass by its ID, including its custom fields, attached client, recent email deliveries and public URL.

• Action
  List clients

  Returns the clients in your PassEngine account, optionally filtered by name, email or phone.

• Action
  List passes

  Returns the passes in your PassEngine account, optionally filtered by name/code text or status.

• Action
  Revoke Pass

  Revokes a pass so it can no longer be scanned, and notifies wallet apps of the change.

• Action
  Scan Pass

  Scans (redeems) a pass by its code, validating its status, validity dates and usage limits, and records the scan. Returns whether the scan succeeded and, if not, why.

• Action
  Send pass email

  Emails an existing pass to a recipient. Returns the queued email delivery with its status.

• Action
  Update Pass

  Updates an existing pass's label, note, status, scan limit, validity dates or custom fields. Changing the status notifies subscribers that the pass status changed.

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