Connect CRM PipeRun and Willo

Both apps 44CRM PipeRun 24Willo 20

• 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
  List Users

  Triggers when a new user is added to your Willo account.

• Action
  Accept Candidate

  Marks a participant in a Willo interview as Accepted and returns the updated participant. Can also update the participant's name, phone number and custom ID in the same step.

• Action
  Add department

  Creates a new department in your Willo organisation and returns the department, including its key and branding.

• Action
  Add interview from template

  Creates a new interview in Willo from one of your interview templates and returns the new interview.

• Action
  Create Company

  Creates a new company as a child organisation under your Willo organisation, with the owner you name.

• Action
  Create Interview

  Creates a new video interview in Willo with its questions, department, message templates and settings.

• Action
  Delete interview

  Deletes an interview from your Willo account.

• Action
  Delete participant

  Deletes a participant from Willo. Returns whether the deletion was confirmed.

• Action
  Get interview

  Returns a Willo interview by its key, including its questions, owner, department, reviewers, message templates and settings. An error occurs if the interview is not found.

• Action
  Get participant

  Returns a Willo participant (candidate) with their contact details, status, interview, department, scores and answers.

• Action
  Get user

  Returns a Willo user's details, including email, full name, phone, role and status.

• Action
  Invite Someone

  Invites a person to a Willo interview as a participant and returns the new participant with their invite link.

• Action
  List departments

  Returns the departments in your Willo organisation, optionally filtered by name, owner email or owner.

• Action
  List interviews

  Returns the interviews in your Willo account, optionally narrowed by department, owner or a search term, and sorted the way you choose.

• Action
  List message templates

  Returns the message templates (email and SMS) in your Willo account, optionally filtered by title, type or trigger.

• Action
  List participants

  Returns the participants in your Willo account, optionally narrowed to an interview, department or owner, or by a text search.

• Action
  List users

  Returns the users in your Willo account with their key, email and full name.

• Action
  Reject Candidate

  Rejects a candidate by setting the participant's status to Rejected, optionally updating their name, phone or custom ID.

• Action
  Update interview

  Updates an existing interview's details, questions, reviewers, message templates and settings, changing only the values you provide. Returns the updated interview.

• Action
  Update participant

  Updates a participant's name, phone, status (Accepted or Rejected) or your own reference ID.

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