Connect PassEngine and Pipeliner

Both apps 38PassEngine 15Pipeliner 23

• 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.

• Trigger
  New account

  Fires when a new Account is created in Pipeliner.

• Trigger
  New contact

  Fires when a new Contact is created in Pipeliner.

• Trigger
  New lead

  Fires when a new Lead is created in Pipeliner.

• Trigger
  New opportunity

  Fires when a new Opportunity is created in Pipeliner.

• Trigger
  Updated opportunity

  Fires when an Opportunity is updated in Pipeliner.

• Action
  Add account

  Adds a new account

• Action
  Add contact

  Create a new Contact record.

• Action
  Add lead

  Create a new Lead record.

• Action
  Add note

  Adds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner.

• Action
  Add opportunity

  Create a new Opportunity record.

• Action
  Add product

  Create a new Product record.

• Action
  Delete account

  Deletes a Pipeliner account by its id.

• Action
  Delete contact

  Remove Contact with given id.

• Action
  Find accounts by name

  Returns up to 30 accounts whose name matches the specified name.

• Action
  Find contacts by email

  Returns up to 30 contacts whose primary email matches the specified email.

• Action
  Get account

  Retrieves a single account by its id.

• Action
  Get contact

  Return Contact with given id.

• Action
  Get lead

  Return Lead with given id.

• Action
  Get opportunity

  Return Opportunity with given id.

• Action
  Update account

  Update an existing Account record.

• Action
  Update contact

  Update an existing Contact record.

• Action
  Update lead

  Update an existing Lead record.

• Action
  Update opportunity

  Update an existing Opportunity record.

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