Connect PipelineDeals to Clockodo

Both apps 57PipelineDeals 28Clockodo 29

• Trigger
  Updated person lead status

  Triggered when a person is updated to the specified lead status. Polls people sorted by most-recently-updated and surfaces each person's lead status.

• Action
  Add or update person

  Adds a new person if the email does not exist, otherwise updates the existing person.

• Action
  Add project

  Creates a project in Pipeline CRM, optionally linking deals, companies, people and collaborators.

• Action
  Add tags to person

  Adds one or more tags to a person (matched by email). Separate multiple tags with commas.

• Action
  Create company

  Creates a new company in PipelineDeals.

• Action
  Create deal

  Creates a new deal in PipelineDeals.

• Action
  Create person

  Creates a new person (contact) in PipelineDeals.

• Action
  Create person activity

  Creates a new activity (note) attached to a person if the email address is found. If the person has a single deal the activity is also attached to that.

• Action
  Create person activity (custom)

  Creates a new activity (note) attached to a person if the email address is found. If the person has a single deal the activity is also attached to that. If the person has multiple deals the activity is created without a deal attachment.

• Action
  Create person document

  Uploads a new document attached to a person if the email address is found. If the person has a single deal the document is also attached to that.

• Action
  Delete company

  Deletes a company.

• Action
  Delete deal

  Deletes a deal.

• Action
  Delete note

  Deletes a note.

• Action
  Delete person

  Deletes a person by ID.

• Action
  Find calendar entries

  Returns the tasks and events on your calendar that match the filters you set, such as type, completion, date range, or the person, deal or company they are about.

• Action
  Find companies

  Finds companies whose name matches the search text.

• Action
  Find deals

  Finds deals whose name matches the search text.

• Action
  Find people

  Finds people (contacts and leads) matching the search text, name, email, phone, company, type and other criteria you supply. Returns up to 200 matching people.

• Action
  Find projects

  Finds projects whose name contains the text you give, optionally narrowed by owner, status, archived state and dates. Returns the matching projects.

• Action
  Get company

  Returns a company by ID.

• Action
  Get deal

  Retrieves a single deal by ID.

• Action
  Get note

  Returns a single note (activity) by its id, including its content, category, linked deal, person or company, and comments.

• Action
  Get person

  Retrieves a single person by ID.

• Action
  Get project

  Returns a project by its ID, including its associated deals, people, companies, milestones and custom field values.

• Action
  Update company

  Updates a company's name, phone or website.

• Action
  Update note

  Changes the text of a note.

• Action
  Update person

  Updates an existing person by ID in PipelineDeals.

• Action
  Update project

  Updates an existing project in Pipeline CRM, changing only the details you fill in.

• Action
  Create Absence

  Creates an absence (holiday, sick day, home office, overtime reduction and more) for a co-worker in Clockodo.

• Action
  Create Customer

  Creates a new customer in Clockodo with its name, number, color, billing defaults and optional note.

• Action
  Create Entry

  Creates a time entry in Clockodo: a regular time entry for a customer and service, a lump-sum value entry, or a lump-sum service entry.

• Action
  Create Project

  Creates a new project for a customer in Clockodo, with optional number, note, dates, budget and service assignments. Returns the created project.

• Action
  Create Service

  Creates a new service in Clockodo that time entries can be booked against.

• Action
  Create Subproject

  Creates a subproject under an existing project in Clockodo.

• Action
  Create User

  Creates a new co-worker in your Clockodo account with their email, name and role, plus optional team, language, time settings and edit locks.

• Action
  Delete customer

  Deletes a customer from your Clockodo account.

• Action
  Delete entry

  Deletes a time entry from Clockodo.

• Action
  Delete project

  Deletes a project in Clockodo. Optionally checks whether the project could be deleted without deleting it.

• Action
  Get customer

  Returns a single Clockodo customer by its id, including name, number, color, active status and billing defaults.

• Action
  Get entry

  Returns a single Clockodo time or lump-sum entry by its id, including customer, project, service, times, duration and billability.

• Action
  Get project

  Returns a single Clockodo project by its id, including its customer, budget, completion status, dates and assigned services.

• Action
  Get user

  Returns a single Clockodo co-worker by id, including name, email, role, team, time zone and work settings.

• Action
  List absences

  Returns the absences (holidays, sick days, home office and other leave) recorded in Clockodo, optionally filtered by year, co-worker, team, absence type or status.

• Action
  List customers

  Returns the customers in your Clockodo account, optionally filtered by active status or search text and sorted by name, id or status.

• Action
  List entries

  Returns the time and lump-sum entries recorded in Clockodo between a start and end time, optionally filtered by co-worker, customer, project, service, billability or description.

• Action
  List projects

  Returns the projects in your Clockodo account, optionally filtered by customer, active or completed status, or search text.

• Action
  List services

  Returns the services in your Clockodo account, optionally filtered by active status or search text.

• Action
  List users

  Returns the co-workers in your Clockodo account, optionally filtered by active status, team or search text.

• Action
  Start clock

  Starts the Clockodo clock for a customer and service, creating a running time entry. Any clock already running for the user is stopped.

• Action
  Stop clock

  Stops the running Clockodo clock entry and returns the stopped time entry, plus any new entry that was started in its place.

• Action
  Update Absence

  Updates an existing absence (holiday, sick day, home office, etc.) in Clockodo, changing only the details you fill in. Returns the updated absence.

• Action
  Update Customer

  Updates an existing customer in Clockodo, changing only the details you fill in, and returns the updated customer.

• Action
  Update Entry

  Updates an existing Clockodo time or lump-sum entry, changing only the details you fill in, and returns the updated entry.

• Action
  Update Project

  Updates an existing project in Clockodo, changing only the details you fill in, and returns the updated project.

• Action
  Update Service

  Updates an existing service in Clockodo, changing its name, number, note, billing id or active status. Fields left blank keep their current values.

• Action
  Update Subproject

  Updates an existing subproject in Clockodo, such as its name, budget, dates or assigned services. Fields left blank keep their current values.

• Action
  Update User

  Updates an existing co-worker in Clockodo, changing only the details you fill in.

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