Connect PipelineDeals and TimeKeeper

Both apps 45PipelineDeals 28TimeKeeper 17

• 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.

• Trigger
  Employee Clock In

  Triggers when an employee clocks in, returning the new time entry with its employee, job, activity and start time.

• Trigger
  Employee Clock Out

  Triggers when an employee clocks out, delivering the completed time entry with its start and end times, duration, job and activity.

• Trigger
  Leave Request Approved

  Triggers when a leave request is approved in TimeKeeper, for leave falling between 30 days ago and 59 days ahead.

• Trigger
  Who's In

  Triggers when an employee appears on the Who's In list, i.e. each time someone clocks in, with their location, last job and clock-in time.

• Action
  Add activity

  Creates a new activity in TimeKeeper that employees can log time against.

• Action
  Add a Job

  Creates a new job in TimeKeeper with a name and optional job number and address.

• Action
  Get employee timesheet

  Returns an employee's timesheet for a date range, including total regular, overtime and leave hours plus each day's time entries and leave.

• Action
  Get job breakdown report

  Generates a breakdown report for one TimeKeeper job over a date range of up to 60 days.

• Action
  List activities

  Returns every activity set up in your TimeKeeper account, with each activity's name and number.

• Action
  List employees

  Returns the employees in your TimeKeeper account, including archived ones, with their contact details, job title, teams and working locations.

• Action
  List jobs

  Returns every job in your TimeKeeper account, with each job's name, job number, completion status and id.

• Action
  List leave entries

  Returns employee leave entries (annual leave and other leave types) within a date range of up to 30 days, optionally for one employee or one leave type. Public holidays are not included.

• Action
  List leave requests

  Returns the leave requests in your TimeKeeper account for a date range of up to 90 days, optionally filtered by status, leave type or employee. Returns open requests unless another status is chosen.

• Action
  List shifts

  Returns the draft, open and published shifts scheduled in a date range of up to 90 days, optionally for one employee. Shift times are in UTC.

• Action
  List time entries

  Returns the time entries recorded in your TimeKeeper account for a date range of up to 90 days, optionally narrowed to one employee, job or activity.

• Action
  Update activity

  Updates the name and activity number of an existing activity in TimeKeeper.

• Action
  Update a Job

  Updates an existing job in TimeKeeper, changing its name, job number, address or address coordinates.

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