Connect Pipeliner Crm to Aryeo

Both apps 50Pipeliner Crm 33Aryeo 17

• Trigger
  New account

  Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity.

• Trigger
  New contact

  Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity.

• Trigger
  New lead

  Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity.

• Trigger
  New opportunity

  Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity.

• Action
  Add account

  Adds a new account

• Action
  Add appointment

  Create an Appointment record.

• Action
  Add contact

  Create a Contact record.

• Action
  Add lead

  Adds a new lead

• Action
  Add opportunity

  Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space.

• Action
  Add product

  Adds a new product

• Action
  Add task

  Create a Task (Activity) record.

• Action
  Delete account

  Deletes an account in Pipeliner CRM by its ID.

• Action
  Delete contact

  Deletes a contact in Pipeliner CRM by its ID.

• Action
  Delete lead

  Deletes a lead from Pipeliner CRM by its ID.

• Action
  Delete opportunity

  Deletes an opportunity in Pipeliner CRM by its ID.

• Action
  Find contacts

  Returns up to 100 contacts whose chosen field matches the specified value.

• Action
  Find opportunities

  Returns up to 100 opportunities that match the specified criteria (name, owner, pipeline step, type, sales unit, lead source, closing date, archived flag).

• Action
  Get account

  Returns a single Pipeliner CRM account by its id, including custom field values.

• Action
  Get contact

  Retrieve a single Contact by id.

• Action
  Get lead

  Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields.

• Action
  Get opportunity

  Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account.

• Action
  List accounts

  List/search Account records.

• Action
  List appointments

  List Appointment records.

• Action
  List contacts

  Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted.

• Action
  List leads

  Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads.

• Action
  List opportunities

  Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded.

• Action
  List products

  Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU.

• Action
  List tasks

  List Task (Activity) records.

• Action
  Update account

  Updates an existing account by ID, including any custom account fields.

• Action
  Update contact

  Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed.

• Action
  Update lead

  Updates an existing lead by ID

• Action
  Update opportunity

  Updates an existing opportunity by ID

• Action
  Update task

  Updates an existing task by ID

• Action
  Add customer

  Creates a customer in Aryeo with an owner name and email, plus optional contact, team and branding details.

• Action
  Add customer user

  Creates a customer user in Aryeo, optionally adding them to an existing customer team or creating a new team for them.

• Action
  Add listing

  Creates a listing in Aryeo for an existing address, optionally assigning agents, orders and media sections.

• Action
  Cancel appointment

  Cancels an appointment in Aryeo, optionally notifying the order's customer.

• Action
  Create Address

  Creates a street address in Aryeo from coordinates and address parts, and returns the new address record.

• Action
  Create Appointment

  Creates a scheduled appointment on an existing Aryeo order, with a start and end time and optional assigned team members and order items.

• Action
  Create Order

  Creates an order in Aryeo, optionally attached to a customer, address and listing with product items.

• Action
  Get appointment

  Returns a single appointment by its ID, including its status, schedule times and optionally related order, items and users.

• Action
  Get listing

  Returns a single real estate listing by its ID, including address, price, building, lot, and optionally agents, media, and orders.

• Action
  Get order

  Returns a single Aryeo order, including its status, payment and fulfillment details, totals and custom fields.

• Action
  List appointments

  Returns appointments in your Aryeo account, optionally filtered by status, timeframe, start date range or assigned user.

• Action
  List customers

  Returns the customers of your Aryeo company, optionally filtered by name, email, email domain, phone, search text or customer team.

• Action
  List customer users

  Returns the customer users in your Aryeo account, optionally filtered by search text, team or pricing plan.

• Action
  List listings

  Returns the real estate listings available to your Aryeo group, optionally filtered by search term, address, agent, status, price, size, rooms or delivery status.

• Action
  List orders

  Returns the orders in your Aryeo account, optionally filtered by search term, payment or fulfillment status, appointment dates, creator, tags or assigned users.

• Action
  Update appointment

  Updates an Aryeo appointment's time, duration, attached users, order items and assigned team members.

• Action
  Update listing

  Updates an existing Aryeo listing's title, description, status, MLS details, price and property facts.

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