Connect Pipeliner Crm to Gamma

Both apps 49Pipeliner Crm 33Gamma 16

• 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
  Create From Template

  Starts a new gamma generated from an existing template gamma, following your instructions on what to change. Returns a generation ID to check for the finished gamma.

• Action
  Delete gamma

  Deletes a gamma from your workspace, archiving it first if needed. The gamma becomes inaccessible immediately. Requires a workspace admin.

• Action
  Export gamma

  Starts exporting an existing gamma to PDF, PowerPoint or PNG and returns an export ID you can use to fetch the download link.

• Action
  Find gammas

  Returns up to 25 gammas whose title or body text match a search query, optionally narrowed by creator and last-updated time.

• Action
  Find templates

  Searches your workspace templates and Gamma's official templates by title and content, returning up to 25 matches from each.

• Action
  Generate image

  Starts generating one standalone on-brand image from a text prompt and returns the image generation ID. Use Get image with that ID to retrieve the finished image.

• Action
  Get export

  Returns the status of an export job and, once it is completed, the link to download the exported file.

• Action
  Get gamma

  Returns a gamma's details: title, link, thumbnail, author, theme, created and updated times, and whether it is archived.

• Action
  Get gamma analytics

  Returns engagement metrics for a gamma: total views, unique viewers and editors, card count, last opened time, and a 30-day daily viewer breakdown.

• Action
  Get gamma edit

  Returns the status of a Gamma agent edit job (pending, completed or failed), with the edit summary or error and credits used.

• Action
  Get Generation Status

  Returns the status of a gamma generation, and once completed, the link to the new gamma, its export file and the credits used.

• Action
  Get image

  Returns the status of an image generation job and, once it has completed, the finished image with its URL, dimensions and media library ID.

• Action
  List folders

  Returns the folders in your Gamma workspace that you can access, optionally filtered by name.

• Action
  List gamma comments

  Returns the comment threads on a gamma, including their replies, optionally only those with activity since a given time.

• Action
  List themes

  Returns the themes available in your Gamma workspace, including standard and custom themes, optionally filtered by name or type.

• Action
  Update gamma

  Starts an AI edit of an existing gamma from a natural-language instruction. Returns an edit ID to check with Get gamma edit.

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