Connect Pipeliner Crm to Signatureapi

Both apps 48Pipeliner Crm 33Signatureapi 15

• 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 ceremony

  Creates a new signing ceremony for a recipient. Any previous active ceremony for that recipient is revoked. Returns the ceremony, including its URL when the recipient is authenticated by email code or by your own application.

• Action
  Add deliverable

  Creates an additional deliverable (signed PDF package) from a completed envelope. The envelope must be completed.

• Action
  Add envelope

  Creates an envelope with documents and recipients and starts the signing process.

• Action
  Add upload

  Uploads a PDF, DOCX or PNG file to SignatureAPI and returns a URL you can use as a document source when creating an envelope. Uploads expire after 24 hours.

• Action
  Cancel envelope

  Cancel an in-progress envelope so remaining recipients can no longer sign.

• Action
  Delete envelope

  Delete an envelope.

• Action
  Get deliverable

  Retrieves a deliverable by its ID, including its status and, once generated, a download link for the signed PDF.

• Action
  Get envelope

  Retrieve a single envelope by id.

• Action
  Get recipient

  Retrieves a recipient's details, including status, ceremony information and completion timestamp.

• Action
  Get upload

  Fetches an uploaded file's record by ID: its format, size, hash and expiry. An error occurs if the upload is not found.

• Action
  List deliverables

  Returns the deliverables (signed PDFs with audit log) of an envelope, earliest first.

• Action
  List envelopes

  Lists envelopes in the account, most recent first, optionally filtered by status or topic.

• Action
  Resend request

  Resends the signing request to a recipient who has not yet completed their ceremony, e.g. as a reminder or after a lost or soft-bounced email.

• Action
  Update envelope

  Update mutable fields (e.g. title, metadata) of an existing envelope.

• Action
  Update recipient

  Replaces a recipient who has not yet completed with a new person. The original recipient is marked replaced and a new recipient is created with the same type, key, routing position and places.

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