Connect Pipeliner Crm to Trestle

Both apps 40Pipeliner Crm 33Trestle 7

• 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
  Address Validation

  Validates and USPS-normalizes a US street address and returns its validity, normalized components, ZIP+4 and latitude/longitude.

• Action
  Identify caller

  Looks up a phone number and returns its validity, line type and carrier, plus the top-ranked owner and that owner's current address.

• Action
  Phone Validation

  Validates a phone number and provides phone metadata, such as carrier name, line type (landline, mobile, non-fixed VoIP, etc.), is the phone prepaid, etc.

• Action
  Real Contact

  Verifies and grades a lead's contact information across name, phone, email, address and IP address, returning A–F contact grades, phone activity score, name-match results and IP trust signals.

• Action
  Reverse Address

  Validates a US street address and returns everyone currently living at it, with demographics, historical addresses and associated people for each resident.

• Action
  Reverse Phone

  Validates a phone number and returns all potential owners with demographics, current addresses, alternate phones and emails.

• Action
  Smart CNAM

  Validates a phone number and returns the top person or business name associated with it (caller name lookup).

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