Connect Pipeliner Crm and Typeform

Both apps 54Pipeliner Crm 33Typeform 21

• 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

• Trigger
  New Form Response

  Polling trigger: fires for each new completed form submission. Polls the responses endpoint and dedups by response token.

• Action
  Create Form

  Create a new form. Provide the full form definition object (title, fields, etc.).

• Action
  Create or Update Webhook

  Create or update a webhook on a form. Set url, enabled, and optional secret/verify_ssl.

• Action
  Create Theme

  Create a new theme (name, colors, font, etc.).

• Action
  Create Workspace

  Create a new workspace with the given name.

• Action
  Delete Form

  Permanently delete a form by its form ID.

• Action
  Delete Theme

  Delete a theme by its ID.

• Action
  Delete Webhook

  Delete a webhook from a form by its tag.

• Action
  Delete Workspace

  Delete a workspace by ID.

• Action
  Get Account

  Retrieve the authenticated user's account/profile (/me).

• Action
  Get Form

  Retrieve a single form definition by its form ID.

• Action
  Get Theme

  Retrieve a single theme by its ID.

• Action
  Get Webhook

  Retrieve a single webhook on a form by its tag.

• Action
  Get Workspace

  Retrieve a single workspace by ID.

• Action
  List Forms

  Retrieve all forms in your Typeform account (paginated).

• Action
  List Images

  Retrieve all images in your account image library.

• Action
  List Responses

  Retrieve responses (submissions) for a form, with optional filters (completed, since, until, page_size).

• Action
  List Themes

  Retrieve all themes in your account (paginated).

• Action
  List Webhooks

  List all webhooks configured on a form.

• Action
  List Workspaces

  Retrieve all workspaces in your account (paginated).

• Action
  Update Form

  Replace an existing form definition (full PUT) by form ID.

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