Connect Pipeliner Crm to Voucherify

Both apps 55Pipeliner Crm 33Voucherify 22

• 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 Campaign

  Create a new voucher campaign (discount, gift, referral, or loyalty).

• Action
  Add Customer

  Create a new customer profile with contact info, address, and metadata.

• Action
  Add Publication

  Publishes a voucher to a customer: either a specific voucher code, or one or more codes drawn from a campaign.

• Action
  Add Voucher

  Create a new voucher, optionally with a specific or auto-generated code, discount/gift/loyalty-card type, and validity rules.

• Action
  Add Vouchers to Campaign

  Adds one or more new vouchers to an existing campaign. New vouchers inherit the campaign's settings unless overridden here.

• Action
  Check eligibility

  Returns the vouchers, promotion tiers and campaigns a customer and/or order qualifies for.

• Action
  Delete Campaign

  Deletes a campaign and all its vouchers, either moving them to the bin or removing them permanently. Deletion runs in the background.

• Action
  Delete Customer

  Deletes a customer in Voucherify. The customer is removed, so a new customer with the same source id can be created afterwards.

• Action
  Delete Voucher

  Deletes a voucher by its code, either moving it to the bin or removing it permanently. Also removes the voucher's redemptions.

• Action
  Get Campaign

  Retrieves a Voucherify campaign by its id or name.

• Action
  Get Customer

  Retrieve a single customer by ID or source_id.

• Action
  Get Redemption

  Returns a single redemption or redemption rollback by its ID, whether it succeeded or failed.

• Action
  Get Voucher

  Retrieves a voucher by its code or the id Voucherify assigned to it.

• Action
  List Campaigns

  Lists campaigns in the Voucherify project, optionally filtered by type, status or referral flag.

• Action
  List Customers

  Returns a list of customers, optionally filtered by email, city, name, segment, or created/updated dates.

• Action
  List Redemptions

  Returns a list of redemptions and redemption rollbacks, most recent first, optionally narrowed by result, campaign, customer, date and other filters.

• Action
  List Vouchers

  Returns vouchers in the project, most recent first, optionally narrowed by campaign, category, customer, code or creation/update dates.

• Action
  Redeem Voucher

  Redeems a voucher code (discount code, gift card or loyalty card) against an optional order and customer, incrementing the voucher's redemption count.

• Action
  Rollback Redemption

  Undo a single (non-stacked) redemption, returning its redemption to the voucher's pool and restoring any gift card credits or loyalty points it used.

• Action
  Update Customer

  Updates an existing Voucherify customer. Only the values you fill in are changed; blank fields are left as they are.

• Action
  Update Voucher

  Updates an existing voucher. Only the values you fill in are changed; everything else on the voucher stays as it is.

• Action
  Validate voucher

  Checks whether a voucher, gift card or loyalty card code can be applied to an order and customer, and returns the discount it would give, without redeeming it.

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