Connect Webmecanik Pipeline to Dart

Both apps 37Webmecanik Pipeline 27Dart 10

• Trigger
  New Company

  Triggers when a new company is added in Webmecanik Pipeline.

• Trigger
  New Contact

  Triggers when a new contact is added in Webmecanik Pipeline.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Webmecanik Pipeline.

• Trigger
  Updated Company

  Triggers when a company is updated in Webmecanik Pipeline.

• Trigger
  Updated Contact

  Triggers when a contact is created or updated in Webmecanik Pipeline.

• Trigger
  Updated Opportunity

  Triggers when an opportunity is created or updated in Webmecanik Pipeline.

• Action
  Create Activity

  Creates an activity (call, email, appointment, note or custom) on a contact or opportunity in Webmecanik Pipeline.

• Action
  Delete activity

  Deletes an activity from Webmecanik Pipeline.

• Action
  Delete company

  Deletes a company from Webmecanik Pipeline.

• Action
  Delete contact

  Deletes a contact from Webmecanik Pipeline.

• Action
  Delete opportunity

  Deletes an opportunity from Webmecanik Pipeline.

• Action
  Get company

  Returns one company by its slug, including its tags and custom fields.

• Action
  Get contact

  Returns one contact by its slug, including tags, companies, addresses and custom fields.

• Action
  Get opportunity

  Returns one opportunity by its slug, including its pipeline, status, tags and custom fields.

• Action
  List companies

  Returns all companies in your Webmecanik Pipeline account, including their custom fields.

• Action
  List contacts

  Returns the contacts in your Webmecanik Pipeline account, optionally filtered by email, first name, last name or phone number.

• Action
  List opportunities

  Returns the opportunities in your Webmecanik Pipeline account, optionally only those of one pipeline.

• Action
  List pipelines

  Returns all sales pipelines visible to the connected Webmecanik Pipeline user.

• Action
  List statuses

  Returns the statuses (pipeline stages) in Webmecanik Pipeline, optionally limited to one pipeline.

• Action
  List users

  Returns all users in the Webmecanik Pipeline organization, with their name, email and role.

• Action
  Update activity

  Updates an existing activity (call, email, note, appointment) attached to a contact or opportunity.

• Action
  Update company

  Updates an existing company in Webmecanik Pipeline, changing only the fields you fill in.

• Action
  Update contact

  Updates an existing contact in Webmecanik Pipeline, including its custom field values, and returns the updated contact.

• Action
  Update opportunity

  Updates an existing opportunity in Webmecanik Pipeline, changing only the values you supply.

• Action
  Update or Create Company

  Creates a company, or updates the existing one when a duplicate is found.

• Action
  Update or Create Contact

  Creates a contact, or updates the existing contact with the same email address.

• Action
  Update or Create Opportunity

  Updates an existing opportunity when a slug is given, otherwise creates a new opportunity, and returns the resulting record.

• Action
  Create Doc

  Creates a new doc in Dart with a title and optional folder and Markdown text.

• Action
  Create Task

  Creates a new task in Dart, with optional dartboard, status, assignees, tags, priority, dates and custom properties.

• Action
  Delete Doc

  Deletes an existing doc in Dart (moves it to the trash).

• Action
  Delete Task

  Moves a Dart task to the trash, where it can be recovered if needed, and returns the deleted task.

• Action
  Get Doc

  Returns a Dart doc by its ID, including its title, folder, text and link.

• Action
  Get Task

  Returns a Dart task by its ID, including its title, status, assignees and other details.

• Action
  List Docs

  Returns docs in your Dart workspace, optionally filtered by folder, title, text, editor or a search term, and sorted as you choose.

• Action
  List Tasks

  Returns tasks in your Dart workspace, optionally filtered by dartboard, status, assignee, tags, priority, dates, completion state or view.

• Action
  Update Doc

  Updates an existing Dart doc's title, folder or content. Fields left blank keep their current values.

• Action
  Update Task

  Updates an existing Dart task. Only the fields you fill in are changed.

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