Pipeline Crm

Learn how to use Pipeline Crm with Composio

Overview

Enum

PIPELINE_CRM

Description

Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.

Authentication Details

api_key
stringRequired

Actions

Tool to create a new company in pipeline crm. use when you need to add a company after gathering its details.

Action Parameters

check_for_duplicates
boolean
company
objectRequired
deliver_assignment_email
booleanDefaults to True
todo_template_id
integer
todo_template_user_id
integer

Action Response

data
object
error
string
successful
boolean
Tool to create a new deal in pipeline crm. use after gathering all details. example: create a deal named 'big partnership' worth 50000 usd in stage 2.

Action Parameters

deal
objectRequired
deliver_assignment_email
booleanDefaults to True
todo_template_id
integer
todo_template_user_id
integer

Action Response

data
object
error
string
successful
boolean
Tool to delete a company by id in pipeline crm. use after confirming the company id is correct. example: "delete company with id 123".

Action Parameters

id
integerRequired

Action Response

data
object
error
string
successful
boolean
Tool to delete a deal by id. use when you need to remove a deal from pipeline crm.

Action Parameters

id
integerRequired

Action Response

data
object
error
string
successful
boolean
Tool to retrieve details for a specific company by id. use after you have the company id.

Action Parameters

id
integerRequired

Action Response

data
object
error
string
successful
boolean
Tool to retrieve details for a specific deal by id in pipeline crm. use after confirming the deal id.

Action Parameters

id
integerRequired

Action Response

data
object
error
string
successful
boolean
Tool to retrieve details for a specific stage by id in pipeline crm. use after confirming the stage id.

Action Parameters

id
integerRequired

Action Response

data
object
error
string
successful
boolean
Tool to retrieve details for a specific task by id in pipeline crm. use after confirming the task id.

Action Parameters

id
integerRequired

Action Response

data
object
error
string
successful
boolean
Tool to list companies in pipeline crm. use when you need to fetch multiple companies with optional filtering and pagination.

Action Parameters

page
integer
per_page
integer
search
string
sort_by
string
sort_direction
string

Action Response

data
object
error
string
successful
boolean
Tool to list leads in pipeline crm. use when you need to fetch multiple leads with optional filtering and pagination.

Action Parameters

created_from_date
string
created_to_date
string
page
integer
per_page
integer
updated_from_date
string
updated_to_date
string

Action Response

data
object
error
string
successful
boolean
Tool to list deal stages. use when you need to enumerate all stages for deals in pipeline crm.

Action Parameters

page
integer
per_page
integer

Action Response

data
object
error
string
successful
boolean
Tool to list calendar tasks. use when retrieving tasks for a deal, company, or person with optional date filters and pagination.

Action Parameters

company_id
integer
deal_id
integer
from_date
string
page
integerDefaults to 1
per_page
integerDefaults to 200
person_id
integer
to_date
string

Action Response

data
object
error
string
successful
boolean
Tool to list users in pipeline crm. use when you need to retrieve all users in your account.

Action Parameters

Action Response

data
object
error
string
successful
boolean
Tool to delete a calendar task by id. use after confirming the task exists in pipeline crm.

Action Parameters

id
integerRequired

Action Response

data
object
error
string
successful
boolean
Tool to update an existing company by id in pipeline crm. use after confirming the company id and fields to change.

Action Parameters

company
objectRequired
deliver_reassignment_email
boolean
id
integerRequired

Action Response

data
object
error
string
successful
boolean