Appointlet + Pipeliner Cloud Integrations

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Supported triggers and actions

What does this mean?

- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- Search Terms
  Search meetings and attendees
- Is Confirmed
- Is Cancelled
Action
Search
- Activity Type
  Filter Appointments only for specific type.
- Select Owner
  Filter Appointments only for specific owner.
- Select Sales Unit
  Filter Appointments only for specific sales unit.
Trigger
Instant
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- Select Sales Unit
  Filter Leads only for specific sales unit.
- Select Owner
  Filter Leads only for specific owner.
Trigger
Instant
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- Activity Type
  Filter Tasks only for specific type.
- Select Owner
  Filter Tasks only for specific owner.
- Select Sales Unit
  Filter Tasks only for specific sales unit.
Trigger
Instant
Try It

- Activity Type
  Filter Appointments only for specific type.
- Select Owner
  Filter Appointments only for specific owner.
- Select Sales Unit
  Filter Appointments only for specific sales unit.
Trigger
Instant
Try It
- Select Sales Unit
  Filter Leads only for specific sales unit.
- Select Owner
  Filter Leads only for specific owner.
Trigger
Instant
Try It
- Activity Type
  Filter Tasks only for specific type.
- Select Owner
  Filter Tasks only for specific owner.
- Select Sales Unit
  Filter Tasks only for specific sales unit.
Trigger
Instant
Try It
- Activity TypeRequired
Action
Write
Create Lead
Create a new Lead.
Action
Write
- Activity TypeRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
- Primary Account Position
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search or write
- Search Type OperatorRequired
- Primary Account Position
Action
Search or write
- Search Type OperatorRequired
- PipelineRequired
- StepRequired
Action
Search or write

- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- Search
  Search by name and email.
- Status
Action
Search
- Select Owner
  Filter Accounts only for specific owner.
- Select Sales Unit
  Filter Accounts only for specific sales unit.
Trigger
Instant
Try It
- Select Owner
  Filter contacts only for specific owner.
- Select Sales Unit
  Filter contacts only for specific sales unit.
Trigger
Instant
Try It
- Select Sales Unit
  Filter Opportunities only for specific sales unit.
- Select Owner
  Filter Opportunities only for specific owner.
- Select Pipeline
  Filter Opportunities only for specific pipeline.
- Select Step
  Filter Opportunities only for specific step.
- Expand Products
  Retrieve all Products that are linked to this Opportunity
Trigger
Instant
Try It
- Select Owner
  Filter Accounts only for specific owner.
- Select Sales Unit
  Filter Accounts only for specific sales unit.
Trigger
Instant
Try It
- Select Owner
  Filter contacts only for specific owner.
- Select Sales Unit
  Filter contacts only for specific sales unit.
Trigger
Instant
Try It
- Select Sales Unit
  Filter Opportunities only for specific sales unit.
- Select Owner
  Filter Opportunities only for specific owner.
- Select Pipeline
  Filter Opportunities only for specific pipeline.
- Select Step
  Filter Opportunities only for specific step.
- Expand Products
  Retrieve all Products that are linked to this Opportunity
Trigger
Instant
Try It
Create Account
Create a new Account.
Action
Write
- Primary Account Position
Action
Write
- PipelineRequired
- StepRequired
Action
Write
- IdRequired
Action
Write
- IdRequired
- Primary Account Position
Action
Write
- IdRequired
- Pipeline ID
- Step
Action
Write
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
- Activity TypeRequired
Action
Search or write
- Search Type OperatorRequired
Action
Search or write
- Search Type OperatorRequired
- Activity TypeRequired
Action
Search or write

How to connect Appointlet + Pipeliner Cloud

Step 1: Authenticate Appointlet and Pipeliner Cloud.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Appointlet + Pipeliner Cloud

About Appointlet

Appointlet makes it easy to schedule & prepare for meetings with your customers.

Learn more

Related categories

Scheduling & Booking

About Pipeliner Cloud

Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.

Related categories

CRM (Customer Relationship Management)

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Appointlet + Pipeliner Cloud Integrations

Connect your apps and automate workflows

Attendee Cancelled

Attendee Declined

OrganizationRequired

Attendee Scheduled

OrganizationRequired

Find Meeting

OrganizationRequired

Search Terms

Is Confirmed

Is Cancelled

New Appointment

Activity Type

Select Owner

Select Sales Unit

New Lead

Select Sales Unit

Select Owner

New Task

Activity Type

Select Owner

Select Sales Unit

Updated Appointment

Activity Type

Select Owner

Select Sales Unit

Updated Lead

Select Sales Unit

Select Owner

Updated Task

Activity Type

Select Owner

Select Sales Unit

Create Appointment

Activity TypeRequired

Create Lead

Create Task

Activity TypeRequired

Update Appointment

IdRequired

Update Lead

IdRequired

Update Task

IdRequired

Find Appointment

Search Type OperatorRequired

Find Contact

Search Type OperatorRequired

Primary Account Position

Find Opportunity

Search Type OperatorRequired

Search or Create Account

Search Type OperatorRequired

Search or Create Contact

Search Type OperatorRequired

Primary Account Position

Search or Create Opportunity

Search Type OperatorRequired

PipelineRequired

StepRequired

Attendee Approved

OrganizationRequired

Attendee Reminded

OrganizationRequired

Find Attendee

OrganizationRequired

Search

Status

New Account

Select Owner

Select Sales Unit

New Contact

Select Owner

Select Sales Unit

New Opportunity

Select Sales Unit

Select Owner

Select Pipeline

Select Step