Triggers when a specific field on a person changes in your Pipeline CRM account. Select which field to watch.

Creates a new activity (note) on a person, company, or deal. Use this to log meeting notes, call summaries, or any record of interaction — each activity is added to the timeline, not overwritten.

Creates a new calendar task in your Pipeline CRM account.

Creates a new deal in your Pipeline CRM account.

Find an existing user on your Pipeline CRM account.

Updates an existing calendar event in your Pipeline CRM account.

Updates an existing company in your Pipeline CRM account.

Updates an existing person in your Pipeline CRM account.

Find an existing activity or note in your Pipeline CRM account.

Find an existing deal in your Pipeline CRM account.

Find an existing user on your Pipeline CRM account.

Find or Create Deal

Triggers at a specified time before an event in your calendar starts.

Triggers when an organizer cancels an event, for which the connected user is an attendee, on the selected calendar. In contrast to the instant Cancelled Calendar Event, this trigger also works with shared and delegated calendars.

Triggers when a new event is created in your calendar.

Triggers when a new email arrives in your personal mailbox inbox, or in a specific folder if selected.

Triggers when a new email arrives in a shared mailbox inbox, or in a specific folder if selected.

Triggers when a new message is created in a folder.

Triggers when a contact is updated.

Sets the categories applied to an email.

Create a duplicate of an email in a different folder.

Creates a new contact.

Creates a draft reply for an email.

Deletes an existing contact.

Deletes an existing event.

Forward an email to specific recipients based on rules or conditions.

Move an email to a specific folder.

Creates a new reply to a specified email message.

Send an email from your Outlook account.

Updates a calendar event information.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Search for contacts.

Searches for emails within a specific folder rather than across all mailboxes.

Retrieves a specific email attachment using its ID.

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Converts an existing company to a customer in your Pipeline CRM account.

Creates a new calendar event in your Pipeline account.

Creates a new company in your Pipeline CRM account.

Creates a new person in your Pipeline CRM account.

Moves a deal to next stage.

Updates an existing calendar task in your Pipeline CRM account.

Updates an existing deal in your Pipeline CRM account.

Uploads a document from a URL and attaches it to a deal, person, or company in your Pipeline CRM account.

Find an existing company in your Pipeline CRM account.

Find an existing person on your Pipeline account.

Find or Create Company

Find or Create Person

Triggers when there is a new attachment.

Triggers when a new contact is added to your account

Triggers when a new e-mail is received in your inbox that matches a search.

Triggers when an event is updated.

Adds attendees to a calendar event.

Adds a user to a distribution list or group. Only available in Microsoft 365 Business accounts that have organizational directories.

Create an event in the calendar of your choice.

Creates a draft of an email that can then be reviewed and sent out.

Create a new mail folder.

Delete an email from a shared or own mailbox.

Update the follow-up flag on an email.

Update the read status of an email.

Remove one or more categories from an email.

Send a draft email that was previously created.

Update an email's importance level.

Updates a contact.

Finds Calendar Events in your calendar.

Finds emails based on name.

Finds calendar events in a Microsoft 365 group calendar.

Retrieves calendar events within a specific date range for reporting and automation (maximum of 500 events returned).