Pipeliner Integrations

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Pipeliner Integration Details

Launched on Zapier October 30, 2013

Zapier combines Triggers (like "New Account") and Actions (like "Create Account") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Pipeliner Triggers, Searches, and Actions are supported by Zapier:

Create Account

Create a new account.

Create Contact

Create a new contact.

Create Lead

Create a new lead.

Create Task

Create a new task.

Create Appointment

Create a new appointment.

Create Feed Message

Create a new feed message.

Create Note

Create a new note.

Create Opportunity

Create a new opportunity.

Update Account

Update an existing account.

Update Contact

Update an existing contact.

Update Lead

Update an existing lead.

Update Opportunity

Update an existing opportunity.

New Account

Triggers when a new account is added.

New Contact

Triggers when a new contact is added.

New Lead

Triggers when a new lead is added.

New Task

Triggers when a new task is added.

New Appointment

Triggers when a new appointment is added.

New Feed Message

Triggers when a new feed message is added.

Archived Lead

Triggers when a lead has become archived.

Archived Opportunity

Triggers when an opportunity has become archived.

Moved Opportunity

Triggers when an opportunity was moved.

New Note

Triggers when a new note is added.

New Opportunity

Triggers when a new opportunity is added.

Find Account

Finds an existing account.

Find Contact

Finds an existing contact.

Find Lead

Finds an existing lead.

Find Client

Finds an existing client.

Find Data Option

Finds a dropdown, radio or multiselect option.

Find Opportunity

Finds an existing opportunity.

Find Sales Unit

Finds an existing sales unit.

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