Connectors / Service / Pipeliner

Pipeliner

Pipeliner

Pipeliner is a sales CRM.

Overview

IMPORTANT!: The Pipeliner Connector is now deprecated due to the Pipeliner API deprecation. Please use the Pipeliner CRM Cloud connector instead.

Pipeliner CRM is a sales enablement tool for Sales management and salespeople focusing on pipeline management, sales process, and analytics.

API INFO: The Base URL used for the Pipeliner connector is https://[region].pipelinersales.com/api/v100/rest/[space_name]. More information can be found on their main API documentation (v100) site.

Authentication

Within the workflow builder, highlight the Pipeliner connector.

In the Pipeliner connector properties panel to the right of the builder, click on the Authenticate tab and the 'Add new authentication' button.

This will result in a Tray.io authentication pop-up modal. The first page will ask you to name your authentication and select the type of authentication you wish to create ('Personal' or 'Organisational').

The next page asks you for your 'API Token', 'API Password', and 'Service URL'.

In order to get these fields, head to the Pipeliner dashboard.

Click on the apps menu icon (square icon) available at the top left on the dashboard. Select 'Administration' from the drop-down.

From the Administration page, click on the 'Obtain API Key' button.

It opens the Applications page. From this page, you can create a new API key using the 'Create New' button.

On doing so, an 'API APPLICATION' dialog box appears. Provide a suitable name for your API key in the 'Name' field. Optionally you can provide your e-mail address in the 'E-Mail' field. Once done, click the 'Create' button.

Your API credentials are automatically created, and you can see your API key on the Applications page. Select the API Key and click the 'Show API Access' button from the right window.

Once you do so API ACCESS pop-up window appears. On this window, you can see all the required credentials. The 'User Name' is the required API Token and the 'Password' is the API Password.

PLEASE NOTE: Copy and save the password securely as the existing password is not visible later. However, you can generate a new User Name and Password at any time. Said so, previous access will be unavailable.

Once you have added these fields to your Tray.io authentication pop-up window, click the 'Create authentication' button.

Go back to your settings authentication field (within the workflow builder properties panel), and select the recently added authentication from the drop-down options now available.

Your connector authentication setup should now be complete.

All Operations

Latest version:

2.0