Connectors / Service / Pitchly

Pitchly organizes and activates your company's propriety data by creating a single source of truth for your team to win deals and create dynamic customer-facing content in real-time. (updated: 1661259076531)

Pitchly

Pitchly organizes and activates your company's propriety data by creating a single source of truth for your team to win deals and create dynamic customer-facing content in real-time.

Overview

Pitchly organizes and activates your company's propriety data by creating a single source of truth for your team to win deals and create dynamic customer-facing content in real-time.

API Information

The Base URL used for the Pitchly connector is dynamic for staging it is https://staging.pitchly.net/graphql and for production, it is https://v2.pitchly.net/graphql for production. More information can be found on their main API documentation - Pitchly Documentation site.

Authentication

Within the builder, click on the Pitchly connector to display the connector properties panel. Select the 'Auth' tab and click on the 'New authentication' button.

Pitchly-auth-1

In the Tray.io authentication pop-up modal, name the authentication in a way that will quickly identify it within a potentially large list. For example, whether it is a Sandbox or Production auth, etc.

Consider who/ how many people will need access to this authentication when choosing where to create this authentication ('Personal' or 'Organisational').

The second page asks you for your 'Environment' and 'App Secret' credentials.

Pop-up-modal

To get these fields, head to the Pitchly dashboard. Click on the Admins button on the top right of the screen.

AUTH STEP 1

To create an API key, click on the API keys option. A pop-up modal will appear at the bottom, click on 'create new key set'

AUTH STEP 2

Now you can create your API key with all the permissions you require.

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

Your connector authentication setup should now be complete.

Available Operations

The examples below show one or two of the available connector operations in use.

Please see the Full Operations Reference at the end of this page for details on all available operations for this connector.

BEST PRACTICES: Whenever you do decide to create your own workflow, be sure to check out some of our key articles such as:

All Operations

Latest version:

1.0

Get database

Retrieve a database.

List databases

Retrieve a list of databases.

Raw HTTP request (advanced)

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.