Pipeline Crm

Learn how to use Pipeline Crm with Composio

Overview

SLUG

PIPELINE_CRM

Description

Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.

Authentication Details

generic_api_key
stringRequired

Tools

SLUG: PIPELINE_CRM_PIPELINE_CRM_CREATE_COMPANY

Tool to create a new company in pipeline crm. use when you need to add a company after gathering its details.

Action Parameters

check_for_duplicates
boolean
company
objectRequired
deliver_assignment_email
booleanDefaults to True
todo_template_id
integer
todo_template_user_id
integer

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: PIPELINE_CRM_CREATE_DEAL

Tool to create a new deal in pipeline crm. use after gathering all details. example: create a deal named 'big partnership' worth 50000 usd in stage 2.

Action Parameters

deal
objectRequired
deliver_assignment_email
booleanDefaults to True
todo_template_id
integer
todo_template_user_id
integer

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: PIPELINE_CRM_DELETE_COMPANY

Tool to delete a company by id in pipeline crm. use after confirming the company id is correct. example: "delete company with id 123".

Action Parameters

id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: PIPELINE_CRM_DELETE_DEAL

Tool to delete a deal by id. use when you need to remove a deal from pipeline crm.

Action Parameters

id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: PIPELINE_CRM_GET_COMPANY

Tool to retrieve details for a specific company by id. use after you have the company id.

Action Parameters

id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: PIPELINE_CRM_GET_DEAL

Tool to retrieve details for a specific deal by id in pipeline crm. use after confirming the deal id.

Action Parameters

id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: PIPELINE_CRM_GET_STAGE

Tool to retrieve details for a specific stage by id in pipeline crm. use after confirming the stage id.

Action Parameters

id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: PIPELINE_CRM_GET_TASK

Tool to retrieve details for a specific task by id in pipeline crm. use after confirming the task id.

Action Parameters

id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: PIPELINE_CRM_LIST_COMPANIES

Tool to list companies in pipeline crm. use when you need to fetch multiple companies with optional filtering and pagination.

Action Parameters

page
integer
per_page
integer
search
string
sort_by
string
sort_direction
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: PIPELINE_CRM_LIST_LEADS

Tool to list leads in pipeline crm. use when you need to fetch multiple leads with optional filtering and pagination.

Action Parameters

created_from_date
string
created_to_date
string
page
integer
per_page
integer
updated_from_date
string
updated_to_date
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: PIPELINE_CRM_LIST_STAGES

Tool to list deal stages. use when you need to enumerate all stages for deals in pipeline crm.

Action Parameters

page
integer
per_page
integer

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: PIPELINE_CRM_LIST_TASKS

Tool to list calendar tasks. use when retrieving tasks for a deal, company, or person with optional date filters and pagination.

Action Parameters

company_id
integer
deal_id
integer
from_date
string
page
integerDefaults to 1
per_page
integerDefaults to 200
person_id
integer
to_date
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: PIPELINE_CRM_LIST_USERS

Tool to list users in pipeline crm. use when you need to retrieve all users in your account.

Action Parameters

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: PIPELINE_CRM_PIPELINE_CRM_DELETE_TASK

Tool to delete a calendar task by id. use after confirming the task exists in pipeline crm.

Action Parameters

id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

SLUG: PIPELINE_CRM_UPDATE_COMPANY

Tool to update an existing company by id in pipeline crm. use after confirming the company id and fields to change.

Action Parameters

company
objectRequired
deliver_reassignment_email
boolean
id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired