# Pipeline CRM integration

> Pipeline CRM API v3: deals, people, companies, activities, tasks and events, files, projects, and account admin resources.

- Authentication: apiKey

## Tools (289)

- **Add a child company**: Links `id` as a child of this company and returns the updated company.
- **Add a parent company**: Links `id` as a parent of this company and returns the updated company.
- **Add a project association**: Associates a deal, company, or person with the project.
- **Archive project**: Archives the project.
- **Autocomplete companies**: Lightweight name search for pickers.
- **Autocomplete people**: Lightweight name search for pickers.
- **Autocomplete project milestones**: Search for milestones by name.
- **Autocomplete projects**: Search for projects by name.
- **Bulk action on project milestones**: Perform a bulk action on multiple project milestones at once.
- **Create account notification**: Create account notification (Account notifications).
- **Create activity**: Create activity (Activities (Notes)).
- **Create a sub-entry**: Adds a sub-task or sub-event under this entry.
- **Create calendar entry**: Create calendar entry (Calendar Entries (Tasks & Events)).
- **Create Calendar Event/Task Priorities**: Create Calendar Event/Task Priorities (Calendar Event/Task Priorities).
- **Create Calendar Event/Task Status**: Create a new calendar entry status for the current account.
- **Create call disposition**: Create call disposition (Call dispositions).
- **Create comment**: Create comment (Comments).
- **Create comment (/comments)**: Same as `POST /notes/{note_id}/comments`, with the note given as `note_id` in the body.
- **Create company**: Create company (Companies).
- **Create company custom field group**: Create company custom field group (Company custom field groups).
- **Create company custom field label**: Create company custom field label (Company custom field labels).
- **Create company tag**: Create company tag (Company tags).
- **Create customer**: Create customer (Customers).
- **Create custom field label dropdown entry**: Create custom field label dropdown entry (Custom field label dropdown entries).
- **Create deal**: Create deal (Deals).
- **Create deal custom field group**: Create deal custom field group (Deal custom field groups).
- **Create deal custom field label**: Create deal custom field label (Deal custom field labels).
- **Create deal loss reason**: Create deal loss reason (Deal loss reasons).
- **Create deal pipeline**: Requires the multiple-pipelines feature on the account.
- **Create deal stage**: Create deal stage (Deal stages).
- **Create deal status**: Create deal status (Deal statuses).
- **Create deal tag**: Create deal tag (Deal tags).
- **Create deal won reason**: Create deal won reason (Deal won reasons).
- **Create event category**: Create event category (Event categories).
- **Create files**: To create a document using the api, you must pass a url as an attribute of the document.
- **Create file tag**: Create file tag (File (document) tags).
- **Create lead source**: Create lead source (Lead sources).
- **Create lead status**: Create lead status (Lead statuses).
- **Create milestone under a project**: Create milestone under a project (Project milestones).
- **Create note category**: Create note category (Note categories).
- **Create performance lane**: Create performance lane (Performance lane).
- **Create person**: Create person (People).
- **Create person custom field group**: Create person custom field group (Person custom field groups).
- **Create person custom field label**: Create person custom field label (Person custom field labels).
- **Create predefined contacts tag**: Create predefined contacts tag (Predefined contacts tags).
- **Create project**: Create project (Projects).
- **Create project custom field group**: Create project custom field group (Project custom field groups).
- **Create project custom field label**: Create project custom field label (Project custom field labels).
- **Create project milestone**: Create a project milestone.
- **Create project milestone status**: Create project milestone status (Project milestone statuses).
- **Create project template**: Create project template (Project templates).
- **Create revenue type**: Create revenue type (Revenue types).
- **Create search**: Create search (Searches).
- **Create team**: Description of levels: 1 for Basic, 2 for Manager, 3 for Executive.
- **Create todo template**: Create todo template (Todo templates).
- **Create todo template item**: Create todo template item (Todo template items).
- **Create user**: Description of levels: 1 for Basic, 2 for Manager, 3 for Executive.
- **Deal totals by stage**: Count and total value of the deals visible to you in every stage of the account's pipelines.
- **Delete account notification**: Delete account notification (Account notifications).
- **Delete activity**: Delete activity (Activities (Notes)).
- **Delete a sub-entry**: Delete a sub-entry (Calendar Entries (Tasks & Events)).
- **Delete calendar entry**: Delete calendar entry (Calendar Entries (Tasks & Events)).
- **Delete Calendar Event/Task Priorities**: Delete Calendar Event/Task Priorities (Calendar Event/Task Priorities).
- **Delete Calendar Event/Task Status**: Delete a calendar entry status.
- **Delete call disposition**: Call logs that referenced the disposition are left without one.
- **Delete comment**: Delete comment (Comments).
- **Delete comment (/comments/{id})**: Delete comment (Comments).
- **Delete company**: Only account administrators may delete companies; other users receive 403.
- **Delete company custom field group**: Delete company custom field group (Company custom field groups).
- **Delete company custom field label**: Delete company custom field label (Company custom field labels).
- **Delete company tag**: Delete company tag (Company tags).
- **Delete customer**: Delete customer (Customers).
- **Delete custom field label dropdown entry**: Delete custom field label dropdown entry (Custom field label dropdown entries).
- **Delete deal**: Delete deal (Deals).
- **Delete deal custom field group**: Delete deal custom field group (Deal custom field groups).
- **Delete deal custom field label**: Delete deal custom field label (Deal custom field labels).
- **Delete deal loss reason**: Delete deal loss reason (Deal loss reasons).
- **Delete deal pipeline**: A pipeline that still holds deals needs `new_pipeline_id` and `new_stage_id`: its deals are moved there first.
- **Delete deal stage**: Delete deal stage (Deal stages).
- **Delete deal status**: Delete deal status (Deal statuses).
- **Delete deal tag**: Delete deal tag (Deal tags).
- **Delete deal won reason**: Delete deal won reason (Deal won reasons).
- **Delete event category**: Delete event category (Event categories).
- **Delete file**: Delete file (Files (Documents)).
- **Delete file tag**: Delete file tag (File (document) tags).
- **Delete lead source**: Delete lead source (Lead sources).
- **Delete lead status**: Delete lead status (Lead statuses).
- **Delete note category**: Delete note category (Note categories).
- **Delete performance lane**: Delete performance lane (Performance lane).
- **Delete person**: Delete person (People).
- **Delete person custom field group**: Delete person custom field group (Person custom field groups).
- **Delete person custom field label**: Delete person custom field label (Person custom field labels).
- **Delete predefined contacts tag**: Delete predefined contacts tag (Predefined contacts tags).
- **Delete project**: Delete project (Projects).
- **Delete project custom field group**: Delete project custom field group (Project custom field groups).
- **Delete project custom field label**: Delete project custom field label (Project custom field labels).
- **Delete project milestone**: Delete project milestone (Project milestones).
- **Delete project milestone status**: Delete a custom project milestone status.
- **Delete project template**: Delete project template (Project templates).
- **Delete revenue type**: Delete revenue type (Revenue types).
- **Delete team**: Delete team (Teams).
- **Delete todo template**: Delete todo template (Todo templates).
- **Delete todo template item**: Delete todo template item (Todo template items).
- **Delete user**: Delete user (Users).
- **Export calendar entries as CSV**: The same list as the JSON endpoint, as a CSV file with the columns the account's list view shows.
- **Export companies as CSV**: The same list as the JSON endpoint, as a CSV file with the columns the account's list view shows.
- **Export deals as CSV**: The same list as the JSON endpoint, as a CSV file with the columns the account's list view shows.
- **Export notes as CSV**: The same list as the JSON endpoint, as a CSV file with the columns the account's list view shows.
- **Export people as CSV**: The same list as the JSON endpoint, as a CSV file with the columns the account's list view shows.
- **Get a call log**: Get a call log (Call logs).
- **Invite collaborator to project**: Sends an invitation email to a user to collaborate on the project.
- **List a calendar entry's sub-entries**: Sub-tasks of a task, oldest first.
- **List account notifications**: List account notifications (Account notifications).
- **List a company's child companies**: Companies whose parent is this company.
- **List a company's parent companies**: The parent chain of this company.
- **List a company's people**: List a company's people (Companies).
- **List activities**: Notes are attached to companies, deals, or people.
- **List a deal's notes**: List a deal's notes (Deals).
- **List all webhooks**: List all webhooks (Automations).
- **List a person's deals**: List a person's deals (People).
- **List a person's notes**: List a person's notes (People).
- **List API tokens**: Every API token in the account, newest first, including revoked and expired ones: they stay as the record of a credential that once existed.
- **List audits**: The change history of records visible to you.
- **List calendar entries**: List calendar entries (Calendar Entries (Tasks & Events)).
- **List Calendar Event/Task Priorities**: List Calendar Event/Task Priorities (Calendar Event/Task Priorities).
- **List Calendar Event/Task Statuses**: Retrieve all calendar entry statuses for the current account, ordered by position.
- **List call dispositions**: Accounts that have never customised their dispositions are seeded with the defaults on first read.
- **List call logs**: Call logs visible to the authenticated user.
- **List comments**: Comments are attached to notes (called "activities" in the Pipeline UI).
- **List comments (/comments)**: Every comment on notes visible to you, newest first.
- **List companies**: List companies (Companies).
- **List company custom field groups**: List company custom field groups (Company custom field groups).
- **List company custom field labels**: List company custom field labels (Company custom field labels).
- **List company tags**: List company tags (Company tags).
- **List currencies**: All currencies Pipeline CRM supports.
- **List custom field label dropdown entries**: List custom field label dropdown entries (Custom field label dropdown entries).
- **List deal custom field groups**: List deal custom field groups (Deal custom field groups).
- **List deal custom field labels**: List deal custom field labels (Deal custom field labels).
- **List deal loss reasons**: List deal loss reasons (Deal loss reasons).
- **List deal pipelines**: List deal pipelines (Deal pipelines).
- **List deals**: List deals (Deals).
- **List deal stages**: List deal stages (Deal stages).
- **List deal statuses**: List deal statuses (Deal statuses).
- **List deal tags**: List deal tags (Deal tags).
- **List deal won reasons**: List deal won reasons (Deal won reasons).
- **List event categories**: List event categories (Event categories).
- **List files**: List files (Files (Documents)).
- **List file tags**: List file tags (File (document) tags).
- **List lead sources**: List lead sources (Lead sources).
- **List lead statuses**: List lead statuses (Lead statuses).
- **List message templates**: Email templates visible to you: your own plus shared ones.
- **List milestones for a project**: List milestones for a project (Project milestones).
- **List note categories**: List note categories (Note categories).
- **List note templates**: List note templates (Note templates).
- **List people**: List people (People).
- **List performance lanes**: List performance lanes (Performance lane).
- **List Person custom field groups**: List Person custom field groups (Person custom field groups).
- **List person custom field labels**: List person custom field labels (Person custom field labels).
- **List predefined contacts tags**: List predefined contacts tags (Predefined contacts tags).
- **List project associations**: Returns all associations for a project, optionally filtered by type.
- **List project custom field groups**: List project custom field groups (Project custom field groups).
- **List project custom field labels**: List project custom field labels (Project custom field labels).
- **List project milestones**: List project milestones (Project milestones).
- **List project milestone statuses**: List project milestone statuses (Project milestone statuses).
- **List projects**: List projects (Projects).
- **List project templates**: Returns both account-specific and system-wide templates.
- **List revenue types**: List revenue types (Revenue types).
- **List searches**: List searches (Searches).
- **List starred searches**: The list views you have starred.
- **List system note categories**: The built-in note categories every account has, as opposed to the ones an administrator created.
- **List teams**: List teams (Teams).
- **List todo template items**: List todo template items (Todo template items).
- **List todo templates**: List todo templates (Todo templates).
- **List users**: List users (Users).
- **List visible users**: The users this user can see.
- **Remove a child company**: Unlinks the child and returns the updated company.
- **Remove a parent company**: Unlinks the parent and returns the updated company.
- **Remove a project association**: Removes a single association from the project.
- **Reorder call dispositions**: Reorder call dispositions (Call dispositions).
- **Retrieve account notification**: Retrieve account notification (Account notifications).
- **Retrieve activity**: Retrieve activity (Activities (Notes)).
- **Retrieve calendar entry**: To retrieve files attached to a calendar entry, use the `/documents` endpoint with the `calendar_entry_id` query parameter.
- **Retrieve Calendar Event/Task Priorities**: Retrieve Calendar Event/Task Priorities (Calendar Event/Task Priorities).
- **Retrieve Calendar Event/Task Status**: Retrieve Calendar Event/Task Status (Calendar Event/Task Statuses).
- **Retrieve call disposition**: Retrieve call disposition (Call dispositions).
- **Retrieve comment**: Retrieve comment (Comments).
- **Retrieve comment (/comments/{id})**: Retrieve comment (Comments).
- **Retrieve company**: Retrieve a single company or retrieve associations for a company (notes, people, deals, calendar_entries): * `GET /api/v3/companies/1234/notes.json` * `GET /api/v3/companies/1234/people.json` * `GET /api/v3/companies/1234/deals.json` * `GET /api/v3/companies/1234/calendar_entries.json`
- **Retrieve company custom field group**: Retrieve company custom field group (Company custom field groups).
- **Retrieve company custom field label**: Retrieve company custom field label (Company custom field labels).
- **Retrieve Company tag**: Retrieve Company tag (Company tags).
- **Retrieve currency**: Retrieve currency (Currencies).
- **Retrieve custom field label dropdown entry**: Retrieve custom field label dropdown entry (Custom field label dropdown entries).
- **Retrieve deal**: Retrieve deal (Deals).
- **Retrieve deal custom field group**: Retrieve deal custom field group (Deal custom field groups).
- **Retrieve deal custom field label**: Retrieve deal custom field label (Deal custom field labels).
- **Retrieve deal loss reason**: Retrieve deal loss reason (Deal loss reasons).
- **Retrieve deal pipeline**: Retrieve deal pipeline (Deal pipelines).
- **Retrieve deal stage**: Retrieve deal stage (Deal stages).
- **Retrieve deal status**: Retrieve deal status (Deal statuses).
- **Retrieve Deal tag**: Retrieve Deal tag (Deal tags).
- **Retrieve deal won reason**: Retrieve deal won reason (Deal won reasons).
- **Retrieve event category**: Retrieve event category (Event categories).
- **Retrieve file**: Retrieve file (Files (Documents)).
- **Retrieve file tag**: Retrieve file tag (File (document) tags).
- **Retrieve lead source**: Retrieve lead source (Lead sources).
- **Retrieve lead status**: Retrieve lead status (Lead statuses).
- **Retrieve message template**: Retrieve message template (Message templates).
- **Retrieve note category**: Retrieve note category (Note categories).
- **Retrieve note template**: Retrieve note template (Note templates).
- **Retrieve person**: Retrieve person (People).
- **Retrieve person custom field group**: Retrieve person custom field group (Person custom field groups).
- **Retrieve person custom field label**: Retrieve person custom field label (Person custom field labels).
- **Retrieve predefined contacts tag**: Retrieve predefined contacts tag (Predefined contacts tags).
- **Retrieve profile**: Retrieve profile (Profile).
- **Retrieve project**: Retrieve project (Projects).
- **Retrieve project custom field group**: Retrieve project custom field group (Project custom field groups).
- **Retrieve project custom field label**: Retrieve project custom field label (Project custom field labels).
- **Retrieve project milestone**: Retrieve project milestone (Project milestones).
- **Retrieve project milestone status**: Retrieve project milestone status (Project milestone statuses).
- **Retrieve project template**: Retrieve project template (Project templates).
- **Retrieve revenue type**: Retrieve revenue type (Revenue types).
- **Retrieve search**: Retrieve search (Searches).
- **Retrieve search results**: Retrieve search results (Searches).
- **Retrieve search results (/searches/{id}/perform)**: Retrieve search results (Searches).
- **Retrieve search results (/searches/perform)**: Retrieve search results (Searches).
- **Retrieve starred search**: Retrieve starred search (Starred searches).
- **Retrieve team**: Retrieve team (Teams).
- **Retrieve todo template**: Retrieve todo template (Todo templates).
- **Retrieve todo template item**: Retrieve todo template item (Todo template items).
- **Retrieve user**: Retrieve user (Users).
- **Retrieve user (/users/{id})**: Retrieve user (Users).
- **Revoke API token**: Revokes the token: it stops authenticating immediately, and every other token keeps working.
- **Sort calendar entry statuses**: Reorder the calendar entry statuses.
- **Sort deal custom fields**: Reorder the deal custom fields as they appear in the app.
- **Sort deal stages**: Reorder the stages of one pipeline.
- **Sort dropdown entries**: Reorder the dropdown entries of one custom field.
- **Sort project custom field labels**: Reorder the project custom field labels.
- **Sort project milestone statuses**: Reorder the project milestone statuses.
- **Subscribe to webhooks**: Subscribe to a webhook.
- **Unarchive project**: Restores an archived project back to active status.
- **Unsubscribe from webhook**: Unsubscribe from webhook (Automations).
- **Update account notification**: Update account notification (Account notifications).
- **Update activity**: Update activity (Activities (Notes)).
- **Update a sub-entry**: `type` cannot be changed after creation.
- **Update calendar entry**: Update calendar entry (Calendar Entries (Tasks & Events)).
- **Update Calendar Event/Task Priorities**: Update Calendar Event/Task Priorities (Calendar Event/Task Priorities).
- **Update Calendar Event/Task Status**: Update a calendar entry status.
- **Update call disposition**: Update call disposition (Call dispositions).
- **Update comment**: Update comment (Comments).
- **Update comment (/comments/{id})**: Notification recipients cannot be changed after creation; `notify_user_ids` is ignored here.
- **Update company**: Update company (Companies).
- **Update company custom field group**: Update company custom field group (Company custom field groups).
- **Update company custom field label**: Update company custom field label (Company custom field labels).
- **Update company tag**: Update company tag (Company tags).
- **Update customer**: Update customer (Customers).
- **Update custom field label dropdown entry**: Update custom field label dropdown entry (Custom field label dropdown entries).
- **Update deal**: Update deal (Deals).
- **Update deal custom field group**: Update deal custom field group (Deal custom field groups).
- **Update deal custom field label**: Update deal custom field label (Deal custom field labels).
- **Update deal loss reason**: Update deal loss reason (Deal loss reasons).
- **Update deal pipeline**: Update deal pipeline (Deal pipelines).
- **Update deal stage**: Update deal stage (Deal stages).
- **Update deal status**: Update deal status (Deal statuses).
- **Update deal tag**: Update deal tag (Deal tags).
- **Update deal won reason**: Update deal won reason (Deal won reasons).
- **Update event category**: Update event category (Event categories).
- **Update file**: You can update a document's `url` if there was a problem when creating a document.
- **Update file tag**: Update file tag (File (document) tags).
- **Update lead source**: Update lead source (Lead sources).
- **Update lead status**: Update lead status (Lead statuses).
- **Update note category**: Update note category (Note categories).
- **Update performance lane**: Update performance lane (Performance lane).
- **Update person**: Update person (People).
- **Update person custom field group**: Update person custom field group (Person custom field groups).
- **Update person custom field label**: Update person custom field label (Person custom field labels).
- **Update predefined contacts tag**: Update predefined contacts tag (Predefined contacts tags).
- **Update project**: Update project (Projects).
- **Update project custom field group**: Update project custom field group (Project custom field groups).
- **Update project custom field label**: Update project custom field label (Project custom field labels).
- **Update project milestone**: Update project milestone (Project milestones).
- **Update project milestone status**: Update project milestone status (Project milestone statuses).
- **Update project template**: Update project template (Project templates).
- **Update revenue type**: Update revenue type (Revenue types).
- **Update search**: Update search (Searches).
- **Update team**: Update team (Teams).
- **Update todo template**: Update todo template (Todo templates).
- **Update todo template item**: Update todo template item (Todo template items).
- **Update user**: Update user (Users).

Connect Pipeline CRM in General Input: https://www.generalinput.com/apps/pipeline-crm