Pipeline CRM

These are the Pipeline CRM actions available to the apps you build with Snow. Connecting an account does not make Snow run these on its own.

• Create Pipeline CRM Company

  Creates a new company record in Pipeline CRM with contact details, address, and social media information. Use this tool when you need to add a new company to the CRM system. The only required field is the company name. You can optionally include contact information (email, phone, fax), address details, social media links, and assign owners or tags. Set check_for_duplicates=true to prevent creating companies with duplicate names.

• 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.

• Delete calendar task

  Tool to delete a calendar task by ID. Use after confirming the task exists in 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".

• Delete Deal

  Tool to delete a deal by ID. Use when you need to remove a deal from Pipeline CRM.

• Get calendar task by ID

  Tool to retrieve details for a specific task by ID in Pipeline CRM. Use after confirming the task ID.

• Get Company by ID

  Retrieves comprehensive details for a specific company by ID from Pipeline CRM. Returns complete company information including contact details (multiple phones, email, social media), full address breakdown, owner details, financial metrics (pipeline/won deals totals), custom fields, tags, and next scheduled tasks. Use this when you need detailed information about a company after obtaining its ID from LIST_COMPANIES or CREATE_COMPANY actions.

• Get Deal by ID

  Tool to retrieve details for a specific deal by ID in Pipeline CRM. Use after confirming the deal ID.

• Get Deal Stage by ID

  Tool to retrieve details for a specific stage by ID in Pipeline CRM. Use after confirming the stage ID.

• List calendar tasks

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

• List Companies

  List companies in Pipeline CRM with optional filtering, sorting, and pagination. Returns a paginated list of companies with comprehensive details including contact information, address, owner, custom fields, and tags. Supports search filtering and sorting by any field. Use this to retrieve multiple companies or search for specific companies by name or other attributes.

• List Deal Stages

  Tool to list deal stages. Use when you need to enumerate all stages for deals in Pipeline CRM.

• List Leads

  Tool to list leads in Pipeline CRM. Use when you need to fetch multiple leads with optional filtering and pagination. For large datasets, iterate through pages using `page` and `per_page` together; a single `per_page` value does not return all leads.

• List Users

  List users in Pipeline CRM account with optional pagination. Returns a paginated list of users with their details including email, name, role, status, and admin privileges. Use this to retrieve user information for assignment, reporting, or user management purposes. For large accounts, iterate through pages using `page` and `per_page` parameters. Requires admin access to the API.

• Update Company

  Tool to update an existing company by ID in Pipeline CRM. Use after confirming the company ID and fields to change.