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Pipeliner CRM connector

Back to the connector overview, authentication methods, and actions.
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2 Oct 2026
new-eventsAdded 111 webhook events covering every Pipeliner record type, including accounts, contacts, leads, opportunities, quotes, projects, custom entities, products, price lists, currencies and activities. StackOne creates and removes the Pipeliner webhook subscription automatically when an account connects.
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21 Sept 2026
bug-fix guide description-fixEvery list action can now search server-side on any field, including finding records where a field is empty, so a named record is found in one call instead of paging the whole collection. Notes attach to a contact, lead, opportunity, project, quote or custom record instead of only an account, and lead, task, contact and opportunity fields state the values Pipeliner actually accepts. The Basic Auth connection guide has been rebuilt from current Coevera screens, with realistic credential examples and the regional Service URL issued by the API Access dialog.
pipeliner_crm_create_account, pipeliner_crm_create_appointment, pipeliner_crm_create_contact, pipeliner_crm_create_lead, pipeliner_crm_create_note, pipeliner_crm_create_opportunity, pipeliner_crm_create_task, pipeliner_crm_get_account, pipeliner_crm_get_appointment, pipeliner_crm_get_contact, pipeliner_crm_get_lead, pipeliner_crm_get_note, pipeliner_crm_get_opportunity, pipeliner_crm_get_oppty_product_relation, pipeliner_crm_get_product, pipeliner_crm_get_task, pipeliner_crm_list_account_types, pipeliner_crm_list_accounts, pipeliner_crm_list_appointments, pipeliner_crm_list_clients, pipeliner_crm_list_contacts, pipeliner_crm_list_currencies, pipeliner_crm_list_leads, pipeliner_crm_list_notes, pipeliner_crm_list_opportunities, pipeliner_crm_list_oppty_product_relations, pipeliner_crm_list_pipelines, pipeliner_crm_list_products, pipeliner_crm_list_sales_units, pipeliner_crm_list_steps, pipeliner_crm_list_tags, pipeliner_crm_list_tasks, pipeliner_crm_update_account, pipeliner_crm_update_appointment, pipeliner_crm_update_contact, pipeliner_crm_update_lead, pipeliner_crm_update_note, pipeliner_crm_update_opportunity, pipeliner_crm_update_task
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18 Sept 2026
guide description-fixUpdated the Basic Auth connection guide with current Coevera (Pipeliner CRM) screens for creating an API application and copying its credentials. Listed every record type the connection test reads under Records permissions, replaced the templated credential placeholders with realistic examples, and corrected the Service URL example to the regional Coevera host issued by the API Access dialog.
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18 Sept 2026
data-syncAdded DataSync support to all 16 list actions, enabling scheduled full and incremental record syncs.