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Pipelines

(crm.pipelines)

Overview

Available Operations

list

List pipelines

Example Usage

from apideck_unify import Apideck
import os


with Apideck(
    consumer_id="test-consumer",
    app_id="dSBdXd2H6Mqwfg0atXHXYcysLJE9qyn1VwBtXHX",
    api_key=os.getenv("APIDECK_API_KEY", ""),
) as apideck:

    res = apideck.crm.pipelines.list(raw=False, service_id="salesforce", limit=20, pass_through={
        "search": "San Francisco",
    }, fields="id,updated_at")

    while res is not None:
        # Handle items

        res = res.next()

Parameters

Parameter Type Required Description Example
raw Optional[bool] ➖ Include raw response. Mostly used for debugging purposes
consumer_id Optional[str] ➖ ID of the consumer which you want to get or push data from test-consumer
app_id Optional[str] ➖ The ID of your Unify application dSBdXd2H6Mqwfg0atXHXYcysLJE9qyn1VwBtXHX
service_id Optional[str] ➖ Provide the service id you want to call (e.g., pipedrive). Only needed when a consumer has activated multiple integrations for a Unified API. salesforce
cursor OptionalNullable[str] ➖ Cursor to start from. You can find cursors for next/previous pages in the meta.cursors property of the response.
limit Optional[int] ➖ Number of results to return. Minimum 1, Maximum 200, Default 20
pass_through Dict[str, Any] ➖ Optional unmapped key/values that will be passed through to downstream as query parameters. Ie: ?pass_through[search]=leads becomes ?search=leads {
"search": "San Francisco"
}
fields OptionalNullable[str] ➖ The 'fields' parameter allows API users to specify the fields they want to include in the API response. If this parameter is not present, the API will return all available fields. If this parameter is present, only the fields specified in the comma-separated string will be included in the response. Nested properties can also be requested by using a dot notation.

Example: fields=name,email,addresses.city

In the example above, the response will only include the fields "name", "email" and "addresses.city". If any other fields are available, they will be excluded.		 id,updated_at
retries Optional[utils.RetryConfig] ➖ Configuration to override the default retry behavior of the client.

Response

models.CrmPipelinesAllResponse

Errors

Error Type Status Code Content Type
models.BadRequestResponse 400 application/json
models.UnauthorizedResponse 401 application/json
models.PaymentRequiredResponse 402 application/json
models.NotFoundResponse 404 application/json
models.UnprocessableResponse 422 application/json
models.APIError 4XX, 5XX */*

create

Create pipeline

Example Usage

import apideck_unify
from apideck_unify import Apideck
import os


with Apideck(
    consumer_id="test-consumer",
    app_id="dSBdXd2H6Mqwfg0atXHXYcysLJE9qyn1VwBtXHX",
    api_key=os.getenv("APIDECK_API_KEY", ""),
) as apideck:

    res = apideck.crm.pipelines.create(name="Sales Pipeline", raw=False, service_id="salesforce", id="default", currency=apideck_unify.Currency.USD, archived=False, active=False, display_order=1, win_probability_enabled=True, stages=[
        {
            "name": "Contract Sent",
            "value": "CONTRACT_SENT",
            "win_probability": 50,
            "display_order": 1,
        },
        {
            "name": "Contract Sent",
            "value": "CONTRACT_SENT",
            "win_probability": 50,
            "display_order": 1,
        },
    ], pass_through=[
        {
            "service_id": "<id>",
            "extend_paths": [
                {
                    "path": "$.nested.property",
                    "value": {
                        "TaxClassificationRef": {
                            "value": "EUC-99990201-V1-00020000",
                        },
                    },
                },
            ],
        },
        {
            "service_id": "<id>",
            "extend_paths": [
                {
                    "path": "$.nested.property",
                    "value": {
                        "TaxClassificationRef": {
                            "value": "EUC-99990201-V1-00020000",
                        },
                    },
                },
            ],
        },
    ])

    assert res.create_pipeline_response is not None

    # Handle response
    print(res.create_pipeline_response)

Parameters

Parameter Type Required Description Example
name str ✔️ The name of the Pipeline. Sales Pipeline
raw Optional[bool] ➖ Include raw response. Mostly used for debugging purposes
consumer_id Optional[str] ➖ ID of the consumer which you want to get or push data from test-consumer
app_id Optional[str] ➖ The ID of your Unify application dSBdXd2H6Mqwfg0atXHXYcysLJE9qyn1VwBtXHX
service_id Optional[str] ➖ Provide the service id you want to call (e.g., pipedrive). Only needed when a consumer has activated multiple integrations for a Unified API. salesforce
id Optional[str] ➖ The unique identifier of the Pipeline. default
currency OptionalNullable[models.Currency] ➖ Indicates the associated currency for an amount of money. Values correspond to ISO 4217. USD
archived Optional[bool] ➖ Whether the Pipeline is archived or not. false
active Optional[bool] ➖ Whether the Pipeline is active or not. false
display_order OptionalNullable[int] ➖ The order in which the Pipeline is displayed in the UI. 1
win_probability_enabled Optional[bool] ➖ Whether the Pipeline has win probability enabled or not. true
stages List[models.PipelineStages] ➖ The Pipeline Stages.
pass_through List[models.PassThroughBody] ➖ The pass_through property allows passing service-specific, custom data or structured modifications in request body when creating or updating resources.
retries Optional[utils.RetryConfig] ➖ Configuration to override the default retry behavior of the client.

Response

models.CrmPipelinesAddResponse

Errors

Error Type Status Code Content Type
models.BadRequestResponse 400 application/json
models.UnauthorizedResponse 401 application/json
models.PaymentRequiredResponse 402 application/json
models.NotFoundResponse 404 application/json
models.UnprocessableResponse 422 application/json
models.APIError 4XX, 5XX */*

get

Get pipeline

Example Usage

from apideck_unify import Apideck
import os


with Apideck(
    consumer_id="test-consumer",
    app_id="dSBdXd2H6Mqwfg0atXHXYcysLJE9qyn1VwBtXHX",
    api_key=os.getenv("APIDECK_API_KEY", ""),
) as apideck:

    res = apideck.crm.pipelines.get(id="<id>", service_id="salesforce", raw=False, fields="id,updated_at")

    assert res.get_pipeline_response is not None

    # Handle response
    print(res.get_pipeline_response)

Parameters

Parameter Type Required Description Example
id str ✔️ ID of the record you are acting upon.
consumer_id Optional[str] ➖ ID of the consumer which you want to get or push data from test-consumer
app_id Optional[str] ➖ The ID of your Unify application dSBdXd2H6Mqwfg0atXHXYcysLJE9qyn1VwBtXHX
service_id Optional[str] ➖ Provide the service id you want to call (e.g., pipedrive). Only needed when a consumer has activated multiple integrations for a Unified API. salesforce
raw Optional[bool] ➖ Include raw response. Mostly used for debugging purposes
fields OptionalNullable[str] ➖ The 'fields' parameter allows API users to specify the fields they want to include in the API response. If this parameter is not present, the API will return all available fields. If this parameter is present, only the fields specified in the comma-separated string will be included in the response. Nested properties can also be requested by using a dot notation.

Example: fields=name,email,addresses.city

In the example above, the response will only include the fields "name", "email" and "addresses.city". If any other fields are available, they will be excluded.		 id,updated_at
retries Optional[utils.RetryConfig] ➖ Configuration to override the default retry behavior of the client.

Response

models.CrmPipelinesOneResponse

Errors

Error Type Status Code Content Type
models.BadRequestResponse 400 application/json
models.UnauthorizedResponse 401 application/json
models.PaymentRequiredResponse 402 application/json
models.NotFoundResponse 404 application/json
models.UnprocessableResponse 422 application/json
models.APIError 4XX, 5XX */*

update

Update pipeline

Example Usage

import apideck_unify
from apideck_unify import Apideck
import os


with Apideck(
    consumer_id="test-consumer",
    app_id="dSBdXd2H6Mqwfg0atXHXYcysLJE9qyn1VwBtXHX",
    api_key=os.getenv("APIDECK_API_KEY", ""),
) as apideck:

    res = apideck.crm.pipelines.update(id_param="<value>", name="Sales Pipeline", service_id="salesforce", raw=False, id="default", currency=apideck_unify.Currency.USD, archived=False, active=False, display_order=1, win_probability_enabled=True, stages=[
        {
            "name": "Contract Sent",
            "value": "CONTRACT_SENT",
            "win_probability": 50,
            "display_order": 1,
        },
        {
            "name": "Contract Sent",
            "value": "CONTRACT_SENT",
            "win_probability": 50,
            "display_order": 1,
        },
    ], pass_through=[
        {
            "service_id": "<id>",
            "extend_paths": [
                {
                    "path": "$.nested.property",
                    "value": {
                        "TaxClassificationRef": {
                            "value": "EUC-99990201-V1-00020000",
                        },
                    },
                },
                {
                    "path": "$.nested.property",
                    "value": {
                        "TaxClassificationRef": {
                            "value": "EUC-99990201-V1-00020000",
                        },
                    },
                },
                {
                    "path": "$.nested.property",
                    "value": {
                        "TaxClassificationRef": {
                            "value": "EUC-99990201-V1-00020000",
                        },
                    },
                },
            ],
        },
        {
            "service_id": "<id>",
            "extend_paths": [
                {
                    "path": "$.nested.property",
                    "value": {
                        "TaxClassificationRef": {
                            "value": "EUC-99990201-V1-00020000",
                        },
                    },
                },
                {
                    "path": "$.nested.property",
                    "value": {
                        "TaxClassificationRef": {
                            "value": "EUC-99990201-V1-00020000",
                        },
                    },
                },
                {
                    "path": "$.nested.property",
                    "value": {
                        "TaxClassificationRef": {
                            "value": "EUC-99990201-V1-00020000",
                        },
                    },
                },
            ],
        },
    ])

    assert res.update_pipeline_response is not None

    # Handle response
    print(res.update_pipeline_response)

Parameters

Parameter Type Required Description Example
id_param str ✔️ ID of the record you are acting upon.
name str ✔️ The name of the Pipeline. Sales Pipeline
consumer_id Optional[str] ➖ ID of the consumer which you want to get or push data from test-consumer
app_id Optional[str] ➖ The ID of your Unify application dSBdXd2H6Mqwfg0atXHXYcysLJE9qyn1VwBtXHX
service_id Optional[str] ➖ Provide the service id you want to call (e.g., pipedrive). Only needed when a consumer has activated multiple integrations for a Unified API. salesforce
raw Optional[bool] ➖ Include raw response. Mostly used for debugging purposes
id Optional[str] ➖ The unique identifier of the Pipeline. default
currency OptionalNullable[models.Currency] ➖ Indicates the associated currency for an amount of money. Values correspond to ISO 4217. USD
archived Optional[bool] ➖ Whether the Pipeline is archived or not. false
active Optional[bool] ➖ Whether the Pipeline is active or not. false
display_order OptionalNullable[int] ➖ The order in which the Pipeline is displayed in the UI. 1
win_probability_enabled Optional[bool] ➖ Whether the Pipeline has win probability enabled or not. true
stages List[models.PipelineStages] ➖ The Pipeline Stages.
pass_through List[models.PassThroughBody] ➖ The pass_through property allows passing service-specific, custom data or structured modifications in request body when creating or updating resources.
retries Optional[utils.RetryConfig] ➖ Configuration to override the default retry behavior of the client.

Response

models.CrmPipelinesUpdateResponse

Errors

Error Type Status Code Content Type
models.BadRequestResponse 400 application/json
models.UnauthorizedResponse 401 application/json
models.PaymentRequiredResponse 402 application/json
models.NotFoundResponse 404 application/json
models.UnprocessableResponse 422 application/json
models.APIError 4XX, 5XX */*

delete

Delete pipeline

Example Usage

from apideck_unify import Apideck
import os


with Apideck(
    consumer_id="test-consumer",
    app_id="dSBdXd2H6Mqwfg0atXHXYcysLJE9qyn1VwBtXHX",
    api_key=os.getenv("APIDECK_API_KEY", ""),
) as apideck:

    res = apideck.crm.pipelines.delete(id="<id>", service_id="salesforce", raw=False)

    assert res.delete_pipeline_response is not None

    # Handle response
    print(res.delete_pipeline_response)

Parameters

Parameter Type Required Description Example
id str ✔️ ID of the record you are acting upon.
consumer_id Optional[str] ➖ ID of the consumer which you want to get or push data from test-consumer
app_id Optional[str] ➖ The ID of your Unify application dSBdXd2H6Mqwfg0atXHXYcysLJE9qyn1VwBtXHX
service_id Optional[str] ➖ Provide the service id you want to call (e.g., pipedrive). Only needed when a consumer has activated multiple integrations for a Unified API. salesforce
raw Optional[bool] ➖ Include raw response. Mostly used for debugging purposes
retries Optional[utils.RetryConfig] ➖ Configuration to override the default retry behavior of the client.

Response

models.CrmPipelinesDeleteResponse

Errors

Error Type Status Code Content Type
models.BadRequestResponse 400 application/json
models.UnauthorizedResponse 401 application/json
models.PaymentRequiredResponse 402 application/json
models.NotFoundResponse 404 application/json
models.UnprocessableResponse 422 application/json
models.APIError 4XX, 5XX */*