NagentArtefacts
Dev & Technology
Enterprise and White Glove
Company
Pipeline CRM connects to a Nagent workspace with an API key. Once it is connected, agents can call 15 Pipeline CRM actions, such as "Create Pipeline CRM Company", "Create Deal" and "Get Company by ID". Nothing is enabled on connect: each action is allowed one at a time, and an action with side effects runs or waits for a person according to the agent's level.
Every operation an agent can call against Pipeline CRM, with input parameters and output schema.
PIPELINE_CRM_CREATE_COMPANYCreates 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.
Input parameters
Company details object. Required field: 'name' (str). Optional fields: 'email' (str), 'web' (str), 'description' (str), 'phone1/2/3/4' (str), 'phone1/2/3/4_desc' (str), 'fax' (str), 'address_1' (str), 'address_2' (str), 'city' (str), 'state' (str), 'postal_code' (int), 'country' (str), 'instant_message' (str), 'twitter' (str), 'facebook_url' (str), 'linked_in_url' (str), 'owner_id' (int), 'shared_user_ids' (list of int), 'tag_ids' (list of int), 'custom_fields' (dict).
ID of a todo template to automatically apply to this newly created company. Creates tasks based on the template.
If true, returns a 422 error when a company with the same name already exists. If false (default), allows creating duplicate companies.
User ID to assign as the owner of tasks created from the todo template. Only used when todo_template_id is provided.
If true (default), sends an assignment notification email to the company owner. Set to false to create the company without sending notification emails.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_CREATE_DEALTool 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.
Input parameters
Deal attributes payload
ID of a todo template to apply
Owner ID for tasks generated by todo template
Send assignment email if assigned to a user; set false to suppress
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_DELETE_COMPANYTool to delete a company by ID in Pipeline CRM. Use after confirming the company ID is correct. Example: "Delete company with ID 123".
Input parameters
Unique integer ID of the company to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_DELETE_DEALTool to delete a deal by ID. Use when you need to remove a deal from Pipeline CRM.
Input parameters
Unique identifier of the deal to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_DELETE_TASKTool to delete a calendar task by ID. Use after confirming the task exists in Pipeline CRM.
Input parameters
ID of the calendar entry (task) to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_GET_COMPANYRetrieves 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.
Input parameters
ID of the company to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_GET_DEALTool to retrieve details for a specific deal by ID in Pipeline CRM. Use after confirming the deal ID.
Input parameters
Unique identifier of the deal to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_GET_STAGETool to retrieve details for a specific stage by ID in Pipeline CRM. Use after confirming the stage ID.
Input parameters
Unique identifier of the stage to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_GET_TASKTool to retrieve details for a specific task by ID in Pipeline CRM. Use after confirming the task ID.
Input parameters
ID of the calendar task to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_LIST_COMPANIESList 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.
Input parameters
Page number to retrieve, must be ≥ 1
Search term to filter companies by relevant fields
Field name to sort by (e.g., "name")
Number of companies per page, must be ≥ 1
Sort order: asc for ascending or desc for descending
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_LIST_LEADSTool 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.
Input parameters
Page number to retrieve, must be ≥ 1
Number of leads per page, must be ≥ 1
Only include leads created on or before this date (YYYY-MM-DD)
Only include leads updated on or before this date (YYYY-MM-DD)
Only include leads created on or after this date (YYYY-MM-DD)
Only include leads updated on or after this date (YYYY-MM-DD)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_LIST_STAGESTool to list deal stages. Use when you need to enumerate all stages for deals in Pipeline CRM.
Input parameters
Page number for pagination (must be >=1)
Number of items per page for pagination (1-200)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_LIST_TASKSTool to list calendar tasks. Use when retrieving tasks for a deal, company, or person with optional date filters and pagination.
Input parameters
Page number to fetch (default 1).
Filter tasks by deal ID.
Filter tasks due on or before this date (YYYY-MM-DD).
Number of items per page (max 200, default 200).
Filter tasks due on or after this date (YYYY-MM-DD).
Filter tasks by person ID.
Filter tasks by company ID.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_LIST_USERSList 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.
Input parameters
Page number to retrieve, must be >= 1
Number of users per page (1-200, default 200)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_UPDATE_COMPANYTool to update an existing company by ID in Pipeline CRM. Use after confirming the company ID and fields to change.
Input parameters
ID of the company to update
Dictionary of company fields to update. Available fields include: name (str), description (str), email (str), web (str), fax (str), phone1/phone2/phone3/phone4 (str), phone1_desc/phone2_desc/phone3_desc/phone4_desc (str), address_1 (str), address_2 (str), city (str), state (str), postal_code (int or str), country (str), facebook_url (str), linked_in_url (str), twitter (str), instant_message (str), owner_id (int), shared_user_ids (list of int), tag_ids (list of int). Only include fields you want to update.
If false, suppresses sending reassignment email when changing owner_id; default is true
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
Agents can call 15 Pipeline CRM actions on Nagent, including "Create Pipeline CRM Company", "Create Deal" and "Get Company by ID". Create Pipeline CRM Company: Creates a new company record in Pipeline CRM with contact details, address, and social media information. Each action is listed on this page with its input parameters and its output.
Pipeline CRM connects with an API key, under your workspace's own connection. Nothing is enabled on connect: each action is allowed one at a time and can be scoped to the agents that need it.
Create Pipeline CRM Company takes 1 required input: company. It also takes 4 optional inputs: todo_template_id, check_for_duplicates, todo_template_user_id and deliver_assignment_email. It returns data, error and successful.