Pipelines
Use this capability family for deal, ticket, or custom object pipelines and stage configuration.
At A Glance
Section titled “At A Glance”| Supported actions | Bridge or hybrid actions | Access used |
|---|---|---|
| 3 | 0 | crm.objects.companies.write, crm.objects.contacts.write, crm.objects.custom.write, crm.objects.deals.write, crm.schemas.deals.write, tickets |
Common Requests
Section titled “Common Requests”- Create a pipeline with exact stage labels and order.
- Update a pipeline stage probability or display order.
- Delete a pipeline only after confirming it is no longer used.
Review Checklist
Section titled “Review Checklist”- Confirm the target portal is correct.
- Check the operation names, target assets, and required access.
- Resolve missing-permission warnings before execution.
- Review operation results after execution.
- Confirm stage labels, order, probabilities, and close states match the team’s process.
- Check whether existing records or automation depend on the pipeline before deleting it.
Supported Actions
Section titled “Supported Actions”| Action ID | What it does | Execution | Required access | Main details |
|---|---|---|---|---|
create_pipeline | Create a pipeline with stages (deals, tickets, or custom objects). | Does not require the bridge extension | Depends on the target object type | object type, label, display order, stages |
delete_pipeline | Delete a pipeline. | Does not require the bridge extension | Depends on the target object type | object type, pipeline ID |
update_pipeline | Update a pipeline’s name, stages, or display order. | Does not require the bridge extension | Depends on the target object type | object type, pipeline ID |
Action Details
Section titled “Action Details”Create a pipeline with stages (deals, tickets, or custom objects)
Section titled “Create a pipeline with stages (deals, tickets, or custom objects)”Create a pipeline with stages (deals, tickets, or custom objects). The draft records object type, label, display order, stages for review.
- Action ID:
create_pipeline - Change type: Create
- Execution: Does not require the bridge extension
- Required access: Depends on the target object type
- Main details reviewed in the plan: object type, label, display order, stages
Delete a pipeline
Section titled “Delete a pipeline”Delete a pipeline. The draft records object type, pipeline ID for review.
- Action ID:
delete_pipeline - Change type: Delete
- Execution: Does not require the bridge extension
- Required access: Depends on the target object type
- Main details reviewed in the plan: object type, pipeline ID
Update a pipeline’s name, stages, or display order
Section titled “Update a pipeline’s name, stages, or display order”Update a pipeline’s name, stages, or display order. The draft records object type, pipeline ID for review.
- Action ID:
update_pipeline - Change type: Update
- Execution: Does not require the bridge extension
- Required access: Depends on the target object type
- Main details reviewed in the plan: object type, pipeline ID