Actions104
- Custom Field Actions
- Custom Field Block Actions
- Custom Field Type Actions
- Customer Actions
- Deal Actions
- Lead Actions
- Meeting Actions
- Meeting Room Actions
- Meeting Type Actions
- Organization Actions
- Pipeline Actions
- Prospect Actions
- Staff Actions
- Task Actions
- Ticket Actions
- Treatment Actions
- Treatment Type Actions
- Workspace Actions
Pipeline → Create
AI-generatedOverview
This node interacts with the Magnet Customer API to create a new pipeline. It is useful in scenarios where you want to automate the creation of sales or project pipelines within the Magnet Customer system, such as setting up new workflows or sales processes programmatically.
Use Case Examples
- Creating a new sales pipeline with a specific title to organize deals.
- Automating pipeline creation as part of a larger CRM setup process.
Properties
| Name | Meaning |
|---|---|
| Authentication | Selects the authentication method to use for the API request, either API Token or OAuth2. |
| Title | The title of the pipeline to be created, which is a required string input. |
Output
JSON
_id- The unique identifier of the created pipeline.title- The title of the created pipeline.createdAt- Timestamp when the pipeline was created.updatedAt- Timestamp when the pipeline was last updated.
Dependencies
- Magnet Customer API with either API Token or OAuth2 credentials
Troubleshooting
- Ensure the API credentials are valid and have permissions to create pipelines.
- The 'Title' field is required; missing it will cause an error.
- Network issues or API downtime can cause request failures.
Links
- Magnet Customer API - Create Pipeline - Official API documentation for creating pipelines in Magnet Customer.