Create Account
Last updated
Last updated
This tutorial should help you create the first Account. Before moving forward, make sure your works and you understand the of the Pipeliner API, and make sure you know how to use
The Account represents the Company/organization, that your company is dealing with. Go to the web Application and Accounts can be located on the Accounts screen.
Create an Account in Pipeliner with Several Contacts (with bulk create method). For this account, we will set the industry
field to Agriculture
name
Name of the Account
owner_id
Id of the User in Pipeliner Application
Let´s Take data from Step 1. and use them in the following request to create a Contact.
Load an id of the user with the . This user will become the owner of the newly created Account.
We need to retrieve existing values of Industry field. For more information how to work with fields and get values read .
Returns all defined Clients
if enabled, deleted Clients are returned as well
Number of entities to return from beginning of the result set. Max: 100. Default: 30
Return only the "last" number of entities from result set. When used with first parameter, then it returns last M records from the first N records.
Cursor until which to take entities to result set.
Cursor after which to start taking entities to result set.
Expand related entity. Use api_names of relation fields. You can use multiple values separated via ',' colon. If not used, URI link will be returned instead. You can use dots '.' to expand nested entities as well.
expand=owner,sales_unit,account_relations.account
Order by values. Use api_name of field to sort by ascending. Prefix api_name with '-' to descending sort. You can use multiple values separated via ',' colon.
order-by=created,-modified
Use name of field in braces to filter by this field. To advanced filter, use with combination with filter-op parameter.
filter[name]=Example
Filter operator. Specify a way how to filter fields. Supported operators: [eq, ieq, not-eq, not-ieq, contains, starts, ends, icontains, istarts, iends, null, not-null, empty, not-empty, gt, gte, lt, lte, between].
filter-op[name]=eq
Loads only fields defined within this parameter. You can use multiple values separated via ',' colon. If not used, then all fields are returned. You can use dots '.' to specify load only fields in nested as well.
load-only=id,name,owner.id
Creates new account
Specify validation level of account on create. Use them as bit mask: 0 - validate each field on entity, 2 - validate only changed fields, 4 - validate only system fields, 8 - allows to override readonly fields, 16 - allows to set entity on deleted relationship.
Last modification time.
2019-01-01T00:00:00
Creation time.
2019-01-01T00:00:00
Relation to CloudObject, see: 'createCloudObjectInput' object for properties.
Integer enum value: 1 - NoClass, 2 - ClassA, 3 - ClassB, 4 - ClassC, 5 - ClassD
1
Available options: Relation to single entity instance.
01234567-abcd-dcba-ffff-000000000000
Multi-line text input field.
string
Simple text input field.
string
Multi-line text input field.
string
Generic field wrapping sqlalchemy column, configurable by constructor. Good for one-of fields / generated fields.
string
Relation to single entity instance.
01234567-abcd-dcba-ffff-000000000000
Email address.
string
Email address.
string
Email address.
string
Email address.
string
Email address.
string
URL - HTTP address.
string
Relation to single entity instance.
01234567-abcd-dcba-ffff-000000000000
Name of the entity and its default text representation.
string
Relation to single entity instance.
01234567-abcd-dcba-ffff-000000000000
Relation to single entity instance.
01234567-abcd-dcba-ffff-000000000000
Relation to single entity instance.
01234567-abcd-dcba-ffff-000000000000
Phone number.
string
Phone number.
string
Phone number.
string
Phone number.
string
Phone number.
string
Relation to single entity instance.
01234567-abcd-dcba-ffff-000000000000
Simple text input field.
string
Integer enum value: 0 - Standard, 1 - Private, 2 - AllView, 3 - AllEdit
0
Available options: Simple text input field.
string
Relation to single entity instance.
01234567-abcd-dcba-ffff-000000000000
Simple text input field.
string
Revision when entity was lastly changed.
1
Relation to AccountSocialRelation, see: 'createAccountSocialRelationInput' object for properties.
Relations to SalesUnits.
Relations to Clients.
Relations to CloudObjects.
If account has any unsubscribed email.
false