Create Custom Entity Record

This tutorial should help you create the first Custom Entity record. Before moving forward, make sure your Authentication works and you understand the Key Concepts of the Pipeliner API and make sure you know how to use API parameters

The Custom Entity allows user to work with a completely new type of entity in Pipeliner. You can create Custom Entity records and link them with other entities using Lookup fields.

Tutorial Assignment

• Create Custom Entity record with the particular Entity Type

• Link Custom Entity record to Opportunity using Lookup field

• Filter existing Custom entity record by custom field

0. Required fields

Required API field Name	Description
name	Name of the custom entity record
owner_id	Id of the User in Pipeliner Application
type_id	Id of the related Custom Entity Expected Closing date.

1. Prepare Data

Owner_id

Load an id of the user with the default sales unit. This user will become the owner of the newly created Custom Entity Record.

Returns all defined Clients

get

/entities/Clients

Query parameters

include-deletedboolean

if enabled, deleted Clients are returned as well

firstinteger int32

Number of entities to return from beginning of the result set. Max: 100. Default: 30

lastinteger int32

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.

beforeboolean

Cursor until which to take entities to result set.

afterboolean

Cursor after which to start taking entities to result set.

expandstring

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.

Example: expand=owner,sales_unit,account_relations.account

order-bystring

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.

Example: order-by=created,-modified

filterobject

Use name of field in braces to filter by this field. To advanced filter, use with combination with filter-op parameter.

Example: filter[name]=Example

filter-opobject

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].

Example: filter-op[name]=eq

load-onlystring

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.

Example: load-only=id,name,owner.id

Responses

application/json

application / json

cURL

JavaScript

Python

HTTP

cURL

curl -L \
  --url 'https://us-east.pipelinersales.com/api/v100/rest/spaces/<space_id>/entities/Clients'

200

500

200

{
  "success": true,
  "data": [],
  "page_info": {
    "start_cursor": "WyIwMSIsICJiMmYwODI0Ni1iYWE5LTQyY2QtYmM3Yi04YmM4MjY3M2E2NTgiXQ==",
    "end_cursor": "WyIwNSIsICJmMjZhZjZiMC00ZWE4LTQ3MDgtODU2NC0wN2JmYzI4ZGQ5ZTgiXQ==",
    "has_previous_page": true,
    "has_next_page": true
  }
}

list of Clients

{{baseUrl}}/entities/Clients?load-only=id,default_unit_id&filter[email]=[e-mail]

{
            "id": "00000000-0000-0000-0000-000000011a7d",
            "default_unit_id": "aba4a358-f3f8-4f55-b3ed-dd5cf589103b"
}

We don´t necessarily need to load the default unit id. If only owner_id is specified in the final request, Pipeliner will automatically create the opportunity with the default User´s sales unit. (See step 2. of this tutorial)

Type_id

Pull Custom Entity Types. Store the ID of the Custom Entity Type

Returns CustomEntity Types

get

/entities/{custom_entity_api_name}Type

Path parameters

custom_entity_api_namestringrequired

Custom entity api name

Responses

application/json

application / json

application / json

cURL

JavaScript

Python

HTTP

cURL

curl -L \
  --url 'https://us-east.api.pipelinersales.com/api/v100/rest/spaces/{space_id}/entities/{custom_entity_api_name}Type'

200

404

500

200

{
  "data": {
    "is_favorite": false,
    "is_delete_protected": false,
    "id": "01234567-abcd-dcba-ffff-000000000000",
    "modified": "2019-01-01T00:00:00",
    "created": "2019-01-01T00:00:00",
    "owner": "https://example.com",
    "type": "https://example.com",
    "unit": "https://example.com",
    "name": "string",
    "owner_id": "01234567-abcd-dcba-ffff-000000000000",
    "table_name": "string",
    "type_id": "01234567-abcd-dcba-ffff-000000000000",
    "unit_id": "01234567-abcd-dcba-ffff-000000000000",
    "is_deleted": false,
    "revision": 1,
    "share_mode": 0,
    "sharing_units": [
      "https://example.com"
    ],
    "sharing_clients": [
      "https://example.com"
    ],
    "documents": [
      "https://example.com"
    ]
  },
  "success": true
}

CustomEntityType data

{{baseUrl}}/entities/MyCustomEntityType

 
{
	"is_delete_protected": true,
	"has_draft": false,
	"id": "00000000-0000-0000-0000-000000000002",
	"is_deleted": false,
	"modified": "2023-09-20 07:08:32.528011+00:00",
	"created": "2023-09-11 08:38:36.498033+00:00",
	"form_edit": {
	},
	"form_edit_api": {
	},
	"is_readonly": false,
	"name": "Custom entity 1",
	"is_published": true,
	"revision": 4288,
	"entity_api_name": "MyCustomEntity"
},
{
	"is_delete_protected": false,
	"has_draft": false,
	"id": "018ad56d-879c-b0dd-3c3a-75c59ab97a23",
	"is_deleted": false,
	"modified": "2023-09-27 06:57:23.126262+00:00",
	"created": "2023-09-27 06:57:19.772625+00:00",
	"form_edit": "",
	"form_edit_api": {
	},
	"is_readonly": false,
	"name": "Custom entity 2",
	"is_published": true,
	"revision": 4461,
	"entity_api_name": "MyCustomEntity"
}

2. Create Custom Entity record

Let´s Take data from Step 1. and use them in the following request to create a Custom Entity record.

CustomEntities.create

Creates new CustomEntity

post

/entities/{custom_entity_api_name}

Path parameters

custom_entity_api_namestringrequired

Custom entity api name

Query parameters

validation-levelinteger int32

Specify validation level of CustomEntity 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.

Body

modifiedstring date-time

Last modification time.

Example: 2019-01-01T00:00:00

createdstring date-time

Creation time.

Example: 2019-01-01T00:00:00

namestring

Name of the entity and its default text representation.

Example: string

owner_idstring uuidrequired

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

type_idstring uuidrequired

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

unit_idstring uuid

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

revisioninteger int32

Revision when entity was lastly changed.

Example: 1

share_modeenum

Integer enum value: 0 - Standard, 1 - Private, 2 - AllView, 3 - AllEdit

Example: 0

Options: 0, 1, 2, 3

sharing_unitsobject[]

Relations to SalesUnits.

sharing_clientsobject[]

Relations to Clients.

documentsobject[]

Relations to CloudObjects.

Responses

application/json

application / json

cURL

JavaScript

Python

HTTP

cURL

curl -L \
  --request POST \
  --url 'https://us-east.api.pipelinersales.com/api/v100/rest/spaces/{space_id}/entities/{custom_entity_api_name}' \
  --header 'Content-Type: application / json'

201

500

201

{
  "data": {
    "is_favorite": false,
    "is_delete_protected": false,
    "id": "01234567-abcd-dcba-ffff-000000000000",
    "modified": "2019-01-01T00:00:00",
    "created": "2019-01-01T00:00:00",
    "owner": "https://example.com",
    "type": "https://example.com",
    "unit": "https://example.com",
    "name": "string",
    "owner_id": "01234567-abcd-dcba-ffff-000000000000",
    "table_name": "string",
    "type_id": "01234567-abcd-dcba-ffff-000000000000",
    "unit_id": "01234567-abcd-dcba-ffff-000000000000",
    "is_deleted": false,
    "revision": 1,
    "share_mode": 0,
    "sharing_units": [
      "https://example.com"
    ],
    "sharing_clients": [
      "https://example.com"
    ],
    "documents": [
      "https://example.com"
    ]
  },
  "success": true
}

Creation confirmation. Returns created CustomEntity

{
	"name": "Custom Entity Record 3",
	"owner_id": "00000000-0000-0000-0000-000000011a7d",
	"type_id": "018ad56d-879c-b0dd-3c3a-75c59ab97a23"
}

Success response

{
	"success": true,
	"data": {
		"is_delete_protected": false,
		"id": "018ad5a4-2ea8-75f0-e8cc-c6e54688b165",
		"modified": "2023-09-27 07:57:01.480723+00:00",
		"created": "2023-09-27 07:57:01.480781+00:00",
		"owner": "http://example.com",
		"type": "http://example.com",
		"unit": "http://example.com",
		"name": "Custom Entity Record 3",
		"owner_id": "00000000-0000-0000-0000-000000011a7d",
		"share_mode": 0,
		"table_name": "ce_custom_entity1n",
		"type_id": "018ad56d-879c-b0dd-3c3a-75c59ab97a23",
		"unit_id": "7d9467e0-d885-4729-877e-5c9e1e057b4a",
		"is_deleted": false,
		"sharing_units": [],
		"sharing_clients": [],
		"documents": [],
		"is_favorite": false,
		"revision": 4464,
		"cf_high_priority": true,
		"cf_lookup_ce_mycustomentity_leadoppty": []
	}
}

3. Link Custom Entity record to existing record using Lookup field

Take data from Step 2. and use them in the following request, to link existing record to Opportunity using a Lookup field.

Get Opportunity_id

We are going to search for Opportunity by name. But you can use whatever parameter.

Opportunities.list

Returns all defined Opportunities

get

/entities/Opportunities

Query parameters

include-deletedboolean

if enabled, deleted Opportunities are returned as well

firstinteger int32

Number of entities to return from beginning of the result set. Max: 100. Default: 30

lastinteger int32

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.

beforestring

Cursor until which to take entities to result set.

afterstring

Cursor after which to start taking entities to result set.

expandstring

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.

Example: expand=owner,sales_unit,account_relations.account

order-bystring

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.

Example: order-by=created,-modified

filterobject

Use name of field in braces to filter by this field. To advanced filter, use with combination with filter-op parameter.

Example: filter[name]=Example

filter-opobject

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].

Example: filter-op[name]=eq

load-onlystring

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.

Example: load-only=id,name,owner.id

Responses

application/json

application / json

cURL

JavaScript

Python

HTTP

cURL

curl -L \
  --url 'https://us-east.api.pipelinersales.com/api/v100/rest/spaces/{space_id}/entities/Opportunities'

200

500

200

{
  "success": true,
  "data": [],
  "page_info": {
    "start_cursor": "WyIwMSIsICJiMmYwODI0Ni1iYWE5LTQyY2QtYmM3Yi04YmM4MjY3M2E2NTgiXQ==",
    "end_cursor": "WyIwNSIsICJmMjZhZjZiMC00ZWE4LTQ3MDgtODU2NC0wN2JmYzI4ZGQ5ZTgiXQ==",
    "has_previous_page": true,
    "has_next_page": true
  }
}

list of Opportunities

{{baseUrl}}/entities/Opportunities?filter-op[name]=contains&filter[name]=Accounting

{
        "is_delete_protected": false,
        "id": "0188d953-0aa6-1094-f764-1ce141993b26",
        "is_deleted": false,
        "modified": "2023-06-20 15:01:18.162394+00:00",
        "created": "2023-06-20 15:01:18.118462+00:00",
        "active_quote": null,
        "oppty_type": "http://example.com",
        "owner": "http://example.com",
        "product_currency": "http://example.com",
        "product_price_list": null,
        "reason_of_close": null,
        "step": "http://example.com",
        "unit": "http://example.com",
        "active_quote_id": null,
        "closing_date": "2023-06-21",
        "description": "",
        "is_archived": false,
        "is_value_auto_calculate": false,
        "label_flag": 0,
        "name": "Double Entry Accounting Services",
        "oppty_type_id": "0c03f112-4544-06a8-b162-1f14524c149c",
        "owner_id": "00000000-0000-0000-0000-000000011a7d",
        "product_currency_id": "c4ca4238-a0b9-0382-0dcc-509a6f75849b",
        "ranking": 50,
        "reason_of_close_description": "",
        "reason_of_close_id": null,
        "share_mode": 0,
        "step_id": "5854307d-d86e-4b97-be3f-a2c19f85ff07",
        "table_name": "oppty",
        "unit_id": "7d9467e0-d885-4729-877e-5c9e1e057b4a",
        "was_qualified": false,
        "revision": 3584,
        "value": {
        "base_value": 10000,
        "currency_id": "36665823-00d8-401f-b7d2-8e0736c3beb2",
        "value_foreign": 12500
        },
        "oppty_recurrence": null,
        "revenue_schedule": null,
        "product_relations": [],
        "primary_contact": null,
        "primary_account": "http://example.com",
        "contact_relations": [],
        "account_relations": [
                "http://example.com"
        ],
        "documents": [],
        "quote_relations": [],
        "status": 1,
        "qualify_date": null,
        "won_date": null,
        "lost_date": null,
        "days_in_step": 68,
        "is_favorite": false,
        "sharing_units": [],
        "sharing_clients": [],
        "tags": [],
        "formatted_name": "Double Entry Accounting Services",
        "modified_by_user": null
}

Create a linking between Custom Entity record and Opportunity

CustomEntities.update

Modifies CustomEntity or {custom_entity_api_name} with given id(s)

patch

/entities/{custom_entity_api_name}//{id}

Path parameters

custom_entity_api_namestringrequired

Custom entity api name

idstring uuidrequired

ID of CustomEntity to update

Query parameters

validation-levelinteger int32

Specify validation level of CustomEntity on update. 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.

Body

namestring

Name of the entity and its default text representation.

Example: string

owner_idstring uuid

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

type_idstring uuid

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

unit_idstring uuid

Relation to single entity instance.

Example: 01234567-abcd-dcba-ffff-000000000000

revisioninteger int32

Revision when entity was lastly changed.

Example: 1

share_modeenum

Integer enum value: 0 - Standard, 1 - Private, 2 - AllView, 3 - AllEdit

Example: 0

Options: 0, 1, 2, 3

sharing_unitsobject[]

Relations to SalesUnits.

sharing_clientsobject[]

Relations to Clients.

documentsobject[]

Relations to CloudObjects.

Responses

application/json

application / json

application / json

cURL

JavaScript

Python

HTTP

cURL

curl -L \
  --request PATCH \
  --url 'https://us-east.api.pipelinersales.com/api/v100/rest/spaces/{space_id}/entities/{custom_entity_api_name}/{id}' \
  --header 'Content-Type: application/json'

200

404

500

200

{
  "data": {
    "is_favorite": false,
    "is_delete_protected": false,
    "id": "01234567-abcd-dcba-ffff-000000000000",
    "modified": "2019-01-01T00:00:00",
    "created": "2019-01-01T00:00:00",
    "owner": "https://example.com",
    "type": "https://example.com",
    "unit": "https://example.com",
    "name": "string",
    "owner_id": "01234567-abcd-dcba-ffff-000000000000",
    "table_name": "string",
    "type_id": "01234567-abcd-dcba-ffff-000000000000",
    "unit_id": "01234567-abcd-dcba-ffff-000000000000",
    "is_deleted": false,
    "revision": 1,
    "share_mode": 0,
    "sharing_units": [
      "https://example.com"
    ],
    "sharing_clients": [
      "https://example.com"
    ],
    "documents": [
      "https://example.com"
    ]
  },
  "success": true
}

Modification confirmation. Returns resulting CustomEntity

{
	"cf_lookup_ce_mycustomentity_leadoppty": "0188d953-0aa6-1094-f764-1ce141993b26"
}

Success response

{
		"is_delete_protected": false,
		"id": "018ad5a4-2ea8-75f0-e8cc-c6e54688b165",
		"modified": "2023-09-27 07:57:01.480723+00:00",
		"created": "2023-09-27 07:57:01.480781+00:00",
		"owner": "http://example.com",
		"type": "http://example.com",
		"unit": "http://example.com",
		"name": "Custom Entity Record 3",
		"owner_id": "00000000-0000-0000-0000-000000011a7d",
		"share_mode": 0,
		"table_name": "ce_custom_entity1n",
		"type_id": "018ad56d-879c-b0dd-3c3a-75c59ab97a23",
		"unit_id": "7d9467e0-d885-4729-877e-5c9e1e057b4a",
		"is_deleted": false,
		"sharing_units": [],
		"sharing_clients": [],
		"documents": [],
		"is_favorite": false,
		"revision": 4464,
		"cf_priority": 2,
		"cf_lookup_ce_mycustomentity_leadoppty": [
				"id": "0188d953-0aa6-1094-f764-1ce141993b26",
				"name": "Double Entry Accounting Services",
				"picture_url": null,
				"entity_name": "Opportunity",
				"entity_api_name": null,
				"entity_type_id": null,
				"is_deleted": false,
				"is_available": true
		]
}

4. Filter existing Custom Entity record by custom field

Filter Custom Entity records using the specific conditions.

CustomEntities.list

Returns all defined {custom_entity_api_name}

get

/entities/{custom_entity_api_name}

Path parameters

custom_entity_api_namestringrequired

Custom entity api name

Query parameters

include-deletedboolean

if enabled, deleted {custom_entity_api_name} are returned as well

firstinteger int32

Number of entities to return from beginning of the result set. Max: 100. Default: 30

lastinteger int32

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.

beforestring

Cursor until which to take entities to result set.

afterstring

Cursor after which to start taking entities to result set.

expandstring

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.

Example: expand=owner,sales_unit,account_relations.account

order-bystring

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.

Example: order-by=created,-modified

filterobject

Use name of field in braces to filter by this field. To advanced filter, use with combination with filter-op parameter.

Example: filter[name]=Example

filter-opobject

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].

Example: filter-op[name]=eq

load-onlystring

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.

Example: load-only=id,name,owner.id

Responses

application/json

application / json

cURL

JavaScript

Python

HTTP

cURL

curl -L \
  --url 'https://us-east.api.pipelinersales.com/api/v100/rest/spaces/{space_id}/entities/{custom_entity_api_name}'

200

500

200

{
  "success": true,
  "data": [],
  "page_info": {
    "start_cursor": "WyIwMSIsICJiMmYwODI0Ni1iYWE5LTQyY2QtYmM3Yi04YmM4MjY3M2E2NTgiXQ==",
    "end_cursor": "WyIwNSIsICJmMjZhZjZiMC00ZWE4LTQ3MDgtODU2NC0wN2JmYzI4ZGQ5ZTgiXQ==",
    "has_previous_page": true,
    "has_next_page": true
  }
}

list of {custom_entity_api_name}

{{baseUrl}}/entities/MyCustomEntity?filter-op[cf_priority]=gt&filter[cf_priority]=3

Success response

{
		"is_delete_protected": false,
		"id": "012bc5a7-23e8-15a0-a51b-e6c5462eb415",
		"modified": "2023-09-27 07:32:01.480723+00:00",
		"created": "2023-09-27 07:32:01.480781+00:00",
		"owner": "http://example.com",
		"type": "http://example.com",
		"unit": "http://example.com",
		"name": "Custom Entity Record 1",
		"owner_id": "00000000-0000-0000-0000-000000011a7d",
		"share_mode": 0,
		"table_name": "ce_custom_entity1n",
		"type_id": "018ad56d-879c-b0dd-3c3a-75c59ab97a23",
		"unit_id": "7d9467e0-d885-4729-877e-5c9e1e057b4a",
		"is_deleted": false,
		"sharing_units": [],
		"sharing_clients": [],
		"documents": [],
		"is_favorite": false,
		"revision": 4364,
		"cf_priority": 4,
		"cf_lookup_ce_mycustomentity_leadoppty": []
}