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Connect Pipeline to Formatting

Use 3 documented Pipeline triggers to run 22 documented Formatting actions.

3 source triggers
22 target actions

Why Connect Pipeline & Formatting?

Start with a Pipeline event

Choose from 3 documented triggers, including New Company Created, New Deal Created, New Person Created.

Run a Formatting action

Send the event into one of 22 documented actions, such as [Data] Convert JSON to String, [Data] Parse JSON, [Date/Time] Add/Subtract Time.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Pipeline

Triggers (3)

New Company Created

Emit new event when a new company is created in your Pipeline account.

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New Deal Created

Emit new event when a new deal is created in your Pipeline account.

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New Person Created

Emit new event when a new person is created in your Pipeline account.

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Actions (22)

Create Activity

Creates a new activity associated with an existing person, company, or deal. See the docs here/paths/~1notes/post)

Create Company

Creates a new company in your Pipeline account. See the docs here

Create Deal

Creates a new deal in your Pipeline account. See the docs here

Create Event

Creates a new calendar event in your Pipeline account. See the docs here/paths/~1calendar_entries/post)

Create Person

Creates a new person in your Pipeline account. See the docs here

Create Task

Creates a new calendar task in your Pipeline account. See the docs here/paths/~1calendar_entries/post)

Find Company

Find an existing company in your Pipeline account. See the docs here

Find Deal

Find an existing deal in your Pipeline account. See the docs here

Find Person

Find an existing person in your Pipeline account. See the docs here

Find User

Find an existing user on your Pipeline account. See the docs here

List Company ID Options

Retrieves available options for the Company ID field.

List Deal ID Options

Retrieves available options for the Deal ID field.

List Deal Stage ID Options

Retrieves available options for the Deal Stage ID field.

List Deal Status ID Options

Retrieves available options for the Deal Status ID field.

List Event Category ID Options

Retrieves available options for the Event Category ID field.

List Note Category ID Options

Retrieves available options for the Note Category ID field.

List Person ID Options

Retrieves available options for the Person ID field.

List User ID Options

Retrieves available options for the User ID field.

Move Deal Stage

Moves a deal to another stage Pipeline account. See the docs here

Update Company

Updates a company in your Pipeline account. See the docs here

Update Deal

Updates a deal in your Pipeline account. See the docs here

Update Person

Updates a person in your Pipeline account. See the docs here

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Formatting

Actions (22)

[Data] Convert JSON to String

Convert an object to a JSON format string

[Data] Parse JSON

Parse a JSON string

[Date/Time] Add/Subtract Time

Add or subtract time from a given input

[Date/Time] Compare Dates

Get the duration between two dates in days, hours, minutes, and seconds along with checking if they are the same.

[Date/Time] Format

Format a date string to another date string. For more examples on formatting, see the Sugar Date Format documentation.

[Numbers] Format Currency

Format a number as a currency

[Numbers] Format Number

Format a number to a new style. Does not perform any rounding or padding of the number.

[Text] Convert HTML to Markdown

Convert valid HTML to Markdown text

[Text] Convert HTML to text

Convert valid HTML to text

[Text] Convert Markdown to HTML

Convert Markdown text to HTML

[Text] Decode URL

Decode a URL string

[Text] Encode URL

Encode a string as a URL

[Text] Extract by Regular Expression

Find a match for a regular expression pattern. Returns all matched groups with start and end position.

[Text] Extract Email Address

Find an email address out of a text field. Finds the first email address only.

[Text] Extract Number

Find a number out of a text field. Finds the first number only.

[Text] Extract Phone Number

Find a complete phone number out of a text field. Finds the first number only.

[Text] Extract URL

Find a web URL out of a text field. Finds the first URL only.

[Text] Replace Text

Replace all instances of any character, word or phrase in the text with another character, word or phrase.

[Text] Set Default Value

Return a default value if the text is empty

[Text] Split Text

Split the text on a character or word and return one or all segments

[Text] Transform Case

Transform case for a text input

[Text] Trim Whitespace

Removes leading and trailing whitespace

Integration Features

3 documented Pipeline triggers
22 documented Formatting actions
Configurable field mapping
Conditional workflow steps
Execution monitoring

Capability Examples

Pipeline trigger → Formatting action

Catalog example
PipelinePipeline

New Company Created

FormattingFormatting

[Data] Convert JSON to String

How It Works

1

Connect Apps

Authenticate your Pipeline and Formatting accounts

2

Choose a Trigger

Select a documented Pipeline event

3

Choose an Action

Select the documented Formatting operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 3 documented Pipeline triggers.

Automated Actions

Run one of 22 documented Formatting actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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All Pipeline Integrations

Explore all available Pipeline connections

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All Formatting Integrations

Explore all available Formatting connections

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