Create powerful apps with Onpipeline's API

You can easily integrate with Onpipeline using our API and offer the best experience to your team or customers. You can use our API to create public or private apps using OAuth and integrations via API token.

Automate Processes
Integrate your tools
Pull data into your reports


Create an App

Developers host their Apps on their own infrastructure. You can host your app anywhere, and build it with the tech stack of your choice. You can create your App simply by exchanging information with Onpipeline through our API Endpoints.

If you want to build a complete and effective user experience you will probably want to add actions to our Actions Menu or a Widget to display contents from your App directly within the CRM. Both Actions and Widgets can be created on the fly with API Endpoints.

Actions Menu

You can add links to the Action Menu of Persons, Organizations or Deals. You can link your UI and pass info from Onpipeline.

More info | Endpoint

Widgets

They can be loaded into an iframe in Deal, Person or Organization page. Let users use your App without leaving Onpipeline.

More info | Endpoint

Updating data on your side: - In order to obtain only recently updated records, you can use both Webhooks and our "Last Update" Endpoint. We recommend the use of webhooks as they allow reduced traffic and connections.


OAuth

You don't need to ask customers to cut and paste their API tokens. With OAuth you can send customers to a login page that will authorize your App. At the and of our Oauth process the Verify URL will send the token to your App so that you can save it.

Info about OAuth


Public Apps

If you want to create a public App we will be able to offer our customer a direct install within our pages. To do so we need you to send us a "Install URL" on your web server (https), which is simply the web page with our logo where you provide basic information about the install process and a link to our OAuth Login.


For your App to be accepted, it should offer a consistent and positive experience for the CRM user who use it. Your App must have a user interface including instructions and features for users. Before you submit your app for review, you need to test it on a CRM account to check for any bugs or errors. If we need to login to test your App please don't froget to provide detailed instructions.



Get Started

We provide a RESTful API that uses JSON format for both input and output. Our API uses access tokens and OAuth. Using OAuth or not depends on who is using the application you're integrating. A public app will likely use OAuth.

We offer API access to any Plan, but please know that OAuth will work only for administrators. If you want to create your app at user level you will probably need to sync users with API.


In order to access OAuth you must have a Developer Client ID that can be requested by contacting support@onpipeline.com - When you request a Client ID please also send us your company details and your privacy policy url.


The General Data Protection Regulation (GDPR), which went into effect on May 25, 2018, imposes obligations on any party that collects, stores, or processes personal data of individuals located in Europe. We require these regulations for all user data. Each app developer is responsible for making sure that the apps they build are GDPR compliant.


If you don't have an account with Onpipeline to develop your App please click here to activate a free 30-day trial account.


Developers with questions about our services may contact: