Integrations & API

Syncing subscribes your calendar app to your Pipeline task due dates, so they stay current without extra clicks. Answers to the common questions about which calendars work, syncing to Outlook on the web, and choosing which tasks come across. Whic...

Connecting to DocuSign is free on Pipeline's side and happens one person at a time, but the DocuSign subscription is your own. Answers to the common questions about cost, who can use it, and where signed documents land. Do I need my own DocuSign ...

Most DocuSign problems in Pipeline come down to one thing: the connection between your profile and your DocuSign account has quietly dropped. Here's how to tell which one you're hitting. The Send to DocuSign Button Is Missing [Send to DocuSign]...

The transaction import reads a spreadsheet, takes fifty rows at a time, and creates transactions rather than updating them. Answers to the common questions about limits, the fields it won't take, and moving off another system. How many transactio...

The embedded app brings Pipeline transaction details into Follow Up Boss, and only in that direction. Answers to the common questions about what syncs, who enables it, and what each person can see. Does the integration sync data between Pipeline ...

A rejected import is almost always a value in your spreadsheet that doesn't match your account, not a problem with the file itself. Pipeline hands the spreadsheet back with the reason in the rightmost column — here's what each one means. Nothing ...

An SSO link that drops someone on the login page means Pipeline couldn't validate it. These are the usual reasons, in the order worth checking. The Timestamp Isn't Current Every SSO link carries a timestamp, and it has to be the actual time the...

Pipeline's SSO is a signed-link API of our own design, issued as a secret key to a master admin. Answers to the common questions about standards support, keys, cost, and what happens to normal password logins. Does Paperless Pipeline support SAML...

The Zapier integration sends transaction data out of Pipeline when a transaction changes status, and a master admin owns the setup. Answers to the common questions about what it connects to, what it sends, what it costs, and what it can't do. Who...

Most Zapier trouble traces back to a handful of causes — a permission, the wrong Zapier app, or data that wasn't on the transaction yet. Here's how to tell them apart. I Can't Authorize the Connection Zapier authorization requires a master admi...