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Unipile

The Unipile connector enables easy and secure data synchronization between your application and your customers’ Unipile accounts through unified data models.

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Authorization

The Unipile connector uses OAuth for secure authentication. When creating a connection, the required OAuth scopes are automatically configured based on your specific operations needs (e.g. genericContact::create, genericUser::list).

✓ Automatic token refresh handling
✓ Proactive insufficient permissions detection

View our step-by-step integration guideWhitelabel
Supported
You can choose to provide your own set of clientId and clientSecret for this connector from the Morph Cloud dashboard; allowing a fully whitelabled experience for your end-customers.
import { Morph } from "@runmorph/cloud";

const morph = Morph({ publicKey: "pk_demo_xxxxxxxxxxxxxxx", secretKey: "sk_demo_xxxxxxxxxxxxxxx"}); 

// create a new connection
const connection = morph.connections({ connectorId: "unipile", ownerId: "demo" });
await connection.create({ operations:[ "genericContact::list" ]});

// auhtorize the connection
const { auhtorizationUrl } = await connection.authorize();

// redirect the user to the auhtorizationUrl

Live Demo
Select a connector below to experience our seamless authentication flow and see how easy it is to connect third-party services.

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Models

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Generic

The Unipile connector seamlessly integrates with our unified genericContact model, enabling you to manage Contacts with rich data including firstName, lastName, phoneNumber, email and other key details

API Reference
GET/resources/genericContactList and Search Unipile Contacts
GET/resources/genericContact/:idRetrieve a Unipile Contact
POST/resources/genericContactCreate a Unipile Contact
PATCH/resources/genericContact/:idUpdate a Unipile Contact
DEL/resources/genericContact/:idDelete a Unipile Contact
Custom Fields
Supported
The Unipile connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Unipile Contact custom fields to the unified contact model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Contact model details

The Unipile connector seamlessly integrates with our unified genericCompany model, enabling you to manage Companies with rich data including name and other key details

API Reference
GET/resources/genericCompanyList and Search Unipile Companies
GET/resources/genericCompany/:idRetrieve a Unipile Company
POST/resources/genericCompanyCreate a Unipile Company
PATCH/resources/genericCompany/:idUpdate a Unipile Company
DEL/resources/genericCompany/:idDelete a Unipile Company
Custom Fields
Supported
The Unipile connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Unipile Company custom fields to the unified company model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Company model details

The Unipile connector seamlessly integrates with our unified genericUser model, enabling you to manage Users with rich data including firstName, lastName, email and other key details

API Reference
GET/resources/genericUserList and Search Unipile Users
GET/resources/genericUser/:idRetrieve a Unipile User
POST/resources/genericUserCreate a Unipile User
PATCH/resources/genericUser/:idUpdate a Unipile User
DEL/resources/genericUser/:idDelete a Unipile User
Custom Fields
Supported
The Unipile connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Unipile User custom fields to the unified user model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view User model details

The Unipile connector seamlessly integrates with our unified genericWorkspace model, enabling you to manage Workspaces with rich data including name and other key details

API Reference
GET/resources/genericWorkspaceList and Search Unipile Workspaces
GET/resources/genericWorkspace/:idRetrieve a Unipile Workspace
POST/resources/genericWorkspaceCreate a Unipile Workspace
PATCH/resources/genericWorkspace/:idUpdate a Unipile Workspace
DEL/resources/genericWorkspace/:idDelete a Unipile Workspace
Custom Fields
Supported
The Unipile connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Unipile Workspace custom fields to the unified workspace model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Workspace model details

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CRM

The Unipile connector seamlessly integrates with our unified crmOpportunity model, enabling you to manage Opportunities with rich data including name, amount, currency, pipeline, stage and other key details

API Reference
GET/resources/crmOpportunityList and Search Unipile Opportunities
GET/resources/crmOpportunity/:idRetrieve a Unipile Opportunity
POST/resources/crmOpportunityCreate a Unipile Opportunity
PATCH/resources/crmOpportunity/:idUpdate a Unipile Opportunity
DEL/resources/crmOpportunity/:idDelete a Unipile Opportunity
Custom Fields
Supported
The Unipile connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Unipile Opportunity custom fields to the unified opportunity model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Opportunity model details

The Unipile connector seamlessly integrates with our unified crmPipeline model, enabling you to manage Pipelines with rich data including name, stages and other key details

API Reference
GET/resources/crmPipelineList and Search Unipile Pipelines
GET/resources/crmPipeline/:idRetrieve a Unipile Pipeline
POST/resources/crmPipelineCreate a Unipile Pipeline
PATCH/resources/crmPipeline/:idUpdate a Unipile Pipeline
DEL/resources/crmPipeline/:idDelete a Unipile Pipeline

view Pipeline model details

The Unipile connector seamlessly integrates with our unified crmStage model, enabling you to manage Stages with rich data including pipeline, name, type and other key details

API Reference
GET/resources/crmStageList and Search Unipile Stages
GET/resources/crmStage/:idRetrieve a Unipile Stage
POST/resources/crmStageCreate a Unipile Stage
PATCH/resources/crmStage/:idUpdate a Unipile Stage
DEL/resources/crmStage/:idDelete a Unipile Stage

view Stage model details

The Unipile connector seamlessly integrates with our unified crmEngagement model, enabling you to manage Engagements with rich data including type, direction, status, title, description and other key details

API Reference
GET/resources/crmEngagementList and Search Unipile Engagements
GET/resources/crmEngagement/:idRetrieve a Unipile Engagement
POST/resources/crmEngagementCreate a Unipile Engagement
PATCH/resources/crmEngagement/:idUpdate a Unipile Engagement
DEL/resources/crmEngagement/:idDelete a Unipile Engagement
Custom Fields
Supported
The Unipile connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Unipile Engagement custom fields to the unified engagement model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Engagement model details

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Custom

Supported
Can’t find the unified model you need? The Unipile connector supports your own custom model.

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Webhooks

The Unipile connector supports real-time event subscriptions, allowing you to receive instant notifications when records are created, updated, or deleted. Below are the supported models and their corresponding triggers.
ModelsCreatedUpdatedDeletedAPI Reference
genericContactview event
genericCompanyview event
genericUserview event
genericWorkspaceview event
crmOpportunityview event
crmPipelineview event
crmStageview event
crmEngagementview event

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Proxy

Supported
The Unipile connector supports our Proxy Request feature, allowing you to directly call any endpoints from Unipile’s public API without needing to handle authentication. Your customer’s token will be automatically set and refreshed as needed, enabling quick implementation of custom connector behaviors. View API Reference.