Get Pipeline Custom Fields
get_pipeline_custom_fieldsRetrieve custom field definitions for a specific pipeline to prepare for creating or editing pipeline items. Get required fields, types, and valid options.
Instructions
Get custom fields for a specific pipeline - use this before creating or editing pipeline items.
Returns all custom fields configured for the pipeline with:
name: The field name to use as key in custom_fields parameter
required: Whether this field MUST be provided when creating pipeline items
type: Field type (Text, Number, Dropdown, etc.)
input_format: Description of the expected value format
valid_options: For Dropdown/RadioList fields, the exact values you can use
WORKFLOW:
Call get_pipelines to find the PipelineId
Call get_pipeline_custom_fields with the pipeline_id
Note all required fields and their valid options
Call create_pipeline_item with custom_fields: { "FieldName": "value", ... }
Example response interpretation: { "name": "Deal Stage", "required": true, "type": "Dropdown", "valid_options": ["Prospect", "Qualified", "Proposal"] } ā You MUST include this field, value must be exactly "Prospect", "Qualified", or "Proposal"
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| pipeline_id | Yes | The PipelineId to get custom fields for |