Project templates
List project templates
Returns both account-specific and system-wide templates.
get/admin/project_templates
Request
- Base URL: https://api.pipelinecrm.com/api/v3
- URL: https://api.pipelinecrm.com/api/v3/admin/project_templates
- Auth: one of:
- HTTP bearer
- HTTP bearer and API key in header app-key
- API key in query parameter api_key and API key in query parameter app_key
Response
Successful Response
Example response
{
"pagination": {
"page": 1,
"per_page": 200,
"total": 670,
"pages": 4,
"total_in_account": 1204,
"page_var": "page",
"url": "/api/v3/deals.json"
},
"entries": [
{
"id": 1,
"account_id": 123,
"milestones": [
{
"id": 1,
"project_template_id": 1,
"name": "Discovery Phase",
"duration": 7,
"status": "not_started",
"description": "Initial discovery and research phase",
"created_at": "2025-01-01 12:00:00",
"updated_at": "2025-01-01 12:00:00",
"calendar_entries": [
{
"id": 1,
"project_template_milestone_id": 1,
"name": "Research task",
"description": "Initial research notes",
"calendar_entry_type": "CalendarTask",
"calendar_entry_category_id": 1,
"calendar_entry_priority_id": 1,
"calendar_entry_status_id": 1,
"day": 3,
"owner_id": 13473,
"created_at": "2025-01-01 12:00:00",
"updated_at": "2025-01-01 12:00:00"
}
]
}
],
"collaborators": [
{
"id": 1,
"project_template_id": 1,
"collaborator_type": "User",
"collaborator_id": 13473,
"created_at": "2025-01-01 12:00:00",
"updated_at": "2025-01-01 12:00:00"
}
],
"created_at": "2026-09-01 14:22:07",
"updated_at": "2026-09-01 14:22:07",
"name": "Standard Onboarding",
"description": "Template for onboarding new clients",
"duration": 30,
"owner_id": 13473,
"is_enabled": true,
"milestones_attributes": [
{
"name": "Discovery Phase",
"duration": 7,
"description": "Initial discovery and research phase",
"status": "not_started"
}
],
"collaborators_attributes": [
{
"collaborator_type": "User",
"collaborator_id": 13473
}
]
}
]
}Changes
No recorded changes to this operation across all 1 revision of this API.