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.