Project templates

Create project template

post/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

Request body

Example request

{
  "project_template": {
    "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
      }
    ]
  }
}

Response

Successful Response

idinteger

Unique identifier

account_idinteger nullable

The account ID. Null for system-wide templates.

is_sampleboolean

Whether this is a sample template

created_atstring

Timestamp when the record was created (time zone in user's time zone).

updated_atstring

Timestamp when the record was last touched (time zone in user's time zone).

namestring

The name of the project template

descriptionstring

Explanatory or descriptive text about the template

durationinteger

The default duration of projects created from this template, in days. Must be a positive integer.

owner_idinteger nullable

The ID of the user who owns this template

is_enabledboolean

Whether this template is available for use

is_defaultboolean

Whether this is the default template for new projects

deal_owner_is_collaboratorboolean

Whether the deal owner should be automatically added as a project collaborator

company_owner_is_collaboratorboolean

Whether the company owner should be automatically added as a project collaborator

person_owner_is_collaboratorboolean

Whether the person owner should be automatically added as a project collaborator

Example response

{
  "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.