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Integrating SailPoint with Onpipeline

Onpipeline is a CRM for managing people, organizations, deals, and sales pipelines. This document covers how to configure a new direct connection between SailPoint and Onpipeline for Quick Compliance. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Onpipeline connector supports the following:

Account Management

  • Aggregate Users

Non-Human Identity Discovery

  • Aggregate Webhooks

Refer to Dataset Management for more information.

Refer to Discovering Potential Non-Human Accounts for more information.

Note

This connector is read-only. It supports test connection, account aggregation, and dataset aggregation for Quick Compliance. Provisioning, de-provisioning, and write operations are not supported. Permissions are captured during account aggregation. Separate entitlement aggregation is not required.

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

Before you configure the Onpipeline connector, ensure the following requirements are met:

  1. Sign in to Onpipeline as an account administrator.
  2. Go to Settings > API > Create New Token.
  3. Add the client IP addresses allowed to use the token. If a fixed address cannot be provided, save 0.0.0.0 on the token.
  4. Copy and store the API token securely.

  5. Record the following values for connector configuration:

    • Base URL
    • API Token

For more information about Onpipeline API authentication, refer to the Onpipeline API documentation.

Note

The linked document is not maintained by SailPoint and is subject to change without notice.

Required Permissions

The token must be allowed to call UsersList and WebhookList. A token limited to the LeadsIn resource cannot be used.