Pipedrive

Trigger

Create a request filter that will invoke any of the actions below when an API request matches the filter criteria.

Actions

Any of the actions listed below can be triggered when a new request matches one of your request filters. These actions can also be incorporated into multi-step workflows, enabling the development of robust logic to fulfill your business requirements.

Add Follower

Adds a follower to a deal, person, organization or product.

Add Labels to Person

Adds an existing labels to an existing person.

Add Person

Add a new person to the account

Add Product to Deal

Adds a product to a deal.

Attach File

Uploads a file and attaches it to a deal,person,organization,activity or product.

Create Activity

Creates a new activity.

Create Deal

Creates a new deal.

Create Lead

Creates a new lead.

Create Note

Creates a new note.

Create Organization

Creates a new organization.

Create Person

Creates a new person.

Create Product

Creates a new product.

Custom API Call

Send a custom API call to a specific endpoint

Find Activity

Finds an activity by subject.

Find Deal

Finds a deal by any field.

Find Deals Associated With Person

Finds multiple deals related to a specific person.

Find Notes

Finds notes by Deal,Lead,Person, or Organization ID.

Find Organization

Finds an organization.

Find Person

Finds a person.

Find Product

Find a product by name.

Find Products

Finds a product or products by name or product code.

Find User

Find a user by name or email.

Retrieve a Note

Finds a note by ID.

Retrieve a Product

Finds a product by ID.

Update Activity

Updates an existing activity.

Update Deal

Updates an existing deal.

Update Lead

Updates an existing lead.

Update Organization

Updates an existing organization.

Update Person

Updates an existing person.