Actions
add-follower
Adds a follower to a deal, person, organization or product.
add-labels-to-person
Adds existing labels to an existing person.
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
Make 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
Finds a product by name
find-products
Finds a product or products by name or product code.
find-user
Finds a user by name or email.
get-note
Finds a note by ID.
get-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.
Triggers
new_person
Triggers when a new person is created
new_deal
Triggers when a new deal is created.
new_activity
Triggers when a new activity is added
new-note
Triggers when a new note is created.
updated_person
Triggers when a person is updated.
updated_deal
Triggers when a deal is updated.
updated-deal-stage
Triggers when a deal's stage is updated.
new-lead
Triggers when a new lead is created.
new-organization
Triggers when a new organization is created.
updated-organization
Triggers when an existing organization is updated.
activity-matching-filter
Trigges when an activity newly matches a Pipedrive filter for the first time.
deal-matching-filter
Trigges when a deal newly matches a Pipedrive filter for the first time.
person-matching-filter
Triggers when a person newly matches a Pipedrive filter for the first time.
organization-matching-filter
Triggers when an organization newly matches a Pipedrive filter for the first time.
