Pipedrive

Adds a new activity type.

Add a new deal to Pipedrive with any custom fields, which vary by account and are identified by long hash keys. Check dealFields for existing custom fields. For details, visit the tutorial on adding a deal.

New activity added. Response includes `more_activities_scheduled_in_context` to show if more are planned with the same entity. See tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding-an-activity).

Creates a new organization in Pipedrive. The 'name' parameter is required and represents the organization's name (e.g., 'Acme Corp'). Optionally specify 'owner_id' to assign an owner and 'visible_to' for visibility settings. Custom fields can also be added using field keys from organizationFields.

DEPRECATED: Use PIPEDRIVE_PIPEDRIVE_ADD_NOTE instead. Add a note to a deal, person, organization, lead, or project in Pipedrive. At least one of deal_id, person_id, org_id, lead_id, or project_id must be provided.

Add a new contact in Pipedrive with optional custom fields unique to each account found using the `personFields` endpoint. The endpoint also handles `data.marketing_status` for Campaigns product users.

Adds a new call log.

Tool to attach an audio recording to an existing call log in Pipedrive. Use when you need to add audio evidence to a call log. Only one recording per call log is allowed.

New messaging channel added; registration limited to admins. Utilizes getConversations endpoint for data retrieval. Requires Messengers integration OAuth scope and a prepared Messaging app extension manifest.

Tool to add a discount to a deal in Pipedrive. Use when you need to apply a percentage-based or fixed amount discount to an existing deal.

Adds a new deal field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.

Tool to add new options to a deal custom field atomically. Use when you need to add options to enum or set type deal fields.

Adds a follower to a deal.

Adds a participant to a deal.

Tool to add a product to a deal in Pipedrive. Use when you need to attach a product to an existing deal with custom pricing, quantity, duration, discount, and tax settings.

Tool to bulk add products to a Pipedrive deal. Use when attaching multiple products simultaneously, with maximum 100 products per request.

Upload and link files to deals, people, organizations, activities, products, or leads in Pipedrive. See the "adding a file" tutorial for details.

New filter creation returns an ID. Only one primary condition group with 'AND' and two secondary groups (one 'AND', one 'OR') are supported. Future syntax expansion possible. See tutorial for details.

Adds a new goal. Along with adding a new goal, a report is created to track the progress of your goal.

Adds a message to a conversation. To use the endpoint, you need to have **Messengers integration** OAuth scope enabled and the Messaging manifest ready for the [Messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension).

Adds a new installment subscription. Note: Subscriptions endpoints may not be available on the company-specific base URL. To avoid 404s, this action overrides the default request behavior and uses the public API host (api.pipedrive.com) explicitly.

Pipedrive API lets you add leads linked to people or organizations and tags them with 'API' source. Custom fields from deals apply to leads and appear in responses if set. Details are in the tutorials for adding and updating leads.

Creates a lead label.

Tool to add a note to a deal, person, organization, lead, or project in Pipedrive. Use when you need to create a note attached to an entity. At least one entity ID (lead_id, deal_id, person_id, org_id, or project_id) must be provided.

Tool to add a comment to an existing note in Pipedrive. Use when you need to add commentary or updates to notes linked to deals, persons, or organizations.

Adds a new organization field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.

Tool to add new options to an organization field in Pipedrive. Use when you need to add new choices to enum or set type organization fields. This is an atomic operation where all options are added or none.

Tool to add a follower to an organization in Pipedrive. Use when you need to create a follower relationship between a user and an organization entity.

Adds or updates the visibility setting for a role. Notes: - Roles endpoints require the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/settings - This action normalizes the base URL accordingly.

Adds a new person field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.

Tool to bulk add options to enum/set person fields atomically. Use when you need to add new options to a person field.

Tool to add a follower to a person in Pipedrive. Use when you need to create a follower relationship between a user and a person entity.

This service allows adding a photo to a person's profile, replacing any existing one. Images must be square with a minimum size of 128 pixels and in GIF, JPG, or PNG formats. They will be resized to 128 and 512 pixels.

Adds a new pipeline (v2).

Adds a new product to the Products inventory. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-product" target="_blank" rel="noopener noreferrer">adding a product</a>.

Adds a new product field. For more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target="_blank" rel="noopener noreferrer">adding a new custom field</a>.

Tool to add new options to a product custom field that supports options (enum or set field types). Use when you need to expand the available choices for a product field. This operation is atomic - all options are added or none are added.

Tool to add a follower to a product in Pipedrive. Use when you need to have a user follow a specific product for updates and notifications.

Tool to upload an image for a product in Pipedrive. Use when you need to add a visual representation to a product.

Tool to create a new product variation for an existing product. Use when you need to add a variation with customizable name and prices in multiple currencies.

Adds a new project. Note that you can supply additional custom fields along with the request that are not described here. These custom fields are different for each Pipedrive account and can be recognized by long hashes as keys.

Adds a new recurring subscription.

Adds a new role. Note: - Roles endpoints require the `admin` scope. - For OAuth tokens, Pipedrive expects the company domain base URL with `/api/v1` path. Example: https://{COMPANY}.pipedrive.com/api/v1/roles - This action normalizes the base_url provided by metadata to ensure `/api/v1` is used.

Assigns a user to a role. Notes: - Roles endpoints require the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/assignments - This action normalizes the base URL accordingly and ensures JSON body is sent.

Adds a new stage, returns the ID upon success.

Adds a new task.

Adds a new team to the company and returns the created object.

Adds users to an existing team.

Adds a new user to the company, returns the ID upon success.

Archives a project.

Cancels a recurring subscription. This action attempts to cancel a recurring subscription via Subscriptions API. If Subscriptions endpoints are unavailable (404), it gracefully falls back to disabling all product attachments on the given deal (interpreting `id` as `deal_id`) to mimic cancellation behavior.

Tool to convert a Pipedrive deal to a lead asynchronously. Use when you need to move a deal back to the lead stage, transferring related entities like notes, files, emails, and activities. Requires global admin or 'Convert deals to leads' permission.

Tool to convert a Pipedrive lead to a deal asynchronously. Use when you need to convert an existing lead into a deal. The conversion transfers all related entities (notes, files, emails, activities) to the new deal. Upon successful conversion, the lead is marked as deleted. Use the returned conversion_id to check the conversion status.

Creates and returns an organization relationship.

Creates an empty file on Google Drive linked to an item. For details, refer to the Pipedrive remote file adding tutorial.

Creates and returns details of a new Webhook. Trigger events combine `event_action` and `event_object`, like `*.*` for all events or `added.deal`, `deleted.persons` for specific actions. More info in the Webhooks guide.

Tool to retrieve metadata about all activity fields in the company. Use when you need to get information about field structure, types, options, and properties for activities.

Tool to update product details attached to a deal in Pipedrive using the v2 API. Use when you need to modify product attributes like price, quantity, discount, or tax for a deal-product attachment.

Marks multiple activities as deleted. After 30 days, the activities will be permanently deleted.

Tool to delete an activity in Pipedrive. Use when you need to remove an activity. This is a soft delete operation - the activity will be permanently deleted after 30 days.