You can wire the Pipedrive node into an AI agent as a tool provider: the agent calls the operations you allow. See Agent tools.
Credentials
Connect Pipedrive under Credentials in the node settings. See Connecting credentials for the general flow.OAuth
Sign in with your Pipedrive account when prompted; no keys to copy. Get your credentials here. NoClick requests the following permissions:basedeals:fullcontacts:fullactivities:fullleads:fullproducts:fullusers:readsearch:readrecents:readwebhooks:full
API token
Enter the values manually when creating the credential. Find your API token under Settings -> Personal preferences -> API, and your company domain in your Pipedrive URL (the subdomain before .pipedrive.com). Get your credentials here.Operations
Activities
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Add Activity Type | add_activity_type | ||
| Create Activity | create_activity | ||
| Delete Activity | delete_activity | ||
| Delete Activity Type | delete_activity_type | ||
| Get Activity | get_activity | ||
| Get Activity Fields | get_activity_fields | ||
| List Activities | list_activities | ||
| List Activity Types | list_activity_types | ||
| Update Activity | update_activity | ||
| Update Activity Type | update_activity_type |
Call logs
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Add Call Log | add_call_log | ||
| Attach Call Log Recording | add_call_log_recording | ||
| Delete Call Log | delete_call_log | ||
| Get Call Log | get_call_log | ||
| List Call Logs | list_call_logs |
Channels
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Add Channel | add_channel | ||
| Delete Channel | delete_channel | ||
| Delete Conversation | delete_channel_conversation | ||
| Receive Incoming Message | receive_channel_message |
Deals
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Add a Deal Field (v1) | add_deal_field | ||
| Add a Deal Field (v2) | add_deal_field_v2 | ||
| Add a Discount to a Deal | add_deal_discount | ||
| Add a Follower to a Deal | add_deal_follower | ||
| Add a Follower to a Deal (v1) | add_deal_follower_v1 | ||
| Add a Participant to a Deal | add_deal_participant | ||
| Add a Product to a Deal | add_deal_product | ||
| Add an Installment to a Deal | add_deal_installment | ||
| Add Multiple Products to a Deal (Bulk) | add_deal_products_bulk | ||
| Add Options to a Deal Field (v2) | add_deal_field_options_v2 | ||
| Convert Deal to Lead | convert_deal_to_lead | ||
| Create Deal | create_deal | ||
| Delete a Deal Field (v1) | delete_deal_field | ||
| Delete a Deal Field (v2) | delete_deal_field_v2 | ||
| Delete a Discount From a Deal | delete_deal_discount | ||
| Delete a Follower From a Deal | delete_deal_follower | ||
| Delete a Follower From a Deal (v1) | delete_deal_follower_v1 | ||
| Delete a Participant From a Deal | delete_deal_participant | ||
| Delete a Product Attached to a Deal | delete_deal_product | ||
| Delete an Installment From a Deal | delete_deal_installment | ||
| Delete Deal | delete_deal | ||
| Delete Many Products From a Deal | delete_many_deal_products | ||
| Delete Multiple Deal Fields in Bulk (v1) | delete_deal_fields | ||
| Delete Options From a Deal Field (v2) | delete_deal_field_options_v2 | ||
| Duplicate Deal | duplicate_deal | ||
| Get All Deal Fields (v1) | get_deal_fields | ||
| Get All Deal Fields (v2) | get_deal_fields_v2 | ||
| Get Archived Deals Summary | get_archived_deals_summary | ||
| Get Archived Deals Timeline | get_archived_deals_timeline | ||
| Get Deal | get_deal | ||
| Get Deal Changelog | get_deal_changelog | ||
| Get Deal Conversion Status | get_deal_conversion_status | ||
| Get Deal Flow (Updates) | get_deal_flow | ||
| Get Deals Summary | get_deals_summary | ||
| Get Deals Timeline | get_deals_timeline | ||
| Get One Deal Field (v1) | get_deal_field | ||
| Get One Deal Field (v2) | get_deal_field_v2 | ||
| List Archived Deals | list_archived_deals | ||
| List Deal Followers | list_deal_followers | ||
| List Deal Followers (v1) | list_deal_followers_v1 | ||
| List Deal Followers Changelog | list_deal_followers_changelog | ||
| List Deal Participants | list_deal_participants | ||
| List Deal Participants Changelog | list_deal_participants_changelog | ||
| List Deals | list_deals | ||
| List Discounts Added to a Deal | list_deal_discounts | ||
| List Files Attached to a Deal | list_deal_files | ||
| List Installments Across Deals | list_deals_installments | ||
| List Mail Messages Associated With a Deal | list_deal_mail_messages | ||
| List Products Across Deals | get_deals_products_across | ||
| List Products Attached to a Deal | list_deal_products | ||
| List Users Permitted to Access a Deal | list_deal_permitted_users | ||
| Merge Two Deals | merge_deals | ||
| Search Deals | search_deals | ||
| Update a Deal Field (v1) | update_deal_field | ||
| Update a Deal Field (v2) | update_deal_field_v2 | ||
| Update a Discount on a Deal | update_deal_discount | ||
| Update an Installment on a Deal | update_deal_installment | ||
| Update Deal | update_deal | ||
| Update Options of a Deal Field (v2) | update_deal_field_options_v2 | ||
| Update Product Attached to a Deal | update_deal_product |
Files
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Create a Remote File and Link to Item | add_file_remote | ||
| Delete a File | delete_file | ||
| Download One File | download_file | ||
| Get All Files | list_files | ||
| Get One File | get_file | ||
| Link a Remote File to an Item | link_file_remote | ||
| Update File Details | update_file |
Filters
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Add a New Filter | add_filter | ||
| Delete a Filter | delete_filter | ||
| Delete Multiple Filters in Bulk | delete_filters_bulk | ||
| Get All Filter Helpers | get_filter_helpers | ||
| Get All Filters | list_filters | ||
| Get One Filter | get_filter | ||
| Update Filter | update_filter |
Goals
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Add a Goal | add_goal | ||
| Delete Existing Goal | delete_goal | ||
| Find Goals | find_goals | ||
| Get Result of a Goal | get_goal_results | ||
| Update Existing Goal | update_goal |
Leads
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Add Lead Label | add_lead_label | ||
| Create Lead | create_lead | ||
| Delete Lead | delete_lead | ||
| Delete Lead Label | delete_lead_label | ||
| Get Lead | get_lead | ||
| List Lead Labels | list_lead_labels | ||
| List Lead Permitted Users | get_lead_permitted_users | ||
| List Lead Sources | list_lead_sources | ||
| List Leads | list_leads | ||
| Search Leads | search_leads | ||
| Update Lead | update_lead | ||
| Update Lead Label | update_lead_label |
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Delete a Mail Thread | delete_mail_thread | ||
| Get All Mail Messages of Mail Thread | list_mail_thread_messages | ||
| Get Mail Threads | list_mail_threads | ||
| Get One Mail Message | get_mail_message | ||
| Get One Mail Thread | get_mail_thread | ||
| Update Mail Thread Details | update_mail_thread |
Notes
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Add Note Comment | add_note_comment | ||
| Create Note | create_note | ||
| Delete Note | delete_note | ||
| Delete Note Comment | delete_note_comment | ||
| Get Note | get_note | ||
| Get Note Comment | get_note_comment | ||
| Get Note Fields | get_note_fields | ||
| List Note Comments | list_note_comments | ||
| List Notes | list_notes | ||
| Update Note | update_note | ||
| Update Note Comment | update_note_comment |
Organizations
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Add a Follower to an Organization | add_organization_follower | ||
| Add Organization Field | create_organization_field | ||
| Create Organization | create_organization | ||
| Create Organization Relationship | create_organization_relationship | ||
| Delete a Follower from an Organization | delete_organization_follower | ||
| Delete Multiple Organization Fields | delete_organization_fields_bulk | ||
| Delete Multiple Organizations | delete_organizations_bulk | ||
| Delete Organization | delete_organization | ||
| Delete Organization Field | delete_organization_field | ||
| Delete Organization Relationship | delete_organization_relationship | ||
| Get One Organization Field | get_organization_field | ||
| Get One Organization Relationship | get_organization_relationship | ||
| Get Organization | get_organization | ||
| List Activities of an Organization | list_organization_activities | ||
| List Deals of an Organization | list_organization_deals | ||
| List Files Attached to an Organization | list_organization_files | ||
| List Followers of an Organization | list_organization_followers | ||
| List Mail Messages of an Organization | list_organization_mail_messages | ||
| List Organization Field Value Changelog | list_organization_changelog | ||
| List Organization Fields | list_organization_fields | ||
| List Organization Followers Changelog | list_organization_followers_changelog | ||
| List Organization Relationships | list_organization_relationships | ||
| List Organizations | list_organizations | ||
| List Permitted Users of an Organization | list_organization_permitted_users | ||
| List Persons of an Organization | list_organization_persons | ||
| List Updates About an Organization (Flow) | list_organization_updates | ||
| Merge Organization | merge_organization | ||
| Search Organizations | search_organizations | ||
| Update Organization | update_organization | ||
| Update Organization Field | update_organization_field | ||
| Update Organization Relationship | update_organization_relationship |
Persons
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Add a Follower to a Person | add_person_follower | ||
| Add Person Field | create_person_field | ||
| Create Person | create_person | ||
| Delete a Follower from a Person | delete_person_follower | ||
| Delete Multiple Person Fields | delete_person_fields_bulk | ||
| Delete Multiple Persons | delete_persons_bulk | ||
| Delete Person | delete_person | ||
| Delete Person Field | delete_person_field | ||
| Delete Person Picture | delete_person_picture | ||
| Get One Person Field | get_person_field | ||
| Get Person | get_person | ||
| Get Person Picture | get_person_picture | ||
| List Activities of a Person | list_person_activities | ||
| List Deals of a Person | list_person_deals | ||
| List Files Attached to a Person | list_person_files | ||
| List Followers of a Person | list_person_followers | ||
| List Mail Messages of a Person | list_person_mail_messages | ||
| List Permitted Users of a Person | list_person_permitted_users | ||
| List Person Field Value Changelog | list_person_changelog | ||
| List Person Fields | list_person_fields | ||
| List Person Followers Changelog | list_person_followers_changelog | ||
| List Persons | list_persons | ||
| List Products of a Person | list_person_products | ||
| List Updates About a Person (Flow) | list_person_updates | ||
| Merge Person | merge_person | ||
| Search Persons | search_persons | ||
| Update Person | update_person | ||
| Update Person Field | update_person_field |
Pipelines
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Create Pipeline | create_pipeline | ||
| Delete Pipeline | delete_pipeline | ||
| Get Deals in a Pipeline | get_pipeline_deals | ||
| Get Pipeline | get_pipeline | ||
| Get Pipeline Conversion Statistics | get_pipeline_conversion_statistics | ||
| Get Pipeline Movement Statistics | get_pipeline_movement_statistics | ||
| List Pipelines | list_pipelines | ||
| Update Pipeline | update_pipeline |
Products
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Add Product Field Options | add_product_field_options | ||
| Add Product Follower | add_product_follower | ||
| Create Product | create_product | ||
| Create Product Field | create_product_field | ||
| Create Product Variation | create_product_variation | ||
| Delete Multiple Product Fields (Bulk) | delete_product_fields | ||
| Delete Product | delete_product | ||
| Delete Product Field | delete_product_field | ||
| Delete Product Field Options | delete_product_field_options | ||
| Delete Product Follower | delete_product_follower | ||
| Delete Product Image | delete_product_image | ||
| Delete Product Variation | delete_product_variation | ||
| Duplicate Product | duplicate_product | ||
| Get Deals Where a Product Is Attached | get_product_deals | ||
| Get Product | get_product | ||
| Get Product Field | get_product_field | ||
| List Permitted Users | get_product_permitted_users | ||
| List Product Fields | list_product_fields | ||
| List Product Files | get_product_files | ||
| List Product Followers | list_product_followers | ||
| List Product Followers Changelog | get_product_followers_changelog | ||
| List Product Images | list_product_images | ||
| List Product Variations | list_product_variations | ||
| List Products | list_products | ||
| Search Products | search_products | ||
| Update Product | update_product | ||
| Update Product Field | update_product_field | ||
| Update Product Field Options | update_product_field_options | ||
| Update Product Variation | update_product_variation |
Projects
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Add Project | add_project | ||
| Archive Project | archive_project | ||
| Delete Project | delete_project | ||
| Get Project | get_project | ||
| Get Project Activities | get_project_activities | ||
| Get Project Board | get_project_board | ||
| Get Project Groups | get_project_groups | ||
| Get Project Phase | get_project_phase | ||
| Get Project Plan | get_project_plan | ||
| Get Project Template | get_project_template | ||
| List Project Templates | list_project_templates | ||
| List Projects | list_projects | ||
| Update Plan Activity Phase/Group | update_project_plan_activity | ||
| Update Plan Task Phase/Group | update_project_plan_task | ||
| Update Project | update_project |
Roles
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Add a Role | create_role | ||
| Add a Team | create_legacy_team | ||
| Add or Update Role Setting | add_role_setting | ||
| Add Role Assignment | add_role_assignment | ||
| Add Users to a Team | add_legacy_team_users | ||
| Delete a Role | delete_role | ||
| Delete a Role Assignment | delete_role_assignment | ||
| Delete Users from a Team | delete_legacy_team_users | ||
| Get a Single Team | get_legacy_team | ||
| Get All Permission Sets | list_permission_sets | ||
| Get All Roles | list_roles | ||
| Get All Teams | list_legacy_teams | ||
| Get All Teams of a User | list_user_legacy_teams | ||
| Get All Users in a Team | list_legacy_team_users | ||
| Get One Permission Set | get_permission_set | ||
| Get One Role | get_role | ||
| List Permission Set Assignments | list_permission_set_assignments | ||
| List Pipeline Visibility for a Role | list_role_pipelines | ||
| List Role Assignments | list_role_assignments | ||
| List Role Settings | get_role_settings | ||
| Update a Team | update_legacy_team | ||
| Update Pipeline Visibility for a Role | update_role_pipelines | ||
| Update Role Details | update_role |
Search
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Get All Supported Currencies | list_currencies | ||
| Get Recents | list_recents | ||
| Perform a Search from Multiple Item Types | item_search | ||
| Perform a Search Using a Specific Field’s Value | item_search_by_field |
Stages
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Create Stage | create_stage | ||
| Delete Stage | delete_stage | ||
| Get Deals in a Stage | get_stage_deals | ||
| Get Stage | get_stage | ||
| List Stages | list_stages | ||
| Update Stage | update_stage |
System
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Delete User Provider Link | delete_user_provider_link | ||
| Link User to Video Call Provider | add_user_provider_link |
Tasks
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Add Task | add_task | ||
| Delete Task | delete_task | ||
| Get Task | get_task | ||
| List Tasks | list_tasks | ||
| Update Task | update_task |
Users
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Add a User | create_user | ||
| Find Users by Name | find_users | ||
| Get All Users | list_users | ||
| Get Current User Data | get_current_user | ||
| Get One User | get_user | ||
| List Settings of Authorized User | get_user_settings | ||
| List User Connections | list_user_connections | ||
| List User Followers | list_user_followers | ||
| List User Permissions | list_user_permissions | ||
| List User Role Assignments | list_user_role_assignments | ||
| List User Role Settings | list_user_role_settings | ||
| Update User Details | update_user |
Webhooks
| Operation | ID | Description | Trigger |
|---|---|---|---|
| Create Webhook | create_webhook | ||
| Delete Webhook | delete_webhook | ||
| List Webhooks | list_webhooks |
Other
| Operation | ID | Description | Trigger |
|---|---|---|---|
| On Activity Changed | on_activity_changed | Yes | |
| On Activity Created | on_activity_created | Yes | |
| On Activity Deleted | on_activity_deleted | Yes | |
| On Any Pipedrive Event | on_pipedrive_any_event | Yes | |
| On Deal Changed | on_deal_changed | Yes | |
| On Deal Created | on_deal_created | Yes | |
| On Deal Deleted | on_deal_deleted | Yes | |
| On Lead Changed | on_lead_changed | Yes | |
| On Lead Created | on_lead_created | Yes | |
| On Lead Deleted | on_lead_deleted | Yes | |
| On Note Changed | on_note_changed | Yes | |
| On Note Created | on_note_created | Yes | |
| On Note Deleted | on_note_deleted | Yes | |
| On Organization Changed | on_organization_changed | Yes | |
| On Organization Created | on_organization_created | Yes | |
| On Organization Deleted | on_organization_deleted | Yes | |
| On Person Changed | on_person_changed | Yes | |
| On Person Created | on_person_created | Yes | |
| On Person Deleted | on_person_deleted | Yes | |
| On Pipeline Changed | on_pipeline_changed | Yes | |
| On Pipeline Created | on_pipeline_created | Yes | |
| On Pipeline Deleted | on_pipeline_deleted | Yes | |
| On Product Changed | on_product_changed | Yes | |
| On Product Created | on_product_created | Yes | |
| On Product Deleted | on_product_deleted | Yes | |
| On Stage Changed | on_stage_changed | Yes | |
| On Stage Created | on_stage_created | Yes | |
| On Stage Deleted | on_stage_deleted | Yes | |
| On User Changed | on_user_changed | Yes | |
| On User Created | on_user_created | Yes | |
| On User Deleted | on_user_deleted | Yes |