Triggers when a new project is created.

Triggers when an existing person is updated.

Adds an existing label to an existing person.

Add product variation to a product.

Creates a new deal.

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

Creates a new note.

Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.

Creates a new project.

Add or remove labels from a deal.

Updates an existing deal.

Updates an existing organization in Pipedrive with new values for selected fields, allowing partial updates to organization properties and custom fields.

Updates an existing product.

Updates an existing task.

Finds activities by subject, owner, and other criteria. Returns multiple results.

Finds deals by any field.

Retrieves a specific activity type by ID, or returns all activity types if no ID is provided.

Retrieves a specific lead by its ID.

Retrieves a specific person by their ID.

Retrieves a specific stage by its ID.

Finds leads based on your search criteria.

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

Finds persons by ID or field search.

Retrieves a specific project by its ID.

Find tasks by title, description, or other criteria.

Finds activities by subject, owner, type, dates, and other criteria, or creates one if none is found.

Finds an organization by name, or creates one if none is found.

Finds a product by field search, or creates one if none is found.

Finds a task by search criteria, or creates one if none is found.

Creates a new Contact

Add a single tag to a existing contact.

Updates a contact and sets do not contact to true to prevent calls and messages.

Gets the calendar event type object by ID so you can check details like its name.

Retrieve a single contact using a Contact ID

Get only the most recent note for a specific contact ID. This will only return 1 note.

Get a single text value that summarizes all notes for a single contact ID. This string includes utc time stamps for each note

Gets a Tag object by ID

Gets a users custom settings which can be used to store api keys, external CRM IDs, or user specific values to be used in automations and Zaps.

Search for Contacts by phone number. Depending on your Call Tools account settings multiple contacts may have the same phone number. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").

Search for Contacts by multiple fields. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").

Triggers when a person newly matches a Pipedrive filter for the first time.

Triggers when a deal's stage is updated.

Adds a discount to an existing deal.

Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)

Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

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

Creates a new lead.

Creates a new organization in Pipedrive with support for custom fields and comprehensive address information.

Creates a new product.

Creates a new task.

Updates an existing activity in Pipedrive with new values for selected fields, allowing partial updates to activity properties.

Updates an existing lead.

Updates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.

Updates an existing project in Pipedrive.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds deals associated with a person with enhanced data.

Finds all variations for a specific product.

Retrieves a specific deal by its ID.

Retrieves detailed organization data with optional related entities. Supports line items for processing multiple organizations.

Retrieves a specific product by its ID.

Retrieves a specific user by their ID.

Retrieves a specific note by its ID.

Finds organizations by ID or field search.

Finds products by name, ID, or product code.

Finds a project or projects by title or other fields.

Find users by name, email, or ID.

Finds a deal by field search, or creates one if none is found.

Finds a person by field search, or creates one if none is found.

Finds a project by name, or creates one if none are found.

Adds a contact to a bucket.

Creates a new do not contact entry and optionally updates existing phone numbers and email addresses accordingly. Check Call Tools account settings "DNC Phone Number cascades to Contact" and "DNC Email Address cascades to Contact" if you want a do not call update on a phone number or email address to cause a DNC status on the whole contact.

Update a existing contact.

Updates a contact and sets it as ready to contact. This is a setting that live filters can filter by

Gets a single call disposition object by ID so you can get details such as name.

Gets a Contact Disposition object by ID to see details such as name.

Return all the notes for a specific contact ID.

Gets a phone number object by ID

Gets a user object by ID to view details such as name or email.

Search for Contacts by multiple fields. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").

Finds a phone number object by phone number and optionally contact id

Search for Contacts by phone number. Depending on your Call Tools account settings multiple contacts may have the same phone number. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").