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.

Triggers when a new questionnaire has been completed and has an available PDF for download.

Create an additional interest for a commercial or personal risk profile.

Creates a new contact with support for multiple emails and phone numbers.

Create equipment for a commercial or personal risk profile.

Create a new legal entity (organization) in a commercial risk profile.

Creates a new premise (location) for a commercial risk profile.

Add a Subject of Insurance to a specific building

Add a new workers compensation exposure to a commercial risk profile.

Permanently deletes an additional interest.

Permanently deletes a contact from a risk profile.

Permanently deletes equipment.

Permanently remove a legal entity.

Permanently deletes a premise (location) from a commercial risk profile.

Permanently deletes a coverage (Subject of Insurance) from a risk profile.

Permanently remove a workers compensation exposure.

Update an existing building in a commercial risk profile.

Update an existing driver's details.

Update a home in a personal risk profile.

Updates an existing liability exposure.

Updates an existing commercial or personal risk profile.

Update an existing vehicle's details.

Finds an additional interest by name, description, or address.

Search for a contact using a general search or specific filters (Name, Email, Phone).

Finds equipment by name, make, model, or number.

Search for existing legal entities by name, FEIN, or description.

Finds a liability exposure by searching class code or premise description.

Search risk profiles

Search for existing workers compensation exposures.

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.

Triggers when a new signature form has been completed and has an available PDF for download.

Triggers when a risk profile is found or retrieved using a flexible v1/v2 API lookup.

Create a building in a commercial risk profile.

Create a driver (personal or commercial) with optional address details.

Create a home in a personal risk profile.