Connect Actionstep and Pipedrive to unlock the power of automation

Creates a new file note for an action/matter.

Creates a task for an action/matter.

Updates an existing file note.

Updates a matter.

Updates a task.

Find a matter custom field based on the supplied custom field name.

Retrieve a matter custom field value based on the supplied custom field id and matter id.

Finds a matter/action by name or ID.

Find a matter based on different search criteria.

Find or Create Matter

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

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

Triggers when a new project is created.

Triggers when an existing deal is updated.

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, type, dates, and other criteria. Returns multiple results.

Finds deals by any field.

Finds leads based on your search criteria.

Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.

Finds persons by ID or field search.

Finds multiple projects by title, description, notes, or custom fields. Returns an array of results.

Find a user by name, email, or ID. Returns detailed user information.

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 field search, or creates one if none is found.

Creates an individual contact.

Create a disbursement.

Update an individual contact

Updates a matter custom field value.

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

Finds a tax code record based on the supplied code.

Find a contact/participant by name or ID.

Find a contact based on different search criteria.

Find or Create Contact

Find a contact based on different search criteria.

Triggers when a new comment is added to a note.

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

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

Triggers when a deal's stage is updated.

Triggers when an existing organization 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.