Triggers when a new project is created.

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.

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 process (run) is launched. Polls newest first and de-duplicates by process ID.

Add a form field (capture) to a template step.

Put a template or process into a folder.

Change the assignees of any task.

Change a member organization role.

Mark a process kickoff (prerun) form as submitted.

Create a folder (optional parent for nesting).

Create a new guest user (external participant)

Delete a task comment (irreversible).

Delete a form field from a template step.

Delete a kickoff (prerun) field permanently.

Permanently delete a template (irreversible).

Deactivate a member account.

Reactivate a disabled member.

Move a form field to another step with position control.

Restore an archived process.

Reopen a submitted kickoff (prerun) form for edits.

Reorder kickoff (prerun) fields. Provide the field IDs in the desired order. The template is fetched, positions are written, and the template is saved.

Launch a new process using a template.

Attach a tag to a template.

Remove a tag from a template. The tag association is resolved automatically.

Replace the full options list on a choice field. The current field payload is fetched and merged first.

Update a form field label, guidance, required flag or position on a template step. The field type is immutable.

Update a group name, description or membership. The full group is fetched and merged first.

Update a kickoff (prerun) field by its ID. The template is fetched, the matching prerun field is merged, and the template is saved.

Update a tag title or color.

Update template metadata (title, summary, guidance, public flag, auto naming).

Find the ID of a resource by name or search term

Read the current options of a choice-type form field on a step.

List a template kickoff (prerun) form fields.

Read organization details.

Read one task inside a process (run).

Read a single member by numeric ID.

List all groups in the organization.

List tasks assigned to a guest.

List processes (runs). Optional status, template and tag filters.

List all tasks in one process (run).

Read all comments and threads on a task (via its process).

List template folders.

List members of the organization.

Search for an existing guest by email, with optional creation if not found.

Search for guest by email, create if not found

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 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 comment or issue thread is added to a watched task. De-duplicates by thread ID.

Add a new comment or issue to a task.

Add a field to a template kickoff (prerun) form. The template is fetched, the prerun array is appended, and the template is saved.

Archive a process (hidden and restorable, not deleted).

Change the deadline of any task.

Duplicate a template under a new name.

Create a new workflow template