
Pipedrive
Sales CRM and pipeline management software
Triggers
(14)New Person
Triggers when a new person is created
New Deal
Triggers when a new deal is created.
New Activity
Triggers when a new activity is added
New Note
Triggers when a new note is created.
Updated Person
Triggers when a person is updated.
Updated Deal
Triggers when a deal is updated.
Updated Deal Stage
Triggers when a deal's stage is updated.
New Lead
Triggers when a new lead is created.
New Organization
Triggers when a new organization is created.
Updated Organization
Triggers when an existing organization is updated.
Activity Matching Filter
Trigges when an activity newly matches a Pipedrive filter for the first time.
Deal Matching Filter
Trigges when a deal newly matches a Pipedrive filter for the first time.
Person Matching Filter
Triggers when a person newly matches a Pipedrive filter for the first time.
Organization Matching Filter
Triggers when an organization newly matches a Pipedrive filter for the first time.
Actions
(29)Add Follower
Adds a follower to a deal, person, organization or product.
Retrieve a Note
Finds a note by ID.
Create Note
Creates a new note.
Add Labels to Person
Adds existing labels to an existing person.
Add Product to Deal
Adds a product to a deal.
Attach File
Uploads a file and attaches it to a deal,person,organization,activity or product.
Create Activity
Creates a new activity.
Update Activity
Updates an existing activity.
Create Deal
Creates a new deal.
Update Deal
Updates an existing deal.
Create Lead
Creates a new lead.
Update Lead
Updates an existing lead.
Create Organization
Creates a new organization.
Update Organization
Updates an existing organization.
Create Person
Creates a new person.
Update Person
Updates an existing person.
Create Product
Creates a new product.
Update Product
Updates an existing product.
Find Deals Associated With Person
Finds multiple deals related to a specific person.
Find Product
Finds a product by name
Find Products
Finds a product or products by name or product code.
Find Notes
Finds notes by Deal, Lead, Person, or Organization ID.
Retrieve a Product
Finds a product by ID.
Find Organization
Finds an organization.
Find Person
Finds a person.
Find Deal
Finds a deal by any field.
Find Activity
Finds an activity by subject.
Find User
Finds a user by name or email.
Custom API Call
Make a custom API call to a specific endpoint
Example automation
Trigger
Event received
from Pipedrive
Action
Create Module Record
in Coherence
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