Pipedrive

What you can do

30 actions, each one call from a workflow or a server function. Triggers come from your app: a row changing, a schedule or a webhook.

• Create Dealcreate-deal
  Creates a new deal.
• Create Personcreate-person
  Creates a new person.
• Find Dealfind-deal
  Finds a deal by any field.
• Add Followeradd-follower
  Adds a follower to a deal, person, organization or product.
• Add Labels to Personadd-labels-to-person
  Adds existing labels to an existing person.
• Add Product to Dealadd-product-to-deal
  Adds a product to a deal.
• Attach Fileattach-file
  Uploads a file and attaches it to a deal,person,organization,activity or product.
• Create Activitycreate-activity
  Creates a new activity.
• Create Leadcreate-lead
  Creates a new lead.
• Create Notecreate-note
  Creates a new note.
• Create Organizationcreate-organization
  Creates a new organization.
• Create Productcreate-product
  Creates a new product.

All 30 actions with their inputs

Set it up

About two minutes, once per project or once for the whole workspace.

1. Open Integrations in the builder

   Backend panel, Integrations tab, then Pipedrive. To connect it for every project, use Workspace settings, Integrations.

2. Sign in to Pipedrive

   You sign in to Pipedrive and approve access. Appbricx keeps the tokens, encrypted, and refreshes them.

   This uses an OAuth app: the platform's, or your own from the admin panel, and you can bring your own credentials.

3. Call an action

   From a workflow, by integration id and action name. The call answers with success, output and, when it fails, the reason.

   // .workflow.js (native ctx)
   export async function run(ctx) {
     const res = await ctx.integrations.invoke("pipedrive", "create-deal", {
       "title": "<title>"
     });
     if (!res.success) throw new Error(res.error);
     ctx.log.info("Pipedrive answered", { output: res.output });
   }

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