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Catalogue metadata onlycrmv20260826_00

PIPEDRIVE

Pipedrive

Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing

Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.

Pakkawork boundary

Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.

No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source

402

Action summaries

Display-only definitions

3

Trigger types

Not installed instances

2

Auth modes

Field names, never values

No

Execution

No runtime adapter

Authentication map

What setup is declared?

Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
OAUTH2API_KEY

OAUTH2

pipedrive_oauth

Provider setup

Developer setup

  • Client idclient_id · stringRequired
  • Client secretclient_secret · stringRequired
  • Redirect URIoauth_redirect_uri · stringOptional
  • Scopesscopes · stringOptional

User connection

No fields declared in this snapshot.

API_KEY

pipedrive_api_key

Provider setup

Developer setup

No fields declared in this snapshot.

User connection

  • Company Domainsubdomain · stringRequired
  • API Tokengeneric_api_key · stringRequired

Capability index

Actions and trigger definitions

Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.

Showing 1–30 of 402 actions

Add new activity type

PIPEDRIVE_ADD_ACTIVITY_TYPE

Adds a new activity type.

Untrusted display-only summary

Add a deal

PIPEDRIVE_ADD_A_DEAL

Add a new deal to Pipedrive with any custom fields, which vary by account and are identified by long hash keys. Check dealFields for existing custom fields. For details, visit the tutorial on adding a deal.

Untrusted display-only summary

Add an activity

PIPEDRIVE_ADD_AN_ACTIVITY

New activity added. Response includes `more_activities_scheduled_in_context` to show if more are planned with the same entity. See tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding-an-activity).

Untrusted display-only summary

Add an organization

PIPEDRIVE_ADD_AN_ORGANIZATION

Creates a new organization in Pipedrive. The 'name' parameter is required and represents the organization's name (e.g., 'Acme Corp'). Optionally specify 'owner_id' to assign an owner and 'visible_to' for visibility settings. Custom fields can also be added using field keys from organizationFields.

Untrusted display-only summary

Add a note (Deprecated)

PIPEDRIVE_ADD_A_NOTE

DEPRECATED: Use PIPEDRIVE_PIPEDRIVE_ADD_NOTE instead. Add a note to a deal, person, organization, lead, or project in Pipedrive. At least one of deal_id, person_id, org_id, lead_id, or project_id must be provided.

Untrusted display-only summary

Add a person

PIPEDRIVE_ADD_A_PERSON

Add a new contact in Pipedrive with optional custom fields unique to each account found using the `personFields` endpoint. The endpoint also handles `data.marketing_status` for Campaigns product users.

Untrusted display-only summary

Add a call log

PIPEDRIVE_ADD_CALL_LOG

Adds a new call log.

Untrusted display-only summary

Add Call Log Audio File

PIPEDRIVE_ADD_CALL_LOG_AUDIO_FILE

Tool to attach an audio recording to an existing call log in Pipedrive. Use when you need to add audio evidence to a call log. Only one recording per call log is allowed.

Untrusted display-only summary

Add a channel

PIPEDRIVE_ADD_CHANNEL

New messaging channel added; registration limited to admins. Utilizes getConversations endpoint for data retrieval. Requires Messengers integration OAuth scope and a prepared Messaging app extension manifest.

Untrusted display-only summary

Add discount to deal

PIPEDRIVE_ADD_DEAL_DISCOUNT

Tool to add a discount to a deal in Pipedrive. Use when you need to apply a percentage-based or fixed amount discount to an existing deal.

Untrusted display-only summary

Add a new deal field

PIPEDRIVE_ADD_DEAL_FIELD

Adds a new deal field. For more information, see the tutorial for adding a new custom field .

Untrusted display-only summary

Add deal field options

PIPEDRIVE_ADD_DEALFIELDS_OPTIONS

Tool to add new options to a deal custom field atomically. Use when you need to add options to enum or set type deal fields.

Untrusted display-only summary

Add a follower to a deal

PIPEDRIVE_ADD_DEAL_FOLLOWER

Adds a follower to a deal.

Untrusted display-only summary

Add a participant to a deal

PIPEDRIVE_ADD_DEAL_PARTICIPANT

Adds a participant to a deal.

Untrusted display-only summary

Add product to deal

PIPEDRIVE_ADD_DEAL_PRODUCT

Tool to add a product to a deal in Pipedrive. Use when you need to attach a product to an existing deal with custom pricing, quantity, duration, discount, and tax settings.

Untrusted display-only summary

Bulk add products to deal

PIPEDRIVE_ADD_DEAL_PRODUCTS

Tool to bulk add products to a Pipedrive deal. Use when attaching multiple products simultaneously, with maximum 100 products per request.

Untrusted display-only summary

Add file

PIPEDRIVE_ADD_FILE

Upload and link files to deals, people, organizations, activities, products, or leads in Pipedrive. See the "adding a file" tutorial for details.

Untrusted display-only summary

Add a new filter

PIPEDRIVE_ADD_FILTER

New filter creation returns an ID. Only one primary condition group with 'AND' and two secondary groups (one 'AND', one 'OR') are supported. Future syntax expansion possible. See tutorial for details.

Untrusted display-only summary

Add a new goal

PIPEDRIVE_ADD_GOAL

Adds a new goal. Along with adding a new goal, a report is created to track the progress of your goal.

Untrusted display-only summary

Receives an incoming message

PIPEDRIVE_ADD_INCOMING_MESSAGE

Adds a message to a conversation. To use the endpoint, you need to have **Messengers integration** OAuth scope enabled and the Messaging manifest ready for the [Messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension).

Untrusted display-only summary

Add an installment subscription

PIPEDRIVE_ADD_INSTALLMENT_SUBSCRIPTION

Adds a new installment subscription. Note: Subscriptions endpoints may not be available on the company-specific base URL. To avoid 404s, this action overrides the default request behavior and uses the public API host (api.pipedrive.com) explicitly.

Untrusted display-only summary

Add a lead

PIPEDRIVE_ADD_LEAD

Pipedrive API lets you add leads linked to people or organizations and tags them with 'API' source. Custom fields from deals apply to leads and appear in responses if set. Details are in the tutorials for adding and updating leads.

Untrusted display-only summary

Add a lead label

PIPEDRIVE_ADD_LEAD_LABEL

Creates a lead label.

Untrusted display-only summary

Add Note

PIPEDRIVE_ADD_NOTE

Tool to add a note to a deal, person, organization, lead, or project in Pipedrive. Use when you need to create a note attached to an entity. At least one entity ID (lead_id, deal_id, person_id, org_id, or project_id) must be provided.

Untrusted display-only summary

Add comment to note

PIPEDRIVE_ADD_NOTE_COMMENT

Tool to add a comment to an existing note in Pipedrive. Use when you need to add commentary or updates to notes linked to deals, persons, or organizations.

Untrusted display-only summary

Add a new organization field

PIPEDRIVE_ADD_ORGANIZATION_FIELD

Adds a new organization field. For more information, see the tutorial for adding a new custom field .

Untrusted display-only summary

Add Organization Field Options

PIPEDRIVE_ADD_ORGANIZATION_FIELD_OPTIONS

Tool to add new options to an organization field in Pipedrive. Use when you need to add new choices to enum or set type organization fields. This is an atomic operation where all options are added or none.

Untrusted display-only summary

Add organization follower

PIPEDRIVE_ADD_ORGANIZATION_FOLLOWER

Tool to add a follower to an organization in Pipedrive. Use when you need to create a follower relationship between a user and an organization entity.

Untrusted display-only summary

Add or update role setting

PIPEDRIVE_ADD_OR_UPDATE_ROLE_SETTING

Adds or updates the visibility setting for a role. Notes: - Roles endpoints require the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/settings - This action normalizes the base URL accordingly.

Untrusted display-only summary

Add a new person field

PIPEDRIVE_ADD_PERSON_FIELD

Adds a new person field. For more information, see the tutorial for adding a new custom field .

Untrusted display-only summary

Provenance

Versioned facts, explicit trust.

The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.

Repository
https://github.com/provider-directoryHQ/provider-directory
Commit
85e33f6a81dfe987f6fc3637d48d45052cea8ca5
Generated
2026-09-12
Trust policy
untrusted_display_only

Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.