Pakkawork
All integrations
PI
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.
Actions (402)Triggers (3)

Showing 301–330 of 402 actions

List mail messages associated with a person

PIPEDRIVE_LIST_PERSON_MAIL_MESSAGES

Lists mail messages associated with a person.

Untrusted display-only summary

List products associated with a person

PIPEDRIVE_LIST_PERSON_PRODUCTS

Lists products associated with a person.

Untrusted display-only summary

List Person Access Users

PIPEDRIVE_LIST_PERSON_USERS

List users permitted to access a person.

Untrusted display-only summary

List files attached to a product

PIPEDRIVE_LIST_PRODUCT_FILES

Lists files associated with a product.

Untrusted display-only summary

List followers of a product

PIPEDRIVE_LIST_PRODUCT_FOLLOWERS

Lists the followers of a product.

Untrusted display-only summary

List Product Permitted Users

PIPEDRIVE_LIST_PRODUCT_USERS

Lists users permitted to access a product.

Untrusted display-only summary

List role assignments

PIPEDRIVE_LIST_ROLE_ASSIGNMENTS

Returns all users assigned to 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}/assignments - This action normalizes the base URL accordingly.

Untrusted display-only summary

List pipeline visibility for a role

PIPEDRIVE_LIST_ROLE_PIPELINE_VISIBILITY

Returns a list of visible or hidden pipeline IDs by role. See the "Visibility groups article" for details on pipeline visibility.

Untrusted display-only summary

List role settings

PIPEDRIVE_LIST_ROLE_SETTINGS

Returns the visibility settings of a specific 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

List updates about an organization

PIPEDRIVE_LIST_UPDATES_ABOUT_AN_ORGANIZATION

Lists updates about an organization.

Untrusted display-only summary

List updates about a person

PIPEDRIVE_LIST_UPDATES_ABOUT_A_PERSON

Lists updates about a person. If a company uses the [Campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint's response will also include updates for the `marketing_status` field.

Untrusted display-only summary

List updates about participants of a deal

PIPEDRIVE_LIST_UPDATES_ABOUT_PARTICIPANTS_OF_A_DEAL

This endpoint provides cursor-paginated updates on deal participants. For pagination details, see the Pipedrive documentation.

Untrusted display-only summary

List followers of a user

PIPEDRIVE_LIST_USER_FOLLOWERS

Lists the followers of a specific user.

Untrusted display-only summary

List user permissions

PIPEDRIVE_LIST_USER_PERMISSIONS

Lists aggregated permissions over all assigned permission sets for a user.

Untrusted display-only summary

List User Role Assignments

PIPEDRIVE_LIST_USER_ROLE_ASSIGNMENTS

Lists role assignments for a user.

Untrusted display-only summary

List user role settings

PIPEDRIVE_LIST_USER_ROLE_SETTINGS

Lists the settings of user's assigned role.

Untrusted display-only summary

List settings of an authorized user

PIPEDRIVE_LIST_USER_SETTINGS

Lists the settings of an authorized user. Example response contains a shortened list of settings.

Untrusted display-only summary

Merge Deals

PIPEDRIVE_MERGE_DEALS

Tool to merge two deals in Pipedrive. Use when you need to consolidate two deals into one. The deal specified by 'id' will be merged into the deal specified by 'merge_with_id', and the first deal will be removed while the second one will remain with all consolidated data.

Untrusted display-only summary

Merge Organizations

PIPEDRIVE_MERGE_ORGANIZATIONS

Tool to merge two organizations in Pipedrive. Use when you need to consolidate two organizations into one. The organization specified by 'id' will be merged into the organization specified by 'merge_with_id', and the first organization will be removed while the second one will remain with all consolidated data.

Untrusted display-only summary

Merge two persons

PIPEDRIVE_MERGE_PERSONS

Tool to merge two persons in Pipedrive. Use when you need to combine two person records into one. The person ID specified in the request will be merged and removed, while the merge_with_id person will remain. When data conflicts exist, the merge_with_id person's field data takes priority.

Untrusted display-only summary

Merge two deals

PIPEDRIVE_MERGE_TWO_DEALS

Merges a deal with another deal. For more information, see the tutorial for merging two deals .

Untrusted display-only summary

Merge two organizations

PIPEDRIVE_MERGE_TWO_ORGANIZATIONS

Merges an organization with another organization. For more information, see the tutorial for merging two organizations .

Untrusted display-only summary

Merge two persons

PIPEDRIVE_MERGE_TWO_PERSONS

Merges a person with another person. For more information, see the tutorial for merging two persons .

Untrusted display-only summary

Organization accessible user list

PIPEDRIVE_ORGANIZATION_ACCESSIBLE_USER_LIST

List users permitted to access an organization.

Untrusted display-only summary

Patch deal fields

PIPEDRIVE_PATCH_DEAL_FIELDS

Updates an existing deal custom field using PATCH method. Use when you need to modify field properties like name, visibility, or validation rules. Note that field code and type are immutable and cannot be changed.

Untrusted display-only summary

Update organization field (v2)

PIPEDRIVE_PATCH_ORGANIZATION_FIELDS

Tool to update an existing organization field in Pipedrive using the v2 API. Use when you need to modify field name, UI visibility, importance settings, required field settings, or description.

Untrusted display-only summary

Update Person Field Configuration

PIPEDRIVE_PATCH_PERSON_FIELDS

Tool to update person field configuration in Pipedrive. Use when you need to modify field properties like name, description, visibility settings, or requirement status. Only provided properties will be updated; omitted properties retain their existing values. Note: field_code and field_type cannot be changed.

Untrusted display-only summary

Update product field

PIPEDRIVE_PRODUCTFIELDS_PATCH_PRODUCTFIELDS

Tool to update a product custom field. Use when you need to modify field name, UI visibility, or description. The field_code and field_type cannot be changed. At least one field must be provided in the request.

Untrusted display-only summary

Refreshing the tokens

PIPEDRIVE_REFRESH_TOKENS

Access tokens expire after the time specified in `expires_in`. To continue accessing the API, use the `refresh_token` to obtain a new access token.

Untrusted display-only summary

Requesting authorization

PIPEDRIVE_REQUEST_AUTHORIZATION

Authorize a user by redirecting them to the Pipedrive OAuth authorization page and request their permissions to act on their behalf. This step is necessary to implement only when you allow app installation outside of the Marketplace.

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.