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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 331–360 of 402 actions

Search deals

PIPEDRIVE_SEARCH_DEALS

This API endpoint searches deals by title, notes, and custom fields, filters results by person or organization ID, and is a specific use case of /v1/itemSearch with limited OAuth scope.

Untrusted display-only summary

Search Item By Field

PIPEDRIVE_SEARCH_ITEM_BY_FIELD

Performs a search from the values of a specific field. Results can either be the distinct values of the field (useful for searching autocomplete field values), or the IDs of actual items (deals, leads, persons, organizations or products).

Untrusted display-only summary

Search leads

PIPEDRIVE_SEARCH_LEADS

Endpoint searches leads by title, notes, custom fields, with options to filter by person and organization IDs, and is a more specific use of the /v1/itemSearch with limited OAuth scope.

Untrusted display-only summary

Perform a search from multiple item types

PIPEDRIVE_SEARCH_MULTIPLE_ITEM_TYPES

Performs a search from your choice of item types and fields.

Untrusted display-only summary

Search organizations

PIPEDRIVE_SEARCH_ORGANIZATIONS

Searches all organizations by name, address, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope.

Untrusted display-only summary

Search persons

PIPEDRIVE_SEARCH_PERSONS

This endpoint searches for individuals by various identifiers and is a specific use case of /v1/itemSearch with limited OAuth scope, allowing results filtering by organization ID.

Untrusted display-only summary

Search products

PIPEDRIVE_SEARCH_PRODUCTS

Searches all products by name, code and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope.

Untrusted display-only summary

Update stage

PIPEDRIVE_TAGES_UPDATE_STAGE

Tool to update an existing stage in Pipedrive. Use when you need to modify stage properties such as name, deal probability, or rotten deal settings.

Untrusted display-only summary

Unlinkuserfromvideocallintegration

PIPEDRIVE_UNLINK_USER_FROM_VIDEO_CALL_INTEGRATION

A video calling provider must call this endpoint to remove the link between a user and the installed video calling app.

Untrusted display-only summary

Update a comment related to a note

PIPEDRIVE_UPDATE_A_COMMENT_RELATED_TO_A_NOTE

Updates a comment related to a note.

Untrusted display-only summary

Update an activity

PIPEDRIVE_UPDATE_ACTIVITY

Tool to update an existing activity in Pipedrive including scheduling, assignments, descriptions, and participants. Use when you need to modify any properties of an activity such as subject, due date/time, status, or associated entities.

Untrusted display-only summary

Update activity in project plan

PIPEDRIVE_UPDATE_ACTIVITY_IN_PROJECT_PLAN

Updates an activity phase or group in a project.

Untrusted display-only summary

Update activity type

PIPEDRIVE_UPDATE_ACTIVITY_TYPE

Tool to update an activity type in Pipedrive. Use when you need to modify the name, icon, color, or order of an existing activity type.

Untrusted display-only summary

Update a deal

PIPEDRIVE_UPDATE_A_DEAL

Updates the properties of a deal. For more information, see the tutorial for updating a deal .

Untrusted display-only summary

Update a deal field

PIPEDRIVE_UPDATE_A_DEAL_FIELD

Updates a deal field. For more information, see the tutorial for updating custom fields' values .

Untrusted display-only summary

Update a filter

PIPEDRIVE_UPDATE_A_FILTER

Updates an existing filter in Pipedrive. Use when you need to modify filter name or conditions. Maximum of 16 conditions per filter allowed.

Untrusted display-only summary

Update a lead

PIPEDRIVE_UPDATE_A_LEAD

Updating lead properties modifies only specified fields; use `null` to unset. Custom field data matches `Deals`. Unset fields are omitted. Leads share deals' custom fields. For examples, refer to the tutorial.

Untrusted display-only summary

Update a lead label

PIPEDRIVE_UPDATE_A_LEAD_LABEL

Updates one or more properties of a lead label. Only properties included in the request will be updated.

Untrusted display-only summary

Update an activity

PIPEDRIVE_UPDATE_AN_ACTIVITY

Updates an activity. Includes `more_activities_scheduled_in_context` property in response's `additional_data` which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data).

Untrusted display-only summary

Update an activity type

PIPEDRIVE_UPDATE_AN_ACTIVITY_TYPE

Updates an activity type.

Untrusted display-only summary

Update an organization

PIPEDRIVE_UPDATE_AN_ORGANIZATION

Updates the properties of an organization.

Untrusted display-only summary

Update an organization field

PIPEDRIVE_UPDATE_AN_ORGANIZATION_FIELD

Updates an organization field. For more information, see the tutorial for updating custom fields' values .

Untrusted display-only summary

Update an organization relationship

PIPEDRIVE_UPDATE_AN_ORGANIZATION_RELATIONSHIP

Updates and returns an organization relationship.

Untrusted display-only summary

Update a note

PIPEDRIVE_UPDATE_A_NOTE

Updates a note.

Untrusted display-only summary

Update a person

PIPEDRIVE_UPDATE_A_PERSON

Modifies a person’s details in Pipedrive. See the linked tutorial for guidance. If utilizing Campaigns, the endpoint also handles `data.marketing_status`.

Untrusted display-only summary

Update a person field

PIPEDRIVE_UPDATE_A_PERSON_FIELD

Updates a person field. For more information, see the tutorial for updating custom fields' values .

Untrusted display-only summary

Update a pipeline

PIPEDRIVE_UPDATE_A_PIPELINE

Updates the properties of a pipeline (v2).

Untrusted display-only summary

Update a product

PIPEDRIVE_UPDATE_A_PRODUCT

Updates product data.

Untrusted display-only summary

Update a product field

PIPEDRIVE_UPDATE_A_PRODUCT_FIELD

Updates a product field. For more information, see the tutorial for updating custom fields' values .

Untrusted display-only summary

Update comment for note

PIPEDRIVE_UPDATE_COMMENT_FOR_NOTE

Tool to update a comment on a note in Pipedrive. Use when you need to modify the content of an existing comment attached to a note.

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.