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.

Showing 361–390 of 402 actions

Update a deal

PIPEDRIVE_UPDATE_DEAL

Tool to update an existing deal in Pipedrive. Use when you need to modify properties of a deal such as title, value, status, stage, or associated contacts/organizations.

Untrusted display-only summary

Update deal discount

PIPEDRIVE_UPDATE_DEAL_DISCOUNT

Tool to update a discount for a specific deal. Use when you need to modify the amount, description, or type of an existing discount added to a deal in Pipedrive.

Untrusted display-only summary

Update a deal field

PIPEDRIVE_UPDATE_DEAL_FIELD

Tool to update a deal field in Pipedrive. Use when you need to modify existing deal field properties such as name, visibility, or options. Note that field_code and field_type cannot be changed.

Untrusted display-only summary

Update deal field options

PIPEDRIVE_UPDATE_DEALFIELDS_OPTIONS

Tool to update existing options for a deal custom field atomically. Use when you need to modify labels of options in a deal field.

Untrusted display-only summary

Update Deal Product

PIPEDRIVE_UPDATE_DEAL_PRODUCT

Updates a product attached to a deal with new values. Use when you need to modify price, quantity, discount, tax, or other properties of a deal product.

Untrusted display-only summary

Update the product attached to a deal

PIPEDRIVE_UPDATE_DEAL_PRODUCT_ATTACHMENT

Updates the details of the product that has been attached to a deal.

Untrusted display-only summary

Update deal (v2 API)

PIPEDRIVE_UPDATE_DEAL_V2

Tool to update an existing deal using Pipedrive v2 API. Use when you need to modify deal properties including custom fields, archive status, or deletion status.

Untrusted display-only summary

Update file details

PIPEDRIVE_UPDATE_FILE

Updates the properties of a file including its visible name and description. Use when you need to modify file metadata in Pipedrive.

Untrusted display-only summary

Update file details

PIPEDRIVE_UPDATE_FILE_DETAILS

Updates the properties of a file.

Untrusted display-only summary

Update filter

PIPEDRIVE_UPDATE_FILTER

Updates an existing filter.

Untrusted display-only summary

Update existing goal

PIPEDRIVE_UPDATE_GOAL

Updates an existing goal. Note: For OAuth, Goals API is available under {companydomain}/api/v1. The platform metadata base_url may be {companydomain}/v1, which yields 404 for PUT /goals/{id}. We therefore construct the URL using the company domain and /api/v1 explicitly.

Untrusted display-only summary

Update an installment subscription

PIPEDRIVE_UPDATE_INSTALLMENT_SUBSCRIPTION

Updates an 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 multiple hosts along with a practical fallback to Deal Products when Subscriptions/Installments features are not accessibl…

Untrusted display-only summary

Update a lead

PIPEDRIVE_UPDATE_LEAD

Tool to update a lead in Pipedrive. Use when you need to modify properties of an existing lead such as title, value, status, or linked contacts.

Untrusted display-only summary

Update Lead Label

PIPEDRIVE_UPDATE_LEAD_LABEL

Tool to update a lead label in Pipedrive. Use when you need to modify the name or color of an existing lead label. Only properties included in the request will be updated.

Untrusted display-only summary

Update mail thread details

PIPEDRIVE_UPDATE_MAIL_THREAD

Updates the properties of a mail thread.

Untrusted display-only summary

Update Note

PIPEDRIVE_UPDATE_NOTE

Tool to update an existing note in Pipedrive. Use when you need to modify the content or properties of a note attached to deals, persons, organizations, leads, or projects.

Untrusted display-only summary

Update Organization

PIPEDRIVE_UPDATE_ORGANIZATION

Tool to update an existing organization in Pipedrive. Use when you need to modify organization properties such as name, owner, visibility, labels, or address.

Untrusted display-only summary

Update organization field

PIPEDRIVE_UPDATE_ORGANIZATION_FIELD

Tool to update an organization field in Pipedrive. Use when you need to modify the name, options, or visibility of an existing organization field.

Untrusted display-only summary

Update organization field options

PIPEDRIVE_UPDATE_ORGANIZATION_FIELD_OPTIONS

Tool to update existing options for an organization custom field atomically. Use when you need to modify option labels for an organization field. All specified option IDs must exist or the entire request fails.

Untrusted display-only summary

Update organization relationship

PIPEDRIVE_UPDATE_ORGANIZATION_RELATIONSHIP

Tool to update an organization relationship in Pipedrive. Use when you need to modify the type or organizations involved in an existing relationship between two organizations.

Untrusted display-only summary

Update a person

PIPEDRIVE_UPDATE_PERSON

Tool to update a person's properties in Pipedrive. Use when you need to modify existing person details such as name, contact information, owner, or organization.

Untrusted display-only summary

Update person field

PIPEDRIVE_UPDATE_PERSON_FIELD

Tool to update a person field in Pipedrive. Use when you need to modify the name, options, or visibility settings of an existing person field.

Untrusted display-only summary

Update person field options

PIPEDRIVE_UPDATE_PERSONFIELDS_OPTIONS

Tool to update existing options for a person custom field atomically. Use when you need to modify labels of options in a person field.

Untrusted display-only summary

Update person (v2)

PIPEDRIVE_UPDATE_PERSON_V2

Tool to update a person's properties in Pipedrive using the v2 API. Use when you need to modify existing person details such as name, contact information, owner, or organization.

Untrusted display-only summary

Update a pipeline

PIPEDRIVE_UPDATE_PIPELINE

Tool to update a pipeline in Pipedrive. Use when you need to modify pipeline properties like name, deal probability, order, or active status. All fields except id are optional - only include the fields you want to update.

Untrusted display-only summary

Update pipeline visibility for a role

PIPEDRIVE_UPDATE_PIPELINE_VISIBILITY_FOR_ROLE

Updates pipeline visibility settings for different roles. For details, see the Pipedrive Visibility groups article.

Untrusted display-only summary

Update a product

PIPEDRIVE_UPDATE_PRODUCT

Tool to update a product in Pipedrive. Use when you need to modify product details like name, code, price, tax, or other attributes.

Untrusted display-only summary

Update product field

PIPEDRIVE_UPDATE_PRODUCT_FIELD

Tool to update a product field definition in Pipedrive. Use when you need to modify the name or options of an existing product custom field.

Untrusted display-only summary

Update product field options

PIPEDRIVE_UPDATE_PRODUCTFIELDS_OPTIONS

Tool to update existing options for a product custom field atomically. Use when you need to modify labels of options in a product field.

Untrusted display-only summary

Update product image

PIPEDRIVE_UPDATE_PRODUCT_IMAGE

Tool to update an image for a product in Pipedrive. Use when you need to add or replace a product image.

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.