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 31–60 of 402 actions

Add person field options

PIPEDRIVE_ADD_PERSONFIELDS_OPTIONS

Tool to bulk add options to enum/set person fields atomically. Use when you need to add new options to a person field.

Untrusted display-only summary

Add a follower to a person

PIPEDRIVE_ADD_PERSON_FOLLOWER

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

Untrusted display-only summary

Add person picture

PIPEDRIVE_ADD_PERSON_PICTURE

This service allows adding a photo to a person's profile, replacing any existing one. Images must be square with a minimum size of 128 pixels and in GIF, JPG, or PNG formats. They will be resized to 128 and 512 pixels.

Untrusted display-only summary

Add a new pipeline

PIPEDRIVE_ADD_PIPELINE

Adds a new pipeline (v2).

Untrusted display-only summary

Add a product

PIPEDRIVE_ADD_PRODUCT

Adds a new product to the Products inventory. For more information, see the tutorial for adding a product .

Untrusted display-only summary

Add a new product field

PIPEDRIVE_ADD_PRODUCT_FIELD

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

Untrusted display-only summary

Add product field options

PIPEDRIVE_ADD_PRODUCTFIELDS_OPTIONS

Tool to add new options to a product custom field that supports options (enum or set field types). Use when you need to expand the available choices for a product field. This operation is atomic - all options are added or none are added.

Untrusted display-only summary

Add follower to product

PIPEDRIVE_ADD_PRODUCT_FOLLOWER

Tool to add a follower to a product in Pipedrive. Use when you need to have a user follow a specific product for updates and notifications.

Untrusted display-only summary

Add Product Image

PIPEDRIVE_ADD_PRODUCT_IMAGE

Tool to upload an image for a product in Pipedrive. Use when you need to add a visual representation to a product.

Untrusted display-only summary

Create product variation

PIPEDRIVE_ADD_PRODUCT_VARIATION

Tool to create a new product variation for an existing product. Use when you need to add a variation with customizable name and prices in multiple currencies.

Untrusted display-only summary

Add a project

PIPEDRIVE_ADD_PROJECT

Adds a new project. Note that you can supply additional custom fields along with the request that are not described here. These custom fields are different for each Pipedrive account and can be recognized by long hashes as keys.

Untrusted display-only summary

Add a recurring subscription

PIPEDRIVE_ADD_RECURRING_SUBSCRIPTION

Adds a new recurring subscription.

Untrusted display-only summary

Add a role

PIPEDRIVE_ADD_ROLE

Adds a new role. Note: - Roles endpoints require the `admin` scope. - For OAuth tokens, Pipedrive expects the company domain base URL with `/api/v1` path. Example: https://{COMPANY}.pipedrive.com/api/v1/roles - This action normalizes the base_url provided by metadata to ensure `/api/v1` is used.

Untrusted display-only summary

Add role assignment

PIPEDRIVE_ADD_ROLE_ASSIGNMENT

Assigns a user 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 and ensures JSON body is sent.

Untrusted display-only summary

Add a new stage

PIPEDRIVE_ADD_STAGE

Adds a new stage, returns the ID upon success.

Untrusted display-only summary

Add a task

PIPEDRIVE_ADD_TASK

Adds a new task.

Untrusted display-only summary

Add a new team

PIPEDRIVE_ADD_TEAM

Adds a new team to the company and returns the created object.

Untrusted display-only summary

Add users to a team

PIPEDRIVE_ADD_TEAM_USERS

Adds users to an existing team.

Untrusted display-only summary

Add a new user

PIPEDRIVE_ADD_USER

Adds a new user to the company, returns the ID upon success.

Untrusted display-only summary

Archive a project

PIPEDRIVE_ARCHIVE_PROJECT

Archives a project.

Untrusted display-only summary

Cancel a recurring subscription

PIPEDRIVE_CANCEL_RECURRING_SUBSCRIPTION

Cancels a recurring subscription. This action attempts to cancel a recurring subscription via Subscriptions API. If Subscriptions endpoints are unavailable (404), it gracefully falls back to disabling all product attachments on the given deal (interpreting `id` as `deal_id`) to mimic cancellation behavior.

Untrusted display-only summary

Convert deal to lead

PIPEDRIVE_CONVERT_DEAL_TO_LEAD

Tool to convert a Pipedrive deal to a lead asynchronously. Use when you need to move a deal back to the lead stage, transferring related entities like notes, files, emails, and activities. Requires global admin or 'Convert deals to leads' permission.

Untrusted display-only summary

Convert Lead to Deal

PIPEDRIVE_CONVERT_LEAD_TO_DEAL

Tool to convert a Pipedrive lead to a deal asynchronously. Use when you need to convert an existing lead into a deal. The conversion transfers all related entities (notes, files, emails, activities) to the new deal. Upon successful conversion, the lead is marked as deleted. Use the returned conversion_id to check the…

Untrusted display-only summary

Create an organization relationship

PIPEDRIVE_CREATE_ORGANIZATION_RELATIONSHIP

Creates and returns an organization relationship.

Untrusted display-only summary

Create a remote file and link it to an item

PIPEDRIVE_CREATE_REMOTE_FILE_LINK

Creates an empty file on Google Drive linked to an item. For details, refer to the Pipedrive remote file adding tutorial.

Untrusted display-only summary

Create a new webhook

PIPEDRIVE_CREATE_WEBHOOK

Creates and returns details of a new Webhook. Trigger events combine `event_action` and `event_object`, like `*.*` for all events or `added.deal`, `deleted.persons` for specific actions. More info in the Webhooks guide.

Untrusted display-only summary

Get all ActivityFields

PIPEDRIVE_CTIVITYIELDS_GET_ALL_ACTIVITYFIELDS

Tool to retrieve metadata about all activity fields in the company. Use when you need to get information about field structure, types, options, and properties for activities.

Untrusted display-only summary

Update deal product

PIPEDRIVE_DEALS_UPDATE_DEAL

Tool to update product details attached to a deal in Pipedrive using the v2 API. Use when you need to modify product attributes like price, quantity, discount, or tax for a deal-product attachment.

Untrusted display-only summary

Delete multiple activities in bulk

PIPEDRIVE_DELETE_ACTIVITIES_BULK

Marks multiple activities as deleted. After 30 days, the activities will be permanently deleted.

Untrusted display-only summary

Delete Activity

PIPEDRIVE_DELETE_ACTIVITY

Tool to delete an activity in Pipedrive. Use when you need to remove an activity. This is a soft delete operation - the activity will be permanently deleted after 30 days.

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.