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Triggers and actions 6 triggers · 32 actions
Trigger
New ActivityTriggers when a new activity is created (polling).
Trigger
New DealTriggers when a new deal is created (polling).
Trigger
New OrganizationTriggers when a new organization is added (polling).
Trigger
New PersonTriggers when a new person (contact) is added (polling).
Trigger
New Person (with Custom Fields and Labels)Triggered when a new person (contact) is added. Includes custom fields and labels.
Action
Create ActivityCreates a new activity (call, meeting, task, etc.).
Action
Create DealAdds a new deal to Pipedrive. Returns the created deal.
Action
Create LeadCreates a new lead. Returns the created lead.
Action
Create NoteAdds a new note to a deal, person, or organization.
Action
Create OrganizationAdds a new organization. Returns the created organization.
Action
Create PersonAdds a new person (contact). Returns the created person.
Action
Delete ActivityMarks an activity as deleted.
Action
Delete DealMarks a deal as deleted.
Action
Delete OrganizationMarks an organization as deleted.
Action
Delete PersonMarks a person as deleted.
Action
Get DealReturns the deal with the given ID.
Action
Get OrganizationReturns the organization with the given ID.
Action
Get PersonReturns the person with the given ID.
Action
Get related deals for personReturns deals having the specified status that are related to the specified person.
Action
Get stage ID by stage nameReturns the stage id if the stage name exists.
Action
Merge organizationsMerges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.
Action
Merge personsMerges two person accounts. Info from the person record to discard is merged into the person record to keep.
Action
Search DealsSearches deals by term. Returns matching deals.
Action
Search OrganizationsSearches organizations by term. Returns matching organizations.
Action
Search PersonsSearches persons by term (name, email, phone). Returns matching persons.
Action
Update ActivityUpdates an existing activity by ID.
Action
Update DealUpdates an existing deal by ID.
Action
Update OrganizationUpdates an existing organization by ID.
Action
Update PersonUpdates an existing person by ID.
Trigger
New Lead CapturedTriggers when a new lead is captured — either from a chat conversation or added manually.
Action
Add agentCreate a new AI agent with custom configuration and personality. POST /api/chatbots
Action
Add knowledge base entryAdd training content (FAQ, documentation, policies) to an AI agent; auto-embedded. POST /api/chatbots/:chatbotId/knowledge
Action
Create LeadCreates a new lead in your CRM. Use this to push leads from other tools into your CRM automatically.
Action
Delete knowledge base entryRemove a specific knowledge entry from an AI agent's training data. DELETE /api/chatbots/:chatbotId/knowledge/:knowledgeId
Action
Get agentRetrieve detailed information about a specific AI agent by ID. GET /api/chatbots/:id
Action
List agentsGet all AI agents owned by the authenticated user with their configurations. GET /api/chatbots
Action
List knowledge base entriesRetrieve all knowledge base entries that train an AI agent's responses. GET /api/chatbots/:chatbotId/knowledge
Action
Update agentUpdate an existing AI agent's configuration, personality, or appearance. PUT /api/chatbots/:id
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.