Connect Pipedrive to DocuWriter.ai

Both apps 39Pipedrive 29DocuWriter.ai 10

• Trigger
  New Activity

  Triggers when a new activity is created (polling).

• Trigger
  New Deal

  Triggers when a new deal is created (polling).

• Trigger
  New Organization

  Triggers when a new organization is added (polling).

• Trigger
  New Person

  Triggers 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 Activity

  Creates a new activity (call, meeting, task, etc.).

• Action
  Create Deal

  Adds a new deal to Pipedrive. Returns the created deal.

• Action
  Create Lead

  Creates a new lead. Returns the created lead.

• Action
  Create Note

  Adds a new note to a deal, person, or organization.

• Action
  Create Organization

  Adds a new organization. Returns the created organization.

• Action
  Create Person

  Adds a new person (contact). Returns the created person.

• Action
  Delete Activity

  Marks an activity as deleted.

• Action
  Delete Deal

  Marks a deal as deleted.

• Action
  Delete Organization

  Marks an organization as deleted.

• Action
  Delete Person

  Marks a person as deleted.

• Action
  Get Deal

  Returns the deal with the given ID.

• Action
  Get Organization

  Returns the organization with the given ID.

• Action
  Get Person

  Returns the person with the given ID.

• Action
  Get related deals for person

  Returns deals having the specified status that are related to the specified person.

• Action
  Get stage ID by stage name

  Returns the stage id if the stage name exists.

• Action
  Merge organizations

  Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.

• Action
  Merge persons

  Merges two person accounts. Info from the person record to discard is merged into the person record to keep.

• Action
  Search Deals

  Searches deals by term. Returns matching deals.

• Action
  Search Organizations

  Searches organizations by term. Returns matching organizations.

• Action
  Search Persons

  Searches persons by term (name, email, phone). Returns matching persons.

• Action
  Update Activity

  Updates an existing activity by ID.

• Action
  Update Deal

  Updates an existing deal by ID.

• Action
  Update Organization

  Updates an existing organization by ID.

• Action
  Update Person

  Updates an existing person by ID.

• Trigger
  New Generation

  Triggers when new generation is created.

• Action
  Add document

  Create a new document within a Space. POST /api/spaces/{space}/documents (Bearer token auth).

• Action
  Add space

  Create a new Space to organize documentation. POST /api/spaces (Bearer token auth).

• Action
  Delete document

  Delete a document within a Space. DELETE /api/spaces/{space}/documents/{spaceMenuItem} (Bearer token auth).

• Action
  Find documents by keyword

  Search for documents within a Space by keyword. POST /api/spaces/{space}/search (Bearer token auth).

• Action
  Get document

  Retrieve a document within a Space by id. GET /api/spaces/{space}/documents/{spaceMenuItem} (Bearer token auth).

• Action
  Get generation

  Retrieve a single documentation generation by id, including its status and result. GET /api/generations/{id} (Bearer token auth).

• Action
  List generations

  List the user's documentation generations. GET /api/generations (Bearer token auth).

• Action
  List spaces

  List the user's Spaces (collaborative documentation collections). GET /api/spaces (Bearer token auth).

• Action
  Update document

  Update an existing document within a Space. PUT /api/spaces/{space}/documents/{spaceMenuItem} (Bearer token auth).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.