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Triggers and actions 10 triggers ยท 45 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
Comment AddedTriggers when a comment is added in any task in the selected board.
Trigger
New boardFires when a new board is created. Polls GET /v1/boards.
Trigger
Task AssignedTriggers when a task is is assigned to a user in the selected board.
Trigger
Task CreatedTriggers when a task is created in the selected board.
Trigger
Task MovedTriggers when a task is moved both within a column and between columns in the selected board.
Action
Add boardCreate a new board. Endpoint: POST /v1/boards.
Action
Add commentAdd a comment to a task. Endpoint: POST /v1/boards/{boardID}/tasks/{taskID}/comments.
Action
Add tagCreate a new tag on a board. Endpoint: POST /v1/boards/{boardID}/tags.
Action
Create TaskCreates a task in the specified column of the specified board
Action
Delete boardDelete a board. Endpoint: DELETE /v1/boards/{boardID}.
Action
Delete tagDelete a tag from a board. Endpoint: DELETE /v1/boards/{boardID}/tags/{tagID}.
Action
Delete taskDelete a task. Endpoint: DELETE /v1/boards/{boardID}/tasks/{taskID}.
Action
Get boardRetrieve a single board by id. Endpoint: GET /v1/boards/{boardID}.
Action
Get columnRetrieve a single column on a board. Endpoint: GET /v1/boards/{boardID}/columns/{columnID}.
Action
Get taskRetrieve a single task by id. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}.
Action
List boardsList the boards visible to the connected account. Endpoint: GET /v1/boards.
Action
List board usersList the users who have access to a board. Endpoint: GET /v1/boards/{boardID}/users.
Action
List checkboxesList the checklist items on a task. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}/checkboxes.
Action
List columnsList the columns on a board. Endpoint: GET /v1/boards/{boardID}/columns.
Action
List commentsList the comments on a task. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}/comments.
Action
List tagsList the tags defined on a board. Endpoint: GET /v1/boards/{boardID}/tags.
Action
List tasksList the tasks on a board. Endpoint: GET /v1/boards/{boardID}/tasks.
Action
Move taskMove a task to a different column or assign it to a user. Endpoint: PATCH /v1/boards/{boardID}/tasks/{taskID}.
Action
Update boardEdit a board's name or settings. Endpoint: PUT /v1/boards/{boardID}.
Action
Update columnRename a board column. Endpoint: PATCH /v1/boards/{boardID}/columns/{columnID}.
Action
Update taskEdit a task's fields. Endpoint: PUT /v1/boards/{boardID}/tasks/{taskID}.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.