Create and manage deals, leads, people, organizations, activities, and notes in your Pipedrive CRM.
Pipedrive actions
Ask in plain language — Praxivara picks the right Pipedrive action, runs it, and confirms anything sensitive first.
Create a new activity (call, meeting, task) in Pipedrive.
Create a new deal in Pipedrive.
Create a new lead in Pipedrive.
Add a note to a deal, person, organization, or lead.
Create a new organization in Pipedrive.
Create a new person (contact) in Pipedrive.
Create a new product in Pipedrive.
Fetch the full details of a specific deal by id.
Fetch the full details of a specific lead by id.
Fetch the full details of a specific person by id.
Fetch the full details of a specific organization by id.
List recent deals in Pipedrive.
List recent people (contacts) in Pipedrive.
List all organizations (companies) in Pipedrive.
Merge one deal into another.
Merge one person into another.
Find and delete duplicate notes on a given object.
Search deals by title or term.
Search leads by title or term.
Search notes by their content.
Search people by name, email, or phone.
Search organizations by name or term.
Update the details of an existing deal.
Update the details of an existing person.
Update the details of an existing lead.
Update the details of an existing organization.
Pipedrive triggers
Events in Pipedrive that can start an automation on their own — no clicks required once you set it up.
Fires when a new deal is added in Pipedrive (webhook added.deal).
Fires when any field on a deal changes (webhook updated.deal). For specific transitions, prefer the won/lost/stage-changed triggers.
Fires when a deal's status changes to won (updated.deal where status becomes 'won').
Fires when a deal's status changes to lost (updated.deal where status becomes 'lost'). Includes the lost reason when set.
Fires when a deal moves to a different pipeline stage (updated.deal where stage_id changed).
Fires when a deal is deleted (webhook deleted.deal).
Fires when two deals are merged (webhook merged.deal). The surviving deal id and the merged-away id are both included.
Fires when a new person (contact) is added (webhook added.person).
Fires when a person's fields change (webhook updated.person).
Fires when a person is deleted (webhook deleted.person).
Fires when two people are merged (webhook merged.person).
Fires when a new organization (company) is added (webhook added.organization).
Fires when an organization's fields change (webhook updated.organization).
Fires when an organization is deleted (webhook deleted.organization).
Fires when two organizations are merged (webhook merged.organization).
Fires when a new activity (call, meeting, task, email) is added (webhook added.activity).
Fires when an activity's fields change, e.g. rescheduled (webhook updated.activity). For completion, use 'Activity done'.
Fires when an activity is marked done (updated.activity where done becomes true).
Fires when an activity is deleted (webhook deleted.activity).
Fires when a note is added to a deal, person, or organization (webhook added.note).
Fires when a note's content is edited (webhook updated.note).
Fires when a new product is added to the catalog (webhook added.product).
Fires when a product's fields (price, code, status) change (webhook updated.product).
Fires when a new lead is added to the Leads Inbox (webhook added.lead).
Fires when a lead's fields change, including archive/restore (webhook updated.lead).
Fires when a file is attached to a deal, person, organization, or activity (webhook added.file).
Fires when a new pipeline is created (webhook added.pipeline).
Fires when a pipeline's settings change (webhook updated.pipeline).
Fires when a new stage is added to a pipeline (webhook added.stage).
Fires when a stage's settings change (webhook updated.stage).
Fires when a new user joins the Pipedrive company account (webhook added.user).
Fires when a user's settings change, including being activated/deactivated (webhook updated.user).
What you can ask in plain English
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