PI

Pipedrive

Lets an agent read and manage your Pipedrive CRM - deals, leads, persons, organizations, activities, notes, files, products, pipelines and webhooks.

What it can do

Method	What it does
pipedrive_list_deals	List deals; filter by status, filter_id, user_id, stage_id.
pipedrive_get_deal	Get one deal by id.
pipedrive_search_deals	Search deals by term.
pipedrive_add_deal	Create a deal.
pipedrive_update_deal	Update a deal.
pipedrive_delete_deal	Delete a deal.
pipedrive_list_deal_products	List products attached to a deal.
pipedrive_add_deal_product	Attach a product to a deal.
pipedrive_list_deal_followers	List followers of a deal.
pipedrive_add_deal_follower	Add a follower to a deal.
pipedrive_list_persons	List persons (contacts).
pipedrive_get_person	Get one person by id.
pipedrive_search_persons	Search persons by term.
pipedrive_add_person	Create a person.
pipedrive_update_person	Update a person.
pipedrive_delete_person	Delete a person.
pipedrive_list_organizations	List organizations.
pipedrive_get_organization	Get one organization by id.
pipedrive_search_organizations	Search organizations by term.
pipedrive_add_organization	Create an organization.
pipedrive_update_organization	Update an organization.
pipedrive_delete_organization	Delete an organization.
pipedrive_list_leads	List leads.
pipedrive_get_lead	Get one lead by id.
pipedrive_add_lead	Create a lead.
pipedrive_update_lead	Update a lead (incl. archive).
pipedrive_delete_lead	Delete a lead.
pipedrive_list_activities	List activities.
pipedrive_get_activity	Get one activity by id.
pipedrive_add_activity	Create an activity.
pipedrive_update_activity	Update an activity (incl. mark done).
pipedrive_delete_activity	Delete an activity.
pipedrive_list_notes	List notes.
pipedrive_add_note	Create a note on a deal/person/org/lead.
pipedrive_update_note	Update a note.
pipedrive_delete_note	Delete a note.
pipedrive_list_files	List files.
pipedrive_get_file	Get one file's metadata.
pipedrive_delete_file	Delete a file.
pipedrive_list_products	List products in the catalog.
pipedrive_get_product	Get one product by id.
pipedrive_add_product	Create a product.
pipedrive_update_product	Update a product.
pipedrive_list_pipelines	List pipelines.
pipedrive_get_pipeline	Get one pipeline by id.
pipedrive_list_stages	List stages (optionally for one pipeline).
pipedrive_get_stage	Get one stage by id.
pipedrive_list_users	List users in the company.
pipedrive_get_current_user	Get the authenticated user (id, name, currency).
pipedrive_list_filters	List saved filters.
pipedrive_list_deal_fields	List deal fields including custom fields.
pipedrive_list_person_fields	List person fields including custom fields.
pipedrive_list_webhooks	List webhooks.
pipedrive_add_webhook	Create a webhook subscription.
pipedrive_delete_webhook	Delete a webhook.

How to get credentials

1. Sign in to Pipedrive and open app.pipedrive.com/settings/api (Settings -> Personal preferences -> API).
2. Copy your personal API token.
3. Paste it into the PIPEDRIVE_API_KEY field in FlyMyAI.

The token inherits the permissions of your Pipedrive user, so the agent can only see and change what that user can. Regenerate the token from the same page if you ever need to revoke access.

Fields to fill in FlyMyAI

FlyMyAI field	Where it comes from
PIPEDRIVE_API_KEY	Settings -> Personal preferences -> API -> your personal API token