Beyond-Bot.ai + pipedrive
Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to pipedrive.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in pipedrive.
Trigger Workflows
Start automated workflows in pipedrive based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within pipedrive.
Pipedrive Add An Activity
New activity added. response includes `more activities scheduled in context` to show if more are planned with the same entity. see tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding-an-activity).
Pipedrive Add A Deal
Add a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys. check dealfields for existing custom fields. for details, visit the tutorial on adding a deal.
Pipedrive Add A Lead
Pipedrive api lets you add leads linked to people or organizations and tags them with 'api' source. custom fields from deals apply to leads and appear in responses if set. details are in the tutorials for adding and updating leads.
Pipedrive Add A Note
Adds a new note.
Pipedrive Add A Person
Add a new contact in pipedrive with optional custom fields unique to each account found using the `personfields` endpoint. the endpoint also handles `data.marketing status` for campaigns product users.
Pipedrive Add A Product
Adds a new product to the products inventory. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-product" target=" blank" rel="noopener noreferrer">adding a product</a>.
Pipedrive Get All Leads
The api returns sorted leads by creation time, supporting pagination via `limit` and `start`. custom field values are included if set, mimicking the `deals` endpoint structure; unset fields are omitted. leads share custom fields with deals.
Pipedrive Get All Products
Returns data about all products.
Pipedrive Get One Lead
Api returns specific lead details with custom field values in the deals format. unset custom fields are omitted. leads share custom fields with deals, not having a unique set.
Pipedrive Update A Deal
Updates the properties of a deal. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/updating-a-deal" target=" blank" rel="noopener noreferrer">updating a deal</a>.
Pipedrive Update A Person
Modifies a person’s details in pipedrive. see the linked tutorial for guidance. if utilizing campaigns, the endpoint also handles `data.marketing status`.
Pipedrive Add An Installment Subscription
Adds a new installment subscription.
Pipedrive Add An Organization
Set up a new pipedrive organization using custom fields with unique key hashes. retrieve `organizationfields` for configuration. check the linked tutorial for guidance.
Pipedrive Add A Call Log
Adds a new call log.
Pipedrive Add A Channel
New messaging channel added; registration limited to admins. utilizes getconversations endpoint for data retrieval. requires messengers integration oauth scope and a prepared messaging app extension manifest.
Pipedrive Add A Comment To A Note
Adds a new comment to a note.
Pipedrive Add A Follower To An Organization
Adds a follower to an organization.
Pipedrive Add A Follower To A Deal
Adds a follower to a deal.
Pipedrive Add A Follower To A Person
Adds a follower to a person.
Pipedrive Add A Follower To A Product
Adds a follower to a product.
Pipedrive Add A Lead Label
Creates a lead label.
Pipedrive Add A New Deal Field
Adds a new deal field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.
Pipedrive Add A New Filter
New filter creation returns an id. only one primary condition group with 'and' and two secondary groups (one 'and', one 'or') are supported. future syntax expansion possible. see tutorial for details.
Pipedrive Add A New Goal
Adds a new goal. along with adding a new goal, a report is created to track the progress of your goal.
Pipedrive Add A New Organization Field
Adds a new organization field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.
Pipedrive Add A New Person Field
Adds a new person field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.
Pipedrive Add A New Pipeline
Adds a new pipeline.
Pipedrive Add A New Product Field
Adds a new product field. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-new-custom-field" target=" blank" rel="noopener noreferrer">adding a new custom field</a>.
Pipedrive Add A New Stage
Adds a new stage, returns the id upon success.
Pipedrive Add A New Team
Adds a new team to the company and returns the created object.
Pipedrive Add A New User
Adds a new user to the company, returns the id upon success.
Pipedrive Add A Participant To A Deal
Adds a participant to a deal.
Pipedrive Add A Product To A Deal
Adds a product to a deal, creating a new item called a deal-product.
Pipedrive Add A Project
Adds a new project. note that you can supply additional custom fields along with the request that are not described here. these custom fields are different for each pipedrive account and can be recognized by long hashes as keys.
Pipedrive Add A Recurring Subscription
Adds a new recurring subscription.
Pipedrive Add A Role
Adds a new role.
Pipedrive Add A Task
Adds a new task.
Pipedrive Add File
Upload and link files to deals, people, organizations, activities, products, or leads in pipedrive. see the "adding a file" tutorial for details.
Pipedrive Add New Activity Type
Adds a new activity type.
Pipedrive Add Or Update Role Setting
Adds or updates the visibility setting for a role.
Pipedrive Add Person Picture
This service allows adding a photo to a person's profile, replacing any existing one. images must be square with a minimum size of 128 pixels and in gif, jpg, or png formats. they will be resized to 128 and 512 pixels.
Pipedrive Add Role Assignment
Assigns a user to a role.
Pipedrive Add Users To A Team
Adds users to an existing team.
Pipedrive Archive A Project
Archives a project.
Pipedrive Attach An Audio File To The Call Log
Adds an audio recording to the call log. that audio can be played by those who have access to the call log object.
Pipedrive Cancel A Recurring Subscription
Cancels a recurring subscription.
Pipedrive Create An Organization Relationship
Creates and returns an organization relationship.
Pipedrive Create A New Webhook
Creates and returns details of a new webhook. trigger events combine `event action` and `event object`, like `*.*` for all events or `added.deal`, `deleted.persons` for specific actions. more info in the webhooks guide.
Pipedrive Create A Remote File And Link It To An Item
Creates an empty file on google drive linked to an item. for details, refer to the pipedrive remote file adding tutorial.
Pipedrive Delete An Activity
Marks an activity as deleted. after 30 days, the activity will be permanently deleted.
Pipedrive Delete An Activity Type
Marks an activity type as deleted.
Pipedrive Delete An Attached Product From A Deal
Deletes a product attachment from a deal, using the `product attachment id`.
Pipedrive Delete An Organization
Marks an organization as deleted. after 30 days, the organization will be permanently deleted.
Pipedrive Delete An Organization Field
Marks a field as deleted. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target=" blank" rel="noopener noreferrer">deleting a custom field</a>.
Pipedrive Delete An Organization Relationship
Deletes an organization relationship and returns the deleted id.
Pipedrive Delete A Call Log
Deletes a call log. if there is an audio recording attached to it, it will also be deleted. the related activity will not be removed by this request. if you want to remove the related activities, please use the endpoint which is specific for activities.
Pipedrive Delete A Channel
The endpoint removes a messenger channel along with conversations and messages. requires messengers integration oauth and messaging app extension manifest.
Pipedrive Delete A Comment Related To A Note
Deletes a comment.
Pipedrive Delete A Conversation
Deletes an existing conversation. to use the endpoint, you need to have **messengers integration** oauth scope enabled and the messaging manifest ready for the [messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension).
Pipedrive Delete A Deal
Marks a deal as deleted. after 30 days, the deal will be permanently deleted.
Pipedrive Delete A Deal Field
Marks a field as deleted. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target=" blank" rel="noopener noreferrer">deleting a custom field</a>.
Pipedrive Delete A File
Marks a file as deleted. after 30 days, the file will be permanently deleted.
Pipedrive Delete A Filter
Marks a filter as deleted.
Pipedrive Delete A Follower From An Organization
Deletes a follower from an organization. you can retrieve the `follower id` from the <a href="https://developers.pipedrive.com/docs/api/v1/organizations#getorganizationfollowers">list followers of an organization</a> endpoint.
Pipedrive Delete A Follower From A Deal
Deletes a follower from a deal.
Pipedrive Delete A Follower From A Person
Deletes a follower from a person.
Pipedrive Delete A Follower From A Product
Deletes a follower from a product.
Pipedrive Delete A Lead
Deletes a specific lead.
Pipedrive Delete A Lead Label
Deletes a specific lead label.
Pipedrive Delete A Note
Deletes a specific note.
Pipedrive Delete A Participant From A Deal
Deletes a participant from a deal.
Pipedrive Delete A Person
Marks a person as deleted. after 30 days, the person will be permanently deleted.
Pipedrive Delete A Person Field
Marks a field as deleted. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target=" blank" rel="noopener noreferrer">deleting a custom field</a>.
Pipedrive Delete A Pipeline
Marks a pipeline as deleted.
Pipedrive Delete A Product
Marks a product as deleted. after 30 days, the product will be permanently deleted.
Pipedrive Delete A Product Field
Marks a product field as deleted. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/deleting-a-custom-field" target=" blank" rel="noopener noreferrer">deleting a custom field</a>.
Pipedrive Delete A Project
Marks a project as deleted.
Pipedrive Delete A Role
Marks a role as deleted.
Pipedrive Delete A Role Assignment
Removes the assigned user from a role and adds to the default role.
Pipedrive Delete A Stage
Marks a stage as deleted.
Pipedrive Delete A Subscription
Marks an installment or a recurring subscription as deleted.
Pipedrive Delete A Task
Marks a task as deleted. if the task has subtasks then those will also be deleted.
Pipedrive Delete Existing Goal
Marks a goal as deleted.
Pipedrive Delete Existing Webhook
Deletes the specified webhook.
Pipedrive Delete Mail Thread
Marks a mail thread as deleted.
Pipedrive Delete Multiple Activities In Bulk
Marks multiple activities as deleted. after 30 days, the activities will be permanently deleted.
Pipedrive Delete Multiple Activity Types In Bulk
Marks multiple activity types as deleted.
Pipedrive Delete Multiple Deals In Bulk
Marks multiple deals as deleted. after 30 days, the deals will be permanently deleted.
Pipedrive Delete Multiple Deal Fields In Bulk
Marks multiple deal fields as deleted.
Pipedrive Delete Multiple Filters In Bulk
Marks multiple filters as deleted.
Pipedrive Delete Multiple Organizations In Bulk
Marks multiple organizations as deleted. after 30 days, the organizations will be permanently deleted.
Pipedrive Delete Multiple Organization Fields In Bulk
Marks multiple fields as deleted.
Pipedrive Delete Multiple Persons In Bulk
Marks multiple persons as deleted. after 30 days, the persons will be permanently deleted.
Pipedrive Delete Multiple Person Fields In Bulk
Marks multiple fields as deleted.
Pipedrive Delete Multiple Product Fields In Bulk
Marks multiple fields as deleted.
Pipedrive Delete Multiple Stages In Bulk
Marks multiple stages as deleted.
Pipedrive Delete Person Picture
Deletes a person’s picture.
Pipedrive Delete Users From A Team
Deletes users from an existing team.
Pipedrive Download One File
Initializes a file download.
Pipedrive Duplicate Deal
Duplicates a deal.
Pipedrive Enumerate Accessible Users For Lead
Lists the users permitted to access a lead.
Pipedrive Find Goals
Query goal data by appending `{searchfield}={searchvalue}` to the url with dot-notation fields and values. include `is active` to filter by goal status and specify both `period.start` and `period.end` for time-based searches.
Pipedrive Find Subscription By Deal
Returns details of an installment or a recurring subscription by the deal id.
Pipedrive Find Users By Name
Finds users by their name.
Pipedrive Get All Activities Assigned To A Particular User
Returns all activities assigned to a particular user.
Pipedrive Get All Activities Beta
This beta cursor-paginated endpoint returns all activities, accessible only to global admins, not regular users who get a 403 error. refer to pipedrive's documentation for pagination and global permissions.
Pipedrive Get All Activity Fields
Returns all activity fields.
Pipedrive Get All Activity Types
Returns all activity types.
Pipedrive Get All Add Ons For A Single Company
Returns the add-ons for a single company.
Pipedrive Get All Call Logs Assigned To A Particular User
Returns all call logs assigned to a particular user.
Pipedrive Get All Comments For A Note
Returns all comments associated with a note.
Pipedrive Get All Deals
Returns all deals. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/getting-all-deals" target=" blank" rel="noopener noreferrer">getting all deals</a>.
Pipedrive Get All Deals Beta
This endpoint returns all deals with cursor pagination (in beta). only global admins can access it; others get a 403 error. more info on pagination and permissions is available online.
Pipedrive Get All Deal Fields
Returns data about all deal fields.
Pipedrive Get All Files
Returns data about all files.
Pipedrive Get All Filters
Returns data about all filters.
Pipedrive Get All Filter Helpers
The text provides links to documentation for adding or updating filters, and information on all supported filter helpers in an api. it encourages consulting a tutorial for more details on adding a filter.
Pipedrive Get All Lead Labels
Returns details of all lead labels. this endpoint does not support pagination and all labels are always returned.
Pipedrive Get All Lead Sources
Returns all lead sources. please note that the list of lead sources is fixed, it cannot be modified. all leads created through the pipedrive api will have a lead source `api` assigned.
Pipedrive Get All Mail Messages Of Mail Thread
Returns all the mail messages inside a specified mail thread.
Pipedrive Get All Notes
Returns all notes.
Pipedrive Get All Note Fields
Returns data about all note fields.
Pipedrive Get All Organizations
Returns all organizations.
Pipedrive Get All Organizations Beta
This beta api endpoint lists all organizations with cursor pagination. only global admins have access; others get a 403 error. see docs for pagination and global permissions.
Pipedrive Get All Organization Fields
Returns data about all organization fields.
Pipedrive Get All Payments Of A Subscription
Returns all payments of an installment or recurring subscription.
Pipedrive Get All Permission Sets
Returns data about all permission sets.
Pipedrive Get All Persons
Returns all persons.
Pipedrive Get All Persons Beta
This beta endpoint returns all persons, using cursor pagination. only global admins have access; others get a 403 error. info on pagination and permissions is in the linked docs.
Pipedrive Get All Person Fields
Returns data about all person fields.<br>if a company uses the [campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing status` field.
Pipedrive Get All Pipelines
Returns data about all pipelines.
Pipedrive Get All Product Fields
Returns data about all product fields.
Pipedrive Get All Projects
Returns all projects. this is a cursor-paginated endpoint. for more information, please refer to our documentation on <a href="https://pipedrive.readme.io/docs/core-api-concepts-pagination" target=" blank" rel="noopener noreferrer">pagination</a>.
Pipedrive Get All Project Boards
Returns all projects boards that are not deleted.
Pipedrive Get All Project Templates
The endpoint retrieves all non-deleted project templates with cursor-based pagination. refer to the provided documentation link for more details on pagination.
Pipedrive Get All Relationships For Organization
Gets all of the relationships for a supplied organization id.
Pipedrive Get All Roles
Returns all the roles within the company.
Pipedrive Get All Stages
Returns data about all stages.
Pipedrive Get All Supported Currencies
Returns all supported currencies in given account which should be used when saving monetary values with other objects. the `code` parameter of the returning objects is the currency code according to iso 4217 for all non-custom currencies.
Pipedrive Get All Tasks
Returns all tasks. this is a cursor-paginated endpoint. for more information, please refer to our documentation on <a href="https://pipedrive.readme.io/docs/core-api-concepts-pagination" target=" blank" rel="noopener noreferrer">pagination</a>.
Pipedrive Get All Teams
Returns data about teams within the company.
Pipedrive Get All Teams Of A User
Returns data about all teams which have the specified user as a member.
Pipedrive Get All Users
Returns data about all users within the company.
Pipedrive Get All Users In A Team
Returns a list of all user ids within a team.
Pipedrive Get All User Connections
Returns data about all connections for the authorized user.
Pipedrive Get All Webhooks
Returns data about all the webhooks of a company.
Pipedrive Get A Single Team
Returns data about a specific team.
Pipedrive Get Current User Data
Returns data about an authorized user within the company with bound company data: company id, company name, and domain. note that the `locale` property means 'date/number format' in the pipedrive account settings, not the chosen language.
Pipedrive Get Deals Conversion Rates In Pipeline
Returns all stage-to-stage conversion and pipeline-to-close rates for the given time period.
Pipedrive Get Deals In A Pipeline
Lists deals in a specific pipeline across all its stages.
Pipedrive Get Deals In A Stage
Lists deals in a specific stage.
Pipedrive Get Deals Movements In Pipeline
Returns statistics for deals movements for the given time period.
Pipedrive Get Deals Summary
Returns a summary of all the deals.
Pipedrive Get Deals Timeline
Returns opened and won deals in time-based groups according to a specified dealfield, with examples of deals grouped by month over a 3-month period starting january 2012.
Pipedrive Get Deals Where A Product Is Attached To
Returns data about deals that have a product attached to it.
Pipedrive Get Details Of An Activity
Returns the details of a specific activity.
Pipedrive Get Details Of An Organization
Provides detailed information about an organization, including additional fields not shown when listing all organizations, and maps custom fields as long hashes to the 'key' value in organizationfields.
Pipedrive Get Details Of A Board
Returns the details of a specific project board.
Pipedrive Get Details Of A Call Log
Returns details of a specific call log.
Pipedrive Get Details Of A Deal
Fetches specific deal details, including exclusive fields like deal age and pipeline stage duration. custom fields show up as hashes, which can be matched using the 'key' from dealfields. see the deal details tutorial for more.
Pipedrive Get Details Of A Person
The text describes an api endpoint that returns detailed person information, including extra fields and custom fields as hashes. it also provides `data.marketing status` if the campaigns product is used.
Pipedrive Get Details Of A Phase
Returns the details of a specific project phase.
Pipedrive Get Details Of A Project
Returns the details of a specific project. also note that custom fields appear as long hashes in the resulting data. these hashes can be mapped against the `key` value of project fields.
Pipedrive Get Details Of A Subscription
Returns details of an installment or a recurring subscription.
Pipedrive Get Details Of A Task
Returns the details of a specific task.
Pipedrive Get Details Of A Template
Returns the details of a specific project template.
Pipedrive Get Mail Threads
Returns mail threads in a specified folder ordered by the most recent message within.
Pipedrive Get One Comment
Returns the details of a comment.
Pipedrive Get One Deal Field
Returns data about a specific deal field.
Pipedrive Get One File
Returns data about a specific file.
Pipedrive Get One Filter
Returns data about a specific filter. note that this also returns the condition lines of the filter.
Pipedrive Get One Mail Message
Returns data about a specific mail message.
Pipedrive Get One Mail Thread
Returns a specific mail thread.
Pipedrive Get One Note
Returns details about a specific note.
Pipedrive Get One Organization Field
Returns data about a specific organization field.
Pipedrive Get One Organization Relationship
Finds and returns an organization relationship from its id.
Pipedrive Get One Permission Set
Returns data about a specific permission set.
Pipedrive Get One Person Field
Returns data about a specific person field.
Pipedrive Get One Pipeline
Returns data about a specific pipeline. also returns the summary of the deals in this pipeline across its stages.
Pipedrive Get One Product
Returns data about a specific product.
Pipedrive Get One Product Field
Returns data about a specific product field.
Pipedrive Get One Role
Returns the details of a specific role.
Pipedrive Get One Stage
Returns data about a specific stage.
Pipedrive Get One User
Returns data about a specific user within the company.
Pipedrive Get Project Phases
Returns all active project phases under a specific board.
Pipedrive Get Recents
Returns data about all recent changes occurred after the given timestamp.
Pipedrive Get Result Of A Goal
Gets the progress of a goal for the specified period.
Pipedrive Link A Remote File To An Item
Links an existing remote file (`googledrive`) to the item you supply. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/adding-a-remote-file" target=" blank" rel="noopener noreferrer">adding a remote file</a>.
Pipedrive Link User Video Integration
A video calling provider must call this endpoint after a user has installed the video calling app so that the new user's information is sent.
Pipedrive List Activities Associated With An Organization
Lists activities associated with an organization.
Pipedrive List Activities Associated With A Deal
Lists activities associated with a deal.
Pipedrive List Activities Associated With A Person
Lists activities associated with a person.
Pipedrive List All Persons Associated With A Deal
The endpoint lists every person linked to a deal, including primary contacts and participants, and provides a `data.marketing status` field for users of the campaigns product.
Pipedrive List Deals Associated With An Organization
Lists deals associated with an organization.
Pipedrive List Deals Associated With A Person
Lists deals associated with a person.
Pipedrive List Files Attached To An Organization
Lists files associated with an organization.
Pipedrive List Files Attached To A Deal
Lists files associated with a deal.
Pipedrive List Files Attached To A Person
Lists files associated with a person.
Pipedrive List Files Attached To A Product
Lists files associated with a product.
Pipedrive List Followers Of An Organization
Lists the followers of an organization.
Pipedrive List Followers Of A Deal
Lists the followers of a deal.
Pipedrive List Followers Of A Person
Lists the followers of a person.
Pipedrive List Followers Of A Product
Lists the followers of a product.
Pipedrive List Followers Of A User
Lists the followers of a specific user.
Pipedrive List Mail Messages Associated With An Organization
Lists mail messages associated with an organization.
Pipedrive List Mail Messages Associated With A Deal
Lists mail messages associated with a deal.
Pipedrive List Mail Messages Associated With A Person
Lists mail messages associated with a person.
Pipedrive List Participants Of A Deal
Lists the participants associated with a deal.<br>if a company uses the [campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing status` field.
Pipedrive List Permission Set Assignments
Returns the list of assignments for a permission set.
Pipedrive List Permitted Users
Lists the users permitted to access a deal.
Pipedrive List Persons Of An Organization
Lists persons associated with an organization.<br>if a company uses the [campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint will also return the `data.marketing status` field.
Pipedrive List Person Access Users
List users permitted to access a person.
Pipedrive List Pipeline Visibility For A Role
Returns a list of visible or hidden pipeline ids by role. see the "visibility groups article" for details on pipeline visibility.
Pipedrive List Products Associated With A Person
Lists products associated with a person.
Pipedrive List Products Attached To A Deal
Lists products attached to a deal.
Pipedrive List Product Permitted Users
Lists users permitted to access a product.
Pipedrive List Role Assignments
Returns all users assigned to a role.
Pipedrive List Role Settings
Returns the visibility settings of a specific role.
Pipedrive List Settings Of An Authorized User
Lists the settings of an authorized user. example response contains a shortened list of settings.
Pipedrive List Updates About An Organization
Lists updates about an organization.
Pipedrive List Updates About A Deal
Lists updates about a deal.
Pipedrive List Updates About A Person
Lists updates about a person.<br>if a company uses the [campaigns product](https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api), then this endpoint's response will also include updates for the `marketing status` field.
Pipedrive List Updates About Participants Of A Deal
This endpoint provides cursor-paginated updates on deal participants. for pagination details, see the pipedrive documentation.
Pipedrive List User Permissions
Lists aggregated permissions over all assigned permission sets for a user.
Pipedrive List User Role Assignments
Lists role assignments for a user.
Pipedrive List User Role Settings
Lists the settings of user's assigned role.
Pipedrive Merge Two Deals
Merges a deal with another deal. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/merging-two-deals" target=" blank" rel="noopener noreferrer">merging two deals</a>.
Pipedrive Merge Two Organizations
Merges an organization with another organization. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/merging-two-organizations" target=" blank" rel="noopener noreferrer">merging two organizations</a>.
Pipedrive Merge Two Persons
Merges a person with another person. for more information, see the tutorial for <a href="https://pipedrive.readme.io/docs/merging-two-persons" target=" blank" rel="noopener noreferrer">merging two persons</a>.
Pipedrive Organization Accessible User List
List users permitted to access an organization.
Pipedrive Perform A Search From Multiple Item Types
Performs a search from your choice of item types and fields.
Pipedrive Receives An Incoming Message
Adds a message to a conversation. to use the endpoint, you need to have **messengers integration** oauth scope enabled and the messaging manifest ready for the [messaging app extension](https://pipedrive.readme.io/docs/messaging-app-extension).
Pipedrive Refreshing The Tokens
Access tokens expire after the time specified in `expires in`. to continue accessing the api, use the `refresh token` to obtain a new access token.
Pipedrive Requesting Authorization
Authorize a user by redirecting them to the pipedrive oauth authorization page and request their permissions to act on their behalf. this step is necessary to implement only when you allow app installation outside of the marketplace.
Pipedrive Returns Project Activities
Returns activities linked to a specific project.
Pipedrive Returns Project Groups
Returns all active groups under a specific project.
Pipedrive Returns Project Plan
Returns information about items in a project plan. items consists of tasks and activities and are linked to specific project phase and group.
Pipedrive Returns Project Tasks
Returns tasks linked to a specific project.
Pipedrive Search Deals
This api endpoint searches deals by title, notes, and custom fields, filters results by person or organization id, and is a specific use case of /v1/itemsearch with limited oauth scope.
Pipedrive Search Item By Field
Performs a search from the values of a specific field. results can either be the distinct values of the field (useful for searching autocomplete field values), or the ids of actual items (deals, leads, persons, organizations or products).
Pipedrive Search Leads
Endpoint searches leads by title, notes, custom fields, with options to filter by person and organization ids, and is a more specific use of the /v1/itemsearch with limited oauth scope.
Pipedrive Search Organizations
Searches all organizations by name, address, notes and/or custom fields. this endpoint is a wrapper of <a href="https://developers.pipedrive.com/docs/api/v1/itemsearch#searchitem">/v1/itemsearch</a> with a narrower oauth scope.
Pipedrive Search Persons
This endpoint searches for individuals by various identifiers and is a specific use case of /v1/itemsearch with limited oauth scope, allowing results filtering by organization id.
Pipedrive Search Products
Searches all products by name, code and/or custom fields. this endpoint is a wrapper of <a href="https://developers.pipedrive.com/docs/api/v1/itemsearch#searchitem">/v1/itemsearch</a> with a narrower oauth scope.
Pipedrive Unlink User From Video Call Integration
A video calling provider must call this endpoint to remove the link between a user and the installed video calling app.
Pipedrive Update Activity In Project Plan
Updates an activity phase or group in a project.
Pipedrive Update An Activity
Updates an activity. includes `more activities scheduled in context` property in response's `additional data` which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data).
Pipedrive Update An Activity Type
Updates an activity type.
Pipedrive Update An Installment Subscription
Updates an installment subscription.
Pipedrive Update An Organization
Updates the properties of an organization.
Pipedrive Update An Organization Field
Updates an organization field. for more information, see the tutorial for <a href=" https://pipedrive.readme.io/docs/updating-custom-field-value " target=" blank" rel="noopener noreferrer">updating custom fields' values</a>.
Pipedrive Update An Organization Relationship
Updates and returns an organization relationship.
Pipedrive Update A Comment Related To A Note
Updates a comment related to a note.
Pipedrive Update A Deal Field
Updates a deal field. for more information, see the tutorial for <a href=" https://pipedrive.readme.io/docs/updating-custom-field-value " target=" blank" rel="noopener noreferrer">updating custom fields' values</a>.
Pipedrive Update A Lead
Updating lead properties modifies only specified fields; use `null` to unset. custom field data matches `deals`. unset fields are omitted. leads share deals' custom fields. for examples, refer to the tutorial.
Pipedrive Update A Lead Label
Updates one or more properties of a lead label. only properties included in the request will be updated.
Pipedrive Update A Note
Updates a note.
Pipedrive Update A Person Field
Updates a person field. for more information, see the tutorial for <a href=" https://pipedrive.readme.io/docs/updating-custom-field-value " target=" blank" rel="noopener noreferrer">updating custom fields' values</a>.
Pipedrive Update A Pipeline
Updates the properties of a pipeline.
Pipedrive Update A Product
Updates product data.
Pipedrive Update A Product Field
Updates a product field. for more information, see the tutorial for <a href=" https://pipedrive.readme.io/docs/updating-custom-field-value " target=" blank" rel="noopener noreferrer">updating custom fields' values</a>.
Pipedrive Update A Project
Updates a project.
Pipedrive Update A Recurring Subscription
Updates a recurring subscription.
Pipedrive Update A Task
Updates a task.
Pipedrive Update A Team
Updates an existing team and returns the updated object.
Pipedrive Update Existing Goal
Updates an existing goal.
Pipedrive Update File Details
Updates the properties of a file.
Pipedrive Update Filter
Updates an existing filter.
Pipedrive Update Mail Thread Details
Updates the properties of a mail thread.
Pipedrive Update Pipeline Visibility For A Role
Updates pipeline visibility settings for different roles. for details, see the pipedrive visibility groups article.
Pipedrive Update Role Details
Updates the parent role and/or the name of a specific role.
Pipedrive Update Stage Details
Updates the properties of a stage.
Pipedrive Update Task In Project Plan
Updates a task phase or group in a project.
Pipedrive Update The Product Attached To A Deal
Updates the details of the product that has been attached to a deal.
Pipedrive Update User Details
Updates the properties of a user. currently, only `active flag` can be updated.