Pipedrive Pipe
Getting Started
Prerequisites
- A Pipedrive account
In order to use Pipedrive with Tadabase, it is necessary to have a Pipedrive account. If you do not have one, you can create a Pipedrive account at https://www.pipedrive.com.
Install the Pipedrive Pipe
To connect your Pipedrive account to Tadabase, you need to obtain your Pipedrive API key and insert it in the dialog window that pops up when you install the pipe.
API Calls
The API Call section is divided into the following categories:
Users
Get All Users
Add New User
Files
Get All Files
Delete a File
Leads
Get All Leads
Create a Lead
Update a Lead
Delete a Lead
Person
Create a Person
Update a Person
Delete a Person
Deals
Get All Deals
Create a Deal
Update a Deal
Delete a Deal
Pipelines
Get All Pipelines
Add a New Pipeline
Update a Pipeline
Delete a Pipeline
Stages
Get All Stages
Add a New Stage
Update a Stage
Delete a Stage
Activities
Use these calls to access your activities. For more information, go to Pipedrive API documentation - Activities.
Get All Activities
Add an Activity
Use this call to add an activity. For more information, go to Pipedrive API documentation - Add an Activity.
Parameters
- Due Date
- Due Time
- Duration
- Deal ID*
- Person ID*
- Note
- Public Description
- Subject
- User ID*
*Required
Update an Activity
Use this call to make changes to an existing activity. For more information, go to Pipedrive API documentation - Update an Activity.
Parameters
- Due Date
- Due Time
- Duration
- Deal ID*
- Person ID*
- Note
- Public Description
- Subject
- User ID*
- Activity ID*
*Required
Delete an Activity
Notes
Get All Notes
Delete a Note
Organizations
Get All Organizations
Add an Organization
Use this call to add an organization to your account. For more information, go to Pipedrive API documentation - Add an Organization.
Parameters
- Name* - The name of the organization.
- Owner ID
- Visible To - The visibility of the organization. Visit the Pipedrive documentation for more guidance.
- Add Time
*Required
Update an Organization
Delete an Organization
Products
Get All Products
Create a Product
Update a Product
Delete a Product
More Details
To learn more about this Pipe and the additional API calls, please see this article: https://developers.pipedrive.com/docs/api/v1