Pipedrive entegrasyonu | Zervanor
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Pipedrive

Aynı zamanda bir ajan aracı
sales-crm

Pipedrive CRM: manage deals, leads, persons, organizations, activities, products, pipelines and stages; run item search; and poll for updated records.

81 eylemler · 1 tetikleyiciler

Pipedrive entegrasyonu — 81 aksiyon ve 1 tetikleyici ile Pipedrive'ı otomasyonlarına bağla; her aksiyon aynı zamanda bir AI agent aracı. Örnek: Get Current User, List Deals, Get Deal, Add Deal, Update Deal. Boş bir tuvalde uğraşmadan — bağla ve workflow'larında kullan.

Aşağıdaki her eylem, bir AI ajanının da çağırabileceği bir araçtır — aynı pack hem iş akışlarınızı hem ajanlarınızı çalıştırır.

Tetikleyiciler 1

Pipedrive üzerinde bir iş akışını başlatabilen olaylar.

polling

New or updated Pipedrive deals (polled)

Polls GET /deals on a schedule, paging by start/limit and deduping on deal id.

Eylemler 81

Zervanor'un Pipedrive üzerinde yapabilecekleri.

Deals12

GET

List Deals

Get all deals (GET /deals). Offset pagination via start/limit.

GET

Get Deal

Get details of a specific deal (GET /deals/{id}).

POST

Add Deal

Add a new deal (POST /deals).

PUT

Update Deal

Update the properties of a deal (PUT /deals/{id}).

DELETE

Delete Deal

Mark a deal as deleted (DELETE /deals/{id}).

GET

Search Deals

Search deals by title, notes and custom fields (GET /deals/search).

GET

List Deal Products

List products attached to a deal (GET /deals/{id}/products).

POST

Add Product To Deal

Attach a product to a deal (POST /deals/{id}/products).

GET

List Deal Participants

List participants of a deal (GET /deals/{id}/participants).

POST

Add Deal Participant

Add a participant (person) to a deal (POST /deals/{id}/participants).

GET

List Deal Followers

List followers of a deal (GET /deals/{id}/followers).

GET

List Updated Deals (Polling)

List deals ordered by update_time for scheduled polling (GET /deals). Uses offset paging plus update_time sort so newly changed deals surface first.

Persons7

GET

List Persons

Get all persons (GET /persons). Offset pagination via start/limit.

GET

Get Person

Get details of a specific person (GET /persons/{id}).

POST

Add Person

Add a new person (POST /persons).

PUT

Update Person

Update the properties of a person (PUT /persons/{id}).

DELETE

Delete Person

Mark a person as deleted (DELETE /persons/{id}).

GET

Search Persons

Search persons by name, email, phone and custom fields (GET /persons/search).

PUT

Merge Persons

Merge a person into another person (PUT /persons/{id}/merge).

Leads6

GET

List Leads

Get all leads (GET /leads).

GET

Get Lead

Get details of a specific lead (GET /leads/{id}).

POST

Add Lead

Add a new lead (POST /leads). A lead must be linked to a person or organization.

PATCH

Update Lead

Update one or more properties of a lead (PATCH /leads/{id}).

DELETE

Delete Lead

Delete a lead (DELETE /leads/{id}).

GET

Search Leads

Search leads by title, notes and custom fields (GET /leads/search).

Organizations6

GET

List Organizations

Get all organizations (GET /organizations). Offset pagination via start/limit.

GET

Get Organization

Get details of a specific organization (GET /organizations/{id}).

POST

Add Organization

Add a new organization (POST /organizations).

PUT

Update Organization

Update the properties of an organization (PUT /organizations/{id}).

DELETE

Delete Organization

Mark an organization as deleted (DELETE /organizations/{id}).

GET

Search Organizations

Search organizations by name, address and custom fields (GET /organizations/search).

Products6

GET

List Products

Get all products (GET /products).

GET

Get Product

Get details of a specific product (GET /products/{id}).

POST

Add Product

Add a new product (POST /products).

PUT

Update Product

Update a product (PUT /products/{id}).

DELETE

Delete Product

Delete a product (DELETE /products/{id}).

GET

Search Products

Search products by name, code and custom fields (GET /products/search).

Activities5

GET

List Activities

Get all activities assigned to a user (GET /activities). Offset pagination via start/limit.

GET

Get Activity

Get details of a specific activity (GET /activities/{id}).

POST

Add Activity

Add a new activity (POST /activities).

PUT

Update Activity

Update an activity (PUT /activities/{id}).

DELETE

Delete Activity

Delete an activity (DELETE /activities/{id}).

Notes4

GET

List Notes

Get all notes (GET /notes).

POST

Add Note

Add a new note (POST /notes). A note must be linked to a deal, person, organization or lead.

PUT

Update Note

Update a note (PUT /notes/{id}).

DELETE

Delete Note

Delete a note (DELETE /notes/{id}).

Files3

GET

List Files

Get all files (GET /files).

GET

Get File

Get details of a specific file (GET /files/{id}).

DELETE

Delete File

Delete a file (DELETE /files/{id}).

Users3

GET

Get Current User

Get data about the current (authenticated) user (GET /users/me). Identity + connectivity probe.

GET

List Users

Get all users (GET /users).

GET

Get User

Get details of a specific user (GET /users/{id}).

Webhooks3

GET

List Webhooks

Get all webhooks for the company (GET /webhooks).

POST

Add Webhook

Create a new webhook (POST /webhooks). Deliveries are unsigned (see webhooks.md).

DELETE

Delete Webhook

Delete an existing webhook (DELETE /webhooks/{id}).

CallLogs2

GET

List Call Logs

Get all call logs assigned to the current user (GET /callLogs).

POST

Add Call Log

Add a new call log (POST /callLogs).

Mailbox2

GET

List Mail Thread Messages

Get all mail messages inside a mail thread (GET /mailbox/mailThreads/{id}/mailMessages).

GET

List Mail Threads

Get mail threads in a folder (GET /mailbox/mailThreads).

Pipelines2

GET

List Pipelines

Get all pipelines (GET /pipelines).

GET

Get Pipeline

Get details of a specific pipeline (GET /pipelines/{id}).

Stages2

GET

List Stages

Get all stages (GET /stages).

GET

Get Stage

Get details of a specific stage (GET /stages/{id}).

ActivityFields1

GET

List Activity Fields

Get all activity fields (GET /activityFields).

ActivityTypes1

GET

List Activity Types

Get all activity types (GET /activityTypes).

Currencies1

GET

List Currencies

Get all supported currencies (GET /currencies).

DealFields1

GET

List Deal Fields

Get all deal fields (GET /dealFields).

Filters1

GET

List Filters

Get all filters (GET /filters).

Goals1

GET

List Goals

Find goals matching given criteria (GET /goals/find).

ItemSearch1

GET

Item Search

Search across multiple item types (GET /itemSearch).

LeadLabels1

GET

List Lead Labels

Get all lead labels (GET /leadLabels).

LeadSources1

GET

List Lead Sources

Get all lead sources (GET /leadSources).

OrganizationFields1

GET

List Organization Fields

Get all organization fields (GET /organizationFields).

PermissionSets1

GET

List Permission Sets

Get all permission sets (GET /permissionSets).

PersonFields1

GET

List Person Fields

Get all person fields (GET /personFields).

ProductFields1

GET

List Product Fields

Get all product fields (GET /productFields).

Recents1

GET

List Recent Changes

Get recently added/updated records across item types since a timestamp (GET /recents).

Roles1

GET

List Roles

Get all roles (GET /roles).

Subscriptions1

GET

Get Deal Recurring Subscription

Get the recurring subscription attached to a deal (GET /subscriptions/find/{dealId}).

UserConnections1

GET

List User Connections

Get the current user's connections (GET /userConnections).

UserSettings1

GET

List User Settings

Get the current user's settings (GET /userSettings).

Pipedrive kullanan Çözüm Şablonları

Pipedrive ile kendi otomasyonunu görsel tasarımcıda kur.

Sıkça sorulan sorular

Pipedrive ile neler otomatikleştirebilirim?

81 aksiyon var — örneğin: Get Current User, List Deals, Get Deal, Add Deal, Update Deal ve daha fazlası.

Hangi Pipedrive olayları bir workflow başlatabilir?

1 tetikleyici — örneğin: New or updated Pipedrive deals (polled).

Pipedrive bir AI agent aracı olarak kullanılabilir mi?

Evet. Pipedrive'ın her aksiyonu otomatik olarak bir AI agent aracına dönüşür — aynı pack hem workflow'larını hem agent'larını besler.

Pipedrive entegrasyonu nasıl modellenir?

Pipedrive sürümlü bir connector pack olarak modellenir; muhakeme gerektiren adımlar workflow'larla aynı runtime'da barınan first-party agent'lara düşer.