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Pipedrive Tools

Pipedrive Add Note

Tool to add a note to a deal, person, organization, lead, or project in Pipedrive. Use when you need to create a note attached to an entity. At least one entity ID (lead_id, deal_id, person_id, org_id, or project_id) must be provided.

Write actionRisk level 2 of 5OAuth connection
Use Pipedrive Add Note

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Aident LoadoutAident Playbook EditorOpen-CUAK

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Pricing
Free
Unified payment
Not currently supported

Inputs

  • org_idinteger
    The ID of the organization to attach the note to. At least one of lead_id, deal_id, person_id, org_id, or project_id must be provided.
  • contentstring
    Required
    The content of the note in HTML format. Subject to sanitization on the back-end.
  • deal_idinteger
    The ID of the deal to attach the note to. At least one of lead_id, deal_id, person_id, org_id, or project_id must be provided.
  • lead_idstring
    The ID of the lead to attach the note to (UUID format). At least one of lead_id, deal_id, person_id, org_id, or project_id must be provided.
  • user_idinteger
    The ID of the user who will be marked as the author of the note. Only admins can change this.
  • add_timestring
    The creation timestamp for the note in UTC. Format: YYYY-MM-DD HH:MM:SS
  • person_idinteger
    The ID of the person to attach the note to. At least one of lead_id, deal_id, person_id, org_id, or project_id must be provided.
  • project_idinteger
    The ID of the project to attach the note to. At least one of lead_id, deal_id, person_id, org_id, or project_id must be provided.
  • pinned_to_deal_flaginteger
    If set to 1, the note will be pinned to the deal. 0 or omit to not pin.
  • pinned_to_lead_flaginteger
    If set to 1, the note will be pinned to the lead. 0 or omit to not pin.
  • pinned_to_person_flaginteger
    If set to 1, the note will be pinned to the person. 0 or omit to not pin.
  • pinned_to_project_flaginteger
    If set to 1, the note will be pinned to the project. 0 or omit to not pin.

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

Skills that use this Action

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Skills that use this Action

No published Skills explicitly reference this Action yet.