Aident Loadout を通じて Pipedrive Tools の Pipedrive Add Note を使用します。実行前に入力、出力、設定、料金、リスクを確認できます。
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.
org_idintegerThe 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.
content必須stringThe content of the note in HTML format. Subject to sanitization on the back-end.
deal_idintegerThe 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_idstringThe 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_idintegerThe ID of the user who will be marked as the author of the note. Only admins can change this.
add_timestringThe creation timestamp for the note in UTC. Format: YYYY-MM-DD HH:MM:SS
person_idintegerThe 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_idintegerThe 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_flagintegerIf set to 1, the note will be pinned to the deal. 0 or omit to not pin.
pinned_to_lead_flagintegerIf set to 1, the note will be pinned to the lead. 0 or omit to not pin.
pinned_to_person_flagintegerIf set to 1, the note will be pinned to the person. 0 or omit to not pin.
pinned_to_project_flagintegerIf set to 1, the note will be pinned to the project. 0 or omit to not pin.
data必須Data from the action execution
errorstringError if any occurred during the execution of the action
successful必須booleanWhether or not the action execution was successful or not
OAuth 接続。リスクレベル 2/5。
無料 Action
この Action を明示的に参照する公開 Skills はまだありません。