Pipedrive Tools
Pipedriveは、パイプラインの可視化、リードの追跡、アクティビティのリマインダー、自動化を中心に構築された営業管理ツールで、商談を前進させ続けます。
AI エージェントで Pipedrive Tools を使用
Aident Loadout により、Claude Code、Codex、Cursor などの対応エージェントから Pipedrive Tools を呼び出せます。399 個の対応 Actions から選択できます。 各実行は Audit で確認できます。
Aident Vault で Pipedrive Tools に一度接続します。エージェントに認証情報を渡さずに、対応 Actions を利用できます。
カテゴリー
Crm料金と支払い
- 料金
- Loadout では無料です。個人接続のアカウントを使用する場合、プロバイダー料金が発生することがあります。
- 統合支払い
- 現在未対応です。必要な場合はプロバイダーアカウントを接続してください。
含まれる Actions
- Pipedrive Add A DealAdd 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 PersonAdd 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 Activity TypeAdds a new activity type.
- Pipedrive Add An ActivityNew 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 An OrganizationCreates a new organization in Pipedrive. The 'name' parameter is required and represents the organization's name (e.g., 'Acme Corp'). Optionally specify 'owner_id' to assign an owner and 'visible_to' for visibility settings. Custom fields can also be added using field keys from…
- Pipedrive Add Call LogAdds a new call log.
- Pipedrive Add Call Log Audio FileTool to attach an audio recording to an existing call log in Pipedrive. Use when you need to add audio evidence to a call log. Only one recording per call log is allowed.
- Pipedrive Add ChannelNew 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 Deal DiscountTool to add a discount to a deal in Pipedrive. Use when you need to apply a percentage-based or fixed amount discount to an existing deal.
- Pipedrive Add Deal FieldAdds 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 Deal FollowerAdds a follower to a deal.
- Pipedrive Add Deal ParticipantAdds a participant to a deal.
- Pipedrive Add Deal ProductTool to add a product to a deal in Pipedrive. Use when you need to attach a product to an existing deal with custom pricing, quantity, duration, discount, and tax settings.
- Pipedrive Add Deal ProductsTool to bulk add products to a Pipedrive deal. Use when attaching multiple products simultaneously, with maximum 100 products per request.
- Pipedrive Add Dealfields OptionsTool to add new options to a deal custom field atomically. Use when you need to add options to enum or set type deal fields.
- Pipedrive Add FileUpload and link files to deals, people, organizations, activities, products, or leads in Pipedrive. See the "adding a file" tutorial for details.
- Pipedrive Add FilterNew 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 GoalAdds a new goal. Along with adding a new goal, a report is created to track the progress of your goal.
- Pipedrive Add Incoming MessageAdds 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 Add Installment SubscriptionAdds a new installment subscription. Note: Subscriptions endpoints may not be available on the company-specific base URL. To avoid 404s, this action overrides the default request behavior and uses the public API host (api.pipedrive.com) explicitly.
- Pipedrive Add LeadPipedrive 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 Lead LabelCreates a lead label.
- Pipedrive Add NoteTool 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.
- Pipedrive Add Note CommentTool to add a comment to an existing note in Pipedrive. Use when you need to add commentary or updates to notes linked to deals, persons, or organizations.
- Pipedrive Add Or Update Role SettingAdds or updates the visibility setting for a role. Notes: - Roles endpoints require the `admin` OAuth scope. - OAuth calls must target the company domain with `/api/v1` path, e.g., https://{COMPANY}.pipedrive.com/api/v1/roles/{id}/settings - This action normalizes the base URL a…
- Pipedrive Add Organization FieldAdds 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 Organization Field OptionsTool to add new options to an organization field in Pipedrive. Use when you need to add new choices to enum or set type organization fields. This is an atomic operation where all options are added or none.
- Pipedrive Add Organization FollowerTool to add a follower to an organization in Pipedrive. Use when you need to create a follower relationship between a user and an organization entity.
- Pipedrive Add Person FieldAdds 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>.
- +370 Actions
プロバイダーのソース
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