What the model is told
Add a note to an existing Pipedrive person, for example a summary of the conversation. Find the person's ID first with Find Pipedrive Person by Email. Keep the note factual and brief. Returns the saved note.
Request
POSThttps://YOUR_COMPANY_DOMAIN.pipedrive.com/api/v1/notes
Headers
x-api-tokenYOUR_PIPEDRIVE_API_TOKENContent-Typeapplication/json
Body
{
"content": "{{content}}",
"person_id": "{{personId}}"
}Parameters
personId stringThe Pipedrive ID of the person, from Find Pipedrive Person by Email.content stringThe text of the note.
Engage payload
{
"source": "VOICE_AI",
"tool": {
"id": "27a483c8-6862-425f-a649-b4729ab99df2",
"type": "HTTP_REQUEST",
"label": "Add Pipedrive Note to Person",
"name": "add_pipedrive_note_to_person",
"customName": false,
"description": "Add a note to an existing Pipedrive person, for example a summary of the conversation. Find the person's ID first with Find Pipedrive Person by Email. Keep the note factual and brief. Returns the saved note.",
"parameters": [
{
"name": "personId",
"type": "string",
"description": "The Pipedrive ID of the person, from Find Pipedrive Person by Email."
},
{
"name": "content",
"type": "string",
"description": "The text of the note."
}
],
"config": {
"endpoint": {
"method": "POST",
"url": "https://YOUR_COMPANY_DOMAIN.pipedrive.com/api/v1/notes"
},
"headers": [
{
"name": "x-api-token",
"value": "YOUR_PIPEDRIVE_API_TOKEN"
},
{
"name": "Content-Type",
"value": "application/json"
}
],
"body": "{\n \"content\": \"{{content}}\",\n \"person_id\": \"{{personId}}\"\n}",
"timeout": null
}
}
}IDs are regenerated on every copy.