Pipedrive

Add Pipedrive Note to Person

Adds a note to a person in Pipedrive.

Unverified

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_TOKEN
  • Content-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.