Create Pipedrive Activity

What the model is told

Schedule a follow-up activity in Pipedrive for an existing person, such as a call-back the customer has asked for. Confirm the subject and due date with the customer first. Find the person's ID first with Find Pipedrive Person by Email. Returns the new activity.

Request

Headers

• x-api-tokenYOUR_PIPEDRIVE_API_TOKEN
• Content-Typeapplication/json

Body

{
  "subject": "{{subject}}",
  "type": "call",
  "due_date": "{{dueDate}}",
  "note": "{{note}}",
  "participants": [
    {
      "person_id": "{{personId}}",
      "primary": true
    }
  ]
}

Parameters

• subject stringA short name for the activity.
• dueDate stringThe due date as YYYY-MM-DD.
• note stringExtra detail for the person who will do the activity.
• personId stringThe Pipedrive ID of the person, from Find Pipedrive Person by Email.

{
  "source": "VOICE_AI",
  "tool": {
    "id": "e7303a7d-780b-4aeb-bedb-d41745fb65ee",
    "type": "HTTP_REQUEST",
    "label": "Create Pipedrive Activity",
    "name": "create_pipedrive_activity",
    "customName": false,
    "description": "Schedule a follow-up activity in Pipedrive for an existing person, such as a call-back the customer has asked for. Confirm the subject and due date with the customer first. Find the person's ID first with Find Pipedrive Person by Email. Returns the new activity.",
    "parameters": [
      {
        "name": "subject",
        "type": "string",
        "description": "A short name for the activity."
      },
      {
        "name": "dueDate",
        "type": "string",
        "description": "The due date as YYYY-MM-DD."
      },
      {
        "name": "note",
        "type": "string",
        "description": "Extra detail for the person who will do the activity."
      },
      {
        "name": "personId",
        "type": "string",
        "description": "The Pipedrive ID of the person, from Find Pipedrive Person by Email."
      }
    ],
    "config": {
      "endpoint": {
        "method": "POST",
        "url": "https://YOUR_COMPANY_DOMAIN.pipedrive.com/api/v2/activities"
      },
      "headers": [
        {
          "name": "x-api-token",
          "value": "YOUR_PIPEDRIVE_API_TOKEN"
        },
        {
          "name": "Content-Type",
          "value": "application/json"
        }
      ],
      "body": "{\n  \"subject\": \"{{subject}}\",\n  \"type\": \"call\",\n  \"due_date\": \"{{dueDate}}\",\n  \"note\": \"{{note}}\",\n  \"participants\": [\n    {\n      \"person_id\": \"{{personId}}\",\n      \"primary\": true\n    }\n  ]\n}",
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.