Pipedrive

Create Pipedrive Deal

Opens a new deal in Pipedrive linked to a person.

Unverified

What the model is told

Create a new deal for an existing Pipedrive person, for example when the customer wants a quote. Confirm the deal title with the customer first. Find the person's ID first with Find Pipedrive Person by Email. Returns the new deal.

Request

POSThttps://YOUR_COMPANY_DOMAIN.pipedrive.com/api/v2/deals

Headers

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

Body

{
  "title": "{{title}}",
  "person_id": "{{personId}}"
}

Parameters

  • title stringA short name for the deal.
  • personId stringThe Pipedrive ID of the person, from Find Pipedrive Person by Email.

Engage payload

{
  "source": "VOICE_AI",
  "tool": {
    "id": "e6cb4fc9-b96a-48a1-b344-a941b8966a8c",
    "type": "HTTP_REQUEST",
    "label": "Create Pipedrive Deal",
    "name": "create_pipedrive_deal",
    "customName": false,
    "description": "Create a new deal for an existing Pipedrive person, for example when the customer wants a quote. Confirm the deal title with the customer first. Find the person's ID first with Find Pipedrive Person by Email. Returns the new deal.",
    "parameters": [
      {
        "name": "title",
        "type": "string",
        "description": "A short name for the deal."
      },
      {
        "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/deals"
      },
      "headers": [
        {
          "name": "x-api-token",
          "value": "YOUR_PIPEDRIVE_API_TOKEN"
        },
        {
          "name": "Content-Type",
          "value": "application/json"
        }
      ],
      "body": "{\n  \"title\": \"{{title}}\",\n  \"person_id\": \"{{personId}}\"\n}",
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.