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_TOKENContent-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.