Integration reference
Pipedrive Trigger and Action reference
React to deal, person, organization, and activity changes and automate CRM records.
Authentication
Authorize FastHook through Pipedrive OAuth. The integration requests access to deals, contacts, activities, and webhooks.
- Trigger account type:
oauth2; reconnect byoauth. - Action connection type:
oauth2; available modes: Connected Pipedrive account.
Create or reuse the account from a Trigger or Action dialog, or manage it under Settings → Connected accounts. See Authentication and permissions for scopes and access diagnostics, or Connected accounts for reuse, reconnect, revocation, and credential rotation.
Scopes and permissions
Base Trigger authorization requests: base, deals:full, contacts:full, activities:full, webhooks:full.
Operation-specific requirements appear in the tables below. Custom event selections can add scopes dynamically, so the current Trigger or Action dialog remains authoritative for the exact consent request.
Use Pipedrive as a Trigger
The current provider manifest contains 14 available Trigger definitions. Representative definitions include:
- Create Deal
- Change Person
- Delete Organization
- Create Activity
View all 14 available Trigger definitions
| Trigger | Manifest key | Delivery | Additional scopes |
|---|---|---|---|
| Create Deal | pipedrive.create_deal.instant | instant | None declared |
| Change Deal | pipedrive.change_deal.instant | instant | None declared |
| Delete Deal | pipedrive.delete_deal.instant | instant | None declared |
| Create Person | pipedrive.create_person.instant | instant | None declared |
| Change Person | pipedrive.change_person.instant | instant | None declared |
| Delete Person | pipedrive.delete_person.instant | instant | None declared |
| Create Organization | pipedrive.create_organization.instant | instant | None declared |
| Change Organization | pipedrive.change_organization.instant | instant | None declared |
| Delete Organization | pipedrive.delete_organization.instant | instant | None declared |
| Create Activity | pipedrive.create_activity.instant | instant | None declared |
| Change Activity | pipedrive.change_activity.instant | instant | None declared |
| Delete Activity | pipedrive.delete_activity.instant | instant | None declared |
| Any Pipedrive Events | pipedrive.any_event.instant | instant | None declared |
| Custom Pipedrive Events | pipedrive.custom_webhook_events.instant | instant | None declared |
Choose the narrowest event definition that fits the Workflow. Configure provider-specific resource and event filters in the Source dialog before adding broader Workflow Filters.
Use Pipedrive Actions
The current Action manifest contains 7 operations. Representative Actions include:
- Create Deal
- Update Deal
- Create Person
- Create Activity
View all 7 available Action definitions
| Action | Manifest key | Access and auth | Manifest rate limit |
|---|---|---|---|
| Create Deal | pipedrive.create_deal | None declared FastHook-managed account | 1/second |
| Update Deal | pipedrive.update_deal | None declared FastHook-managed account | 1/second |
| Get Deal | pipedrive.get_deal | None declared FastHook-managed account | 1/second |
| Create Person | pipedrive.create_person | None declared FastHook-managed account | 1/second |
| Create Organization | pipedrive.create_organization | None declared FastHook-managed account | 1/second |
| Create Activity | pipedrive.create_activity | None declared FastHook-managed account | 1/second |
| Custom API Request | pipedrive.custom_api_request | None declared FastHook-managed account | 1/second |
The Action editor reads its required permissions, fields, remote resource pickers, output schema, and rate limit from the provider manifest. Available fields can change with the selected operation and authentication mode.
Build a Workflow
- Create a Source using a Pipedrive Trigger definition.
- Create a Workflow with that Source as its Trigger.
- Add the required Pipedrive Action and select the connected account.
- Map Trigger or earlier-Step data into the Action fields with the field picker.
- Add a Filter, Paths, Delay, or Transformation when the route needs it.
- Activate the Workflow, produce a controlled event, and verify the run in Audit and in Pipedrive.
Troubleshooting Pipedrive
- The account is missing or cannot be selected
- Confirm the active FastHook team, provider, account status, and authentication mode. A disabled or revoked account cannot execute an Action.
- A resource picker is empty
- Verify that the connected provider identity can access the resource itself. OAuth consent does not add workspace, repository, channel, drive, project, base, or record permissions.
- The editor asks for additional scopes
- Reconnect the same account from the affected Trigger or Action so FastHook can request its current manifest scopes. Then reopen the editor and select the resource again.
- An active Workflow returns 401, 403, or a permission error
- Compare the selected operation’s access requirements below with the account recorded in Audit. Check provider-side membership and object access before repeating the Action.
- The provider returns 429 or a temporary 5xx
- Inspect the Step attempt and retryability in Audit. FastHook can retry temporary failures, but provider quotas and idempotency rules still apply.
Provider-specific checks
- The OAuth app is available through a direct installation flow; a Pipedrive Marketplace listing is not required.
- Triggers use Webhooks v2; actions use the v2 CRM API. Deleted events contain the last state under previous, with data set to null.
- Webhook delivery follows the connected user permissions. Use Get Deal when subsequent steps need the current full record.