# Pipedrive: what the assistant can do

> Everything the assistant can do in Pipedrive by text: 23 actions, with example texts, the Pipedrive API call behind each one, and which ones ask first or can be undone.

Source: https://asktack.com/docs/actions/pipedrive/

In Pipedrive, the assistant can find a person, find an organization, add a person, create a deal, add a note, schedule an activity, move a deal, see today's activities, update a person, add an organization, update an organization, link a person to an organization, update a deal, change a deal's owner, see open deals, mark an activity done, reschedule an activity, see upcoming activities, add a lead, see your leads, turn a lead into a deal, attach a photo or file and add products to a deal. You ask by text, in your own words.

**Status:** Available. How to connect, permissions and limits: [Pipedrive](https://asktack.com/docs/integrations/pipedrive/).

| What it does | Asks first? | Undo |
|---|---|---|
| Find a person | No | – |
| Find an organization | No | – |
| Add a person | If unsure | 10 minutes |
| Create a deal | If unsure | 10 minutes |
| Add a note | If unsure | 10 minutes |
| Schedule an activity | If unsure | 10 minutes |
| Move a deal | If unsure | 10 minutes |
| See today's activities | No | – |
| Update a person | If unsure | 10 minutes |
| Add an organization | If unsure | 10 minutes |
| Update an organization | If unsure | 10 minutes |
| Link a person to an organization | If unsure | 10 minutes |
| Update a deal | If unsure | 10 minutes |
| Change a deal's owner | If unsure | 10 minutes |
| See open deals | No | – |
| Mark an activity done | If unsure | 10 minutes |
| Reschedule an activity | If unsure | 10 minutes |
| See upcoming activities | No | – |
| Add a lead | If unsure | 10 minutes |
| See your leads | No | – |
| Turn a lead into a deal | If unsure | 10 minutes |
| Attach a photo or file | If unsure | 10 minutes |
| Add products to a deal | If unsure | 10 minutes |

Asking first and undo follow the same rules for every tool: see [Confirmations and undo](https://asktack.com/docs/confirmations-and-undo/).

## Find a person

Looks up a person by name, email or phone and replies with their phone, email and organization.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **Pipedrive API call:** `GET /api/v2/persons/search`
- **Action name:** `pipedrive.find_person`

**Example texts:**

- "what's Dana Whitfield's cell?"
- "look up Tom at Lone Star Hardware in Pipedrive"
- "who is 512-555-0142"

## Find an organization

Looks up an organization (company) by name and replies with its address.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **Pipedrive API call:** `GET /api/v2/organizations/search`
- **Action name:** `pipedrive.find_org`

**Example texts:**

- "is Acme Supply in Pipedrive?"
- "what's the address for Brazos Builders"
- "look up the org Gulf Coast Distributors"

## Add a person

Adds a new person with their phone, email and the organization they work for.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Pipedrive API call:** `POST /api/v2/persons`
- **Action name:** `pipedrive.create_person`

**Example texts:**

- "add Dana Whitfield from Acme Supply, 512-555-0142"
- "new contact in Pipedrive: Jason Lee, jlee@brazosbuilders.com"
- "save Maria Gomez at Gulf Coast Distributors, cell 713-555-0199"

## Create a deal

Creates a deal with a value, stage and expected close date, linked to an organization or person.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Pipedrive API call:** `POST /api/v2/deals`
- **Action name:** `pipedrive.create_deal`

**Example texts:**

- "new deal for Acme, 200 units, $40k, closing end of November"
- "create a Pipedrive deal with Brazos Builders for 85k, proposal stage"
- "open a deal for Lone Star Hardware spring order $12,500"

## Add a note

Adds a note (for example, how a visit or call went) to a deal, person or organization.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Pipedrive API call:** `POST /v1/notes`
- **Action name:** `pipedrive.add_note`

**Example texts:**

- "log my visit with Acme, they want 200 units"
- "note on the Brazos deal: board meets Tuesday, then they sign"
- "met Tom at Lone Star Hardware, spring order is about 40 pallets"

## Schedule an activity

Schedules a call, meeting or task with a due date and time, tied to a deal, person or organization.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Pipedrive API call:** `POST /api/v2/activities`
- **Action name:** `pipedrive.create_activity`

**Example texts:**

- "remind me to call Dana Whitfield Tuesday at 10"
- "meeting with Brazos Builders Thursday 2-3pm at their office"
- "task: send Acme the revised quote by Friday"

## Move a deal

Moves a deal to another stage in its pipeline, or marks it won or lost.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Pipedrive API call:** `PATCH /api/v2/deals/{id}`
- **Action name:** `pipedrive.update_deal_stage`

**Example texts:**

- "move the Acme deal to proposal made"
- "Brazos Builders deal is won!"
- "mark Lone Star Hardware lost, went with a competitor"

## See today's activities

Lists your open calls, meetings and tasks due today (or another day you name), plus how many are overdue.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **Pipedrive API call:** `GET /api/v2/activities`
- **Action name:** `pipedrive.list_my_activities_today`

**Example texts:**

- "what's on my plate today?"
- "what calls do I have today in Pipedrive"
- "my activities for tomorrow"

## Update a person

Changes a person's name, phone or email. A new phone or email becomes their primary one.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Pipedrive API call:** `PATCH /api/v2/persons/{id}`
- **Action name:** `pipedrive.update_person`

**Example texts:**

- "Dana Whitfield's new cell is 512-555-0101"
- "update Tom Becker's email to tom@lonestarhw.com"
- "it's Jason Lee not Jayson Lee in Pipedrive"

## Add an organization

Creates a new organization (a company), optionally with its address.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Pipedrive API call:** `POST /api/v2/organizations`
- **Action name:** `pipedrive.create_org`

**Example texts:**

- "add Shah Fabrication as an organization in Pipedrive"
- "new company: Gulf Coast Distributors, 900 Port Rd, Houston"
- "create org Brazos Builders"

## Update an organization

Changes an organization's name or address.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Pipedrive API call:** `PATCH /api/v2/organizations/{id}`
- **Action name:** `pipedrive.update_org`

**Example texts:**

- "Acme Supply moved to 2200 Industrial Blvd, Round Rock"
- "rename Lone Star Hardware to Lone Star Hardware & Supply in Pipedrive"
- "update the address for Brazos Builders: 18 Mill St, Waco"

## Link a person to an organization

Sets which organization a person works for.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Pipedrive API call:** `PATCH /api/v2/persons/{id}`
- **Action name:** `pipedrive.link_person_to_org`

**Example texts:**

- "Dana Whitfield works at Acme Supply now"
- "link Tom Becker to Lone Star Hardware"
- "put Maria Gomez under Gulf Coast Distributors in Pipedrive"

## Update a deal

Changes a deal's value, expected close date or title.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Pipedrive API call:** `PATCH /api/v2/deals/{id}`
- **Action name:** `pipedrive.update_deal`

**Example texts:**

- "Acme deal is now 55k"
- "push the Brazos Builders close date to Dec 15"
- "Gulf Coast renewal: value 18,500, closing Nov 20"

## Change a deal's owner

Hands a deal to another teammate on your Pipedrive account.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Pipedrive API call:** `PATCH /api/v2/deals/{id}`
- **Action name:** `pipedrive.change_deal_owner`

**Example texts:**

- "give the Acme deal to Mike"
- "reassign Brazos Builders to sarah@lonestarsales.com"
- "I'm taking over the Gulf Coast renewal"

## See open deals

Lists open deals for an organization or person, or your own if none is named.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **Pipedrive API call:** `GET /api/v2/deals`
- **Action name:** `pipedrive.list_open_deals`

**Example texts:**

- "what deals do we have open with Acme?"
- "Dana Whitfield's open deals"
- "show my open deals in Pipedrive"

## Mark an activity done

Marks an open call, meeting or task as done.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Pipedrive API call:** `PATCH /api/v2/activities/{id}`
- **Action name:** `pipedrive.mark_activity_done`

**Example texts:**

- "called Dana, mark it done"
- "done with the Acme quote task"
- "check off my meeting with Lone Star Hardware"

## Reschedule an activity

Moves an open call, meeting or task to a new day or time.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Pipedrive API call:** `PATCH /api/v2/activities/{id}`
- **Action name:** `pipedrive.reschedule_activity`

**Example texts:**

- "move my call with Dana to Thursday"
- "push the Brazos meeting to Monday at 3"
- "reschedule the Acme quote task to next Friday"

## See upcoming activities

Lists your open calls, meetings and tasks for the next few days, or those tied to a deal, person or organization.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **Pipedrive API call:** `GET /api/v2/activities`
- **Action name:** `pipedrive.list_upcoming_activities`

**Example texts:**

- "what's coming up with Acme?"
- "anything scheduled with Dana Whitfield"
- "what do I have this week in Pipedrive"

## Add a lead

Adds a lead to your Leads Inbox for a person or organization already in Pipedrive, with a value if you give one.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Pipedrive API call:** `POST /v1/leads`
- **Action name:** `pipedrive.create_lead`

**Example texts:**

- "new lead: Amy's Birds, maybe 4.5k"
- "add Tom Becker at Lone Star Hardware as a lead"
- "put Gulf Coast Distributors in the leads inbox, fleet renewal, 20k"

## See your leads

Lists the open leads in your Leads Inbox, or those for a person or organization.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **Pipedrive API call:** `GET /v1/leads`
- **Action name:** `pipedrive.list_leads`

**Example texts:**

- "what leads do I have?"
- "any leads for Acme Supply?"
- "show my Pipedrive leads inbox"

## Turn a lead into a deal

Converts a lead into a deal in your pipeline; Pipedrive moves its notes, files and activities over.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Pipedrive API call:** `POST /api/v2/leads/{id}/convert/deal`
- **Action name:** `pipedrive.convert_lead_to_deal`

**Example texts:**

- "convert the Amy's Birds lead to a deal"
- "Shah Fabrication lead is real, make it a deal in proposal made"
- "move the Gulf Coast lead into the pipeline"

## Attach a photo or file

Puts the photos or files you text on a deal, person or organization.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Pipedrive API call:** `POST /v1/files`
- **Action name:** `pipedrive.attach_file`

**Example texts:**

- "[photo] put this on the Garcia deal"
- "[2 photos] attach these to Amy's Birds"
- "[PDF] save the signed quote to the Brazos Builders deal"

## Add products to a deal

Adds products from your Pipedrive catalog to a deal with quantity and price; it never creates new products.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Pipedrive API call:** `POST /api/v2/deals/{id}/products`
- **Action name:** `pipedrive.add_products_to_deal`

**Example texts:**

- "add 3 XL cages at $120 each to the Garcia deal"
- "put 2 install labor and 1 delivery fee on the Brazos Builders deal"
- "Acme deal: 40 pallets of anchor bolts"

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*This list is generated from the code that runs each action, so it's always current.*