Pipedrive
When a new deal gets created in Pipedrive, also create an activity for the deal
by
This action will create an activity.
Developer info
- API endpoint slug
- pipedrive.create_activity
- Filter method
- Pipedrive.createActivity.skip(string?: reason)
- Runtime method
- runAction("pipedrive.create_activity", {})
Action fields
Subject Text input > Document title
- Label
- Subject:
- Slug
- subject
- Required
- true
- Can have default value
- true
- Filter method
- Pipedrive.createActivity.setSubject(string: subject)
Activity type Dropdown list
- Label
- Activity type:
- Slug
- activity_type
- Required
- true
- Can have default value
- false
Organization Text input > Other
- Label
- Organization ID:
- Helper text
- Can leave blank if you've filled in Deal ID.
- Slug
- organization_id
- Required
- false
- Can have default value
- true
- Filter method
- Pipedrive.createActivity.setOrganizationId(string: organization_id)
Deal Text input > Other
- Label
- Deal ID:
- Helper text
- Can leave blank if you've filled in Org ID and only want to link the activity at the Org level.
- Slug
- deal_id
- Required
- false
- Can have default value
- true
- Filter method
- Pipedrive.createActivity.setDealId(string: deal_id)
Person Text input > Path to a folder
- Label
- Person ID:
- Helper text
- Enter the ID of a person to link this activity to, or leave blank to skip.
- Slug
- person_id
- Required
- false
- Can have default value
- true
- Filter method
- Pipedrive.createActivity.setPersonId(string: person_id)
Start time Text input > ISO 8601 date and time
- Label
- Start time:
- Helper text
- Ex: "Tomorrow at 5pm" or "July 4, 2023 at noon" or "MM/DD/YYYY at hh:mm"
- Slug
- start_time
- Required
- false
- Can have default value
- true
- Filter method
- Pipedrive.createActivity.setStartTime(string: start_time)
End time Text input > ISO 8601 date and time
- Label
- End time:
- Helper text
- Ex: "Tomorrow at 5pm" or "July 4, 2023 at noon" or "MM/DD/YYYY at hh:mm"
- Slug
- end_time
- Required
- false
- Can have default value
- true
- Filter method
- Pipedrive.createActivity.setEndTime(string: end_time)
Note Text input > HTML
- Label
- Note:
- Slug
- note
- Required
- false
- Can have default value
- true
- Filter method
- Pipedrive.createActivity.setNote(string: note)
