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Overview

Phinite’s Pipedrive predefined tool lets workspace assistants call Pipedrive APIs through DevStudio after you save a connection under Integrations → Predefined tools. Manage Pipedrive CRM deals, persons, organizations, activities, notes, pipelines, leads, products, and deal-products via the Pipedrive REST API.
Predefined tools require a saved connection before they appear in Graph Studio’s tool picker. See Predefined Tools in GraphStudio.

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What this integration enables

  • Automate workflows using this predefined tool from agent graphs
  • Connect once under Integrations and reuse across assistants
  • Enable individual subtools per agent in Graph Studio

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Required credentials

  • API Token api_token (required)
  • Company Domain company_domain (required)

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Setup steps

  1. Pipedrive → profile → Settings → Personal Preferences → API → copy API token and company subdomain from your workspace URL.
  2. Log into your Phinite workspace at app.phinite.ai
  3. Navigate to Integrations → Predefined tools
  4. Select Pipedrive
  5. Click + Add Configuration
  6. Enter the credential fields listed above
  7. Select assistants that should use this connection
  8. Click Save Configuration

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Configure in Graph Studio

  1. Open an agent in Graph Studio
  2. Select the agent node → Tools tab → Add a new tool
  3. Choose PipedriveTool (or search for Pipedrive)
  4. Select your saved connection or add a new one
  5. Enable the subtools your workflow needs and save

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Predefined tools

Phinite provides 46 subtools for Pipedrive:
  • List Deals: List all deals with optional filtering by user, person, org, pipeline, stage, or status
  • Get Deal: Get details of a specific deal by ID
  • Create Deal: Create a new deal in Pipedrive
  • Update Deal: Update an existing deal’s properties
  • Delete Deal: Delete a deal by ID (marks as deleted, permanently removed after 30 days)
  • List Persons: List all persons (contacts) with optional filtering
  • Get Person: Get details of a specific person by ID
  • Create Person: Create a new person (contact) in Pipedrive
  • Update Person: Update an existing person’s properties
  • List Organizations: List all organizations with optional filtering
  • Get Organization: Get details of a specific organization by ID
  • Create Organization: Create a new organization in Pipedrive
  • Update Organization: Update an existing organization’s properties
  • List Activities: List all activities with optional filtering by user, deal, or done status
  • Create Activity: Create a new activity (call, meeting, task, etc.) in Pipedrive
  • Update Activity: Update an existing activity’s properties
  • Create Note: Create a new note attached to a deal, person, or organization
  • Delete Note: Delete a note by ID
  • List Pipelines: List all sales pipelines in the account
  • Search Items: Search across deals, persons, organizations, products, and files by keyword
  • Duplicate Deal: Duplicate a deal by ID
  • Search Deals: Search deals by term across title, notes, and custom fields
  • Delete Person: Delete a person by ID
  • Search Persons: Search persons by term across name, email, phone, and custom fields
  • Delete Organization: Delete an organization by ID
  • Search Organizations: Search organizations by term across name and custom fields
  • Get Activity: Get details of a specific activity by ID
  • Delete Activity: Delete an activity by ID
  • Get Note: Get details of a specific note by ID
  • List Notes: List notes with optional filtering by deal, person, or organization
  • Update Note: Update an existing note’s content or pinned status
  • List Leads: List all leads with optional filtering
  • Get Lead: Get details of a specific lead by ID (UUID string)
  • Create Lead: Create a new lead in Pipedrive
  • Update Lead: Update an existing lead’s properties
  • Delete Lead: Delete a lead by ID
  • List Products: List all products in the catalog
  • Get Product: Get details of a specific product by ID
  • Create Product: Create a new product in the Pipedrive catalog
  • Update Product: Update an existing product’s properties
  • Delete Product: Delete a product from the catalog
  • Search Products: Search products by term across name, code, and custom fields
  • List Deal Products: List all products attached to a deal
  • Add Deal Product: Add a product to a deal
  • Update Deal Product: Update a product attached to a deal
  • Remove Deal Product: Remove a product from a deal

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Documentation & resources

  • Official documentation: https://developers.pipedrive.com/docs/api/v1
  • Phinite documentation: Pipedrive

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Notes

  • Store API keys and tokens securely; many providers show secrets only once
  • Use separate connections for Dev, UAT, and Prod environments where possible
  • Test with a minimal subtool call after saving credentials