Pipedrive - Atako

Let your agents work your Pipedrive CRM — deals, contacts, organizations, activities, leads, notes and pipelines.

Connection

Authentication: OAuth 2.0 (you authorize Atako via Pipedrive’s consent screen; no key to copy) — or a Personal API token you paste in directly, if you prefer not to use OAuth.
Required settings (personal API token option only):
- Company domain — yourcompany in yourcompany.pipedrive.com

Pipedrive → Personal preferences → API → copy the “personal API token”.See Pipedrive’s documentation.

Read actions (24)

Action	Description
`get_activity`	Fetch a single activity by id.
`get_deal`	Fetch a single deal by id.
`get_lead`	Fetch a single lead by id.
`get_note`	Fetch a single note by id.
`get_organization`	Fetch a single organization by id.
`get_person`	Fetch a single person by id.
`get_pipeline`	Fetch a single pipeline by id.
`get_product`	Fetch a single product by id.
`get_stage`	Fetch a single pipeline stage by id.
`get_user`	Fetch a single user by id.
`list_activities`	List activities (calls, meetings, tasks…), optionally filtered.
`list_deals`	List deals, optionally filtered by owner, person, org, pipeline or stage.
`list_leads`	List leads in the Leads Inbox, optionally filtered.
`list_notes`	List notes, optionally filtered by the record they are attached to.
`list_organizations`	List organizations, optionally filtered by owner.
`list_persons`	List persons (contacts), optionally filtered by owner or organization.
`list_pipelines`	List sales pipelines.
`list_products`	List products in the catalog.
`list_stages`	List pipeline stages, optionally for a single pipeline.
`list_users`	List users within the company account.
`search`	Search across deals, persons, organizations, products and leads at once.
`search_deals`	Search deals by title, notes or custom fields.
`search_organizations`	Search organizations by name, address or notes.
`search_persons`	Search persons by name, email, phone or notes.

Write actions (21)

Action	Description
`create_activity`	Create an activity (call, meeting, task…).
`create_deal`	Create a deal.
`create_lead`	Create a lead (must reference an existing person and/or organization).
`create_note`	Add a note, attached to a deal, person, organization or lead.
`create_organization`	Create an organization.
`create_person`	Create a person (contact).
`create_product`	Create a product.
`delete_activity`	Delete an activity.
`delete_deal`	Delete a deal.
`delete_lead`	Delete a lead.
`delete_note`	Delete a note.
`delete_organization`	Delete an organization.
`delete_person`	Delete a person.
`delete_product`	Delete a product.
`update_activity`	Update an activity (e.g. mark done, reschedule).
`update_deal`	Update a deal (e.g. move stage, change value, mark won/lost).
`update_lead`	Update a lead’s fields.
`update_note`	Update a note’s content.
`update_organization`	Update an organization’s fields.
`update_person`	Update a person’s fields.
`update_product`	Update a product’s fields.

Permissions

Every action above must be explicitly granted to an agent before it can be used. See Permissions for the grant model and Security for how credentials are protected.