Connect Pipedrive to PandaDoc

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Adds a new deal. See the Pipedrive API docs for Deals here

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Create a new lead in Pipedrive. See the documentation

Adds a new note. For info on adding an note in Pipedrive

Adds a new organization. See the Pipedrive API docs for Organizations here

Adds a new person. See the Pipedrive API docs for People here

Get all leads from Pipedrive. See the documentation

Get a deal by its ID. See the documentation

Get a lead by its ID. See the documentation

Get details of a person by their ID. See the documentation

List deals in your Pipedrive account. See the documentation

Retrieves available options for the Lead Label IDs field.

Retrieves available options for the Organization Label IDs field.

Retrieves available options for the Person Label IDs field.

Retrieves available options for the User ID field.

Merge two deals in Pipedrive. See the documentation

Merge two persons in Pipedrive. See the documentation

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search for leads by name or email. See the documentation

Search for notes in Pipedrive. See the documentation

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Updates the properties of a deal. See the Pipedrive API docs for Deals here

Adds an attachment to a document. See the documentation here

Create a document from a file or public file URL. See the documentation here

Create a Document from a PandaDoc Template. See the documentation here

Create a new folder to store your documents. See the documentation here

This method adds or updates a contact using the email as index. See the documentation here

Download a document as PDF. See documentation here

Download a completed document as a verifiable PDF. See documentation here

Return detailed data about a document. See the documentation here

Get basic status info about a document. See documentation here

Retrieves available options for the Completed Document Id field.

List all contacts within an account. See the documentation here

Returns a list of attachments associated with a specified document. See the documentation here

Retrieves available options for the Document Folder Id field.

Retrieves available options for the Document Id field.

List documents, optionally filtering by a search query or tags. See the documentation here

List folders which contain Documents. See the documentation here

Retrieves available options for the Template Id field.

Move a document to sent status and send an optional email. See the documentation