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Connect Pipedrive to Roam Research

Use 6 documented Pipedrive triggers to run 10 documented Roam Research actions.

6 source triggers
10 target actions
Reverse direction supported

Why Connect Pipedrive & Roam Research?

Start with a Pipedrive event

Choose from 6 documented triggers, including Deal Updated (Instant), Lead Updated (Instant), New Deal (Instant).

Run a Roam Research action

Send the event into one of 10 documented actions, such as Add Content To Daily Note Page, Add Content To Page, Add Content Underneath Block.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Pipedrive logo

Pipedrive

Triggers (6)

Deal Updated (Instant)

Emit new event when a deal is updated.

webhook
Lead Updated (Instant)

Emit new event when a lead is updated.

webhook
New Deal (Instant)

Emit new event when a new deal is created.

webhook
New Event (Instant)

Emit new event when a new webhook event is received. See the documentation

webhook
New Person (Instant)

Emit new event when a new person is created.

webhook
Person Updated (Instant)

Emit new event when a person is updated.

webhook

Actions (24)

Add Activity

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

Add Deal

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

Add Labels

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

Add Lead

Create a new lead in Pipedrive. See the documentation

Add Note

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

Add Organization

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

Add Person

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

Get All Leads

Get all leads from Pipedrive. See the documentation

Get Deal

Get a deal by its ID. See the documentation

Get Lead by ID

Get a lead by its ID. See the documentation

Get person details

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

List Deals

List deals in your Pipedrive account. See the documentation

List Lead Label IDs Options

Retrieves available options for the Lead Label IDs field.

List Organization Label IDs Options

Retrieves available options for the Organization Label IDs field.

List Person Label IDs Options

Retrieves available options for the Person Label IDs field.

List User ID Options

Retrieves available options for the User ID field.

Merge Deals

Merge two deals in Pipedrive. See the documentation

Merge Persons

Merge two persons in Pipedrive. See the documentation

Remove Duplicate Notes

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

Remove Labels

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

Search Leads

Search for leads by name or email. See the documentation

Search Notes

Search for notes in Pipedrive. See the documentation

Search persons

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

Update Deal

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

Roam Research logo

Roam Research

Triggers (1)

New Modified Linked Reference

Emit new event for each new or modified linked reference in Roam Research.

polling

Actions (10)

Add Content To Daily Note Page

Adds content as a child block to a daily note page in Roam Research (access to encrypted and non encrypted graphs). See the documentation.

Add Content To Page

Add content as a child block to an existing or new page in Roam Research (access to encrypted and non encrypted graphs). See the documentation.

Add Content Underneath Block

Add content underneath an existing block in your Roam Research graph (access to encrypted and non encrypted graphs). See the documentation

Append Blocks

Generic append blocks for Roam Research pages. See the documentation.

Get Page Or Block Data

Get the data for a page or block in Roam Research (access only to non ecrypted graphs). See the documentation.

Pull

Generic pull for Roam Research pages. See the documentation.

Pull Many

Generic pull many for Roam Research pages. See the documentation.

Query

Generic query for Roam Research pages. See the documentation.

Search Title

Search for a title in Roam Research pages (access only to non ecrypted graphs). See the documentation.

Write

Generic write for Roam Research pages. See the documentation.

Integration Features

6 documented Pipedrive triggers
10 documented Roam Research actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Roam Research to Pipedrive direction

Capability Examples

Pipedrive trigger → Roam Research action

Catalog example
PipedrivePipedrive

Deal Updated (Instant)

Roam ResearchRoam Research

Add Content To Daily Note Page

Roam Research trigger → Pipedrive action

Reverse direction
Roam ResearchRoam Research

New Modified Linked Reference

PipedrivePipedrive

Add Activity

How It Works

1

Connect Apps

Authenticate your Pipedrive and Roam Research accounts

2

Choose a Trigger

Select a documented Pipedrive event

3

Choose an Action

Select the documented Roam Research operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 6 documented Pipedrive triggers.

Automated Actions

Run one of 10 documented Roam Research actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Roam Research to Pipedrive for bidirectional automation

View Integration
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All Pipedrive Integrations

Explore all available Pipedrive connections

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All Roam Research Integrations

Explore all available Roam Research connections

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