Connect Bot for Slack to Pipedrive

Use 2 documented Bot for Slack triggers to run 24 documented Pipedrive actions.

2 source triggers

24 target actions

Reverse direction supported

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Why Connect Bot for Slack & Pipedrive?

Start with a Bot for Slack event

Choose from 2 documented triggers, including New Direct Message, New Message In Channel.

Run a Pipedrive action

Send the event into one of 24 documented actions, such as Add Activity, Add Deal, Add Labels.

Map and review the workflow

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

Available Triggers & Actions

Bot for Slack

Triggers (2)

New Direct Message

Emit new event when a message is posted in a direct message channel (Bot). To open a conversation, use the Mazaal AI Action "Send a Direct Message" to send a message from the Bot, or enable direct messages to the Bot in your App Settings (Settings->App Home->Show Tabs->Messages Tab), and send a direct message to the Bot.

polling

New Message In Channel

Emit new event when a new message is posted to a public, private or group channel (Bot)

polling

Actions (24)

Add Emoji Reaction

Add an emoji reaction to a message. See the documentation

Archive Channel

Archive a channel (Bot). See the documentation

Create a Channel

Create a new channel (Bot). See the documentation

Delete File

Delete a file (Bot). See the documentation

Delete Message

Delete a message (Bot). See the documentation

Find User by Email

Find a user by matching against their email (Bot). See the documentation

Get File

Return information about a file (Bot). See the documentation

Invite User to Channel

Invite a user to an existing channel (Bot). See the documentation

List Channels

Return a list of all channels in a workspace (Bot). See the documentation

List Files

Return a list of files within a team (Bot). See the documentation

List Group Members

List all users in a User Group (Bot). See the documentation

List Members in Channel

Retrieve members of a channel (Bot). See the documentation

List Replies

Retrieve a thread of messages posted to a conversation (Bot). See the documentation

List Users

Return a list of all users in a workspace (Bot). See the documentation

Reply to a Message Thread

Send a message as a threaded reply (Bot). See postMessage or scheduleMessage docs here

Send a Large Message (3000+ characters)

Send a large message (more than 3000 characters) to a channel, group or user (Bot). See postMessage or scheduleMessage docs here

Send Message

Send a message to a user, group, private channel or public channel (Bot). See postMessage or scheduleMessage docs here

Send Message (Advanced)

Customize advanced setttings and send a message to a channel, group or user (Bot). See postMessage or scheduleMessage docs here

Send Message Using Block Kit

Send a message using Slack's Block Kit UI framework to a channel, group or user (Bot). See postMessage or scheduleMessage docs here

Set Channel Description

Change the description or purpose of a channel (Bot). See the documentation

Set Channel Topic

Set the topic on a selected channel (Bot). See the documentation

Update Groups Members

Update the list of users for a User Group (Bot). See docs here

Update Message

Update a message (Bot). See the documentation

Upload File

Upload a file (Bot). See the documentation

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