IPEX Helpdesk, Pipedrive CRM Integrations

IPEX Helpdesk
Pipedrive CRM
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Triggers

Pipedrive CRM

New Activity Event INSTANT

Triggers when a new activity is added, updated or deleted.

Pipedrive CRM

New Deal Event INSTANT

Triggers when a new deal is added, updated or deleted.

Pipedrive CRM

New Note Event INSTANT

Triggers when a new note is added, updated or deleted.

Pipedrive CRM

New Organization Event INSTANT

Triggers when a new organization is added, updated or deleted.

Pipedrive CRM

New Person Event INSTANT

Triggers when a new person is added, updated or deleted.

Pipedrive CRM

New Product Event INSTANT

Triggers when a new product is added, updated or deleted.

Pipedrive CRM

Watch Activities

Triggers when a new activity is added or updated.

Pipedrive CRM

Watch Deals

Triggers when a new deal is added or updated.

Pipedrive CRM

Watch Notes

Triggers when a new note is added or updated.

Pipedrive CRM

Watch Organizations

Triggers when a new organization is added or updated.

Pipedrive CRM

Watch Persons

Triggers when a new person is added or updated.

Pipedrive CRM

Watch Products

Triggers when a new product is added or updated.

Actions

IPEX Helpdesk

Add a Message

Adds a new message (comment) in the ticket.

IPEX Helpdesk

Add an User Tag

Adds a tag into user properties.

IPEX Helpdesk

Add Related Tickets

Adds relation between tickets.

IPEX Helpdesk

Create a Customer

Creates a new customer.

IPEX Helpdesk

Create an Anonymous Ticket

Creates a new anonymous ticket. If the user's email is not registered, the new user account will be created if the ticketing is configured so.

IPEX Helpdesk

Create an User Account

Creates a new user account by administrator.

IPEX Helpdesk

Create a Ticket

Creates a new ticket.

IPEX Helpdesk

Get a Customer

Gets customer details.

IPEX Helpdesk

Get an Operator Group

Gets operator group detail.

IPEX Helpdesk

Get an User Account

Gets user account's detail.

IPEX Helpdesk

Get a Ticket

Returns a ticket detail.

IPEX Helpdesk

Get Fields Description of Customer

Description for customer's fields.

IPEX Helpdesk

Get Fields Description of User Account

Description for user's account fields.

IPEX Helpdesk

Get Track Time Records

Gets report of Track Time Records (required version >= 4.14).

IPEX Helpdesk

Import Customers

Bulk create/update customers. Max bulk size is 500 customers. (required version >= 4.16.0)

IPEX Helpdesk

Import User Accounts

Bulk create/update user accounts/contacts. Max bulk size is 100 user accounts. (required version >= 4.16.0)

IPEX Helpdesk

Update a Customer

Updates a customer data via PATCH method. (required version >= 4.16.0)

IPEX Helpdesk

Update an User Account

Updates user account data via PATCH method. (required version >= 4.16.0)

IPEX Helpdesk

Update a Ticket Workflow

Changes ticket workflow state.

Pipedrive CRM

Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Pipedrive CRM

Add a Participant to a Deal

Adds a participant to a deal.

Pipedrive CRM

Add a Product to a Deal

Adds a product to the deal.

Pipedrive CRM

Create a Deal

Creates a deal.

Pipedrive CRM

Create an Activity

Creates an activity.

Pipedrive CRM

Create an Organization

Creates an organization.

Pipedrive CRM

Create a Note

Creates a note.

Pipedrive CRM

Create a Person

Creates a person.

Pipedrive CRM

Create a Product

Creates a product.

Pipedrive CRM

Delete a Deal

Deletes a deal.

Pipedrive CRM

Delete a Follower

Delete a follower from a deal.

Pipedrive CRM

Delete a Mail Thread

Marks mail thread as deleted.

Pipedrive CRM

Delete an Activity

Deletes an activity.

Pipedrive CRM

Delete an Attached Product

Deletes a product attachment from a deal.

Pipedrive CRM

Delete an Organization

Deletes an organization.

Pipedrive CRM

Delete a Note

Deletes a note.

Pipedrive CRM

Delete a Person

Deletes a person.

Pipedrive CRM

Delete a Product

Deletes a product.

Pipedrive CRM

Download a File

Downloads a file.

Pipedrive CRM

Get a Deal

Returns details of a specific deal.

Pipedrive CRM

Get a Mail Thread

Returns specific mail thread.

Pipedrive CRM

Get a Message

Returns data about specific mail message.

Pipedrive CRM

Get an Activity

Returns details of a specific activity.

Pipedrive CRM

Get an Organization

Returns details of an organization.

Pipedrive CRM

Get a Note

Returns details about a specific note.

Pipedrive CRM

Get a Person

Returns details of a person.

Pipedrive CRM

Get a Product

Returns data about a specific product.

Pipedrive CRM

Get a User

Returns data about a specific user within the company.

Pipedrive CRM

Make an API Call

Performs an arbitrary authorized API call.

Pipedrive CRM

Update a Deal

Updates a deal.

Pipedrive CRM

Update a Mail Thread Details

Updates the properties of a mail thread.

Pipedrive CRM

Update an Activity

Updates an activity.

Pipedrive CRM

Update an Organization

Updates an organization.

Pipedrive CRM

Update an Organization Field Value

Updates an organization field value.

Pipedrive CRM

Update a Note

Updates a note.

Pipedrive CRM

Update a Person

Updates a person.

Pipedrive CRM

Update a Product

Updates a product.

Pipedrive CRM

Update Product Attachment Details

Updates product attachment details of the deal-product (a product already attached to a deal).

Pipedrive CRM

Upload a File

Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.

Searches

IPEX Helpdesk

List Country Codes

Lists country codes.

IPEX Helpdesk

Search Customers

Searches customers by filter.

IPEX Helpdesk

Search Tickets

Lists tickets by filter.

IPEX Helpdesk

Search User Accounts

Searches user accounts by filter.

Pipedrive CRM

List Activities

Searches for activities.

Pipedrive CRM

List Activities in a Deal

Lists activities associated with a deal.

Pipedrive CRM

List Deals

Searches for deals.

Pipedrive CRM

List Deals in a Pipeline

Lists deals in a specific pipeline across all its stages.

Pipedrive CRM

List Deals in a Stage

Lists deals in a specific stage.

Pipedrive CRM

List Files in a Deal

Lists files associated with a deal.

Pipedrive CRM

List Followers

List followers of an object of selected type (deals, organizations, persons, products, users).

Pipedrive CRM

List Mail Threads

Returns mail threads in specified folder ordered by most recent message within.

Pipedrive CRM

List Messages in a Thread

Get mail messages inside specified mail thread.

Pipedrive CRM

List Notes

Searches for notes.

Pipedrive CRM

List Organizations

Searches for organizations.

Pipedrive CRM

List Persons

Searches for persons.

Pipedrive CRM

List Persons in a Deal

Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.

Pipedrive CRM

List Pipelines

Returns data about all pipelines.

Pipedrive CRM

List Products

Searches for products.

Pipedrive CRM

List Products in a Deal

Lists products attached to a deal.

Pipedrive CRM

List Stages

Returns data about all stages.

Pipedrive CRM

List Users

Returns data about all users.

Pipedrive CRM

Search for Items

Performs a search from multiple item types.

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