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Pipedrive ACTION

Add Note

Adds a new note. For info on adding an note in Pipedrive
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Pipedrive account once, then configure and run Add Note from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "pipedrive-add-note",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    pipedrive: { authProvisionId: "apn_xxxxxxx" },
    content: "Content",
    leadId: "Lead ID",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Add Note inputs
Property Type Description
content Content string
The content of the note in HTML format. Subject to sanitization on the back-end.
Required
leadId Lead ID string
The ID of the lead the note will be attached to. This property is required unless one of (deal_id/person_id/org_id) is specified.
Optional Dynamic
dealId Deal ID string
The ID of the deal the note will be attached to. This property is required unless one of (lead_id/person_id/org_id) is specified.
Optional Dynamic
personId Person ID integer
The ID of the person this note will be attached to. This property is required unless one of (deal_id/lead_id/org_id) is specified.
Optional Dynamic
organizationId Organization ID integer
The ID of the organization this note will be attached to. This property is required unless one of (deal_id/lead_id/person_id) is specified.
Optional Dynamic
userId User ID integer
The ID of the user who will be marked as the author of the note. Only an admin can change the author.
Optional Dynamic
addTime Add Time string
The creation date and time of the deal. Requires admin user API token. Format: YYYY-MM-DDTHH:MM:SSZ
Optional
pinnedToDealFlag Pinned To Deal Flag boolean
If set, the results are filtered by note to deal pinning state (deal_id is also required)
Optional
pinnedToLeadFlag Pinned To Lead Flag boolean
If set, the results are filtered by note to lead pinning state (lead_id is also required)
Optional
pinnedToOrgFlag Pinned To Organization Flag boolean
If set, the results are filtered by note to organization pinning state (org_id is also required)
Optional
pinnedToPersonFlag Pinned To Person Flag boolean
If set, the results are filtered by note to person pinning state (person_id is also required)
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
pipedrive-add-note
Version
0.0.21
App
Pipedrive
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes