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Pipedrive ACTION

Search Notes

Search for notes in Pipedrive. See the documentation
  • Action
  • Read only
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Pipedrive account once, then configure and run Search Notes 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-search-notes",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    pipedrive: { authProvisionId: "apn_xxxxxxx" },
    searchTerm: "Search Term",
    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.

Search Notes inputs
Property Type Description
searchTerm Search Term string
The term to search for in the note content
Optional
leadId Lead ID string
The ID of the lead that the note is attached to
Optional Dynamic
dealId Deal ID string
The ID of the deal that the note is attached to
Optional Dynamic
personId Person ID integer
The ID of the person that the note is attached to
Optional Dynamic
organizationId Organization ID integer
The ID of the organization that the note is attached to
Optional Dynamic
userId User ID integer
The ID of the user that the note is attached to
Optional Dynamic
projectId Project ID string
The ID of the project that the note is attached to
Optional Dynamic
sortField Sort Field string
The field name to sort by
Optional
sortDirection Sort Direction string
The direction to sort the results in
Optional
startDate Start Date string
The date in format of YYYY-MM-DD from which notes to fetch
Optional
endDate End Date string
The date in format of YYYY-MM-DD until which notes to fetch to
Optional
pinnedToLeadFlag Pinned to Lead Flag boolean
If true, the results are filtered by note to lead pinning state
Optional
pinnedToDealFlag Pinned to Deal Flag boolean
If true, the results are filtered by note to deal pinning state
Optional
pinnedToOrganizationFlag Pinned to Organization Flag boolean
If true, the results are filtered by note to organization pinning state
Optional
pinnedToPersonFlag Pinned to Person Flag boolean
If true, the results are filtered by note to person pinning state
Optional
pinnedToProjectFlag Pinned to Project Flag boolean
If true, the results are filtered by note to project pinning state
Optional
maxResults Max Results integer
The maximum number of results to return
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-search-notes
Version
0.0.13
App
Pipedrive
Authentication
OAuth
Read-only
Yes
Destructive
No
Open world
Yes