MULTI-APP TOOLKIT
Build with Pipedrive + Sharepoint
Connect a user's Pipedrive and Sharepoint accounts and expose tools for both apps directly in your product or your agent.
- Multi-app
- One MCP session
- 64 actions
- 11 triggers
- Managed auth
MCP
One MCP session, both toolsets
One session gives your product or agent every Pipedrive and Sharepoint tool at once — connect once, list tools, and call them like any single-app session.
ARCHITECTURE
One user, two connected accounts
Your user connects each account once, under whatever ID they already have in your product. The two stay independent — either can be revoked on its own — and your code reaches both through that one user.
Your product
external_user_id
{external_user_id}Pipedream Connect
Managed identity
Auth · tools · routing
Pipedrive
Connected account
Sharepoint
Connected account
TOOLS
Pipedrive tools
The Pipedrive tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 41
-
Add Activity
actionAdds a new activity. Includesmore_activities_scheduled_in_contextproperty in response'sadditional_datawhich 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 PipedriveWritev0.1.26 -
Add Deal
actionAdds a new deal. See the Pipedrive API docs for Deals hereWritev0.1.26 -
Add Labels
actionAdds labels to a lead, person, deal, or organization in Pipedrive. See the documentationWritev0.0.5 -
Add Lead
actionCreate a new lead in Pipedrive. See the documentationWritev0.0.20 -
Add Note
actionAdds a new note. For info on adding an note in PipedriveWritev0.0.21 -
Add Organization
actionAdds a new organization. See the Pipedrive API docs for Organizations hereWritev0.1.22 -
Add Person
actionAdds a new person. See the Pipedrive API docs for People hereWritev0.1.25 -
Create Project
actionCreates a new project in Pipedrive. Use List Project Boards to obtain a valid Board ID and List Project Phases to obtain a valid Phase ID before running this action. Example: to open a project on the first board/phase, call withtitle="Q3 Website Redesign",status="open",boardId="1",phaseId="1"-> returns the created project with its numericid. See the documentationWritev0.0.2
Triggers top 4 of 6
-
Deal Updated (Instant)
triggerEmit new event when a deal is updated.Instantv0.1.14 -
Lead Updated (Instant)
triggerEmit new event when a lead is updated.Instantv0.1.14 -
New Deal (Instant)
triggerEmit new event when a new deal is created.Instantv0.0.18 -
New Event (Instant)
triggerEmit new event when a new webhook event is received. See the documentationInstantv0.0.9
MULTI-APP
Works with more apps
The combinations customers connect alongside these two — nothing here is limited to a pair.
REFERENCE
Toolkit details
- x-pd-app-slug
- pipedrive,sharepoint
- Primary app
- Pipedrive (pipedrive)
- Second app
- Sharepoint (sharepoint)
- Authentication
- OAuth + OAuth
- Available actions
- 64
- Available triggers
- 11