Add contact
Adds a new contact. No check is done for matching contacts.
Add contact with on-the-fly custom field id lookup
Adds a contact. Makes an additional API call to fetch custom fields in order to determine custom field ids via matching names of custom fields. An error will occur if a custom field does not exist. No check is done for matching contacts.
Add tag to contact
Adds one or more tags to a specified contact.
Clear contact custom field value
Clears the value of the specified custom field for the specified contact.
Create contact custom field
Creates a contact custom field. Note, no error occurs if a field of the same name already exists.
Create tag
Creates a new tag in the specified category. An error will occur if a tag with the same name already exists in the category.
Create tag category
Creates a new Keap tag category. POST /crm/rest/v1/tags/categories with mapped Name and optional Description. Returns the new category ID. Includes the isConfiguring guard so save-time validation in the assembly editor does not hit the live Keap API. Used by the v1.5 admin onboarding automation to seed the Services category that the mapped-category tag actions consume.
Create tag via mapped category
Creates a new Keap tag in the Category ID specified as a mapped input field. Use this variant when the target category is dynamic (e.g. read from a Lookup Table value). Sibling of "Create tag" — that one keeps Category as a per-action setting; this one accepts Category ID as data-mapped input. An error will occur if a tag with the same name already exists in the category.
Find contact
Searches for a contact by any combination of email, first name, or last name. An error occurs if zero or multiple are found.
Find contacts
Searches for a contacts by any combination of email, first name, or last name. No error occurs if none are found.
Get all contact custom fields
Returns information about all contact custom fields.
Get contact
Returns contact details for the specified ID.
Get contact tags
Returns up to 1000 tags applied to a specified contact.
Get tag ID by mapped category
Returns the Tag ID and description for the specified tag name in the Category ID specified as a mapped input field. Use this variant when the target category is dynamic (e.g. read from a Lookup Table value). Sibling of "Get tag ID by name" — that one keeps Category as a per-action setting; this one accepts Category ID as data-mapped input. An error occurs if not found.
Get tag ID by name
Returns the tag ID and description for the specified tag name in the specified category. An error occurs if not found.
Remove tag from contact
Removes a tag from a specified contact.
Two-way sync add or update a contact
An action for two-way syncing new and updated contacts, with enhanced on-the-fly mapping using contact email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Update contact
Updates the specified contact.
Update contact with on-the-fly custom field id lookup
Updates an existing contact. Makes an additional API call to fetch custom fields in order to determine custom field ids via matching names of custom fields. An error will occur if a custom field does not exist.
New Activity
Triggers when a new activity is created.
New deal
Triggered when a new deal is created.
New organization
Triggered when a new organization is added.
New Person
Triggered when a new person (contact) is added.
New Person (with Custom Fields and Labels)
Triggered when a new person (contact) is added.
New Person (with Custom Fields)
Triggered when a new person (contact) is added.
Stage Updated (instant)
Triggered when the stage of a deal changes.
Add File
Adds a file to a person, deal or organization
Add new activity
Creates a new activity.
Add new deal
Adds a new deal. Returns the deal's id.
Add New Note to Deal
Adds a new note to a deal.
Add or Update a Deal
Updates a Deal and their respective properties in Pipedrive
Add or Update a Deal, Person or Organization
Updates a Deal and their respective properties in Pipedrive
Add or Update a Person
Updates a person and their respective customer properties in Pipedrive
Add or Update a Person (with Custom Fields and Labels)
Updates a person and their respective customer properties in Pipedrive
Add organization
Adds a new organization if the name is not found. Returns the organization's id.
Add Person
Adds a new person if the email is not found. Returns the person's id.
Find organization IDs by name
Searches for organizations having the specified name. May return zero or more organization IDs.
Find person by email
Searches for a single person having the specified email. An error occurs if zero or multiple are found.
Find person IDs by email
Searches for persons having the specified email. May return zero or more person IDs.
Get deal
Returns the specified deal. If not found, an error occurs.
Get organization
Returns the specified organization. If not found, an error occurs.
Get person
Returns the specified person. If not found, an error occurs.
Get related deals for person
Returns deals having the specified status that are related to the specified person.
Get stage ID by stage name
Returns the stage id if the stage name exists.
Merge organizations
Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.
Merge persons
Merges two person accounts. Info from the person record to discard is merged into the person record to keep.
+
