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Connect Box to Pipedrive

Build an AI agent that works across Box and Pipedrive, on a schedule or when you click Run.

8 source actions
24 target actions
Reverse direction supported

Why Connect Box & Pipedrive?

Read what you need from Box

Your agent uses Box's documented actions to pull the records it needs, each time it runs.

Run a Pipedrive action

Then it uses one of 24 documented actions, such as Add Activity, Add Deal, Add Labels.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Box logo

Box

Triggers (3)

New Event

Emit new event when an event with subscribed event source triggered on a target. See the documentation

webhook
New File Event

Emit new event when a new file is uploaded to a target. See the documentation

webhook
New Folder Event

Emit new event when a new folder created on a target. See the documentation

webhook

Actions (8)

Create Box Sign Request

Creates a signature request. This involves preparing a document for signing and sending the signature request to signers. See the documentation.

Download File

Downloads a file from Box to your workflow's /tmp directory. See the documentation

Get Comments

Fetches comments for a file. See the documentation.

Get File Text

Extracts text from a file in Box. See the documentation

List Folder Items

Lists files, folders, and web links in a Box folder. Use 0 for the root folder. Returns one page of results (default 100, max 1000). To find items by name or metadata across all folders, use **Search Content** instead. See the documentation.

Search Content

Searches for files, folders, web links, and shared files across the users content or across the entire enterprise. See the documentation.

Upload a File

Uploads a small file to Box. See the documentation.

Upload File Version

Update a file's content. See the documentation.

Pipedrive logo

Pipedrive

Triggers (6)

Deal Updated (Instant)

Emit new event when a deal is updated.

webhook
Lead Updated (Instant)

Emit new event when a lead is updated.

webhook
New Deal (Instant)

Emit new event when a new deal is created.

webhook
New Event (Instant)

Emit new event when a new webhook event is received. See the documentation

webhook
New Person (Instant)

Emit new event when a new person is created.

webhook
Person Updated (Instant)

Emit new event when a person is updated.

webhook

Actions (24)

Add Activity

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which 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 Pipedrive

Add Deal

Adds a new deal. See the Pipedrive API docs for Deals here

Add Labels

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Add Lead

Create a new lead in Pipedrive. See the documentation

Add Note

Adds a new note. For info on adding an note in Pipedrive

Add Organization

Adds a new organization. See the Pipedrive API docs for Organizations here

Add Person

Adds a new person. See the Pipedrive API docs for People here

Get All Leads

Get all leads from Pipedrive. See the documentation

Get Deal

Get a deal by its ID. See the documentation

Get Lead by ID

Get a lead by its ID. See the documentation

Get person details

Get details of a person by their ID. See the documentation

List Deals

List deals in your Pipedrive account. See the documentation

List Lead Label IDs Options

Retrieves available options for the Lead Label IDs field.

List Organization Label IDs Options

Retrieves available options for the Organization Label IDs field.

List Person Label IDs Options

Retrieves available options for the Person Label IDs field.

List User ID Options

Retrieves available options for the User ID field.

Merge Deals

Merge two deals in Pipedrive. See the documentation

Merge Persons

Merge two persons in Pipedrive. See the documentation

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Remove Labels

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search Leads

Search for leads by name or email. See the documentation

Search Notes

Search for notes in Pipedrive. See the documentation

Search persons

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Update Deal

Updates the properties of a deal. See the Pipedrive API docs for Deals here

Integration Features

8 documented Box actions
24 documented Pipedrive actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Pipedrive to Box direction

Capability Examples

Box trigger → Pipedrive action

Catalog example
BoxBox

New Event

PipedrivePipedrive

Add Activity

Pipedrive trigger → Box action

Reverse direction
PipedrivePipedrive

Deal Updated (Instant)

BoxBox

Create Box Sign Request

How It Works

1

Connect Apps

Authenticate your Box and Pipedrive accounts

2

Describe the Job

Say what to read from Box and what to do in Pipedrive

3

Choose an Action

Select the documented Pipedrive operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Box events yet.

Automated Actions

Use 24 documented Pipedrive actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theBox and Pipedrive actions it needs.

Your Own Accounts

You connect your own Box and Pipedrive accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Pipedrive logoBox logo

Reverse Integration Available

Also connect Pipedrive to Box for bidirectional automation

View Integration
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All Box Integrations

Explore all available Box connections

View All Integrations
Pipedrive logo

All Pipedrive Integrations

Explore all available Pipedrive connections

View All Integrations

Ready to Connect Box & Pipedrive?

Build this agent in Mazaal AI and test it on your ownBox and Pipedrive data.

Start building

Rather not build it yourself? We set up one Box to Pipedrive agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod