Bring Activity Tracking
to LlamaIndex

Default types: call, meeting, task, deadline, email, lunch. Teams can add custom types. Use to discover available activity types before creating activities, especially in accounts with custom configurations. List all activity types configured in Pipedrive — both default types (call, meeting) and custom types defined by the team

Subject and type are required. Type must be: call, meeting, email, task, lunch, or deadline (use pd_activity_types to see custom types). Set due_date (YYYY-MM-DD), due_time (HH:MM), and duration (HH:MM). Link to deals, persons, or orgs. Activities appear in the Pipedrive calendar and task queue for the assigned user. Schedule a sales activity in Pipedrive — a call, meeting, email follow-up, task, lunch, or deadline linked to deals or contacts

Returns all scheduled, pending, and completed activities for that deal. Use when the user asks "what activities are on this deal?", "when is the next meeting for this deal?", or needs to review the engagement history of an opportunity. Get all activities (calls, meetings, tasks) linked to a specific deal for a complete activity history

Consider marking as done (pd_mark_activity_done) instead to preserve history. Use only when the user explicitly wants to remove an activity from the record. Permanently delete a Pipedrive activity — this removes it from history and cannot be undone

Returns subject, type, dates/times, duration, notes, linked deal/person/org, and completion status. Use after listing activities to drill into a specific item. Get complete details of a specific Pipedrive activity by ID including notes, duration, and linked records

Returns subject, type (call/meeting/email/task/lunch/deadline), due date and time, whether it is done, and linked deal/person/org. Filter by done status: "true" for completed, "false" for pending/upcoming. Use when the user asks about tasks to do, scheduled meetings, overdue items, or recent sales activity. List Pipedrive activities (calls, meetings, tasks, emails) with due dates, types, and completion status

The activity remains in history but is no longer in the pending/overdue queue. Use when the user says they completed a call, finished a meeting, or done with a task. Mark a Pipedrive activity as completed — removes it from the pending task queue and logs it as done

Only specified fields change. Use to reschedule (change due_date), rename (change subject), or reclassify (change type). Does not mark as done — use pd_mark_activity_done for that. Update an existing Pipedrive activity — reschedule, rename, or change type