Documentation
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INDEX

Documentation Library

Search for information on Hornbill Documentation.

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Have questions about this site?

What is this site?

  • This website is Hornbill's new product documentation website and is currently under development.
  • It is intended that all existing and future public-facing documentation we produce will be available to search, browse and share.
  • Hornbill's current documentation is available at Hornbill Wiki but over time this content will be migrated to this documentation site.
  • Please feel free to have a look around at any time.

Why has Hornbill created this site?

  • Hornbill's products have moved on considerably since we introduced it almost 10 years ago. At the time, the MediaWiki tool was sufficient, but we have outgrown it.
  • Our customers are more enterprise focused and more self-sufficient than ever before, so for 2023 and beyond we have established a new documentation platform and team to drive our documentation initiative forwards.
  • We are aiming to deprecate the use of Hornbill Wiki for most Hornbill related documentation.
  • We want to enable our growing partner network with product resources and information, documentation beyond our Wiki approach is required.
  • We could definitely do with some help, and may even pay for some! If you have domain knowledge and would like to help, please check out our Hornbill Docs Contributor Guide and contact the Hornbill docs team at docs@hornbill.com.

What will this site be good for?

  • Community contribution will be facilitated, encouraged, and most welcome.
  • High quality documentation, will be kept up to date as rapidly as our products evolve.
  • Real-time content search and discovery.
  • Articles organized into books, books into libraries, creating a more natural and logical structure to our documentation.
  • Legacy API documentation and various other documentation sources will all be consolidated into a single unified documentation system.
  • Documentation available in browser as well as printable/viewable as PDF on demand.
  • Personalized documentation experience, allowing dark/light mode, article subscriptions, social media sharing and other useful features.
  • Almost all publicly available documentation on docs.hornbill.com will be open-source and available to fork on GitHub, allowing customers to derive their own custom documentation around Hornbill products should they wish to.

What is the timeline for this site?

  • We have taken the decision to publish and make available early, there is very little content at this time.
  • As and when we have completed/usable documentation, it will be published here.
  • We have a host of additional features we wish to add over time, so please watch this space.
  • We expect most of our existing documentation should be reviewed/migrated to docs.hornbill.com over the coming months.
  • The documentation project will be ongoing, will continue to expand, evolve and improve day-by-day.

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Pipedrive

  • Article
  • 1 minutes to read
Pipedrive is a sales management tool. Hornbill's integration with Pipedrive enable the management of sales activities, deals, users and organizations from Hornbill workflows.
This is a Premium Integration.

Cloud Automations

Activities

OperationDescription
Activity Create Creates a Pipedrive Activity.
Activity Delete Deletes a Pipedrive Activity.
Activity Get Info Retrieves information about a Pipedrive Activity.
Activity Update UIpdates a Pipedrive Activity.

Deals

OperationDescription
Deal Create Creates a Pipedrive Deal.
Deal Delete Deletes a Pipedrive Deal.
Deal Duplicate Duplicates a Pipedrive Deal.
Deal Follower Add Adds a follower to a Pipedrive Deal.
Deal Follower Delete Deletes a follower from a Pipedrive Deal.
Deal Get Info Retrieves information about a Pipedrive Deal.
Deal Merge Merges a pair of Pipedrive Deals.
Deal Participant Add Adds a participant to a Pipedrive Deal.
Deal Participant Delete Deletes a participant from a Pipedrive Deal.
Deal Update Updates a Pipedrive Deal.

Notes

OperationDescription
Note Create Creates a Pipedrive Note.
Note Delete Deletes a Pipedrive Note.
Note Get Info Retrieves information about a Pipedrive Note.
Note Update Updates a Pipedrive Note.

Organizations

OperationDescription
Organization Create Creates a Pipedrive Organization.
Organization Get Info Retrieves information about a Pipedrive Organization.
Organization Update Updates a Pipedrive Organization.

Persons

OperationDescription
Person Create Creates a Pipedrive Person.
Person Get Info Retrieves information about a Pipedrive Person.
Person Update Updates a Pipedrive Person.

Users

OperationDescription
User Create Creates a Pipedrive User.
User Get Info retrieves information about a Pipedrive User.
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