goals_list
Retrieve goals from Pipedrive with filters by type, title, assignee, or period. Find specific goals for users or teams based on criteria like active status or date ranges.
Instructions
Get all goals with optional filters.
Retrieves goals based on various filtering criteria including type, title, assignee, and period.
Workflow tips:
Filter by assignee to see goals for specific users or teams
Use type.name to filter by goal type (e.g., deals_won, activities_completed)
Filter by is_active to see only active or inactive goals
Use period filters to find goals within specific date ranges
Common use cases:
List all active goals: { "is_active": true }
Find goals for a user: { "assignee.id": 123, "assignee.type": "person" }
Filter by goal type: { "type.name": "deals_won" }
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type.name | No | Filter by goal type name | |
| title | No | Filter by goal title | |
| is_active | No | Filter by active status | |
| assignee.id | No | Filter by assignee ID | |
| assignee.type | No | Filter by assignee type | |
| expected_outcome.target | No | Filter by target value | |
| expected_outcome.tracking_metric | No | Filter by tracking metric | |
| period.start | No | Filter by period start date (YYYY-MM-DD) | |
| period.end | No | Filter by period end date (YYYY-MM-DD) |