AroFlo + Pipedrive
Create new tasks in AroFlo when matching deal filters occur in Pipedrive
Streamline your deal management process with this efficient workflow. When a deal matching filter occurs in Pipedrive, a corresponding task will be instantly created in AroFlo. This smooth integration enables you to quickly convert deals into actionable tasks in AroFlo, ensuring nothing falls through the cracks and boosting your team's productivity.
Streamline your deal management process with this efficient workflow. When a deal matching filter occurs in Pipedrive, a corresponding task will be instantly created in AroFlo. This smooth integration enables you to quickly convert deals into actionable tasks in AroFlo, ensuring nothing falls through the cracks and boosting your team's productivity.
- When this happens...
Deal Matching FilterTriggers when a deal matches a Pipedrive filter.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create TaskCreate a new Task in AroFlo.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundUpdated since Date/TimeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTimesheet Type
Date Time Start
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planClient NameRequired
Given Names (Primary Contact)Required
Surname (Primary Contact)Required
Business Units
ABN
Phone (Primary Contact)
Fax
Mobile (Primary Contact)
Email (Primary Contact)
Location Name
Address
City
State
Postcode
CountryRequired
Mailing Location
Mailing Address
Mailing City
Mailing State
Mailing Postcode
Mailing CountryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business UnitRequired
Given NamesRequired
SurnameRequired
User Name (Min 4 Characters)Required
PasswordRequired
Phone
Fax
Mobile
Email Address
Alternative Email Address
Custom Fields
Permission GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ZoneRequired
PostXMLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
StatusRequired
Substatus
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IDRequired
JOIN areas
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search TermRequired
JOIN areas
ActionThis is an event a Zap performs.SearchFind existing data in your appGiven Names
Surname
OR User ID
JOIN areas
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search TermRequired
JOIN areas
Business UnitRequired
Client IDRequired
Task TypeRequired
Task NameRequired
Due DateRequired
Task DescriptionRequired
Customer/Work Order Number
Priority
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundUpdated since Date/TimeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated since Date/TimeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask IDRequired
NoteRequired
Visibility
Sticky Note?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business UnitRequired
Client IDRequired
Task TypeRequired
Task NameRequired
Due DateRequired
Task DescriptionRequired
Customer/Work Order Number
Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
PostableRequired
Client Name
Short Name
ABN
Location Name (i.e. Level 8 Building 1)
Address (No & street)
City
State
Country
PostCode
Mailing Location Name (i.e. Level 8, Building 1)
Mailing Address (No & street or P.O.Box)
Mailing City
Mailing State
Mailing Country
Mailing PostCode
Phone
Fax
Mobile
Email
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Customer Order Number
Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Field
Search TermRequired
JOIN areas
ActionThis is an event a Zap performs.SearchFind existing data in your appSchedule ID
Task ID
Schedule To Type
Schedule To ID
Start Date
OR Start Date Time
ActionThis is an event a Zap performs.SearchFind existing data in your appTS Group IDRequired
Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Field
Search TermRequired
JOIN areas
Client NameRequired
Given Names (Primary Contact)Required
Surname (Primary Contact)Required
Business Units
ABN
Phone (Primary Contact)
Fax
Mobile (Primary Contact)
Email (Primary Contact)
Location Name
Address
City
State
Postcode
CountryRequired
Mailing Location
Mailing Address
Mailing City
Mailing State
Mailing Postcode
Mailing CountryRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About AroFlo
AroFlo is a Job Management Software for trade & service-based businesses.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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