BoondManager + Pipedrive
Create new Pipedrive deals from BoondManager opportunities
Effortlessly streamline your sales process with this automation between BoondManager and Pipedrive. When a new opportunity arises in BoondManager, a deal will be created in Pipedrive, ensuring you never miss an opportunity for growth. Save time and maintain consistency by letting this workflow handle the routine task for you.
Effortlessly streamline your sales process with this automation between BoondManager and Pipedrive. When a new opportunity arises in BoondManager, a deal will be created in Pipedrive, ensuring you never miss an opportunity for growth. Save time and maintain consistency by letting this workflow handle the routine task for you.
- When this happens...
New OpportunityADMIN ONLY: Triggers when a new opportunity is created
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create DealCreates a new deal.
ActionWriteCreate a new record or update an existing record in your app.
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New Company
ADMIN ONLY: Triggers when a new company is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
ADMIN ONLY: Triggers when a company is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
ADMIN ONLY: Triggers when a invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
ADMIN ONLY: Triggers when a new contact is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
ADMIN ONLY: Triggers when a new opportunity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Resource
ADMIN ONLY: Triggers when a new resource is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
ADMIN ONLY: Triggers when a opportunity is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Resource Updated
ADMIN ONLY: Triggers when a resource is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact idRequired
Action typeOf
Action textRequired
Start date
Id responsable action
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
State
Website
Phone1
Fax
Address
Postcode
town
Country
Number
Origin typeOf
Origin detail
Expertise area
Information comments
Vat Number
Registration number
Legal status
Registered office
APE code
Social Network - Facebook URL
Social Network - viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Staff
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact id
Contact Company id
TitleRequired
Description
Criteria
Reference
State
Type of
Origin typeOf
Origin detail
Expertise area
Activity Areas
Place
Duration
Estimated Budget
Turnover Estimated Excluding Tax
Weighting
Start Date
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent IDRequired
Parent typeRequired
File URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.company idRequired
NameRequired
State
Website
Phone1
Fax
Address
Postcode
town
Country
Number
Origin typeOfRequired
Origin detailRequired
Expertise area
Information comments
Vat Number
Registration number
Legal status
Registered office
APE code
Staff
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity idRequired
TitleRequired
Description
Criteria
Reference
State
Type of
Origin typeOf
Origin detail
Expertise area
Activity Areas
Place
Duration
Estimated Budget
Turnover Estimated Excluding Tax
Weighting
Start Date
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate email
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appResource email
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany id
Company Name
NameRequired
State
Website
Phone1
Fax
Address
Postcode
town
Country
Number
Origin typeOf
Origin detail
Expertise area
Information comments
Vat Number
Registration number
Legal status
Registered office
APE code
Social Network - Facebook URL
Social Network - viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Staff
Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacts email array
Company idRequired
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
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 planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
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 found
Candidate Updated
ADMIN ONLY: Triggers when a candidate is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
ADMIN ONLY: Triggers when a contact is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Candidate
ADMIN ONLY: Triggers when a new candidate is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
ADMIN ONLY: Triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
ADMIN ONLY: Triggers when a new project is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Action or Action Updated
ADMIN ONLY: Triggers when a new action is created, or when an action is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated
ADMIN ONLY: Triggers when a project is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate idRequired
Action typeOfRequired
Action text
Start dateRequired
Id responsable action
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First nameRequired
Last nameRequired
Civility
State
Email
Phone
Address
Postcode
City
Country
Origine TypeOf
Origin detail
Title
Skills
Availability
Date of availability
Date of birth
Place of birth
Nationality
Current salary
Desired salary - Low range
Desired salary - High range
Desired contract type
Experience
Education
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company idRequired
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Civility
First nameRequired
Last nameRequired
Type of
Title
State
Email1Required
Email2
Email3
Phone1
Phone2
Phone3
Address
Postcode
Town
Country
Date of birth
Mobility areas
Average daily price excluding tax
Availability
Information comments
Facebook URL
Viadeo URL
Linkedin URL
Twitter URL
Main manager id
HR manager id
Agency id
Contract typeOf
Employee category
Classification
Contract start date
Contract end date
Contract probation end date
Contract renewal probation end date
Monthly salary
Average Daily Cost
Contract information comments
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate IdRequired
First name
Last name
Civility
State
Email1
Phone1
Address
Postcode
City
Country
Title
Skills
Availability
Date of availability
Date of birth
Place of birth
Nationality
Current salary
Desired salary - Low range
Desired salary - High range
Desired contract type
Experience
Education
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact idRequired
Company id
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource idRequired
Civility
First nameRequired
Last nameRequired
Type of
Title
State
Email1Required
Email2
Email3
Phone1
Phone2
Phone3
Address
Postcode
Town
Country
Date of birth
Mobility areas
Average daily price excluding tax
Availability
Date of availability
Information comments
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company id
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appLog idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCandidate email
First nameRequired
Last nameRequired
Civility
State
Email
Phone
Address
Postcode
City
Country
Origine TypeOf
Origin detail
Title
Skills
Availability
Date of availability
Date of birth
Place of birth
Nationality
Current salary
Desired salary - Low range
Desired salary - High range
Desired contract type
Experience
Education
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact Email
Company idRequired
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew 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.Api Docs Info
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 found
About BoondManager
BoondManager is an ERP made for Consultancy and Services company. It helps you manage your recruitment, HR, CRM, Projects, Timesheets, Expenses, Leaves Balance and Billing!
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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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