Triggers when specific fields in a Payment record are updated.

Triggers when specific custom fields in a Project record are updated.

Triggers when workflow is updated.

Triggers when specific fields in an Time Entry record are updated.

Triggers when specific fields in a To-Do record are updated.

Triggers when specific fields in a Vendor record are updated.

Record a new Accounts Payable Payment made to vendors. 

Add a new Client record to manage projects, retainers, invoices, and payments. 

Add a new Contact to store additional information about vendors,employees, clients, and projects

Log a new deposit to track funds added to your bank accounts.  

Create an Expense Item to categorize and track business expenses. 

Create a new General Journal entry for accounting adjustments. 

Record a new general note to document important information. 

Set up a new Project to allocate resources, track time, and manage expenses. 

Add a new To-Do item to track tasks and assignments. 

Record a new Accounts Payable Bill for your vendors. 

Modify an existing Employee record. 

Modify an existing Project record. 

Modify an existing To-Do record.

Search for an existing Activity Item.

Search for an existing Accounts Receivable Payment.

Search for an existing Client record.

Search for an existing Credit Card transaction.

Search for an existing Employee record.

Search for an existing Expense Entry.

Search for an existing General Journal entry.

Search for an existing Project.

Search for an existing To-Do item.

Search for an existing Accounts Payable Bill.

Search for an existing Accounts Payable Payment.

Search for an existing Check transaction.

Search for an existing Chart of Account.

Search for an existing deposit.

Search for an existing Expense Item.

Search for an existing Accounts Receivable Invoice.

Search for an existing general note.

Search for an existing Time Entry.

Search for an existing Vendor.

Triggers when an activity newly matches a Pipedrive filter for the first time.

Triggers when a deal newly matches a Pipedrive filter for the first time.

Triggers when a new project is created.

Triggers when an existing deal is updated.

Triggers when an existing person is updated.

Adds an existing label to an existing person.

Add product variation to a product.

Creates a new deal.

Adds a follower to a deal, organization, person or product.

Creates a new note.

Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.

Creates a new project.

Add or remove labels from a deal.

Updates an existing deal.

Updates an existing organization in Pipedrive with new values for selected fields, allowing partial updates to organization properties and custom fields.

Updates an existing product.

Updates an existing task.

Finds activities by subject, owner, and other criteria. Returns multiple results.

Finds deals by any field.

Retrieves a specific activity type by ID, or returns all activity types if no ID is provided.

Retrieves a specific lead by its ID.

Retrieves a specific person by their ID.

Retrieves a specific stage by its ID.

Finds leads based on your search criteria.

Finds notes by Deal, Lead, Person, User, or Organization.

Finds persons by ID or field search.

Retrieves a specific project by its ID.

Find tasks by title, description, or other criteria.

Finds activities by subject, owner, type, dates, and other criteria, or creates one if none is found.

Finds an organization by name, or creates one if none is found.

Finds a product by field search, or creates one if none is found.

Finds a task by search criteria, or creates one if none is found.

Triggers when specific fields in a Project record are updated.

Triggers when specific custom fields in a Time Entry record are updated.

Triggers when specific fields in a Vendor Bill record are updated.

Create an Activity Item to track and manage your services. 

Record a check payment to vendors or other payees.

Create a new Chart of Account record.

Record a credit card charge, refund, or payment.

Add a new Employee record for time tracking, expense reporting, and assigning tasks. 

Log a new Expense Entry for reimbursable or tracked expenses. 

Generate a new Accounts Receivable Invoice for your clients. 

Log a new Accounts Receivable Payment received from clients. 

Log a new Time Entry to track billable or non-billable hours. 

Add a new Vendor to track payables, bill payments, and other transactions. 

Modify an existing Client record. 

Modify an existing Expense Entry record.