CatchApp Bookings + Pipedrive

Create deals in Pipedrive for new appointments booked in CatchApp Bookings

This integration automatically creates a deal in your Pipedrive account every time you get a confirmed appointment booked in your CatchApp Bookings calendar. Prep your follow-up workflows with no added clicks or keystrokes!

When this happens...
New Accepted Appointment
Triggers when a person books a time with you
TriggerInstant
automatically do this!
Create Deal
Creates a new deal.
ActionWrite

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Supported triggers and actions

New Accepted Appointment
Triggers when a person books a time with you
Trigger
Instant
Try It
New Invite Created (Mobile App)
Triggers when a new CatchApp meeting invite is created via the mobile app.
Trigger
Instant
Try It
- Activity filterRequired
Trigger
Scheduled
Try It
- FilterRequired
- Deal status
Trigger
Scheduled
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New Note
Triggers when a new note is created.
Trigger
Scheduled
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- FilterRequired
Trigger
Scheduled
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- FilterRequired
Trigger
Scheduled
Try It

- Stage in pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- PersonRequired
- LabelRequired
Action
Write
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Product Code
- Unit price
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TitleRequired
- ProjectRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search type
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search ByRequired
Action
Search
- Search type
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- Mark as done
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Search or write
- Field to Search By
- Term to search forRequired

CatchApp Bookings + Pipedrive

Create deals in Pipedrive for new appointments booked in CatchApp Bookings

Supported triggers and actions

New Accepted Appointment

New Invite Created (Mobile App)

Activity Matching Filter

Deal Matching Filter

New Note

Organization Matching Filter

Person Matching Filter

Updated Deal Stage

Updated Organization

Add Label to Person

Create Activity

Attach File

Create Lead

Create Organization

Create Product

Create Task

Update Deal

Update Organization

Update Project

API Request (Beta)

Find Deal

Find Deals Associated with a Person

Find Multiple Leads

Find Notes

Find Person

Find Product(s)

Find Task

Find or Create Activity

Find Multiple Deals