Create COR tasks from new Pipedrive deals
This template allows you to create COR tasks from new Pipedrive deals.
- When this happens...

New DealTriggers when a new deal is created.TriggerInstant - automatically do this!

Create TaskTriggers when a new Task is created.ActionWrite
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Pipedrive and COR
Discover other triggers and actions you can use with Pipedrive and COR
- Copy
- FilterRequired
- Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New LeadTriggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New NoteTriggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New OrganizationTriggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deleted PersonTriggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Filter ID
- Status
- Board ID
- Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Filter By
- Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Person IDRequired
- Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Product Variation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Follower User IDRequired
- Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContentRequired
- Deal ID
- Pin note to deal
- Person ID
- Pin note to person
- Organization ID
- Project ID
- Pin note to organization
- Lead ID
- Pin note to lead
- Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Deal IDRequired
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization to UpdateRequired
- Organization Name
- Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Product IDRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- Title
- Project ID
- Description
- Done
- Due Date
- Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity Type ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Person IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Stage IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
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- Search type
- Organization NameRequired
- Organization 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 found- Search type
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct 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- Search TermRequired
- Exact Match?
- Assignee
- Project IDRequired
- Done
- TitleRequired
- Description
- Due Date
- Parent Task ID
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
Create ClientTriggers when a new Client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Create InvoiceTriggers when a new Invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Create ProjectTriggers when a new Project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Create UserTriggers when a new User is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Delete ClientTriggers when a new Client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Delete ProductTriggers when a new Product is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Delete UserTriggers when a new User is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update ProjectTriggers when a new Project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update UserTriggers when a new User is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- NameRequired
- Client IDRequired
- Description
- Work Order
- FrequencyRequired
- EstimateRequired
- StatusRequired
- Estimated Time
- StartRequired
- End
- Currency ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SourceRequired
- Invoice External IDRequired
- Client External IDRequired
- DateRequired
- Invoice Number
- TotalRequired
- CurrencyRequired
- Item Number
- Item Amount
- Item Description
- Item Tax Percent
- Vendor
- External Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice External IDRequired
- Client External IDRequired
- DateRequired
- Invoice Number
- TotalRequired
- CurrencyRequired
- Item NumberRequired
- Item AmountRequired
- Item Description
- Item Tax Percent
- Vendor
- External Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source
- Client IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source
- Project IDRequired
- Project Name
- Client ID
- Description/Brief
- Deadline
- Estimated Time
- Project Template
- Brand ID
- Product ID
- Work Order
- Fee Id
- Quotation
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Title
- Project ID
- Description
- Priority
- Deadline
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New ActivityTriggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New DealTriggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New PersonTriggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- DealRequired
- Discount DescriptionRequired
- Discount AmountRequired
- Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deal IDRequired
- Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Deal ID
- Person ID
- Organization ID
- Product ID
- 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 ID
- Organization ID
- Owner User ID
- Note
- Pin note to lead
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
- Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization NameRequired
- Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Project IDRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity to UpdateRequired
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Title
- Owner User ID
- Organization ID
- Person ID
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Person to UpdateRequired
- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProductRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Deal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search TermRequired
- Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- Include file data
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal 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 found- Search type
- Person Name
- Email Addresses
- Phone Numbers
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- Field to Search ByRequired
- Search TermRequired
- Exact Match
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
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
Create BrandTriggers when a new Brand is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Create HourTriggers when a new Hour is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Create ProductTriggers when a new Product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Create TaskTriggers when a new Task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Delete BrandTriggers when a new Brand is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Delete HourTriggers when a new Hour is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Delete ProjectTriggers when a new Project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update ClientTriggers when a new Client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update TaskTriggers when a new Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Source
- Id
- Client NameRequired
- Business Name
- Contact name
- Contact Last Name
- Contact Email
- Website
- Description
- Phone
- Status
- Address
- City
- State
- Zip Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- StartRequired
- StopRequired
- TaskIDRequired
- UserIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source
- Id
- Project NameRequired
- Client IDRequired
- Description/Brief
- Deadline
- Estimated Time
- Project Template
- Brand ID
- Product ID
- Work Order
- Fee Id
- Quotation
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Project IDRequired
- Description
- Priority
- Deadline
- Collaborators
- Estimated
- Datetime
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hour IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source
- Client IdRequired
- Client Name
- Business Name
- Contact name
- Contact Last Name
- Contact Email
- Website
- Description
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense External IDRequired
- Date
- Expense Number
- Total
- Currency
- Item Client External ID
- Item Client Name
- Item Number
- Item Amount
- Item Description
- Item Tax Percent
- Vendor
- External Tax Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.




