Daftra + Pipedrive
Create new Daftra clients from Pipedrive leads for seamless lead management
Easily manage your sales process by connecting Pipedrive and Daftra. With this workflow, whenever you have a new lead in Pipedrive, the client information is seamlessly added to Daftra. This efficient automation saves time on manual data entry and enables you to focus on growing your business.
Easily manage your sales process by connecting Pipedrive and Daftra. With this workflow, whenever you have a new lead in Pipedrive, the client information is seamlessly added to Daftra. This efficient automation saves time on manual data entry and enables you to focus on growing your business.
- When this happens...
New LeadTriggers when a lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add ClientCreates a new client
ActionWriteCreate a new record or update an existing record in your app.
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Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers 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 planFilter 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
Activity Type
Created After
Due Date After
Due Date Before
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
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 ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
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 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 foundSearch 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 foundSearch By
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
Credit Note Created
Triggers when a new Credit Note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Created
Trigger When New Purchase Order is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Credit Note Deleted
Triggers when a Credit Note is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Invoice
Triggers when an Invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Journal Deleted
Triggers when a Journal is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Refund Receipt Deleted
Triggers when a Refund Receipt is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Credit Note Updated
Triggers when a Credit Note is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
Triggers when a Invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Journal Updated
Triggers when a Journal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Refund Receipt Updated
Triggers when a Refund Receipt was updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Estimate Deleted
Triggers when an Estimate is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Created
Triggers when there's a new Invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense Created
Triggers when a new Expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Journal Created
Triggers when a new Journal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Deleted
Triggers when a Product is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Supplier Created
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Supplier Updated
Triggers when Supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add Invoice
Creates a new Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Product
Creates a new Product
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Refund Receipt
Creates a new Refund Receipt
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Expense
Creates a new Expense
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Supplier
Creates a new supplier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Estimate IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Refund Receipt IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Client
Edits a Client
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Expense
Edits an Expense
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Invoice Payment
Edits an Invoice Payment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Product
Edits a Product
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Refund Receipt
Edits a Refund Receipt
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers 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 appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Activity Type
Created After
Due Date After
Due Date Before
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 foundSearch 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 foundSearch 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 foundSearch 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 foundRefund Receipt Created
Triggers when a new Refund Receipt is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Deleted
Triggers when a Client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Deleted
Triggers when an Expense is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Deleted
Triggers when an invoice Payment is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Deleted
Triggers when Purchase Order Deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Updated
Triggers when a Client is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Updated
Triggers when an Expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Updated
Triggers when an Invoice Payment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Updated
Triggers when Purchase Order was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Estimate Created
Triggers when a new Estimate is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Estimate Updated
Triggers when an Estimate is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Created
Triggers when a new Invoice Payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Created
Triggers when there's a new product.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Updated
Triggers when a Product is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Supplier Deleted
Triggers when supplier is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add Estimate
Creates a new Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Invoice Payment
Creates a new Invoice Payment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Purchase Order
Creates a new Purchase Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Client
Creates a new client
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Journal
Creates a new Journal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Estimate
Edits an Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Invoice
Edits an Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Journal
Edits a Journal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Purchase Order
Edits a Purchase Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Supplier
Edits a Supplier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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