Create quotes in Eworks Manager for new Pipedrive leads
Stay on top of your sales pipeline and streamline your quoting process with this Pipedrive to Eworks Manager automation. Whenever a new lead is added in Pipedrive, this workflow will instantly create a quote in Eworks Manager, saving you time and effort. Keep your sales team focused on closing deals while ensuring accurate and timely quotes are generated for your potential customers.
- When this happens...

New LeadTriggers when a lead is created.TriggerPolling - automatically do this!

Create QuoteCreates a Quote.ActionWrite
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More things you can do with Pipedrive and Eworks Manager
Discover other triggers and actions you can use with Pipedrive and Eworks Manager
- 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
Appointment Action RequiredTriggers when an appointment status is action required.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Appointment CompletedTriggers when an appointment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Appointment on HoldTriggers when an appointment status is changed to on hold.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Appointment on SiteTriggers when an appointment status is changed to on site.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Customer UpdatedTriggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Expense PaidTriggers when an expense is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Invoice CancelledTriggers when an invoice is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Invoice UpdatedTriggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Job Action RequiredTriggers when a job status is changed to Action Required.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Job CancelledTriggers when a job is Cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Job in ProgressTriggers when a job status is changed to In Progress.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Job Status ChangedTriggers when a job status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Lead AuthorisedTriggers when a lead is authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Lead UpdatedTriggers when a lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New CustomerTriggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New InvoiceTriggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New JobTriggers when a new job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Purchase OrderTriggers when a new purchase order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New SupplierTriggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Purchase Order CancelledTriggers when a purchase order is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Purchase Order UpdatedTriggers when a purchase order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Quote RejectedTriggers when a quote is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Supplier UpdatedTriggers when a supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Expense NameRequired
- Net AmountRequired
- VAT AmountRequired
- Expense DateRequired
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Item CodeRequired
- Cost PriceRequired
- PriceRequired
- Item Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full NameRequired
- Company NameRequired
- Email AddressRequired
- TelephoneRequired
- Mobile
- Address
- City
- County
- Postcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NameRequired
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Internal Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NameRequired
- Full NameRequired
- AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Supplier NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Item CodeRequired
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Cost PriceRequired
- PriceRequired
- Item 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 found
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
Appointment AcceptedTriggers when an appointment is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Appointment CancelledTriggers when an appointment is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Appointment DeclinedTriggers when an appointment is declined.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Appointment on RouteTriggers when an appointment status changed to on route.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Appointment Status ChangedTriggers when appointment status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Expense AuthorisedTriggers when an expense is authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Expense UpdatedTriggers when an expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Invoice PaidTriggers when an invoice is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Item UpdatedTriggers when an item is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Job AuthorisedTriggers when a job is Authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Job CompletedTriggers when a job is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Job on HoldTriggers when a job status is changed to On Hold.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Job UpdatedTriggers when a job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Lead RejectedTriggers when a lead is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New AppointmentTriggers when a new job appointment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ExpenseTriggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ItemTriggers when a new Item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New LeadTriggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New QuoteTriggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Purchase Order ApprovedTriggers when a purchase order is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Purchase Order PaidTriggers when a purchase order is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Quote AcceptedTriggers when a quote is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Quote UpdatedTriggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Customer TypeRequired
- Customer NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NameRequired
- Invoice DateRequired
- Due Date
- Terms
- Internal Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item CodeRequired
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Job Type
- Start DateRequired
- Complete ByRequired
- Short DescriptionRequired
- Description
- Customer Notes
- Internal Notes
- Item Code
- Description
- Quantity
- Cost Price
- Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier NameRequired
- Customer Name
- Purchase DateRequired
- Payment Terms
- Supplier Notes
- Delivery Notes
- Internal Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer NameRequired
- Full NameRequired
- AddressRequired
- Customer TypeRequired
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- Notes
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- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
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




