New Customers from Fiddle to New Person in Pipedrive
Creates a new Person in Pipedrive whenever a new Customer is created in Fiddle.
Creates a new Person in Pipedrive whenever a new Customer is created in Fiddle.
- When this happens...New Customers
Triggers when a new customer is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!Create Person
Creates a new person.
ActionWriteCreate a new record or update an existing record in your app.
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Approved Sales Orders
Triggered when sales orders are updated with approved status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customers
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Inventory Locations
Triggers when inventory locations are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Inventoy Lots
Triggers when new inventory lots are created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Orders
Triggered when new sales orders are created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
Phone
Email
Billing Address: Label
Billing Address: Address Line 1
Billing Address: Address Line 2
Billing Address: City
Billing Address: State
Billing Address: Zip
Billing Address: Country
Shipping Address: Label
Shipping Address: Address Line 1
Shipping Address: Address Line 2
Shipping Address: City
Shipping Address: State
Shipping Address: Zip
Shipping Address: Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order Number
Status
Fulfillment Date
Tracking Number
FOB Point
Shipping Via
Shipping Terms
Terms
Notes
ShipTo Id
Supplier Id
Inventory Item Id
Price
QuantityRequired
Unit
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Phone
Email
Billing Address: Label
Billing Address: Address Line 1
Billing Address: Address Line 2
Billing Address: City
Billing Address: State
Billing Address: Zip
Billing Address: Country
Shipping Address: Label
Shipping Address: Address Line 1
Shipping Address: Address Line 2
Shipping Address: City
Shipping Address: State
Shipping Address: Zip
Shipping Address: Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when an existing person is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
Organization
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Person
Deal
Is done?
Type
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
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
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Value
amount is provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a price.
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Select user who will be marked as the owner of this deal.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assigned To
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Status
Note that "Not Done" is set as the default when no option is picked.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no
, a fuzzy match result can be returned. For example, if searching for a deal titledZapier
when this field is set toyes
, the search will NOT return a deal namedZapier Deal
, but it would return a deal namedZapier
orzapier
.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no
, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplar
when this field is set toyes
, the search will NOT return a person namedZap Zaplar Jr.
, but would return a person namedZap Zaplar
orzap zaplar
.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Is done?
Note that "Not Done" is set as the default when no option is picked.
Organization
Person
Deal
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
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 for an Exact Match?
If
no
, a fuzzy match result can be returned. For example, if searching for a deal titledZapier
when this field is set toyes
, the search will NOT return a deal namedZapier Deal
, but it would return a deal namedZapier
orzapier
.TitleRequired
Person
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Value
amount is provided.
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 for an Exact Match?
If
no
, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplar
when this field is set toyes
, the search will NOT return a person namedZap Zaplar Jr.
, but would return a person namedZap Zaplar
orzap zaplar
.NameRequired
Owner
Organization
Email
Phone
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
Fulfilled Sales Orders
Triggered when sales orders are updated as fulfilled
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Inventory Items
:Triggers when a new Inventory Items are created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Inventory Types
Triggers when new inventory types are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Purchase Orders
Triggered when new purchase orders are created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Suppliers
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
Description
Internal Code
Notes
Measurement Unit Id
Inventory Type Id
Product Type
Status
SKU
trackInventory
trackInventoryLots
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order Number
Reference Number
Order Date
when the order was created
Due Date
Status
Price List
Assigned To Id
AssignedTo Email
Email of an user to assign the order to
Customer Id
Customer Contact Id
Sales Channel Id
Name
either name or sku is required
SKU
either name or sku is required
Unit
QuantityRequired
Price
Discount Amount
Tax Amount
Line Total
Customer Name
Phone
Email
Billing Address: Line 1
Billing Address: Line 2
Billing Address: City
Billing Address: State
Billing Address: Zip
Billing Address: Country
Shipping Address: Line 1
Shipping Address: Line 2
Shipping Address: City
Shipping Address: State
Shipping Address: Zip
Shipping Address: Country
Order Subtotal
Order Total
Shipping Total
Tax Total
Tax Percent
Discount Total
Discount Percent
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 ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStage in Pipeline
If no stage is specified, the trigger will fire on any deal who's stage was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDealRequired
ProductRequired
PriceRequired
Price at which this product will be added to the deal.
QuantityRequired
How many items of this product will be added to the deal.
Discount Percentage
Comments
Is enabled?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
The user you want to assign as a follower.
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Supports some HTML formatting.
Deal
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified deal?
Person
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified person?
Organization
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified organization?
Lead
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Is Done?
Subject
Assign To
Deal
Person
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
Type
Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Select user who will be marked as the owner of this lead.
Organization
Organization this lead will be associated with.
Person
Person this lead will be associated with.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Value
amount is provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Will overwrite current email addresses.
Phone
Will overwrite current phone numbers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
If
no
, a fuzzy match result can be returned. For example, if searching for a deal titledZapier
when this field is set toyes
, the search will NOT return a deal namedZapier Deal
, but it would return a deal namedZapier
orzapier
.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no
, a fuzzy match result can be returned. For example, if searching forZapier
when this field is set toyes
, the search will NOT return an org namedZapier Inc
, but would return an org namedZapier
orzapier
.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
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 for an Exact Match?
If
no
, a fuzzy match result can be returned. For example, if searching for a deal titledZapier
when this field is set toyes
, the search will NOT return a deal namedZapier Deal
, but it would return a deal namedZapier
orzapier
.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Probability
Expected Close Date
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 for an Exact Match?
If
no
, a fuzzy match result can be returned. For example, if searching forZapier
when this field is set toyes
, the search will NOT return an org namedZapier Inc
, but would return an org namedZapier
orzapier
.NameRequired
Owner
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 termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a price.
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
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