Jasmin + Pipedrive
Create sales orders on Jasmin from closed deals on Pipedrive
Are you using Pipedrive to manage your leads and deals? This Zapier integration will turn your closed deals into new sales orders in your Jasmin account automatically. With this Zapier integration, your sales process will be even better and faster.
Are you using Pipedrive to manage your leads and deals? This Zapier integration will turn your closed deals into new sales orders in your Jasmin account automatically. With this Zapier integration, your sales process will be even better and faster.
- When this happens...
New DealTriggers when a new deal is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this...
Create/Update CustomerCreates a new customer ou updates an existing customer.
ActionWriteCreate a new record or update an existing record in your app. - then do this!Create Sales Order (Legacy)
Creates a new sales order.
ActionWriteCreate a new record or update an existing record in your app.
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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 planUpdated 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 planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
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
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
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
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
Organization
Person
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.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
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 for an Exact Match?
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
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public 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 foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
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?
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
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 foundSubscriptionRequired
Company
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubscriptionRequired
Company
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubscriptionRequired
Prefix
Item CodeRequired
DescriptionRequired
Complementary Description
Tax Schema
Barcode
Image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
Natural Key
Currency
Contact TypeRequired
NameRequired
Birthdate
Gender
Street Name
Building Number
Postal Zone
City Name
Country Code
Electronic Mail
Business Telephone
Home Telephone
Mobile
Facebook URL
Website URL
Linkedin URL
Picture URL
Picture Thumbnail URL
Notes
Company Tax ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
Order Type
Prefix
Customer EntityRequired
Currency
Payment Method
Payment Term
Delivery Term
Serie
Discount
Product CodeRequired
Product Parent Code
Warehouse
Product NameRequired
Product QuantityRequired
Product PriceRequired
Product Currency
Item Discount
Product UnitRequired
Product TAXRequired
Remove VAT
Total Shipping Paid
Shipping Item
Shipping Description
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
CompanyRequired
Document Type
Prefix
Customer EntityRequired
Currency
Payment Method
Payment Term
Delivery TermRequired
Serie
Discount
Price List
Product CodeRequired
Product NameRequired
WarehouseRequired
Product QuantityRequired
Product UnitRequired
Product Unit PriceRequired
Accounting Party
Exchange Rate
Loading Date TimeRequired
Loading CountryRequired
Loading Postal Zone
Loading City Name
Loading Street Name
Loading Building Number
Unloading Date TimeRequired
Unloading CountryRequired
Unloading Postal Zone
Unloading City Name
Unloading Street Name
Unloading Building Number
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.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
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
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
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
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
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
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 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?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
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?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead 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?
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 foundSubscriptionRequired
Company
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubscriptionRequired
Company
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubscriptionRequired
Prefix
Entity CodeRequired
Customer Group
Contact TypeRequired
NameRequired
Birthdate
Gender
Street Name
Building Number
Postal Zone
City Name
Country Code
Electronic Mail
Business Telephone
Home Telephone
Mobile
Currency
Payment Mehtod
Payment Term
Delivery Term
Facebook URL
Website URL
Linkedin URL
Picture URL
Notes
Company Tax ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
CompanyRequired
Document Type
Prefix
Customer EntityRequired
Currency
Payment Method
Payment Term
Delivery Term
Serie
Discount
Reference
Price List
Product CodeRequired
Product NameRequired
Warehouse
Product QuantityRequired
Product PriceRequired
Product Price Division Factor
Product Currency
Item Discount
Product UnitRequired
Product TAXRequired
Billing Name
Billing Tax ID
Billing Address
Total Shipping Paid
Shipping Description
Shipping TAX
Remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
CompanyRequired
Order Type
Prefix
Customer EntityRequired
Currency
Payment Method
Payment Term
Delivery Term
Serie
Discount
Reference
Price List
Product CodeRequired
Product NameRequired
Warehouse
Product QuantityRequired
Product PriceRequired
Product Price Division Factor
Product Currency
Item Discount
Product UnitRequired
Product TAXRequired
Billing Name
Billing Tax ID
Billing Address
Total Shipping Paid
Shipping Item
Shipping Description
Remarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Jasmin
Jasmin is a Cloud Management Software by PRIMAVERA BSS that allows you to track your business any time and anywhere. Jasmin allows you to manage sales, payments, stocks, receipts, orders, etc., offering you KPIs and tips for your business.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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