Knowify + Pipedrive
Create contract jobs in Knowify for new deal matching filters in Pipedrive
Streamline your contract creation process with this workflow. When a deal matches a specific filter in Pipedrive, a new contract job is instantly set up in Knowify. This efficient linkage not only saves you time in initiating new contracts but also ensures you never miss any potential deals in your pipeline. Boost your productivity and stay on top of your business with this simple, yet powerful integration.
Streamline your contract creation process with this workflow. When a deal matches a specific filter in Pipedrive, a new contract job is instantly set up in Knowify. This efficient linkage not only saves you time in initiating new contracts but also ensures you never miss any potential deals in your pipeline. Boost your productivity and stay on top of your business with this simple, yet powerful integration.
- When this happens...
Deal Matching FilterTriggers when a deal matches a Pipedrive filter.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Contract JobCreates a new contract job.
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 found
New Allocation
Triggers when a new allocation has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Bill Payment
Triggers when a new bill payment is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Client
Triggers when a new client has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContract Out for Signature
Triggers when a contract job has been sent out for signature.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice Payment
Triggers when a new invoice payment is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPhase Status Changed
Triggers when a phase status is changed
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contract Job
Triggers when a new contract job has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planJob Reopened
Triggers when a contract job has been reopened
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubmittal Approved
Triggers when a submittal has been approved.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask Marked Complete
Triggers when a task has been marked complete
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planService Job Marked Complete
Triggers when a service job has been marked complete.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planJob NameRequired
Client NameRequired
AddressRequired
CityRequired
State/ProvinceRequired
ZipcodeRequired
Country (2-letter abbreviation)Required
Contract Value
Line Item Name
Phase Name
Invoiced to Date
Labor Cost to Date
Material Cost to Date
Sub Cost to Date
Payments to Date
Labor Budget
Material Budget
Sub Budget
Sales Lead
Project Manager
Job notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Item NameRequired
Description
Our CostRequired
Sale PriceRequired
Item Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileNameRequired
UrlRequired
Project IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Vendor NameRequired
Street Address
Street Address (Continued)
City Name
Client Contact Name
Country Name
Email Address
Phone Number
State/Province
Is this vendor a subcontractor?
Other Details
Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
DescriptionRequired
Comment
Task Complete?
Deadline
Date Completed
Resource
Job
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data 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 foundNew AIA Invoice
Triggers when a new AIA invoice has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Bill
Triggers when a new bill has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBill Sent for Approval
Triggers when a bill is sent for approval.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContract Job Made Active
Triggers when a contract job has been made active.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new trigger has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planJob Closed
Triggers when a contract job has been closed
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Purchase
Triggers when a new purchase has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Service Job
Triggers when a new service job has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Vendor
Triggers when a new vendor has been added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planClient NameRequired
Client Parent Id
Street Address
Street Address (Continued)
City Name
Client Contact Name
Country Name
Email Address
Phone Number
Shipping Same as Billing
Shipping Street Address
Shipping Street Address (Cont'd)
Shipping City Name
Shipping Contact Name
Shipping Country Name
Shipping State/Province Name
Shipping Zip Code
State/Province
Website
Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NameRequired
Job Costing Style
Contract TypeRequired
Client NameRequired
Sales Lead
Project Manager
Job notes
Address1
Address2
City
State/Province
Zip
Country (2 characters)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Comment
Task Complete?
Deadline
Date Completed
Resource
Job
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Item NameRequired
Description
Our CostRequired
Sale PriceRequired
Item Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appVendor IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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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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