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Knowify + Pipeline CRM
Knowify + Pipeline CRM
Create new clients in Knowify from new persons in Pipeline CRM
Boost the efficiency of your client onboarding process with this workflow. When you add a new person in the Pipeline CRM app, it directly creates a client in the Knowify app. This seamless process ensures no important new person is excluded and saves you the hassle of manual entry in Knowify. Organize your customer data better and make growth management easier with this automation.
- When this happens...
New PersonTriggers when a new person, lead, or contact is created in your Pipeline CRM account.TriggerInstant - automatically do this!
Create ClientCreates a new client.ActionWrite
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More things you can do with Pipeline CRM and Knowify
Discover other triggers and actions you can use with Pipeline CRM and Knowify
- Field to WatchRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deal LostTriggers when a deal is marked as lost in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Deal Won
Triggers when a deal is marked as won in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Deal
Triggers when a deal is deleted from your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Event
Triggers when a new calendar event is created in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggers when a new company is created in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Field to WatchRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Person ID
- Category
- Deal ID
- Company ID
- Content
- Author
- File URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Due Date
- Association Type
- Category
- Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Expected Close Date
- Company Name
- Company ID
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- Probability
- Archived
- Loss Reason
- Loss Reason Notes
- Won Reason
- Won Reason Notes
- Revenue Type
- Owner
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event IDRequired
- Name
- Description
- All Day?
- Start Time
- End Time
- Status
- Category
- Owner
- Association Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Summary
- Phone 2
- Phone 3
- Phone 4
- Fax
- Instant Messenger
- Twitter
- LinkedIn URL
- Facebook URL
- Image URL
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- First Name
- Mobile
- Last Name
- Phone
- Title / Position
- Website
- Email
- Company
- Company ID
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Secondary Email
- Fax
- Home Email
- Home Phone
- Instant Messenger
- Tags
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person ID
- Deal ID
- Company ID
- Category
- Author
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Primary Contact Email Address
- Id
- Company Name
- Company ID
- Primary Contact ID
- Stage
- Pipeline
- Status
- Owner
- Source
- Archived
- Loss Reason
- Tags
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- Phone
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Primary Contact Email Address
- Id
- Company Name
- Company ID
- Primary Contact ID
- Stage
- Pipeline
- Status
- Owner
- Source
- Archived
- Loss Reason
- Tags
- Expected Close Date
- Value
- Stage
- Source
- Summary
- Probability
- Loss Reason
- Loss Reason Notes
- Won Reason
- Won Reason Notes
- Revenue Type
- Owner
- Address 1
- Address 2
- City
- State
- Postal Code
- 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
New AIA InvoiceTriggers when a new AIA invoice has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Bill
Triggers when a new bill has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Bill Sent for Approval
Triggers when a bill is sent for approval.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Client
Triggers when a new client has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Contract Job Marked as Rejected
Triggers when a contract job has been marked as rejected.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Daily Log Created
Triggers when a daily log has been created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice Payment
Triggers when a new invoice payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Item Marked Received
Triggers when an item is marked received, returning the request with the specified item marked as received
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Phase Scheduled
Triggers when a phase has been scheduled
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Product
Triggers when a new trigger has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Job Closed
Triggers when a contract job has been closed
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Job Reopened
Triggers when a contract job has been reopened
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Purchase
Triggers when a purchase has been updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Service Job
Triggers when a new service job has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Time Entry Approved
Triggers when a time entry has been approved
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Job 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
- Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client NameRequired
- Client Contact Name
- Email Address
- Phone Number
- Client Parent Id
- Street Address
- Street Address (Continued)
- City Name
- State/Province
- Zip Code
- Country Name
- 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
- Website
- Sync to QB
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)
- Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Service Asset NameRequired
- Client NameRequired
- Service Asset Notes
- Manufacturer
- Model
- Serial Number
- Location on Site
- AddressRequired
- Address 2
- CityRequired
- State/Province (2-letter abbreviation)Required
- ZipcodeRequired
- Country (2-letter abbreviation)Required
- Installation Date (MM-DD-YYYY)
- Last Serviced Date (MM-DD-YYYY)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job NameRequired
- Client NameRequired
- Service Notes
- AddressRequired
- Address 2
- CityRequired
- State/Province (2-letter abbreviation)Required
- ZipcodeRequired
- Country (2-letter abbreviation)Required
- Is Time & Materials?Required
- Resource
- Date (MM-DD-YYYY)
- Time Zone
- Start Time
- End Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- NameRequired
- Business StateRequired
- Start Date
- Finish Date
- Work Order
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(s)
- Job
- Phase
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 app- NameRequired
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- DescriptionRequired
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
- Field to WatchRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Deleted Company
Triggers when a company is deleted from your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Person
Triggers when a person is deleted from your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Activity
Triggers when a new activity or note is created in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a new task is created in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when a company is converted to a customer in your Pipeline CRM account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- All Day?
- Association Type
- Start Date & TimeRequired
- End Date & TimeRequired
- Category
- Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Summary
- Phone 2
- Phone 3
- Phone 4
- Fax
- Instant Messenger
- Twitter
- LinkedIn URL
- Facebook URL
- Image URL
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Check for Duplicates?
- Mobile
- Last Name
- Phone
- Title / Position
- Website
- Email
- Company
- Company ID
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Secondary Email
- Fax
- Home Email
- Home Phone
- Instant Messenger
- Tags
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- Owner
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.- Task IDRequired
- Name
- Description
- Due Date
- Complete
- Status
- Category
- Owner
- Association Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Expected Close Date
- Name
- Company Name
- Company ID
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- Probability
- Archived
- Loss Reason
- Loss Reason Notes
- Won Reason
- Won Reason Notes
- Revenue Type
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File URLRequired
- Title
- Deal
- Person
- Company
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Id
- Email
- Phone
- Website
- LinkedIn URL
- Owner
- Is Customer
- City
- State
- Country
- Tags
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Last Name
- Secondary Email
- Company Name
- Company ID
- Type
- Position
- Lead Source
- Lead Status
- Owner
- LinkedIn URL
- Tags
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Id
- Email
- Phone
- Website
- LinkedIn URL
- Owner
- Is Customer
- City
- State
- Country
- Tags
- Website
- Address 1
- Address 2
- Postal Code
- Summary
- Phone 2
- Phone 3
- Phone 4
- Fax
- Instant Messenger
- Twitter
- Facebook URL
- Image URL
- Owner
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- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Last Name
- Secondary Email
- Company
- Company ID
- Type
- Title / Position
- Source
- Status
- Owner
- LinkedIn URL
- Tags
- Check for Duplicates?
- Mobile
- Phone
- Website
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Fax
- Home Email
- Home Phone
- Instant Messenger
- Tags
- Summary
- Image URL
- Facebook URL
- Twitter Username
- Owner
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 ZapPollingZapier checks for new data every 15 min on the Free plan - New Bill Payment
Triggers when a new bill payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Change Order Made Active
Triggers when a change order has been made active.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Contract Job Made Active
Triggers when a contract job has been made active.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Invoice
Triggers when an invoice has been updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Phase Status Changed
Triggers when a phase status is changed
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Contract Job
Triggers when a new contract job has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Job Custom Workflow Stage Updated
Triggers when a contract job's custom workflow stage has been updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Purchase
Triggers when a new purchase has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Submittal Approved
Triggers when a submittal has been approved.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Task Marked Complete
Triggers when a task has been marked complete
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Service Job Marked Complete
Triggers when a service job has been marked complete.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Vendor
Triggers when a new vendor has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Vendor IDRequired
- Due DateRequired
- Invoice Date
- Invoice Number
- Payment Terms
- Sync to QB
- Comments
- DescriptionRequired
- Unit PriceRequired
- QuantityRequired
- Project IDRequired
- Milestone IDRequired
- Catalog Item ID
- Vendor ID
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.- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource(s)
- Job
- Phase
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.- 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 app- Phase NameRequired
- Project Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Vendor IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Knowify is a job costing and project management platform for contractors.
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