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 Person
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

What does this mean?

- Status
- Source
- Stage
Trigger
Instant
Try It
New Company
Triggers when a new company is created in your PipelineDeals account.
Trigger
Instant
Try It
- Source
- Status
Trigger
Instant
Try It
- NameRequired
- Description
- All Day?
- Association Type
- Association ID
- Start Time
- End Time
- Category
- Owner ID
Action
Write
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
Action
Write

- First Name
- Check for Duplicates?
- Mobile
- Last Name
- Phone
- Position
- Website
- Email
- Company
- 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
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Write
- IdRequired
Action
Write

- IdRequired
- Expected Close Date
- Name
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Write
- Name
- Id
Action
Search
- Email
- Full Name
- Id
- Phone Numbers
Action
Search
- NameRequired
- Primary Contact Email Address
- Id
- Expected Close Date
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Search or write
New AIA Invoice
Triggers when a new AIA invoice has been added.
Trigger
Scheduled
Try It
New Bill
Triggers when a new bill has been added.
Trigger
Scheduled
Try It
Bill Sent for Approval
Triggers when a bill is sent for approval.
Trigger
Scheduled
Try It
Contract Job Made Active
Triggers when a contract job has been made active.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice has been added.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is added.
Trigger
Scheduled
Try It
New Product
Triggers when a new trigger has been added.
Trigger
Scheduled
Try It
Job Closed
Triggers when a contract job has been closed
Trigger
Scheduled
Try It
New Purchase
Triggers when a new purchase has been added.
Trigger
Scheduled
Try It
New Task
Triggers when a new task has been added.
Trigger
Scheduled
Try It
New Service Job
Triggers when a new service job has been added.
Trigger
Scheduled
Try It
New Vendor
Triggers when a new vendor has been added.
Trigger
Scheduled
Try It
- Client 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
Action
Write
- Job NameRequired
- Job Costing Style
- Contract TypeRequired
- Client NameRequired
- Sales Lead
- Project Manager
- Job notes
- Address1
- Address2
- City
- State/Province
- Zip
- Country (2 characters)
Action
Write
- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Job
Action
Write
- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
Action
Write
- Client NameRequired
Action
Search
- NameRequired
Action
Search
- Project IdRequired
Action
Search
- DescriptionRequired
Action
Search
- Vendor IdRequired
Action
Search

- Stage
- Status
- Source
Trigger
Instant
Try It
- Status
- Source
- Stage
Trigger
Instant
Try It
- Person ID
- Category
- Deal ID
- Company ID
- Content
- User ID
- File URL
Action
Write
- NameRequired
- Description
- All Day?
- Due Date
- Association Type
- Association ID
- Category
- Owner ID
Action
Write
- NameRequired
- Expected Close Date
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Write
- Email
- Phone
Action
Write
- IdRequired
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- User ID
Action
Write
- IdRequired
- First Name
- Mobile
- Last Name
- Phone
- Position
- Website
- Email
- Company
- 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
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Write
- Name
- Primary Contact Email Address
- Id
Action
Search
- Name
- Id
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
Action
Search or write
- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Check for Duplicates?
- Mobile
- Last Name
- Phone
- Position
- Website
- Company
- 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
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Search or write
New Allocation
Triggers when a new allocation has been added.
Trigger
Scheduled
Try It
New Bill Payment
Triggers when a new bill payment is added.
Trigger
Scheduled
Try It
New Client
Triggers when a new client has been added.
Trigger
Scheduled
Try It
Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Trigger
Scheduled
Try It
New Invoice Payment
Triggers when a new invoice payment is added.
Trigger
Scheduled
Try It
Phase Status Changed
Triggers when a phase status is changed
Trigger
Scheduled
Try It
New Contract Job
Triggers when a new contract job has been added.
Trigger
Scheduled
Try It
Job Reopened
Triggers when a contract job has been reopened
Trigger
Scheduled
Try It
Submittal Approved
Triggers when a submittal has been approved.
Trigger
Scheduled
Try It
Task Marked Complete
Triggers when a task has been marked complete
Trigger
Scheduled
Try It
Service Job Marked Complete
Triggers when a service job has been marked complete.
Trigger
Scheduled
Try It
- 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
Action
Write
- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
Action
Write
- FileNameRequired
- UrlRequired
- Project IdRequired
Action
Write
- 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
Action
Write
- TaskRequired
- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Job
Action
Write
- Client IdRequired
Action
Search
- Job NameRequired
Action
Search
- DescriptionRequired
Action
Search
- NameRequired
Action
Search

About Knowify

Knowify is a job costing and project management platform for contractors.

Learn more

Related categories

Project Management

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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PRODUCTS

CAPABILITIES

By team

Knowify + Pipeline CRM

Create new clients in Knowify from new persons in Pipeline CRM

Deal Status Changed

Status

Source

Stage

New Company

New Person

Source

Status

Create Event

Description

All Day?

Association Type

Association ID

Start Time

End Time

Category

Owner ID

Create Company

Name

Phone

Website

Email

Address 1

Address 2

City

State

Postal Code

Country

Description

Created By User ID

Create Person

First Name

Check for Duplicates?

Mobile

Last Name

Phone

Position

Website

Email

Company

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

Status

Source

Summary

Image URL

Facebook URL

LinkedIn URL

Twitter Username

User ID

Move Deal to Next Stage

IdRequired

Update Deal

IdRequired

Expected Close Date

Name

Company Name

Primary Contact ID

Status

Value

Stage

Source

Summary

User ID