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Lighthouse By Cloudify + Pipedrive + Katana

Lighthouse By Cloudify + Pipedrive + Katana

Lighthouse By Cloudify + Pipedrive integrations

Create sales orders in Katana from new Pipedrive deals and create/update Lighthouse By Cloudify records

Lighthouse records will be created for every new Pipedrive deal, which will then be updated to "success" on successful creation of a sales order in Katana. This automation helps monitor deals and sales orders in Pipedrive and Katana respectively.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  2. automatically do this...
    Create Record
    Create Record
    Create RecordCreates a new record.
  3. then do this...
    Create Sales Order
    Create Sales Order
    Create Sales OrderCreates a new sales order.
  4. then do this!
    Update Record
    Update Record
    Update RecordUpdates an existing record.
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More things you can do with these apps

Discover other triggers and actions you can use with Pipedrive, Lighthouse By Cloudify, and more

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Lighthouse By Cloudify
Lighthouse is a real-time monitoring tool for all automated and manual business processes.
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pipedrive logo
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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About Katana
Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.
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