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.
- When this happens...New DealTriggers when a new deal is created.
- automatically do this...Create RecordCreates a new record.
- then do this...Create Sales OrderCreates a new sales order.
- then do this!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 filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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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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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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