Megaventory + Pipedrive
Add new Megaventory clients as persons in Pipedrive
Rather than having to transfer manually each client and their associated information from the various fields in Megaventory to their respective entities in Pipedrive use Zapier to automate the process to a large extent. This zap pushes a new Client from Megaventory into the Pipedrive Person entity complete with all the information which has been already filled in Megaventory. That way it's really fast and easy to have updated information in Pipedrive while avoiding double entry and that way making more informed decisions when selling new deals to them.
Rather than having to transfer manually each client and their associated information from the various fields in Megaventory to their respective entities in Pipedrive use Zapier to automate the process to a large extent. This zap pushes a new Client from Megaventory into the Pipedrive Person entity complete with all the information which has been already filled in Megaventory. That way it's really fast and easy to have updated information in Pipedrive while avoiding double entry and that way making more informed decisions when selling new deals to them.
- When this happens...
New ClientTriggers when a new Client is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create PersonCreates a new person.
ActionWriteCreate a new record or update an existing record in your app.
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Delete Category
Triggers when a Category is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Currency
Triggers when a Currency is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Document Type
Triggers when a Document Type gets deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Pricing Rule
Triggers when a Pricing Rule is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Supplier
Triggers when a Supplier is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cancel Goods Transfer
Triggers when a Goods Transfer is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Goods Transfer
Triggers when a Goods Transfer is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ship Goods Transfer Items
Triggers when Goods Transfer items are shipped
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Goods Transfer
Triggers when a Goods Tranfer is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Category
Triggers when a new Category is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Currency
Triggers when a new Currency is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Goods Transfer
Triggers when a new Goods Transfer Document is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pricing Rule
Triggers when a new pricing rule is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier
Triggers when a new Supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Production Order
Triggers when a new Production Order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Order
Triggers when new sales order is created in Pending state.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Approve Purchase Order
Triggers when a Purchase Order gets Approved
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Close Purchase Order
Triggers when a Purchase Order is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Receive Purchase Order Items
Triggers when Purchase Order items are received
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revert Purchase Order to Pending
Triggers when a Purchase Order is reverted to Pending
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Approve Sales Order
Triggers when a Sales Order gets Approved
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Close Sales Order
Triggers when a Sales Order is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ship Sales Order Items
Triggers when a Sales Order's items are shipped (either partially or fully)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revert Sales Order to Pending
Triggers when a Sales Order is reverted to Pending
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Approve Sales Quote
Triggers when a Sales Quote is approved
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Close Sales Quote
Triggers when a Sales Quote is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Sales Quote
Triggers when a Sales Quote is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Client
Triggers when a Client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Discount
Triggers when a Discount is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Inventory Location
Triggers when an Inventory Location is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Product
Triggers when a Product is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Tax
Triggers when a Tax is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cancel Production Order
Triggers when a Production Order is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Production Order
Triggers when a Production Order is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Receive Finished Goods From Production Order
Triggers when Finished Goods are received from a Production Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Return Materials From Production Order
Triggers when allocated materials are returned back to inventory from a Production Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Client Comments
Phone
Phone 2
Tax ID
E-Mail
Supplier or Client?
Billing Address - Organization
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country
Shipping Address - Zip / Postal Code
AddressesNote
Billing Address (Legacy)
Shipping Address (Legacy)
Shipping Address 2 (Legacy)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Discount NameRequired
PercentRequired
Discount Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
Document Type IDRequired
Document No
Document Reference No
Custom Document Date 1
Custom Document Date 2
Currency Code
Document Supplier/Client IDRequired
Document Billing Address
Document Address
Document Contact Person
Document Inventory Location ID
Document StatusRequired
ActionRequired
Custom Document Option 1
Custom Document Option 2
Custom Document Option 3
Custom Document Option 4
Custom Document Option 5
Custom Document Option 6
Custom Document Option 7
Custom Document Option 8
Custom Document Option 9
Custom Document Option 10
Shipping Provider ID
Document Tracking ID
Document Comments
Payment Terms
Document Tags
Parent Document ID
Document Total Quantity
Document Amount Subtotal Without Tax And Discount
Document Amount Shipping
Document Amount Total Discount
Document Amount Total Tax
Document Amount Grand Total
Document Row Product SKURequired
Document Row Product Description
Document Row Product QuantityRequired
Document Row Unit Price Without Tax Or Discount
Document Row Tax ID
Document Total Tax Amount
Document Row Discount ID
Document Row Total Discount Amount
Document Row Total Amount
Document Row Remarks
Document Row Serial Numbers
Billing Address - Organization
Billing Address - Tax ID Number
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Tax ID Number
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AbbreviationRequired
Full NameRequired
Address - Organization
Address - Line 1
Address - Line 2
Address - City
Address - State
Address - Country Code
Address - Country
Address - Zip / Postal Code
Addresses Note
Inventory Location Address (Legacy)
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SkuRequired
Ean
Product DescriptionRequired
Product Version
Long Description
Product Category
Unit of Stock
Image (URL)
Comments
Weight
Product Length
Product Breadth
Product Height
Default Sales Price
Default Purchase Price
Main Supplier's Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order IDRequired
Purchase Order Type ID
Purchase Order No
Purchase Order Reference No
Custom Order Date 1
Custom Order Date 2
Currency Code
Supplier IDRequired
Address
Pickup Address
Contact Person
Inventory Location ID
ActionRequired
Order StatusRequired
Receive Document Type ID
Custom Order Option 1
Custom Order Option 2
Custom Order Option 3
Custom Order Option 4
Custom Order Option 5
Custom Order Option 6
Custom Order Option 7
Custom Order Option 8
Custom Order Option 9
Custom Order Option 10
Comments
Tags
Payment Terms
Total Quantity
Amount Subtotal Without Tax And Discount
Amount Total DIscount
Amount Total Tax
Amount Grand Total
Expected Earliest Receiving Date
Expected Latest Receiving Date
Order Row Detail ID
Order Row Product ID
Order Row Product SKURequired
Order Row Product Description
Order Row QuantityRequired
Order Row Received Quantity
Order Row Invoiced Quantity
Order Row Unit Price Without Tax Or Discount
Order Row Tax ID
Order Row Total Tax Amount
Order Row Discount ID
Order Row Total Discount Amount
Order Row Total Amount
Order Row Serial Numbers
Order Row Remarks
Order Row Expected Earliest Receiving Date
Order Row Expected Latest Receiving Date
Billing Address - Organization
Billing Address - Tax ID Number
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Tax ID Number
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
Sales Order Type ID
Sales Order No
Sales Order Reference No
Custom Order Date 1
Custom Order Date 2
Currency Code
Client IDRequired
Billing Address
Shipping Address
Sales Order Contact Person
Inventory Location ID
ActionRequired
Order StatusRequired
Ship Document Type ID
Custom Order Option 1
Custom Order Option 2
Custom Order Option 3
Custom Order Option 4
Custom Order Option 5
Custom Order Option 6
Custom Order Option 7
Custom Order Option 8
Custom Order Option 9
Custom Order Option 10
Comments
Sales Order Tags
Payment Terms
Total Quantity
Order Amount Subtotal Without Tax And Discount
Order Amount Shipping
Order Amount Total Discount
Order Amount Total Tax
Order Amount Grand Total
Order Row Product SKURequired
Order Row Product Description
Order Row Product QuantityRequired
Order Row Shipped Quantity
Order Row Invoiced Quantity
Order Row Unit Price Without Tax Or Discount
Order Row Tax ID
Order Total Tax Amount
Order Row Discount ID
Order Row Total Discount Amount
Order Row Total Amount
Order Row Remarks
Order Row Serial Numbers
Order Row Detail ID
Order Row Product ID
Billing Address - Organization
Billing Address - Tax ID Number
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Tax ID Number
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Quote IDRequired
Sales Quote No
Sales Quote Type ID
Sales Quote Reference No
Custom Quote Date 1
Custom Quote Date 2
Currency Code
Client IDRequired
Shipping Address
Billing Address
Sales Quote Contact Person
Inventory Location ID
ActionRequired
Quote StatusRequired
Comments
Sales Quote Tags
Payment Terms
Total Quantity
Quote Amount Subtotal Without Tax And Discount
Quote Amount Total Discount
Quote Amount Total Tax
Quote Amount Grand Total
Quote Amount Shipping
Quote Row Product SKURequired
Quote Row Product Description
Quote Row Product QuantityRequired
Quote Row Unit Price Without Tax Or Discount
Quote Row Tax ID
Quote Row Total Tax Amount
Quote Row Discount ID
Quote Row Total Discount Amount
Quote Row Total Amount
Quote Row Remarks
Billing Address - Organization
Billing Address - Tax ID Number
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Tax ID Number
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tax Description
Show in Reports
Tax NameRequired
PercentRequired
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.SearchFind existing data in your appCodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPricing Rule IdRequired
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 appProduct SKURequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order NoRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSales Order NoRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSales Quote NoRequired
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 appNameRequired
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 appNoRequired
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 found
Delete Client
Triggers when a Client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Discount
Triggers when a Discount is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Inventory Location
Triggers when an Inventory Location is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Product
Triggers when a Product is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Tax
Triggers when a Tax is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Close Goods Transfer
Triggers when a Goods Transfer is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Receive Goods Transfer Items
Triggers when Goods Transfer items are received
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reopen Goods Transfer
Triggers when a Goods Transfer is Reopened
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Low Stock Product
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Client
Triggers when a new Client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Discount
Triggers when a new Discount is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document Type
Triggers when a new Document Type gets inserted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Inventory Location
Triggers when a new Inventory Location is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Quote
Triggers when a new Sales Quote is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tax
Triggers when a new Tax is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase Order
Triggers when a Purchase Order is created in Pending state.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Product
Triggers when a new Product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cancel Purchase Order
Triggers when a Purchase Order is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Purchase Order Items
Triggers when a Purchase Order's items are invoiced (either partially or fully)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reopen Purchase Order
Triggers when a Purchase Order is reopened
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Purchase Order
Triggers when a Purchase Order is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cancel Sales Order
Triggers when a Sales Order is Cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Sales Order Items
Triggers when a Sales Order's items are invoiced (either partially or fully)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reopen Sales Order
Triggers when a Sales Order is Reopened
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Sales Order
Triggers when a Sales Order is Updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cancel Sales Quote
Triggers when a Sales Quote is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revert Sales Quote to Pending
Triggers when a Sales Quote is reverted to Pending
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Category
Triggers when a Category is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Currency
Triggers when a Currency is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Document Type
Triggers when a Document Type gets Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Pricing Rule
Triggers when a Pricing Rule is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Supplier
Triggers when a Supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Allocate Materials to Production Order
Triggers when materials are allocated to a Production Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Close Production Order
Triggers when a Production Order is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Finished Good Receipt From Production Order
Triggers when a Finished Good Receipt is deleted from a Production Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reopen Production Order
Triggers when a Production Order is re-opened.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Production Order
Triggers when a Production Order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Currency Description
Currency SymbolRequired
Currency CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document Type IDRequired
Document No
Document Reference No
Custom Document Date 1
Custom Document Date 2
Currency Code
Document Supplier/Client IDRequired
Document Billing Address
Document Address
Document Contact Person
Document Inventory Location ID
Document StatusRequired
Custom Document Option 1
Custom Document Option 2
Custom Document Option 3
Custom Document Option 4
Custom Document Option 5
Custom Document Option 6
Custom Document Option 7
Custom Document Option 8
Custom Document Option 9
Custom Document Option 10
Shipping Provider ID
Document Tracking ID
Document Comments
Payment Terms
Auto Insert Bundled Products
Auto Insert Batch Numbers To Product Rows
Document Tags
Parent Document ID
Document Total Quantity
Document Amount Subtotal Without Tax And Discount
Document Amount Shipping
Document Amount Total Discount
Document Amount Total Tax
Document Amount Grand Total
Document Row Product SKURequired
Document Row Product Description
Document Row Product QuantityRequired
Document Row Unit Price Without Tax Or Discount
Document Row Tax ID
Document Total Tax Amount
Document Row Discount ID
Document Row Total Discount Amount
Document Row Total Amount
Document Row Remarks
Document Row Serial Numbers
Billing Address - Organization
Billing Address - Tax ID Number
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Tax ID Number
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product SKURequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Category Description
Category NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order Type ID
Purchase Order No
Purchase Order Reference No
Custom Order Date 1
Custom Order Date 2
Currency Code
Supplier IDRequired
Address
Pickup Address
Purchase Order Contact Person
Inventory Location ID
Order StatusRequired
Custom Order Option 1
Custom Order Option 2
Custom Order Option 3
Custom Order Option 4
Custom Order Option 5
Custom Order Option 6
Custom Order Option 7
Custom Order Option 8
Custom Order Option 9
Custom Order Option 10
Comments
Order Tags
Payment Terms
Total Quantity
Order Amount Subtotal Without Tax And Discount
Order Amount Total Discount
Order Amount Total Tax
Order Amount Grand Total
Order Expected Receiving Date Earliest
Order Expected Receiving Date Latest
Order Row Product SKURequired
Order Row QuantityRequired
Order Row Unit Price Without Tax Or Discount
Order Row Tax ID
Order Row Total Tax Amount
Order Row Discount ID
Order Row Total Discount Amount
Order Row Total Amount
Order Row Remarks
Order Row Expected Receiving Date Earliest
Order Row Expected Receiving Date Latest
Billing Address - Organization
Billing Address - Tax ID Number
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Tax ID Number
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order Type ID
Sales Order No
Sales Order Reference No
Custom Order Date 1
Custom Order Date 2
Currency Code
Client IDRequired
Billing Address
Shipping Address
Sales Order Contact Person
Inventory Location ID
Order StatusRequired
Custom Order Option 1
Custom Order Option 2
Custom Order Option 3
Custom Order Option 4
Custom Order Option 5
Custom Order Option 6
Custom Order Option 7
Custom Order Option 8
Custom Order Option 9
Custom Order Option 10
Comments
Sales Order Tags
Payment Terms
Total Quantity
Order Amount Subtotal Without Tax And Discount
Order Amount Shipping
Order Amount Total Discount
Order Amount Total Tax
Order Amount Grand Total
Auto Insert Bundled Products
Order Row Product SKURequired
Order Row Product Description
Order Row Product QuantityRequired
Order Row Shipped Quantity
Order Row Invoiced Quantity
Order Row Unit Price Without Tax Or Discount
Order Row Tax ID
Order Total Tax Amount
Order Row Discount ID
Order Row Total Discount Amount
Order Row Total Amount
Order Row Remarks
Billing Address - Organization
Billing Address - Tax ID Number
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Tax ID Number
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Quote No
Sales Quote Type ID
Sales Quote Reference No
Custom Quote Date 1
Custom Quote Date 2
Currency Code
Client IDRequired
Shipping Address
Billing Address
Sales Quote Contact Person
Inventory Location ID
Quote StatusRequired
Comments
Sales Quote Tags
Payment Terms
Total Quantity
Quote Amount Subtotal Without Tax And Discount
Quote Amount Total DIscount
Quote Amount Total Tax
Quote Amount Grand Total
Quote Amount Shipping
Auto Insert Bundled Products
Quote Row Product SKURequired
Quote Row Product Description
Quote Row Product QuantityRequired
Quote Row Unit Price Without Tax Or Discount
Quote Row Tax ID
Quote Row Total Tax Amount
Quote Row Discount ID
Quote Row Total Discount Amount
Quote Row Total Amount
Quote Row Remarks
Billing Address - Organization
Billing Address - Tax ID Number
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country Name
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Tax ID Number
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country Name
Shipping Address - Zip / Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Client Comments
Phone
Phone 2
Tax ID
E-Mail
Supplier or Client?
Billing Address - Organization
Billing Address - Line 1
Billing Address - Line 2
Billing Address - City
Billing Address - State
Billing Address - Country Code
Billing Address - Country
Billing Address - Zip / Postal Code
Shipping Address - Organization
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - City
Shipping Address - State
Shipping Address - Country Code
Shipping Address - Country
Shipping Address - Zip / Postal Code
AddressesNote
Billing Address (Legacy)
Shipping Address (Legacy)
Shipping Address 2 (Legacy)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Finished Good SKURequired
In Inventory LocationRequired
Quantity OrderedRequired
Work Order Priority
Start Date
Due Date
Labor Cost
Overhead Cost
Document Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
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 appType IDRequired
Document NoRequired
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 appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSales Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSales Quote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew 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
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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