Onboard.io + Pipedrive Integrations
How to connect Onboard.io + Pipedrive
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New Discussion MessageTriggers when a new message is posted in the discussion of a Task.Trigger- New MapTriggers when a new Map is created.Trigger
- Updated MapTriggers when a Map's properties such as status, owner, or target launch date is changed.Trigger
- New CustomerTriggers when a new onboardee customer is created.Trigger
- New or Updated Map TaskTriggers when any tasks in any Map within your account are created, updated, or removed. Event Type field will be returned as "created", "updated", or "removed".Trigger
- New Team MemberTriggers when a new Team Member is created.Trigger
- Add Team Member to MapAdds an existing team member to a Map.Action
- Create or Update CustomerCreates an onboardee customer. If an external ID or website is provided matches an existing customer, that customer will be updated.Action
- Onboard.io
Creates a Map with an owner, and optional target launch date and generates tasks based on variable options selected. Note: at least one variable option is required for the Map to be created.
Scheduled
Action
- Onboard.io
Creates a global Task Section
Scheduled
Action
- Onboard.io
Creates a Global Task
Scheduled
Action
- Onboard.io
Creates a Team Member
Scheduled
Action
- Onboard.io
Creates a Variable
Scheduled
Action
- Onboard.io
Action to find a specific Map Task by name and Map id.
Scheduled
Action
- Onboard.io
Finds an Onboardee User by email.
Scheduled
Action
- Onboard.io
Invite someone from the Customer's team to a Map.
Scheduled
Action
- Onboard.io
Updates a Map with an owner, and optional target launch date and generates tasks based on variable options selected. Note: at least one variable option is required for the Map to be created.
Scheduled
Action
- Onboard.io
Updates a Task status within an existing Map. (Requires Map Task ID)
Scheduled
Action
- Onboard.io
Gets information about a Map by the provided ID.
Scheduled
Action
- Onboard.io
Finds a Team Member in your account by email.
Scheduled
Action
- Onboard.io
Finds a Variable by name
Scheduled
Action
- Onboard.io
Finds available variable options in account.
Scheduled
Action
- Pipedrive
Triggers when a new activity is created.
Scheduled
Trigger
- Pipedrive
Triggers when an activity matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a new deal is created.
Instant
Trigger
- Pipedrive
Triggers when a deal matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a Lead is created.
Scheduled
Trigger
- Pipedrive
Triggers when a new note is created.
Scheduled
Trigger
- Pipedrive
Triggers when a new organization is created.
Scheduled
Trigger
- Pipedrive
Triggers when an organization matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a new person is created.
Scheduled
Trigger
- Pipedrive
Triggers when a person matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a deal's stage is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing deal is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing organization is updated.
Scheduled
Trigger
- Pipedrive
Triggers when an existing person is updated.
Scheduled
Trigger
- Pipedrive
Adds a product to a deal.
Scheduled
Action
- Pipedrive
Creates a new activity.
Scheduled
Action
- Pipedrive
Creates a new deal.
Scheduled
Action
- Pipedrive
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
Scheduled
Action
- Pipedrive
Adds a follower to a deal, organization, person or product.
Scheduled
Action
- Pipedrive
Creates a new lead.
Scheduled
Action
- Pipedrive
Creates a new note.
Scheduled
Action
- Pipedrive
Creates a new organization.
Scheduled
Action
- Pipedrive
Creates a new person.
Scheduled
Action
- Pipedrive
Creates a new product.
Scheduled
Action
- Pipedrive
Updates an existing activity.
Scheduled
Action
- Pipedrive
Updates an existing deal.
Scheduled
Action
- Pipedrive
Updates an existing organization.
Scheduled
Action
- Pipedrive
Updates an existing person.
Scheduled
Action
- Pipedrive
Finds an activity by subject.
Scheduled
Action
- Pipedrive
Finds a deal by name.
Scheduled
Action
- Pipedrive
Finds an organization.
Scheduled
Action
- Pipedrive
Finds a person.
Scheduled
Action
- Pipedrive
Finds a product by name.
Scheduled
Action
- Pipedrive
Finds a product or products by name, ID, or product code (with line item support).
Scheduled
Action
- Pipedrive
Finds a user by name, email or ID.
Scheduled
Action
- Pipedrive
Finds an activity by subject, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a deal by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds an organization by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a person by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a product by name, or creates one if none are found.
Scheduled
Action
How Onboard.io + Pipedrive Integrations Work
- Step 1: Authenticate Onboard.io and Pipedrive.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Pipedrive Tutorials
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