How to connect Paperform + Pipedrive + Clust
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Do even more with Paperform + Pipedrive + Clust
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Paperform, Pipedrive, and Clust. And don’t forget that you can add more apps and actions to create complex workflows.
- New Form SubmissionTriggers when a form is submitted.Trigger
- New ActivityTriggers when a new activity is created.Trigger
- Activity Matching FilterTriggers when an activity matches a Pipedrive filter.Trigger
- New DealTriggers when a new deal is created.Trigger
- Deal Matching FilterTriggers when a deal matches a Pipedrive filter.Trigger
- New LeadTriggers when a Lead is created.Trigger
- New NoteTriggers when a new note is created.Trigger
- New OrganizationTriggers when a new organization is created.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 lead.
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 a lead by title or field value.
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 a lead 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
- Clust
Triggers when a new application is created.
Scheduled
Trigger
- Clust
Triggers when a new application is approved.
Scheduled
Trigger
- Clust
Triggers when a new application is late
Scheduled
Trigger
- Clust
Triggers when a new application pending submission is detected (all mandatory documents provided but application not submitted)
Scheduled
Trigger
- Clust
Triggers when a new application is submitted
Scheduled
Trigger
- Clust
Triggers when an application is updated by client
Scheduled
Trigger
- Clust
Triggers when a new document is added by client (File uploaded, form filled in …)
Scheduled
Trigger
- Clust
Creates an Application
Scheduled
Action
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How Paperform + Pipedrive + Clust Integrations Work
- Step 1: Authenticate Paperform, Pipedrive, and Clust.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.
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