Pipedrive + Autopilot Journeys + Stripe Integrations
Pipedrive + Autopilot Journeys + Stripe Integrations
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Do even more with Pipedrive + Autopilot Journeys + Stripe
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 Pipedrive, Autopilot Journeys, and Stripe. And don’t forget that you can add more apps and actions to create complex workflows.
New 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 planStage in Pipeline
If no stage is specified, the trigger will fire on any deal who's stage was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated 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 planDealRequired
ProductRequired
PriceRequired
Price at which this product will be added to the deal.
QuantityRequired
How many items of this product will be added to the deal.
Discount Percentage
Comments
Is enabled?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
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
The user you want to assign as a follower.
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
Supports some HTML formatting.
Deal
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified deal?
Person
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified person?
Organization
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified organization?
Lead
Note must be associated with at least one deal, person, organization, or 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
Is Done?
Subject
Assign To
Deal
Person
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
Type
Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Select user who will be marked as the owner of this lead.
Organization
Organization this lead will be associated with.
Person
Person this lead will be associated with.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Will overwrite current email addresses.
Phone
Will overwrite current phone numbers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assigned To
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Status
Note that "Not Done" is set as the default when no option is picked.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.
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
Partial sentences are ok, we'll try to find the best match.
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Is done?
Note that "Not Done" is set as the default when no option is picked.
Organization
Person
Deal
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
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?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Person
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
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?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.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
Contact Added
Triggers when a contact is newly added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact ListRequired
Select a list to add this contact to in Autopilot. This can be used to categorize contacts, or with the "added to list" trigger to trigger journeys.
EmailRequired
Email address of the contact. Autopilot de-duplicates based on email address. If you provide a contact with an email address that already exists in Autopilot, the contact will be updated with any new fields that you provide.
First Name
The first name of the contact.
Last Name
Last name of the contact.
Salutation
Formal title for the contact, e.g. Mr. Mrs., Dr.
Company
Title
The company position of the contact, e.g. "CEO", "CMO", "Sales Engineer", "Engineer".
Industry
Phone
Mobile
Fax
Website
Mailing Street
Mailing City
Mailing State
Mailing Postal Code
Mailing Country
Lead Owner
Lead Source
Lead Status
Twitter
LinkedIn
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Map this field to the Trigger's Email field, and any contact with this email will be deleted in Autopilot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Failed Payment
Triggers when a payment attempt fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription
Triggers when a customer is signed up for a new plan.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Item
Triggers when a new invoice item is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment Link
Triggers when a new payment link is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Subscription
Triggers when a customer subscription has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PriceRequired
You can add a Price Description to the Price of a Product in Stripe to make it easier to find in Zapier.
QuantityRequired
Minimum adjustable quantity
By default this value is 0. You can specify a value up to 98. If you do not want to let customers adjust quantity, leave this field empty, or pass an empty line item value.
Maximum adjustable quantity
By default this value is 99. You can specify a value up to 99. If you do not want to let customers adjust quantity, leave this field empty, or pass an empty line item value.
Collect Tax Automatically?
To use this option, you must first enable "Automate taxes" at https://dashboard.stripe.com/setup
Allow Promotion Codes?
Collect Customers' Addresses?
Require customers to provide a phone number?
Confirmation Page
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Image
Tax Code
A tax code ID.
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment LinkRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Stripe are located here https://stripe.com/docs/api
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find by
Defaults to "Customer Stripe ID"
QueryRequired
Enter the Stripe ID (e.g.
cus_51kxW2Z0qQHpGc) or the email address of the customer to find.
ActionThis is an event a Zap performs.SearchFind existing data in your appPayment Intent IDRequired
Enter the Stripe ID of the payment intent to find. (e.g.
pi_51kxCxb1NFWajM)
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.Updated Person
Triggers when an existing person is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
Organization
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Person
Deal
Is done?
Type
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
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
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
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
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a 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
Select user who will be marked as the owner of this deal.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
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
API docs for Pipedrive are located here https://developers.pipedrive.com/docs/api/v1
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.
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?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
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?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.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
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a 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 foundContact Unsubscribes
Triggers when a contact unsubscribes from Autopilot.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact List
Select a list to add this contact to in Autopilot. This can be used to categorize contacts, or with the "added to list" trigger to trigger journeys.
EmailRequired
Email address of the contact. Autopilot de-duplicates based on email address. If you provide a contact with an email address that already exists in Autopilot, the contact will be updated with any new fields that you provide.
First Name
The first name of the contact.
Last Name
Last name of the contact.
Salutation
Formal title for the contact, e.g. Mr. Mrs., Dr.
Company
Title
The company position of the contact, e.g. "CEO", "CMO", "Sales Engineer", "Engineer".
Industry
Phone
Mobile
Fax
Website
Mailing Street
Mailing City
Mailing State
Mailing Postal Code
Mailing Country
Lead Owner
Lead Source
Lead Status
Twitter
LinkedIn
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Map this field to the Trigger's Email field, and any contact with this email will be unsubscribed in Autopilot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Checkout Session Completed
Triggers when a checkout session is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Failed
Triggers when an invoice payment fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Dispute
Triggers when a customer disputes a charge.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created (supports line items).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a new payment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a charge is refunded, including partial refunds.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planName
Email
Description
Billing - Address Line 1
Billing - Address Line 2
Billing - City
Billing - State
Billing - ZIP
Billing - Country
Enter a two-letter country code.
Billing - Phone
Shipping - Name
Shipping - Address Line 1
Shipping - Address Line 2
Shipping - City
Shipping - State
Shipping - ZIP
Shipping - Country
Enter a two-letter country code.
Shipping - Phone
Language
Enter a two-letter language code.
Invoice prefix
The prefix for the customer used to generate unique invoice numbers. Must be 3-12 uppercase letters or numbers.
Next Invoice Sequence
Tax Status
Credit Balance
An integer amount in cents that represents the customer's current balance. A negative amount represents a credit that decreases the amount due on an invoice. (e.g.
-2000decreases invoice amount by $20.00) A positive amount increases the amount due on an invoice. (e.g.1000increases invoice amount by $10.00)Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Price (in minor units, e.g. cents)Required
A positive integer in minor units (e.g. cents) or
0for a free price. For example, if your currency is USD, enter100to charge $1.00.CurrencyRequired
Must be a supported three-letter ISO currency code.
Recurring or One time?
Tax Behavior
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
ItemsRequired
A subscription can be created with up to 20 items. Selecting the same item more than once will result in an error.
Collection MethodRequired
When charging automatically, Stripe will attempt to pay this subscription at the end of the cycle using the default source attached to the customer. When sending an invoice, Stripe will email your customer an invoice with payment instructions.
Coupon ID
Cancel at period end?
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Name
Email
Description
Billing - Address Line 1
Billing - Address Line 2
Billing - City
Billing - State
Billing - ZIP
Billing - Country
Enter a two-letter country code.
Billing - Phone
Shipping - Name
Shipping - Address Line 1
Shipping - Address Line 2
Shipping - City
Shipping - State
Shipping - ZIP
Shipping - Country
Enter a two-letter country code.
Shipping - Phone
Language
Enter a two-letter language code.
Invoice prefix
The prefix for the customer used to generate unique invoice numbers. Must be 3-12 uppercase letters or numbers.
Next Invoice Sequence
Tax Status
Credit Balance
An integer amount in cents that represents the customer's current balance. A negative amount represents a credit that decreases the amount due on an invoice. (e.g.
-2000decreases invoice amount by $20.00) A positive amount increases the amount due on an invoice. (e.g.1000increases invoice amount by $10.00)Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stripe Charge IDRequired
Enter the Stripe ID of the charge to find. (e.g.
ch_51kxCxb1NFWajM)
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IDRequired
Enter the Stripe ID of the invoice to find. (e.g.
in_51kxCxb1NFWajM)
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IDRequired
Price ID
Status
If this field is left empty, Zapier will search for subscriptions that have not been canceled.
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How to connect Pipedrive + Autopilot Journeys + Stripe
- Step 1: Authenticate Pipedrive, Autopilot Journeys, and Stripe.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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