Pipedrive + Code by Zapier + Planview AgilePlace Integrations
How to connect Pipedrive + Code by Zapier + Planview AgilePlace
Zapier lets you send info between Pipedrive and Code by Zapier and Planview AgilePlace automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Choose an Action
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Do even more with Pipedrive + Code by Zapier + Planview AgilePlace
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, Code by Zapier, and Planview AgilePlace. 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 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
Source Channel
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.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 appPerson
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 ByRequired
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 foundInput Data
CodeRequired
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Card Type NameRequired
Card Type Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Custom Field IdRequired
New Custom Field Choice ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
User Email or IDRequired
Card/Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Card TitleRequired
Lane ID
Description
Priority
Card Type ID
Size
Planned Start
Planned Finish
Tags
Custom ID
Assigned User Email or ID
Custom Icon ID
WIP Override Comment
Copied From Card ID
External Link Label
External Link Url
Parent Card ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent Card IDRequired
Child Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card/Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
Board
Lane IDRequired
WIP Override Comment (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
Board IDRequired
Lane ID
WIP Override Comment (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent Card IDRequired
Child Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Card ID (for card that contains the task)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unblock ReasonRequired
Card/Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card/Task IDRequired
Board ID
Custom Field IDRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
SearchRequired
Card TitleRequired
Lane ID
Description
Priority
Card Type ID
Size
Planned Start
Planned Finish
Tags
Custom ID
Assigned User Email or ID
Custom Icon ID
WIP Override Comment
Copied From Card ID
External Link Label
External Link Url
Parent Card ID
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
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 planFilter By
Field to Watch for Changes On
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
Source Channel
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 appNote IDRequired
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
Source Channel
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 foundInput Data
CodeRequired
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NoteRequired
BoardRequired
LaneRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommentRequired
Card/Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card/Task IDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Block ReasonRequired
Card/Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Card ID (for card that contains the task)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
TitleRequired
Description
Board ID
Task TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
Board ID (where parent card lives)Required
Lane ID for ActiveRequired
Lane ID for DoneRequired
WIP Override Comment (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Custom Field IdRequired
Custom Field Choice Item to RemoveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card/Task IDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
User Email or IDRequired
Card/Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card/Task IDRequired
Card Title
Description
Priority
Size
Planned Start
Planned Finish
Custom Id / Header
External Link Label
External Link Url
Board ID
Card/Task Type ID
Custom Icon ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How Pipedrive + Code by Zapier + Planview AgilePlace Integrations Work
- Step 1: Authenticate Pipedrive, Code by Zapier, and Planview AgilePlace.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.