Pipedrive + Jotform + ProWorkflow Integrations
How to connect Pipedrive + Jotform + ProWorkflow
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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, Jotform, and ProWorkflow. 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.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 foundSelect a formRequired
Select a form to assign
Assignee emailRequired
Enter your assignee’s email address
Invitation Message
Include an invitation message
Prefilled Field Permissions
Make pre-populated fields read only or editable
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 Jotform are located here http://api.jotform.com/docs/
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.
Complete Project
Triggered when a Project is completed in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Remove Project Request
Triggered when a Project Request is declined in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact
Triggered when a Contact is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Invoice
Triggered when an Invoice is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project
Triggered when a Project is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Quote
Triggered when a new Quote is added in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Task
Triggered when a Task is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggered when a Company is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File
Triggered when a File is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Message
Triggered when a Message is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pending Contact
Triggered when a Pending Contact is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Request
Triggered when a Project Request is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Shared Note
Triggers when a new Shared Note is added to a Project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Time
Triggered when a Time is added to ProWorkflow. Please check that you have recorded at least one time record in the last 2 weeks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Make Task Active
Triggered when a Task is reactivated in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Finish Timer
Triggered when a Timer is stopped in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project IDRequired
Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
First NameRequired
Last NameRequired
TypeRequired
Select the Type of Contact.
Address 1
Address Line 1.
Address 2
Address 3
Allow Login
Select to allow login for the Contact.
API Fields
API Field Value/s.
City
Enter the City for this Contact.
Country
Enter the Country for this Contact.
Email
Enter an email for this Contact.
Facebook
Enter the Facebook URL for this Contact.
Fax
Group ID
Enter the Group ID this Contact is assigned to.
LinkedIn
Enter the Linkedin URL for this Contact.
Mobilephone
Password
Enter the password for this Contact.
Role ID
Enter the Role ID for the Contact.
State
Tag ID
Enter the Tag ID for this Contact.
Title
Enter the Position title for this Contact.
Twitter
Twitter URL for this Contact.
Username
Workphone
Zipcode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Contractor IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
NameRequired
Folder ID
Folder ID (Exactly 1 of Project/Task/Folder Required).
Task ID
Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Line Item Name
Line Item Quantity
Line Item Rate
Line Item Description
Line Item Taxable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacts
Content
Original Message ID
Project ID
Project ID (Specify to start a new Project Discussion).
Task ID
Task ID (Specify to start a new Task Discussion).
Title
Files
Files to attach to the Message (Files must belong to the same Project as the Message).
Notifications
True or false to turn this email on.
Public
True or false to make the message public.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
API Fields
Budget
Contact ID
Advanced Plan only.
Custom Form Content
Advanced Plan only.
Custom Form Title
Description
Division ID
Due Date
Group ID
Start Date
Template ID
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Quote TitleRequired
Line Name
Line Item Quantity
Line Rate
Contact Name
Quote Number
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Quoted By
Quoted Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Show Cost Breakdown
Custom Field Value
Valid to Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Client View
Discount Description
Discount Value
Project ID
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Staff IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag IDRequired
Existing tag's ID.
Contact IDRequired
ID of the ProWorkflow contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start TimeRequired
Task IDRequired
Time TrackedRequired
Minutes.
End Time
API Fields
Contact ID
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Request IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Request IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Address 1
Address 2
Address 3
API Fields
City
Code
Company code.
Country
Email
Facebook
Facebook URL.
Fax
LinkedIn
Name
Company Name.
Phone
State
Twitter
Type
Company Type.
Zipcode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
AddressRequired
All in one line with comma separators.
LatitudeRequired
LongitudeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message IDRequired
Contacts
NOTE: You cannot remove contacts who have added a reply to the discussion. contactid/s - Contact ID or List of Contact IDs
me - Contact making request all - All Contacts Assigned to Project or Task.
Notifications
Public
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Request IDRequired
API Fields
Budget
Custom Form Content
Custom Form Title
Description
Due Date
Start Date
Title
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag IDRequired
Change Name ToRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Record IDRequired
API Fields
Contact ID
End Time
Notes
Start Time
Time Tracked
Minutes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
The client name to search for, partial strings are acceptable - i.e. "Smith" will return a client called "John Smith" but you may need to deal with multiple results if your search is not specific enough.
Search Email
The email to search for, partial strings are acceptable - i.e. "example" will return an email with "example@email.com" but you may need to deal with multiple results if your search is not specific enough.
ActionThis is an event a Zap performs.SearchFind existing data in your appName
The client name to search for, partial strings are acceptable - i.e. "Smith" will return a client called "John Smith" but you may need to deal with multiple results if your search is not specific enough.
Search Email
The email to search for, partial strings are acceptable - i.e. "example" will return an email with "example@email.com" but you may need to deal with multiple results if your search is not specific enough.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Invoice Title
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Invoice Number
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Project Title
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Project Number
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Project Description
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Project Custom Form
ProWorkflow Advanced Plan only.
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Name
The staff name to search for, partial strings are acceptable - i.e. "Smith" will return a staff member called "John Smith" but you may need to deal with multiple results if your search is not specific enough.
Search Email
The email to search for, partial strings are acceptable - i.e. "example" will return an email with "example@email.com" but you may need to deal with multiple results if your search is not specific enough.
ActionThis is an event a Zap performs.SearchFind existing data in your appName
The client name to search for, partial strings are acceptable - i.e. "Smith" will return a client called "John Smith" but you may need to deal with multiple results if your search is not specific enough.
Search Email
The email to search for, partial strings are acceptable - i.e. "example" will return an email with "example@email.com" but you may need to deal with multiple results if your search is not specific enough.
First NameRequired
Last NameRequired
Client Company IDRequired
Email
Mobile Phone Number
Work Phone Number
Address Line 1
City
State
Country
Zipcode
Allow Client Login?
Allow Login Access?
Username
Only used if Login access is enabled.
Password
Only used if Login access is enabled (if not specified then one will be generated if Allow Login is 'true').
View All Company Projects
Client can view all company projects (defaults to false).
View All Project Tasks
Client can view all project tasks (defaults to false).
View Quotes and Invoices
Client can view quotes and invoices (defaults to false).
View Time Information
Client can view time information (defaults to false).
View Calendar
Client can view calendar page (defaults to false).
View Archived Projects
Client can view archived projects (defaults to false).
View Timeline
Client can view timeline (defaults to false).
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundName
The client name to search for, partial strings are acceptable - i.e. "Smith" will return a client called "John Smith" but you may need to deal with multiple results if your search is not specific enough.
Search Email
The email to search for, partial strings are acceptable - i.e. "example" will return an email with "example@email.com" but you may need to deal with multiple results if your search is not specific enough.
Company IDRequired
First NameRequired
Last NameRequired
TypeRequired
Client, Contractor or Staff.
Allow Login
Username
Password
Enter the password for this Contact.
Role ID
Enter the Role ID for the Contact.
Group ID
Enter the Group ID this Contact is assigned to.
Tag ID
Enter the Tag ID for this Contact.
Facebook
LinkedIn
Enter the Linkedin URL for this Contact.
Twitter
Twitter URL for this Contact.
Email
Title
Enter the Position title for this Contact.
Address Line 1
Address Line 2
Address Line 3
City
State
Zip Code
Country
Mobile Phone
Work Phone
API Fields
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 Invoice Title
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Invoice Number
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Company ID
Contact IDRequired
Invoice TitleRequired
Project ID
Invoice Number
Company Name
Contact Name
Due Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Line Item Name
Line Item Quantity
Line Item Rate
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Terms
Example: Valid for 14 Days.
Invoiced Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Mark Project as Invoiced
Defaults to False.
Show Cost Breakdown
Discount Description
Discount Value
Taxable
Tax Rate
API Fields
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 Quote Title
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Quote Number
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Contact IDRequired
Quote TitleRequired
Line Name
Line Item Quantity
Line Rate
Contact Name
Quote Number
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Quoted By
Quoted Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Show Cost Breakdown
Custom Field Value
Valid to Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Client View
Discount Description
Discount Value
Project ID
Taxable
Tax Rate
API Fields
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 Task Name
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Search Task Description
Partial terms will work, but you may need to deal with multiple results if your search is not specific enough.
Project IDRequired
Search for Tasks within a certain Project.
NameRequired
Task Name.
Description
Contacts
You can put in Contact IDs; or type "all" here to assign all Contacts that are assigned to the Project; or type "allstaff" to assign all Staff Contacts that are assigned to the Project; or type "me" here to assign the person who makes this request; or type "none" here to assign no Contacts.
Time Allocated
Service Name
Service Description
Service Rate
Start Date
Due Date
Complete Date
Date, if specified then the Task will be added with a Completed status (alerts are not sent when adding Completed Tasks).
Type
Priority
Billable
Order
Order Level
Category ID
Template ID
Task Template ID.
Add Template Contacts
Assign Template Contacts to Project.
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 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.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 foundSelect a formRequired
Select a form to assign
Asignee emailRequired
Enter your assignee’s email address
Invitation Message
Include an invitation message
Assignee Permission
Let assignees submit only, submit and view submissions later, or submit and edit submissions later
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select a formRequired
Select a form to create submissions for
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Accept Project Request
Triggered when a Project Request is accepted in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed Task
Triggered when a Task is completed in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Company
Triggered when a Company is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact Location
Triggered when a Contact Location is edited in ProWorkflow. Please update the location of the contact connected to Zapier, to test.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Message
Triggered when a Message is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Request
Triggered when a Project Request is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Shared Note
Triggered when a Shared Note is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Time
Triggered when a Time is edited in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggered when a Contact is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when an Invoice is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pending Company
Triggered when a Pending Company is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggered when a Project is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggered when a Quote is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggered when a Task is added to ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Make Project Active
Triggered when a Project is reactivated in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Timer
Triggered when a Timer is started in ProWorkflow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project IDRequired
LinkRequired
Enter the Website URL.
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag ID
NameRequired
TypeRequired
Select the Type of Company.
Address 1
Address 2
Address 3
API Fields
City
Country
Email
Facebook
Fax
LinkedIn URL
Phone
State
Twitter
Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
The ID of the project that you'd like to add the expense to.
NameRequired
CostRequired
Date
Date of Expense. Specific date - Date in yyyy-mm-dd format Example: 2014-01-18 Relative date - +/-Xd/w/m/y Examples: -3w - 3 weeks ago OR +1m - 1 month ahead.
Description
Taxable
Invoiced
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Category IDRequired
NameRequired
General Task Name.
Contacts
You can put in Contact IDs; or type "all" here to assign all Staff; or type "me" here to assign the person who make this request; or type "none" here to assign no Contacts.
API Fields
Complete Date
Description
Due Date
Order
Order Level
Priority
Start Date
Time Allocated
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Contact IDRequired
Invoice TitleRequired
Project ID
Invoice Number
Company Name
Contact Name
Due Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Line Item Name
Line Item Quantity
Line Item Rate
Address Line 1
Address Line 2
City
State
Zip Code
Country
Description
Terms
Example: Valid for 14 Days.
Invoiced Date
Specific date - Date in yyyy-mm-dd format Example: 2014-01-18
Relative date - +/-Xd/w/m/y Example: -3w = 3 weeks ago.
Mark Project as Invoiced
Defaults to False.
Show Cost Breakdown
Discount Description
Discount Value
Taxable
Tax Rate
API Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Title.
Project Number
The default setting is to use Autonumbering.
Client Company IDRequired
Category ID
Manager ID
Priority
Start Date
Due Date
Internal Client Contact ID
Advanced Plan only.
Internal Client Group ID
Advanced Plan only.
API Fields
Autonumber Option ID
Autonumbering Option ID (Advanced Plan only. Required if Advanced autonumbering is enabled and the Team of 'managerid' has more than one Autonumber option.
Client Access
True/False to set whether Client can view this Project.
Clients
Client ID.
Complete Date
Complete Date, if specified then the Project will be added with a Completed status (alerts are not sent when adding Completed Projects).
Contractors
Contractor ID.
Custom Fields
Advanced Plan only.
Custom Form Content
Advanced Plan only.
Custom Form Title
Advanced Plan only.
Custom Status ID
Advanced plan only.
Description
Email Alerts
True/False to set whether email alerts are sent for activity in this Project.
Group ID
Group ID (Advanced Plan only, required if managerid belongs to more than 1 Group).
Invoice Total
Private Notes
Visible to Staff only.
Quote Total
Staff
Staff ID.
Template ID
Time Allocated
Action