Triggers when a new project is created.

Triggers when an existing person is updated.

Adds an existing label to an existing person.

Add product variation to a product.

Creates a new deal.

Adds a follower to a deal, organization, person or product.

Creates a new note.

Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.

Creates a new project.

Add or remove labels from a deal.

Updates an existing deal.

Updates an existing organization in Pipedrive with new values for selected fields, allowing partial updates to organization properties and custom fields.

Updates an existing product.

Updates an existing task.

Finds activities by subject, owner, and other criteria. Returns multiple results.

Finds deals by any field.

Retrieves a specific activity type by ID, or returns all activity types if no ID is provided.

Retrieves a specific lead by its ID.

Retrieves a specific person by their ID.

Retrieves a specific stage by its ID.

Finds leads based on your search criteria.

Finds notes by Deal, Lead, Person, User, or Organization.

Finds persons by ID or field search.

Retrieves a specific project by its ID.

Find tasks by title, description, or other criteria.

Finds activities by subject, owner, type, dates, and other criteria, or creates one if none is found.

Finds an organization by name, or creates one if none is found.

Finds a product by field search, or creates one if none is found.

Finds a task by search criteria, or creates one if none is found.

Triggers when a project has been updated in ProcessKit.

Mark a task as complete.

Create a new, empty task list in a project. Later, you can add tasks to it manually or via another Zapier action.

Apply a tag to a project in ProcessKit. If the tag doesn't exist yet, this action can create the tag and then apply it.

Assign an existing task to a person in your ProcessKit account

Mark a task as not completed yet.

Make updates to an existing project in ProcessKit, including updating project dates and other fields, moving a project to a different board, and associating a client with a project.

Update an existing task field

Find a Client in your ProcessKit account, which has a value in the selected custom client attribute field that contains this text. If there are multiple matches, the Client that was most recently created will be returned.

Find a project in ProcessKit by its project ID

Find a task within a project in ProcessKit

Find a Client in ProcessKit that has a name that contains this text. If there are multiple matches, the most recently created Client will be returned.

Find a project in ProcessKit by its title

Find a task within a project in ProcessKit

Triggers when a person newly matches a Pipedrive filter for the first time.

Triggers when a deal's stage is updated.

Adds a discount to an existing deal.

Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)

Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Creates a new lead.

Creates a new organization in Pipedrive with support for custom fields and comprehensive address information.

Creates a new product.

Creates a new task.

Updates an existing activity in Pipedrive with new values for selected fields, allowing partial updates to activity properties.

Updates an existing lead.

Updates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.

Updates an existing project in Pipedrive.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds deals associated with a person with enhanced data.

Finds all variations for a specific product.

Retrieves a specific deal by its ID.

Retrieves detailed organization data with optional related entities. Supports line items for processing multiple organizations.

Retrieves a specific product by its ID.

Retrieves a specific user by their ID.

Retrieves a specific note by its ID.

Finds organizations by ID or field search.

Finds products by name, ID, or product code.

Finds a project or projects by title or other fields.

Find users by name, email, or ID.

Finds a deal by field search, or creates one if none is found.

Finds a person by field search, or creates one if none is found.

Finds a project by name, or creates one if none are found.

Triggers when a new project is created in ProcessKit.

Triggers when a task in a project has been marked completed.

Creates a client in ProcessKit

Creates a project in ProcessKit

Create a task in an existing task list in an existing project in ProcessKit.

Create a task list in a project. The task list and tasks will be built from a process template in your ProcessKit account.

Updates a client in ProcessKit

Update an existing task's title, content fields, start date, or due date.

Find a Client in ProcessKit that has a name that contains this text. If there are multiple matches, the most recently created Client will be returned.

Find a project in ProcessKit by its title

Find a project in ProcessKit by custom field values

Find a task field in a task by its label. Enter the exact label text (case sensitive) for the field you want to find.

Find a Client in your ProcessKit account, which has a value in the selected custom client attribute field that contains this text. If there are multiple matches, the Client that was most recently created will be returned.

Find a project in ProcessKit by custom field values