Pipedrive + Projectworks Integrations
How to connect Pipedrive + Projectworks
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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
- Organization Matching FilterTriggers when an organization matches a Pipedrive filter.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
- Projectworks
Triggers when a user requests a list of budgets.
Scheduled
Trigger
- Projectworks
Triggers when a user requests a list of clients.
Scheduled
Trigger
- Projectworks
Triggers when a user requests a list of Custom Fields
Scheduled
Trigger
- Projectworks
Triggers when a user requests a list of leave statuses.
Scheduled
Trigger
- Projectworks
Triggers when a user requests a list of offices.
Scheduled
Trigger
- Projectworks
Triggers when a user requests a list of projects.
Scheduled
Trigger
- Projectworks
Triggers when a user requests a list of timecodes.
Scheduled
Trigger
- Projectworks
Triggers when a user requests a list of timesheet entries
Scheduled
Trigger
- Projectworks
Triggers when a user requests a list of users.
Scheduled
Trigger
- Projectworks
Triggers when a new leave request is created
Scheduled
Trigger
- Projectworks
Assigns a user to a timecode
Scheduled
Action
- Projectworks
Creates a Budget
Scheduled
Action
- Projectworks
Creates a new company
Scheduled
Action
- Projectworks
Creates a Project
Scheduled
Action
- Projectworks
Creates a Timecode
Scheduled
Action
- Projectworks
Creates a Timesheet entry
Scheduled
Action
- Projectworks
Sets the resourcing for a given person and project on a given day.
Scheduled
Action
- Projectworks
Updates a budget
Scheduled
Action
- Projectworks
Updates a company
Scheduled
Action
- Projectworks
Updates the value of a custom field for a specific entity
Scheduled
Action
- Projectworks
Updates a project
Scheduled
Action
- Projectworks
Updates a timecode
Scheduled
Action
- Projectworks
Updates a timesheet entry
Scheduled
Action
- Projectworks
Finds a company by name or external reference.
Scheduled
Action
- Projectworks
Finds a currency by its name or code.
Scheduled
Action
- Projectworks
Finds a custom field by entity type and label
Scheduled
Action
- Projectworks
Finds a GL Code by its code or description
Scheduled
Action
- Projectworks
Finds a Module by external reference.
Scheduled
Action
- Projectworks
Finds an Office by name or external reference.
Scheduled
Action
- Projectworks
Finds a project by name or external reference
Scheduled
Action
- Projectworks
Finds an existing task by external reference.
Scheduled
Action
- Projectworks
Finds an existing user by name, email address, or external reference.
Scheduled
Action
How Pipedrive + Projectworks Integrations Work
- Step 1: Authenticate Pipedrive and Projectworks.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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About Projectworks
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