Triggers when a new project is created.

Triggers when an existing organization 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.

Removes a product attached to 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.

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.

Copies a schedule template's tasks onto a project or lead you already have, starting on the date you give. A scheduled estimate meeting moves a lead along your pipeline as it does in Projul, and workers get their usual task reminders. Nothing is sent to the client.

Marks a Projul task complete, or reopens it. Running it twice is harmless. Careful with EstimateMeeting and EstimateToWrite tasks: completing one of those moves a lead along your sales pipeline.

Starts a project's daily log for one day in Projul, as a draft a person signs in the app. A project has one log per day. Needs the Daily Logs feature on your Projul plan.

Builds a draft estimate from one of your estimate templates, copying its sections, lines and pricing. The estimate is created as a draft, and sending it and getting it approved stay human steps in Projul.

Creates a project in Projul, linking a client you already have or creating one alongside it. For a website enquiry or an inbound lead, use Create Lead instead: it starts the job in your sales pipeline.

Creates a vendor in Projul, or returns the one you already have. Give a Company or a contact name. With a Company, Projul looks for a vendor with that company and the same email, then the same phone, and returns it unchanged with Matched set to true instead of adding another.

Creates a task in Projul and puts it on the schedule. Map a calendar event's start, end, and attendees straight in. Set the External reference to the event's id so a later edit can update this task rather than creating a second one.

Updates a project in Projul. Fields you leave blank are left alone rather than cleared. Changing the status out of a lead stage marks the lead as won and fires the Lead Converted to Job trigger.

Adds a photo or document from an earlier step to a project or lead in Projul, where it shows in the project's files. Accepted types: jpg, jpeg, png, gif, bmp, pdf, txt, csv, doc, docx, xls, xlsx.

Finds a client by name, email, phone, company, your own External reference, or their Projul Client number, or by the Client ID from an earlier step.

Finds an invoice by its number, your own External reference, or its Projul id from an earlier step. When several invoices share a number, the one still awaiting payment is returned, and the search stops rather than guess between two of them.

Finds a task by your own External reference, its name, its Projul id from an earlier step, or the most recent one matching a project, assignee, type, status, or scheduled date range. To change a task, use Update Task (by id) or Create or Update Task (by External reference).

Finds an active vendor by company, your own External reference, or the Vendor ID from an earlier step.

Finds a project, and creates one if there is no match.

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

Triggers when a deal's stage is updated.

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 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 products attached to a deal by name or Product ID.

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.

Posts a message onto a project, task, client, or estimate in Projul. This is an internal note. It cannot send anything to a client.

Archives a client in Projul, taking them out of the active list. Reversible in the app. There is deliberately no Delete Client action: deleting a client also deletes their jobs, estimates and invoices, which is not something a Zap should do unattended.

Creates a client in Projul, or links to the one you already have. Projul matches on both names plus an email or phone, so running this on a list you have imported before will not produce duplicates. A client with only one name links only to the one client with that email whose first or last name it is; otherwise a new client is made. For a business with no person to name, fill in Company and leave both names blank.

Creates a draft purchase order in Projul for a vendor or subcontractor, numbered by your account's rules and priced by Projul from each line's quantity and unit price. Nothing is sent to the vendor. Needs the Purchase Orders feature on your Projul plan.

Creates a lead in Projul. A lead is a project in a lead stage, so this creates a project and links it to a client, matching an existing client rather than duplicating them.