Pipedrive + Quaderno
Create Quaderno contacts from Pipedrive people
Are you finding it increasingly inconvenient to manage your contacts between your invoicing and CRM apps? Tired of having to manually create a new contact in Quaderno each time you add a new person in Pipedrive?
Are you finding it increasingly inconvenient to manage your contacts between your invoicing and CRM apps? Tired of having to manually create a new contact in Quaderno each time you add a new person in Pipedrive?
- When this happens...
New PersonTriggers when a new person is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ContactCreate a Quaderno Contact.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier 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
Enable product
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
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Pin note to organization
Lead
Pin note to 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.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
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
Mark as done
Type
Use combined date and time Use combined date and time field
Duration
Free or 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.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
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 type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
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 type
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
Search TermRequired
Exact Match
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 type
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 type
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 type
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 foundField to Search ByRequired
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
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
Accepted Estimate
Triggers when an estimate is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Failed Checkout
Triggers when a checkout fails due to a card or a payment gateway error (ie: insufficient funds).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a Quaderno credit note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a Quaderno invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Successful Checkout
Triggers when a checkout flow has finished successfully.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Number
Contact's Tax ID
PO Number
Subject
Payment Details
Auto Deliver Email
Issue Date
Valid Until
Notes
Line Item Item DescriptionRequired
Line Item Item QuantityRequired
Line Item Total Amount
Line Item Unit Price
Line Item Tax Name
Line Item Tax Rate
Line Item Tax Country
Currency
First Name/Company NameRequired
Last Name
Contact's Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Number
Contact's Tax ID
PO Number
Subject
Payment Details
Auto Deliver Email
Issue Date
Notes
Line Item Item DescriptionRequired
Line Item Item QuantityRequired
Line Item Total Amount
Line Item Unit Price
Line Item Tax Name
Line Item Tax Rate
Line Item Tax Country
Currency
First Name/Company NameRequired
Last Name
Contact's Country
Contact's City
Contact's Postal Code
Contact's Street Line 1
Contact's Street Line 2
Contact's IP Address
Contact's Bank Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Number
Contact's Tax ID
Payment Method
Contact's Last Name
PO Number
Subject
Payment Details
Email Address
Issue Date
Notes
Line Item DescriptionRequired
Line Item QuantityRequired
Line Item Total Amount
Line Item Unit Price
Line Item Tax Name
Line Item Tax Rate
Line Item Tax Country
First Name/Company NameRequired
Currency
Contact's Country
Contact's City
Contact's Postal Code
Contact's Street Line 1
Contact's Street Line 2
Contact's IP Address
Contact's Bank Country
Deliver Document
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Type
Number
Contact Name
Processor ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapPollingZapier 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 ZapPollingZapier 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
Mark as done
Type
Use combined date and time field?
Duration
Free or 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
Product Code
Unit price
Tax percentage
Is active?
Owner
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
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.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search type
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 type
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 appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Mark as done
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free or 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 type
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 type
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
Product Code
Unit price
Tax percentage
Is active?
Owner
Currency
Price
Direct 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 foundAbandoned Checkout
Triggers when a checkout has been abandoned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Declined Estimate
Triggers when an estimate is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a contact is created in Quaderno.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Estimate
Triggers when a Quaderno estimate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sale
Triggers when a new sale (Invoice or Receipt) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Kind
Email
Tax ID
Postal Code
First Name or Company NameRequired
Last Name
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Date
Vendor's Tax ID
Line Item Item DescriptionRequired
Line Item Total Amount
Line Item Item Unit Price
Line Item Item QuantityRequired
Line Item Tax Name
Line Item Tax Rate
Line Item Tax Country
Currency
Vendor's First Name/Company NameRequired
Vendor's Last Name
Vendor's Country
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment MethodRequired
Contact's Tax ID
Auto Deliver Email
Number
Issue Date
Payment Details
Subject
PO Number
Notes
Line Item DescriptionRequired
Line Total Amount
Line Item Unit Price
Line Item QuantityRequired
Line Item Tax Name
Line Item Tax Rate
Line Item Tax Country
Currency
First Name/Company NameRequired
Last Name
Contact's Country
Contact's City
Contact's Postal Code
Contact's Street Line 1
Contact's Street Line 2
Contacts' IP Address
Contact's Bank Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Full Name
Email
Processor ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
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