Pipedrive + Streamtime
Create new Streamtime jobs effortlessly from newly added Pipedrive deals
Effortlessly manage your sales process with this Pipedrive and Streamtime integration. When a new deal is added in Pipedrive, a job is created in Streamtime, ensuring all your project details are up-to-date and organized. Stay on top of your business tasks while this workflow takes care of the job creation process, saving you time and effort.
Effortlessly manage your sales process with this Pipedrive and Streamtime integration. When a new deal is added in Pipedrive, a job is created in Streamtime, ensuring all your project details are up-to-date and organized. Stay on top of your business tasks while this workflow takes care of the job creation process, saving you time and effort.
- When this happens...
New DealTriggers when a new deal is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create JobCreates a new Job in the system.
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 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 planUpdated 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 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
Is done?
Type
Use combined date and time field?
Duration
Free/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
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
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
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.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
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 for an Exact Match?
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
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/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 for an Exact Match?
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 for an Exact Match?
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
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 found
Company Created
Triggers when a Company is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Created
Triggers when a Contact is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Deleted
Triggers when a Job is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Sent
Triggers when a Quote is sent to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
First NameRequired
Last Name
Email
Phone Number
Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
Post TitleRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User
Notes
Date
Duration (minutes)
StatusRequired
Job IDRequired
Item Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
Company NameRequired
New Job NameRequired
New Job Number
Start Date
How would you like to affect the rates on your existing items and expenses?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Priority Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Number
Job Name
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Name
Quote Number
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 ZapScheduledZapier checks for new data every 15 min on the Free planDealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
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
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
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
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
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/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
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.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 for an Exact Match?
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 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?
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 for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead 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?
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 foundCompany Updated
Triggers when a Company is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a Contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Sent
Triggers when an Invoice is sent to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Created
Triggers when a Job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Type
User
Company
Job Name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Approved
Triggers when a Quote gets approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Phone 1
Phone 2
Website Address
Notes
Postal Address Line 1
Postal Address Line 2
Postal Address Line 3
Postal Address City
Postal Address Post Code
Postal Address Country
Postal Address Region
Physical Address Line 1
Physical Address Line 2
Physical Address Line 3
Physical Address City
Physical Address Region
Physical Address Country
Physical Address Post Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NameRequired
Job Number
Company NameRequired
Budget
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
Expense NameRequired
Description
Reference
Company
Date
Pricing MethodRequired
StatusRequired
Currency Code
QuantityRequired
Cost Rate
Sell Rate
Markup
Total (ex tax)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NotesRequired
Date
Duration (minutes)
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Label TypeRequired
IDRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Priority Board IDRequired
ColumnRequired
Card TypeRequired
ID
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Branch Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Number
Invoice Name
ActionThis is an event a Zap performs.SearchFind existing data in your appExpense Name
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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CRM (Customer Relationship Management)About Streamtime
Intuitive project management, time tracking with auto-populated to-do lists, deep analytics, team scheduling and much more.
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