Pipedrive + thanks.io
Create thanks.io recipients for new Pipedrive activities
Stay on top of your Pipedrive activities and show appreciation to your clients with this efficient automation. Whenever a new activity is logged in Pipedrive, this workflow will add a recipient to thanks.io, ensuring that they receive a personalized touch. Simplify your relationship management and make your clients feel valued without any manual effort.
Stay on top of your Pipedrive activities and show appreciation to your clients with this efficient automation. Whenever a new activity is logged in Pipedrive, this workflow will add a recipient to thanks.io, ensuring that they receive a personalized touch. Simplify your relationship management and make your clients feel valued without any manual effort.
- When this happens...
New ActivityTriggers when a new activity is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Add RecipientAdds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted.
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.Api Docs Info
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 foundMailing List (if not selected, trigger will apply to all recipients)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mailing List (if not selected, trigger will apply to all recipients)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient First Name
Recipient Last Name
Recipient Full Name
Full Address
Street Address
Unit or Apt (Address Line 2)
City
Postal Code
State / Province
Country Code
Recipient Email
Recipient Phone
Recipient Company Name
Message
Message Template
Message Handwriting Style
Image Template
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Image URL
Custom Background Image URL
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
Sub Account
Giftcard Amount in Cents
Giftcard Brand
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Radius Search AddressRequired
Radius Search Record CountRequired
Record Types
Include Condos
Use Property Owner
Message
Message Template
Message Handwriting Style
Image URL
Image Template
Custom Field #1
Custom Field #2
Envelope
Additional Pages URL
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
Sub Account
Append Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Radius Search AddressRequired
Radius Search Record CountRequired
Record Types
Include Condos
Use Property Owner
Message
Message Template
Message Handwriting Style
Image Template
Image URL
Custom Field #1
Custom Field #2
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
Sub Account
Append Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Radius Search AddressRequired
Radius Search Record CountRequired
Record Types
Include Condos
Use Property Owner
Message
Message Template
Message Handwriting Style
Image Template
Image URL
Custom Background Image
Custom Field #1
Custom Field #2
Postcard Size
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Return Postal Code
QR Code URL
Sub Account
Append Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Radius Search AddressRequired
Radius Search Record CountRequired
Record Types
Include Condos
Use Property Owner
Message
Message Template
Message Handwriting Style
Image URL
Image Template
Custom Field #1
Custom Field #2
Additional Pages URL
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
Sub Account
Append Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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 foundMailing List (if not selected, trigger will apply to all recipients)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mailing ListRequired
Recipient Full Name
Recipient First Name
Recipient Last Name
Recipient Company
Street or Complete AddressRequired
Address Line 2
City
State / Province
Postal Code
Country Code
Birthday
Email
Phone
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient First Name
Recipient Last Name
Recipient Full Name
Full Address
Street Address
Unit or Apt (Address Line 2)
City
Postal Code
State / Province
Country Code
Recipient Email
Recipient Phone
Recipient Company Name
Message
Message Template
Message Handwriting Style
Image URL
Image Template
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Additional Pages URL
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
QR Code URL
Sub Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient First Name
Recipient Last Name
Recipient Full Name
Full Address
Street Address
Unit or Apt (Address Line 2)
City
Postal Code
State / Province
Country Code
Recipient Email
Recipient Phone
Recipient Company Name
Message
Message Template
Message Handwriting Style
Image Template
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Image URL
Custom Background Image URL
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
QR Code URL
Sub Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient First Name
Recipient Last Name
Recipient Full Name
Full Address
Street Address
Unit or Apt (Address Line 2)
City
Postal Code
State / Province
Country Code
Recipient Email
Recipient Phone
Recipient Company Name
Message
Message Template
Message Handwriting Style
Image Template
Image URL
Custom Background Image URL
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Postcard Size
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Return Postal Code
QR Code URL
Sub Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient First Name
Recipient Last Name
Recipient Full Name
Full Address
Street Address
Unit or Apt (Address Line 2)
City
Postal Code
State / Province
Country Code
Recipient Email
Recipient Phone
Recipient Company Name
Message
Message Template
Message Handwriting Style
Image URL
Image Template
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Additional Pages URL
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
QR Code URL
Sub Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Mailing ListRequired
Street AddressRequired
State / Province
Address Line 2
City
Postal CodeRequired
Country Code
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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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About thanks.io
Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.