Pipedrive + Wunderite
Create Wunderite risk profiles for new Pipedrive organizations
When a new organization is created in Pipedrive, this Zap automatically creates a risk profile in Wunderite using the organization’s details. It removes the need to manually transfer data between systems by updating information as soon as the record is added. This helps teams keep risk data accurate, speed up intake, and move opportunities forward more efficiently.
When a new organization is created in Pipedrive, this Zap automatically creates a risk profile in Wunderite using the organization’s details. It removes the need to manually transfer data between systems by updating information as soon as the record is added. This helps teams keep risk data accurate, speed up intake, and move opportunities forward more efficiently.
- When this happens...
New OrganizationTriggers when a new organization is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Risk ProfileCreates a commercial or personal risk profile.
ActionWriteCreate a new record or update an existing record in your app.
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Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
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 Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
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.Person IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Product Variation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Follower User IDRequired
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 ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
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 ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Product IDRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
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.TaskRequired
Title
Project ID
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Type ID
ActionThis is an event a Zap performs.SearchFind existing data in your appLead IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStage IDRequired
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 appProject IDRequired
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 appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Organization ID
Deal ID
Lead ID
Project ID
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
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
Organization NameRequired
Organization 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 type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
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 foundSearch TermRequired
Exact Match?
Assignee
Project IDRequired
Done
TitleRequired
Description
Due Date
Parent Task ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundRisk ProfileRequired
Risk Type
Sort
Sort Order
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProfile TypeRequired
Interest NameRequired
Interest Type
Website
Description
Notes
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Prefix
First NameRequired
Last NameRequired
Suffix
Job Title
Work Email
Personal Email
Other Email
Work Phone
Mobile Phone
Home Phone
Fax Number
Other Phone
Is Employee?
Contact Roles
Is Primary Contact?
LinkedIn URL
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
NameRequired
Is First Named Insured?
Description
FEIN (Tax ID)
Entity Type
State of Incorporation
Date of Organization
Website
DOT Number
Annual Sales
Annual Payroll
Fiscal Year Start Month
Fiscal Year Start Day
Notes
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Location Number
Description
Notes
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
BuildingRequired
Subject of InsuranceRequired
Amount (in Cents)Required
Valuation Method
Coinsurance %
Cause of Loss
Inflation Guard %
Deductible (in Cents)
Deductible Type
Forms and Conditions
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
StateRequired
Class CodeRequired
PremiseRequired
Projected Payroll
Notes
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
Additional InterestRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
EquipmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Legal EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
PremiseRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Filter by BuildingRequired
Subject of InsuranceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Workers Comp ExposureRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
BuildingRequired
Premise
Building Number
Description
Construction Type
Sprinkler System
Year Built
Number of Stories
Floor Area (Sq Ft)
Occupancy
Protection Class
Flood Zone
Insurance-to-Value (ITV)
Assessed Value
Appraised Value
Notes
HazardHub Warning Header
Auto-fill COPE Data?
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
DriverRequired
First Name
Middle Name
Last Name
Driver Number
Date of Birth
License Number
License State
License Expiration
Sex
Marital Status
Year Licensed
Percent Use
Primary Vehicle
Notes
Driver Address Details
Driver Address Line 1
Driver Address Line 2
Driver Address City
Driver Address State
Driver Address Zip Code
Driver Address County
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Personal Risk ProfileRequired
HomeRequired
Description
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
Address Country
Home Details
Construction Type
Sprinkler System
Year Built
Number of Stories
Floor Area (Sq Ft)
Occupancy
Protection Class
Flood Zone
Insurance-to-Value (ITV)
Assessed Value
Appraised Value
Notes
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Liability ExposureRequired
Premise
Class Code
Exposure Amount
Premium Base
Is Foreign?
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
VehicleRequired
VIN
Make
Model
Year
Vehicle Number
Body Type
Gross Combined Weight
Gross Vehicle Weight
Horse Power
Purchase Date
Seat Capacity
Symbol / Age
Registration
Registration State
Cost New
Comprehensive Deductible
Collision Deductible
Vehicle Use
Notes
Auto-fill Data from VIN?
Garaging AddressDetails
Garaging AddressLine 1
Garaging AddressLine 2
Garaging AddressCity
Garaging AddressState
Garaging AddressZip Code
Garaging AddressCounty
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Search QueryRequired
Include Relations
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
General Search
Filter by Name
Filter by Email
Filter by Phone
Filter by Role
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search QueryRequired
Include Relations
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch
Profile Type
Include Address
Risk Profile UUID
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search Query
State
Filter by Class Code (Number)
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal ID
Person ID
Organization ID
Product ID
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 ID
Organization ID
Owner User ID
Note
Pin note to lead
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
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
Project IDRequired
Description
Done
Due Date
Assignee
Parent Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Title
Owner User ID
Organization ID
Person ID
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
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 ID
Person ID
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.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appProductRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
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 type
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
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal 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
Person Name
Email Addresses
Phone Numbers
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 ID
Person ID
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 foundRisk Profile UUID
Risk Profile Type
Sort
Sort Order
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSearch
Profile Type
Include Address
Risk Profile UUID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRisk ProfileRequired
PremiseRequired
Building Number
Description
Construction Type
Sprinkler System
Year Built
Number of Stories
Floor Area (Sq Ft)
Occupancy
Protection Class
Flood Zone
Insurance-to-Value (ITV)
Assessed Value
Appraised Value
Notes
HazardHub Warning Header
Auto-fill COPE Data?
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Personal Risk ProfileRequired
DescriptionRequired
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
Address Country
Home Details
Construction Type
Sprinkler System
Year Built
Number of Stories
Floor Area (Sq Ft)
Occupancy
Protection Class
Flood Zone
Insurance-to-Value (ITV)
Assessed Value
Appraised Value
Notes
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
PremiseRequired
Class Code
Exposure Amount
Premium Base
Is Foreign?
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
NameRequired
Segment UUID
Phone
Phone Extension
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Add Me as Collaborator
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
Endpoint PathRequired
Query Params (JSON)
Body (JSON)
Additional Headers (JSON)
ID Field Path
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
BuildingRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
DriverRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Personal Risk ProfileRequired
HomeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Liability ExposureRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
VehicleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
ContactRequired
Prefix
First Name
Last Name
Suffix
Job Title
Is Employee?
Contact Roles
Is Primary Contact?
LinkedIn URL
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Profile TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Legal EntityRequired
Name
Is First Named Insured?
Description
FEIN (Tax ID)
Entity Type
State of Incorporation
Date of Organization
Website
DOT Number
Annual Sales
Annual Payroll
Fiscal Year Start Month
Fiscal Year Start Day
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
PremiseRequired
Location Number
Description
Notes
Address Details
Address Line 1
Address Line 2
Address City
Address State
Address Zip Code
Address County
Address Country
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Filter by BuildingRequired
Subject of InsuranceRequired
Subject of Insurance Type
Move to Different Building
Amount (in Cents)
Valuation Method
Coinsurance %
Cause of Loss
Inflation Guard %
Deductible (in Cents)
Deductible Type
Forms and Conditions
Include Related Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Workers Comp ExposureRequired
State
Class Code
Premise
Projected Payroll
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Risk ProfileRequired
Search Query
Filter by Premise
Include Related Data
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPersonal Risk ProfileRequired
Search Query
Include Related Data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Query (Fuzzy Match)
Exact Class Code
Description (Exact/Fuzzy Match)
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search Query
Location Number
ActionThis is an event a Zap performs.SearchFind existing data in your appRisk ProfileRequired
Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStateRequired
Class Code (Filter)
Search (Fuzzy)
Description (Filter)
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Pipedrive
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