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How Zapier works
Zapier makes it easy to integrate Pipeline CRM with Storage by Zapier - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Deal Status Changed" from Pipeline CRM.
Add your action
An action happens after the trigger—such as "Increment Value" in Storage by Zapier.
You’re connected!
Zapier seamlessly connects Pipeline CRM and Storage by Zapier, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Status
- Source
- Stage
Try ItTriggerInstant- New Company
Triggers when a new company is created in your PipelineDeals account.
Try ItTriggerInstant - Source
- Status
Try ItTriggerInstant- NameRequired
- Description
- All Day?
- Association Type
- Association ID
- Start Time
- End Time
- Category
- Owner ID
ActionWrite
- Stage
- Status
- Source
Try ItTriggerInstant- Status
- Source
- Stage
Try ItTriggerInstant- Person ID
- Category
- Deal ID
- Company ID
- Content
- User ID
- File URL
ActionWrite- NameRequired
- Description
- All Day?
- Due Date
- Association Type
- Association ID
- Category
- Owner ID
ActionWrite
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