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Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Add Asset to Location" in ServiceTrade.
You’re connected!
Zapier seamlessly connects Pipedrive and ServiceTrade, 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.
- Activity 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 plan - New 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. - Activity filterRequired
- Deal status
- Board ID
- Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Filter By
- Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- NoteRequired
- LabelRequired
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
- Deal status
- Stage in pipeline
- 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.- Assign To
- 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
- Project_id
- Pin note to organization
- Lead
- 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.- NameRequired
- Emails
- Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Project Template
- Board ID
- Phase ID
- Discount DescriptionRequired
- Deal status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NoteRequired
- 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
- NoteRequired
- TitleRequired
- Deal status
- Stage in pipeline
- 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.- NoteRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- NoteRequired
- NameRequired
- Product Code
- Discount DescriptionRequired
- Unit price
- Tax percentage
- Category
- Owner
- 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.- NoteRequired
- TitleRequired
- Project_id
- Discount DescriptionRequired
- Mark as 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
- Owner
- Activity filterRequired
- Mark as done
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- NoteRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search keywordsRequired
- Search type
- Assignee
- Project_id
- Mark as done
ActionThis is an event a Zap performs.SearchFind existing data in your app- SubjectRequired
- Search Type
- Owner
- Activity filterRequired
- Mark as done
- Organization
- Deal
- Lead
- Project_id
- Discount TypeRequired
- Use combined date and time field?
- Duration
- Is Busy?
- Note
- Public description
- Primary Participant
- 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 found- Search type
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected_close_date
- Discount AmountRequired
- Currency
- Source Channel
- Source Channel 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 found- Search type
- NameRequired
- Emails
- Phones
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- New Clock Event
Triggers when a new clock event (clock-in or clock-out) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Job Comment
Triggers when a new comment is added to a job.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Company
Triggers when an existing Company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Deficiency
Triggers when an existing deficiency is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Job
Triggers when an existing Job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Quote
Triggers when an existing quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Number
- File NameRequired
- PurposeRequired
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommentRequired
- Location IDRequired
- Scheduling CommentRequired
- Tech CommentRequired
- Billing CommentRequired
- Public CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Discount TypeRequired
- URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Import Type
- File NameRequired
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company External ID
- Company External System Name
- Company
- LocationRequired
- Discount TypeRequired
- First Name
- Last Name
- Phone
- Email
- Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LocationRequired
- Vendor NameRequired
- Job TypeRequired
- Discount DescriptionRequired
- Service LineRequired
- Service DescriptionRequired
- Window Start
- Window End
- Duration
- Estimated Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company
- Taxable
- Company External ID
- Company External System Name
- NameRequired
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Deal status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TagRequired
- Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company
- Company External ID
- Company External System Name
- NameRequired
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Deal status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice ID
- Discount TypeRequired
- Deal status
- NameRequired
- Invoice Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LocationRequired
- Taxable
- Company External ID
- Company External System Name
- NameRequired
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Company
- Deal status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Company Address City
- Company Address State
- Company Address Postal Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Deficiency NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- External SystemRequired
- External System IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Company Address City
- Company Address State
- Company Address Postal Code
- Company External ID
- Company External System Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Deal status
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- Search StringRequired
- Company External ID
- Company External System Name
- Company
- LocationRequired
- Discount TypeRequired
- First Name
- Last Name
- Phone
- Email
- Primary
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- External SystemRequired
- External System IDRequired
- Company
- Taxable
- Company External ID
- Company External System Name
- NameRequired
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Deal status
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
- 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. - NoteRequired
- 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.- NoteRequired
- Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Owner
- Organization
- Deal
- Lead
- Project_id
- Mark as done
- Discount TypeRequired
- Use combined date and time field?
- Duration
- Is Busy?
- Note
- Public description
- Primary Participant
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Deal
- Person
- Organization
- Product_idRequired
- 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
- Discount AmountRequired
- Currency
- Source Channel
- Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Product Code
- Discount DescriptionRequired
- Unit price
- Tax percentage
- Category
- Owner
- 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_id
- Discount DescriptionRequired
- Mark as 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.- NoteRequired
- SubjectRequired
- Owner
- Organization
- Deal
- Lead
- Project_id
- Mark as done
- Discount TypeRequired
- Use combined date and time field?
- Duration
- Is Busy?
- Note
- Public description
- Primary Participant
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NoteRequired
- TitleRequired
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Discount AmountRequired
- Currency
- Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- NoteRequired
- NameRequired
- Emails
- Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NoteRequired
- TitleRequired
- Board ID
- Phase ID
- Discount DescriptionRequired
- Deal status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- LabelRequired
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.- Person
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search By
- Search keywordsRequired
- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- TitleRequired
- Deal status
- Stage in pipeline
- 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 found- Search type
- NameRequired
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- New Attachment
Triggers when a new attachment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deficiency
Triggers when a new deficiency is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Job
Triggers when a new job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Location
Triggers when a new location is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Appointment
Triggers when an existing appointment is updated or a new appointment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Invoice
Triggers when an existing invoice is updated or a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Location
Triggers when an existing Location is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - LocationRequired
- Asset DataRequired
- Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommentRequired
- Job Number
- Scheduling CommentRequired
- Tech CommentRequired
- Billing CommentRequired
- Public CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TagRequired
- Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job
- Tech IDs
- Window Start
- Window End
- Released
- Deal status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company External ID
- Company External System Name
- NameRequired
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Deal status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Discount TypeRequired
- Deal status
- Job
- NameRequired
- Invoice Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job
- Libitem
- NameRequired
- QuantityRequired
- Direct cost
- Service Line
- Used On Date
- Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LocationRequired
- Job TypeRequired
- Discount DescriptionRequired
- Service LineRequired
- Service DescriptionRequired
- Window Start
- Window End
- Expiration Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment IDRequired
- Job
- Tech IDs
- Window Start
- Window End
- Released
- Deal status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact
- Company
- LocationRequired
- Discount TypeRequired
- First Name
- Last Name
- Phone
- Email
- Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ItemRequired
- Libitem
- NameRequired
- QuantityRequired
- Direct cost
- Service Line
- Used On Date
- Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External SystemRequired
- External System IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contract NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Company
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External SystemRequired
- External System IDRequired
- Company External ID
- Company External System Name
- NameRequired
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Deal status
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- NameRequired
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Company
- Taxable
- Company External ID
- Company External System Name
- Phone Number
- Email
- Latitude
- Longitude
- Deal status
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
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