VentiPay + Pipedrive Integrations
How to connect VentiPay + Pipedrive
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New InvoiceTriggers when a new invoice is created.Trigger- Invoice in DraftTriggers when an invoice is in draft state.Trigger
- Invoice OpenTriggers when an invoice is in open state.Trigger
- Invoice PaidTriggers when an invoice has been paid.Trigger
- Invoice RetryingTriggers when an invoice is in retrying state.Trigger
- Invoice UncollectibleTriggers when an invoice is in uncollectible state.Trigger
- Invoice VoidTriggers when an invoice has been voided.Trigger
- Loan Intent ApprovedTriggers when a loan intent is approved.Trigger
- VentiPay
Triggers when a loan intent is authorized.
Instant
Trigger
- VentiPay
Triggers when a loan intent is canceled.
Instant
Trigger
- VentiPay
Triggers when a new loan intent is created.
Instant
Trigger
- VentiPay
Triggers when a loan intent is rejected.
Instant
Trigger
- VentiPay
Triggers when a new payment is created.
Instant
Trigger
- VentiPay
Triggers when a subscription is successfully activated.
Instant
Trigger
- VentiPay
Triggers when a subscription is canceled.
Instant
Trigger
- VentiPay
Triggers when a new subscription is created.
Instant
Trigger
- VentiPay
Triggers when a subscription is past its due payment date.
Instant
Trigger
- VentiPay
Triggers when a subscription is suspended.
Instant
Trigger
- VentiPay
Triggers when a subscription starts its trialing period.
Instant
Trigger
- VentiPay
Triggers when a subscription is marked as Unpaid.
Instant
Trigger
- Pipedrive
Triggers when a new activity is created.
Scheduled
Trigger
- Pipedrive
Triggers when an activity matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a new deal is created.
Instant
Trigger
- Pipedrive
Triggers when a deal matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a Lead is created.
Scheduled
Trigger
- Pipedrive
Triggers when a new note is created.
Scheduled
Trigger
- Pipedrive
Triggers when a new organization is created.
Scheduled
Trigger
- Pipedrive
Triggers when an organization matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a new person is created.
Scheduled
Trigger
- Pipedrive
Triggers when a person matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a deal's stage is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing deal is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing organization is updated.
Scheduled
Trigger
- Pipedrive
Triggers when an existing person is updated.
Scheduled
Trigger
- Pipedrive
Adds a product to a deal.
Scheduled
Action
- Pipedrive
Creates a new activity.
Scheduled
Action
- Pipedrive
Creates a new deal.
Scheduled
Action
- Pipedrive
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
Scheduled
Action
- Pipedrive
Adds a follower to a deal, organization, person or product.
Scheduled
Action
- Pipedrive
Creates a new lead.
Scheduled
Action
- Pipedrive
Creates a new note.
Scheduled
Action
- Pipedrive
Creates a new organization.
Scheduled
Action
- Pipedrive
Creates a new person.
Scheduled
Action
- Pipedrive
Creates a new product.
Scheduled
Action
- Pipedrive
Updates an existing activity.
Scheduled
Action
- Pipedrive
Updates an existing deal.
Scheduled
Action
- Pipedrive
Updates an existing organization.
Scheduled
Action
- Pipedrive
Updates an existing person.
Scheduled
Action
- Pipedrive
Finds an activity by subject.
Scheduled
Action
- Pipedrive
Finds a deal by name.
Scheduled
Action
- Pipedrive
Finds an organization.
Scheduled
Action
- Pipedrive
Finds a person.
Scheduled
Action
- Pipedrive
Finds a product by name.
Scheduled
Action
- Pipedrive
Finds a product or products by name, ID, or product code (with line item support).
Scheduled
Action
- Pipedrive
Finds a user by name, email or ID.
Scheduled
Action
- Pipedrive
Finds an activity by subject, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a deal by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds an organization by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a person by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a product by name, or creates one if none are found.
Scheduled
Action
How VentiPay + Pipedrive Integrations Work
- Step 1: Authenticate VentiPay and Pipedrive.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Pipedrive Tutorials
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