Connect White Swan to Pipedrive and automate your work

This action imports data about a client that can be used to pre-fill applications and improve user experience.

This action will retrieve information about clients referred from your White Swan account. To retrieve information about a specific client, you can use their email.

This action will retrieve information about users on your White Swan account. To retrieve information about a specific user, you can use their email.

Triggers when an activity newly matches a Pipedrive filter for the first time.

Triggers when a deal newly matches a Pipedrive filter for the first time.

Triggers when an organization newly matches a Pipedrive filter for the first time.

Triggers when a person newly matches a Pipedrive filter for the first time.

Triggers when an existing deal is updated.

Triggers when an existing person is updated.

Adds a product to a deal.

Creates a new deal.

Adds a follower to a deal, organization, person or product.

Creates a new note.

Creates a new person.

Updates an existing activity.

Updates an existing lead.

Updates an existing person.

Finds an activity by subject.

Finds multiple deals by title, notes or custom fields (with line item support).

Finds a lead by title or field value.

Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.

Finds a person.

Finds an activity by subject, or creates one if none is found.

Finds multiple deals by title, notes or custom fields.

Finds an organization by name, or creates one if none is found.

Finds a product by name, or creates one if none are found.

This action will create a new plan request with information you provide, and will return a URL to complete the request. Any questions that covers information you have provided will be skipped when using your returned URL.

This action will retrieve information about earnings events within your White Swan account. You can filter events by referring account user, client, and lookback period.

Triggers when a deal's stage is updated.

Adds an existing label to an existing person.

Creates a new activity.

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Creates a new lead.

Creates a new organization.

Creates a new product.

Updates an existing deal.

Updates an existing organization.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a deal by any field.

Finds multiple Deals associated with a Person (with line item support).

Finds a note by ID.

Finds an organization.

Finds a product by name.

Finds a user by name, email or ID.

Finds a deal by name, or creates one if none is found.

Finds a lead by name, or creates one if none is found.

Finds a person by name, or creates one if none is found.