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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 Comment to a Lead" in Yuccan.
You’re connected!
Zapier seamlessly connects Pipedrive and Yuccan, 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.
- Copy
 - FilterRequired
 - Deal status
 
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New LeadTriggers 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 NoteTriggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New OrganizationTriggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deleted PersonTriggers 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 plan- Filter 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 app- Search type
 - Include file data
 
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
 
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 TermRequired
 - Exact Match
 
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
 - 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 found- Search 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 found- Search By
 - 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 found- Lead ID (optional, for Search only)
 
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Lead AffectedLead has been affected to another Sales Rep.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New AmbassadorTriggers when a new Ambassador joined your program.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Marketplace TransactionTriggers when an Ambassador purchases a reward from the Marketplace.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Satisfaction Survey AnsweredTriggers when a customer answers a satisfaction survey
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Lead IDRequired
 - Sales Rep IDRequired
 - Locale
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Ambassador Unique IDRequired
 - Ambassador ListRequired
 - ActionRequired
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BranchRequired
 - First nameRequired
 - Last nameRequired
 - Email addressRequired
 - Job position unique identifier (ID)Required
 - Permissions
 - Display on mobile app
 - Enable monthly performance notification
 - Notify by email
 - Manager
 - External ID
 - Locale
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Ambassador IDRequired
 - Sales Rep in charge
 - Branch ID
 - Custom fieldsRequired
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Branch
 - First NameRequired
 - Last NameRequired
 - Email addressRequired
 - RelationshipRequired
 - Phone number
 - Sales rep ID in charge
 - Welcome gift amount
 - Welcome gift ways and means
 - Locale
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique Identifier (ID)
 - Email address
 - Phone number
 - Company (Partnership only)
 
ActionThis is an event a Zap performs.SearchFind existing data in your app- Only for answers
 - Branch unique identifier
 - Sales Rep unique identifier
 - Invitation source
 - Company (Partnership only)
 
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email address
 - First name
 - Last name
 - First account created
 - Has Permission(s)
 - Company (Partnership only)
 
ActionThis is an event a Zap performs.SearchFind existing data in your app
New ActivityTriggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New DealTriggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New PersonTriggers 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 app- Organization ID
 - Organization Items
 - Include Persons
 - Include Deals
 - Include Activities
 
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note IDRequired
 
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 TermRequired
 - Exact Match?
 - Assignee
 - Project
 - Status
 
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity 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 found- Search 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 found- Search 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 found- Search 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 found
Invitation AnsweredTriggers when an invitation has been answered by an Ambassador.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Lead UpdatedTriggers when a Lead is updated on Yuccan Lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New LeadTriggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Satisfaction SurveyTriggers when a new customer satisfaction survey is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Lead IDRequired
 - CommentRequired
 - Notify Ambassador
 - Author (SalesRep ID)
 - Locale
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
 - Custom message (optional)
 - Locale
 - Company (Partnership only)
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company nameRequired
 - Postal addressRequired
 - Plan unique identifier (ID)Required
 - Company SizeRequired
 - Primary Company unique identifier (ID)
 - External unique identifier (ID)
 - Locale
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales Rep IDRequired
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Satisfaction Questionnaire IDRequired
 - Sales RepRequired
 - Customer First NameRequired
 - Customer Last NameRequired
 - Customer Email AddressRequired
 - Customer Phone Number
 - Metadata
 - Company (Partnership only)
 - Locale
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
 - Target stepRequired
 - Reward Level Name
 - Reset Reward Level
 - Notification Message
 - Bonus payment
 - Revenue generated
 - Estimated payment date
 - Validated by Sales Rep
 - Invite Lead in Ambassador Program
 - Locale
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search by nameRequired
 
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search query
 - Search in data (Name of the field)
 - Search in data (Value of the field)
 - Lead ID
 - Company (Partnership only)
 
ActionThis is an event a Zap performs.SearchFind existing data in your app- Questionnaire name
 - Questionnaire ID
 - Company (Partnership ONLY)
 
ActionThis is an event a Zap performs.SearchFind existing data in your app
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Connect Pipedrive and Yuccan to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.




