Zendesk + PostgreSQL + Pipedrive Integrations
How to connect Zendesk + PostgreSQL + Pipedrive
Zapier lets you send info between Zendesk, PostgreSQL, and Pipedrive automatically—no code required.
Do even more with Zendesk + PostgreSQL + Pipedrive
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Zendesk, PostgreSQL, and Pipedrive. And don’t forget that you can add more apps and actions to create complex workflows.
New Group
Triggers when a new group is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planRecent Ticket
Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planViewRequired
You will need to create a descending by ID "view" in Zendesk with no grouping and select it here. Click here to learn more!
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew View
Triggers when a new view is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
Assignee
Note: the assignee must be in the default group (or specific group selected below) else an error will occur.
Collaborators
Collaborator Emails
You can add emails of non-Zendesk users here as Collaborators.
Group
Assign this ticket to a group.
Requester Name
To set the Requester, you must specify the Requester Name in this field AND the Requestor Email in the next field.
Requester Email
To set the Requester, you must specify the Requester Email in this field AND the Requestor Name in the previous field.
First Comment/Description Format
First Comment/DescriptionRequired
Should the first comment be public?
Tags
A comma separated list of tags.
Status
Type
Due At
Only available for tickets with a Type of "task."
Priority
Submitter
If selected, this person will be set as the submitter of the ticket. Defaults to the Requester.
Ticket form
If selected, this will set the form to render for this ticket. Note: this is only applicable for Zendesk enterprise accounts.
Sharing Agreements
Brand
Note: Only for Zendesk customers on plans with multi-brand support. More info here
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose which ticket to update.
New comment to add to the ticket.
Should the comment be public?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Choose which organization to update. Looked up by ID.
Name
Must be unique. Zendesk does not allow duplicate organizations with the same name.
Details
In this field you can store any details about the organization. e.g. the address
Notes
In this field you can store any notes you have about the organization.
Tags
Comma-separated list of tags you want to apply to the new organization.
Domain Names
Comma-separated list of domain names to automatically associated with this organization (format: "zapier.com, google.com").
External Id
A unique external id, you can use this to associate organizations to an external record.
Shared Tickets
Options: "true" or "false". End users in this organization are able to see each others tickets.
Shared Comments
Options: "true" or "false". End users in this organization are able to see each others comments on tickets.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Choose which user to update. Looked up by ID.
Name
Email
Must be unique. Zendesk does not allow duplicate users with the same email address.
Details
Notes
In this field you can store any notes you have about the user.
Phone
Phone number for this user (format: +1 (555) 123-4567).
Tags
Comma-separated list of tags you want to apply to the new user.
Role
Can be one of the following: "end-user", "agent", or "admin". Defaults to "end-user" if set and not one of those values.
Organization
Assign this user to an organization.
External Id
A unique external id, you can use this to associate organizations to an external record.
Verified
Specify if you know this user is who they say they are?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
Write a search string to determine how we'll look up the agent in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the organization in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the user in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the ticket in Zendesk. For more information, visit the Zendesk docs.
SubjectRequired
Assignee
Note: the assignee must be in the default group (or specific group selected below) else an error will occur.
Collaborators
Collaborator Emails
You can add emails of non-Zendesk users here as Collaborators.
Group
Assign this ticket to a group.
Requester Name
To set the Requester, you must specify the Requester Name in this field AND the Requestor Email in the next field.
Requester Email
To set the Requester, you must specify the Requester Email in this field AND the Requestor Name in the previous field.
First Comment/Description Format
First Comment/DescriptionRequired
Should the first comment be public?
Tags
A comma separated list of tags.
Status
Type
Due At
Only available for tickets with a Type of "task."
Priority
Submitter
If selected, this person will be set as the submitter of the ticket. Defaults to the Requester.
Ticket form
If selected, this will set the form to render for this ticket. Note: this is only applicable for Zendesk enterprise accounts.
Sharing Agreements
Brand
Note: Only for Zendesk customers on plans with multi-brand support. More info here
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQueryRequired
Query results must have a unique
idfield so we can deduplicate records properly! Otherwise we will make a best guess. You must also include desired ordering and limiting in the query.Note: This query must run in less than 30 seconds and it is recommended that you return no more than 5,000 rows
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTable/ViewRequired
Primary KeyRequired
Usually something auto-incremented like
id. Must be unique. Column names that contain a space must be enclosed within brackets[ ].Order ByRequired
Usually something like
date_updatedorlast_modified. This should ideally be a datetime column that is set to the current datetime whenever a row is updated.Trigger Column
Trigger on changes to cells in this column only. Leave blank if you want to trigger on changes to cells in all columns.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTableRequired
ID ColumnRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
You should include desired ordering and limiting (usually to 1 record) in the query.
This query must run in less than ~30 seconds.
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when an existing person is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
Organization
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Person
Deal
Is done?
Type
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
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
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a price.
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Select user who will be marked as the owner of this deal.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assigned To
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Status
Note that "Not Done" is set as the default when no option is picked.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Is done?
Note that "Not Done" is set as the default when no option is picked.
Organization
Person
Deal
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Person
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.NameRequired
Owner
Organization
Email
Phone
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 Organization
Triggers when a new organization is added to Zendesk.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTicketRequired
Choose the ticket to watch for activity (audits). Shows recent tickets.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
Must be unique. Zendesk does not allow duplicate organizations with the same name.
Details
In this field you can store any details about the organization. e.g. the address
Notes
In this field you can store any notes you have about the organization.
Tags
Comma-separated list of tags you want to apply to the new organization.
Domain Names
Comma-separated list of domain names to automatically associated with this organization (format: "zapier.com, google.com").
External Id
A unique external id, you can use this to associate organizations to an external record.
Shared Tickets
End users in this organization are able to see each others tickets.
Shared Comments
End users in this organization are able to see each others comments on tickets.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
CommentRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose which ticket to update.
TagsRequired
A list of tags to add to the ticket.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose which ticket to update.
Subject
Assignee
Note: the assignee must be in the default group (or specific group selected below) else an error will occur.
Group
Assign this ticket to a group.
New Status
New comment to add to the ticket.
Should the first comment be public?
Tags
A comma separated list of tags.
Type
Priority
Submitter
If selected, this person will be set as the submitter of the ticket. Defaults to the Requester.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
EmailRequired
Must be unique. Zendesk does not allow duplicate users with the same email address.
Details
Notes
In this field you can store any notes you have about the user.
Phone
Phone number for this user (format: +1 (555) 123-4567).
Tags
Comma-separated list of tags you want to apply to the new user.
Role
Can be one of the following: "end-user", "agent", or "admin". Defaults to "end-user" if set and not one of those values.
Organization
Assign this user to an organization.
External Id
A unique external id, you can use this to associate organizations to an external record.
Verified
Specify if you know this user is who they say they are?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
Write a search string to determine how we'll look up the group in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the ticket in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the organization in Zendesk. For more information, visit the Zendesk docs.
NameRequired
Must be unique. Zendesk does not allow duplicate organizations with the same name.
Details
In this field you can store any details about the organization. e.g. the address
Notes
In this field you can store any notes you have about the organization.
Tags
Comma-separated list of tags you want to apply to the new organization.
Domain Names
Comma-separated list of domain names to automatically associated with this organization (format: "zapier.com, google.com").
External Id
A unique external id, you can use this to associate organizations to an external record.
Shared Tickets
End users in this organization are able to see each others tickets.
Shared Comments
End users in this organization are able to see each others comments on tickets.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQueryRequired
Write a search string to determine how we'll look up the user in Zendesk. For more information, visit the Zendesk docs.
NameRequired
EmailRequired
Must be unique. Zendesk does not allow duplicate users with the same email address.
Details
Notes
In this field you can store any notes you have about the user.
Phone
Phone number for this user (format: +1 (555) 123-4567).
Tags
Comma-separated list of tags you want to apply to the new user.
Role
Can be one of the following: "end-user", "agent", or "admin". Defaults to "end-user" if set and not one of those values.
Organization
Assign this user to an organization.
External Id
A unique external id, you can use this to associate organizations to an external record.
Verified
Specify if you know this user is who they say they are?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTable/ViewRequired
We expect at least one unique (and usually autoincrement) primary key column so we can deduplicate records properly! Otherwise we will make a best guess on a random column to use to deduplicate.
Order By
Highly recommended! Usually you want the results to be most recent first so we can skim off only new results, so choose something like
date_createdor your autoincrementid. Column names that contain a space must be enclosed within brackets[ ].Dedupe Key
We default to what the primary key is on the table as the unique key to deduplicate on. If you prefer another field, select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New Table
Triggered when you add a new table.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TableRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStage in Pipeline
If no stage is specified, the trigger will fire on any deal who's stage was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDealRequired
ProductRequired
PriceRequired
Price at which this product will be added to the deal.
QuantityRequired
How many items of this product will be added to the deal.
Discount Percentage
Comments
Is enabled?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
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.FollowerRequired
The user you want to assign as a follower.
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Supports some HTML formatting.
Deal
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified deal?
Person
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified person?
Organization
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified organization?
Lead
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Is Done?
Subject
Assign To
Deal
Person
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
Type
Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Select user who will be marked as the owner of this lead.
Organization
Organization this lead will be associated with.
Person
Person this lead will be associated with.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Will overwrite current email addresses.
Phone
Will overwrite current phone numbers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
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 foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.NameRequired
Owner
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 foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a price.
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
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How Zendesk + PostgreSQL + Pipedrive Integrations Work
- Step 1: Authenticate Zendesk, PostgreSQL, 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.
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