1.Detect won deal matches
Integrate Pipedrive to detect new deals matching your configured won-deal filter and continue qualifying wins.
Update won deal records and notify operations team
Automatically monitor new won deals across Pipedrive and Zapier workflows. Create and update records when won deals matching filters arrive, wins qualify by recency, or deal IDs are detectedβso you can update deal fields, generate project codes, and add setup notes without manual CRM data entry.
How this automation accelerates your deal setup
When new deals match your won-deal filter, delays can stall delivery and billing. This automation filters qualifying wins, generates a padded project reference, updates deal records, and adds a setup noteβso your team starts setup immediately.
Pipedriveor swap with your favorite app
2.Continue only for won deals
Integrate Filter by Zapier to allow only qualifying won deals and route won-stage processing.
Filter by Zapieror swap with your favorite app
3.Increment project sequence
Integrate Storage by Zapier to increment a persistent counter key and return the next sequence value.
Storage by Zapieror swap with your favorite app
4.Format padded project code
Integrate Code by Zapier to zero pad the sequence and apply a fixed prefix to create the project code.
Code by Zapieror swap with your favorite app
5.Update the deal record
Integrate Pipedrive to update the project reference field, set the deal title, and set the configured won-stage value.
6.Create a setup note
Integrate Pipedrive to create a note on the deal with the project code and computed title for delivery and billing setup.
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
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