Find account information. This includes all of the members information, contacts, medical information, and more. Select the information you want/need for your workflow.

Find program information. This includes name & I.D., start/end date, and more. Select the information you want/need for your workflow.

Finds invoice information. This includes its Id, date, description, amount invoiced, amount paid, taxes, customer, etc. Select the information you want/need for your workflow.

Find a list of journal entries from a date range.

Finds a single payment by id or a list of all payments on a given date. Payment information includes customer id, date, method, a reconciled array of line items, etc.

Find client information. This includes account & contact details, medical information, skills, and more. Select the information you want/need for your workflow.

Find all activities in your organization. This includes information such as: program, category, subcategory, activity name, start/end date and time, etc.

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 a new project is created.

Triggers when an existing deal is updated.

Triggers when an existing organization is updated.

Adds a discount to an existing deal.

Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)

Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

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

Creates a new lead.

Creates a new organization in Pipedrive with support for custom fields and comprehensive address information.

Creates a new product.

Creates a new task.

Updates an existing activity in Pipedrive with new values for selected fields, allowing partial updates to activity properties.

Updates an existing lead.

Updates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.

Updates an existing project in Pipedrive.

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

Finds deals associated with a person with enhanced data.

Finds all variations for a specific product.

Retrieves a specific deal by its ID.

Retrieves detailed organization data with optional related entities. Supports line items for processing multiple organizations.

Retrieves a specific product by its ID.

Retrieves a specific user by their ID.

Retrieves a specific note by its ID.

Finds organizations by ID or field search.

Finds products by name, ID, or product code.

Finds a project or projects by title or other fields.

Find users by name, email, or ID.

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

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

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

Create an Admin booking for a Location/Facility in Amilia.

Get facility information. This includes name & I.D., address, phone number, and more for each facility. Select the information you want/need for your workflow.

Find a list of donations on a given date

Finds invoice items information. This includes its Id, date, description, type, ledger code, amount invoiced, amount paid, taxes, customer, participant etc.

Find every participants registered to an activity. Leverage information like names, date of birth, contact, account owner contacts, etc.

Find a rental purchase form questions and answers. Unlike the permanent "person" forms, "purchase" forms only exist in the context of a rental occurence. The data recieved includes any extra questions you have added to the purchase form of a given rental.

Find a single activity from its unique identifier. This includes information such as: program, category, subcategory, activity name, start/end date and time, etc.

Get all extra question answers for all persons in a membership.

Triggers when a new comment is added to a note.

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 a deal's stage is updated.

Triggers when an existing lead is updated.

Triggers when an existing person is updated.

Adds an existing label to an existing person.

Add product variation to a product.

Creates a new deal.

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

Creates a new note.

Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.

Creates a new project.

Add or remove labels from a deal.

Updates an existing deal.

Updates an existing organization in Pipedrive with new values for selected fields, allowing partial updates to organization properties and custom fields.

Updates an existing product.

Updates an existing task.

Finds activities by subject, owner, and other criteria. Returns multiple results.

Finds deals by any field.

Retrieves a specific activity type by ID, or returns all activity types if no ID is provided.

Retrieves a specific lead by its ID.

Retrieves a specific person by their ID.

Retrieves a specific stage by its ID.

Finds leads based on your search criteria.

Finds notes by Deal, Lead, Person, User, or Organization.

Finds persons by ID or field search.

Retrieves a specific project by its ID.

Find tasks by title, description, or other criteria.

Finds activities by subject, owner, type, dates, and other criteria, or creates one if none is found.

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

Finds a product by field search, or creates one if none is found.

Finds a task by search criteria, or creates one if none is found.