BoondManager + Pipedrive
Create new Pipedrive deals from BoondManager opportunities
Effortlessly streamline your sales process with this automation between BoondManager and Pipedrive. When a new opportunity arises in BoondManager, a deal will be created in Pipedrive, ensuring you never miss an opportunity for growth. Save time and maintain consistency by letting this workflow handle the routine task for you.
Effortlessly streamline your sales process with this automation between BoondManager and Pipedrive. When a new opportunity arises in BoondManager, a deal will be created in Pipedrive, ensuring you never miss an opportunity for growth. Save time and maintain consistency by letting this workflow handle the routine task for you.
- When this happens...
New OpportunityADMIN ONLY: Triggers when a new opportunity is created
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create DealCreates a new deal.
ActionWriteCreate a new record or update an existing record in your app.
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New Company
ADMIN ONLY: Triggers when a new company is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
ADMIN ONLY: Triggers when a company is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
ADMIN ONLY: Triggers when a invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
ADMIN ONLY: Triggers when a new contact is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
ADMIN ONLY: Triggers when a new opportunity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Resource
ADMIN ONLY: Triggers when a new resource is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
ADMIN ONLY: Triggers when a opportunity is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Resource Updated
ADMIN ONLY: Triggers when a resource is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact idRequired
Action typeOf
Action textRequired
Start date
Id responsable action
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
State
Website
Phone1
Fax
Address
Postcode
town
Country
Number
Origin (Type)
Origin (detail)
Expertise area
Information comments
Vat Number
Registration number
Legal status
Registered office
APE code
Social Network - Facebook URL
Social Network - viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Staff
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact id
Contact Company id
TitleRequired
Description
Criteria
Reference
State
Type of
Origin typeOf
Origin detail
Expertise area
Activity Areas
Place
Duration
Estimated Budget
Turnover Estimated Excluding Tax
Weighting
Start Date
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent IDRequired
Parent typeRequired
File URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate IdRequired
First name
Last name
Civility
State
Email1
Phone1
Address
Postcode
City
Country
Title
Skills
Availability
Date of availability
Date of birth
Place of birth
Nationality
Current salary
Desired salary - Low range
Desired salary - High range
Desired contract type
Experience
Education
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact idRequired
Company id
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource idRequired
Civility
First nameRequired
Last nameRequired
Type of
Title
State
Email1Required
Email2
Email3
Phone1
Phone2
Phone3
Address
Postcode
Town
Country
Date of birth
Mobility areas
Average daily price excluding tax
Availability
Date of availability
Information comments
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company id
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appLog idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCandidate email
First nameRequired
Last nameRequired
Civility
State
Email
Phone
Address
Postcode
City
Country
Source (Type)
Source (detail)
Title
Skills
Availability
Date of availability
Date of birth
Place of birth
Nationality
Current salary
Desired salary - Low range
Desired salary - High range
Desired contract type
Experience
Education
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact Email
Company idRequired
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
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 Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers 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.DealRequired
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
Deal
Lead
Project
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
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
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
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
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
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
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
Deal
Lead
Project
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.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
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
Person
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 appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Activity Type
Created After
Due Date After
Due Date Before
Organization
Deal
Lead
Project
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 foundSearch 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 foundSearch type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
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 foundSearch TermRequired
Exact Match?
Assignee
ProjectRequired
Done
TitleRequired
Description
Due Date
Parent Task
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
Candidate Updated
ADMIN ONLY: Triggers when a candidate is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
ADMIN ONLY: Triggers when a contact is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Candidate
ADMIN ONLY: Triggers when a new candidate is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
ADMIN ONLY: Triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
ADMIN ONLY: Triggers when a new project is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Action or Action Updated
ADMIN ONLY: Triggers when a new action is created, or when an action is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated
ADMIN ONLY: Triggers when a project is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate idRequired
Action typeOfRequired
Action text
Start dateRequired
Id responsable action
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First nameRequired
Last nameRequired
Civility
State
Email
Phone
Address
Postcode
City
Country
Source (Type)
Source (detail)
Title
Skills
Availability
Date of availability
Date of birth
Place of birth
Nationality
Current salary
Desired salary - Low range
Desired salary - High range
Desired contract type
Experience
Education
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company idRequired
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Civility
First nameRequired
Last nameRequired
Type of
Title
State
Email1Required
Email2
Email3
Phone1
Phone2
Phone3
Address
Postcode
Town
Country
Date of birth
Mobility areas
Average daily price excluding tax
Availability
Information comments
Facebook URL
Viadeo URL
Linkedin URL
Twitter URL
Main manager id
HR manager id
Agency id
Contract typeOf
Employee category
Classification
Contract start date
Contract end date
Contract probation end date
Contract renewal probation end date
Monthly salary
Average Daily Cost
Contract information comments
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.API EndpointRequired
HTTP MethodRequired
Request Body (JSON)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.company idRequired
NameRequired
State
Website
Phone1
Fax
Address
Postcode
town
Country
Number
Origin (Type)
Origin (Detail)
Expertise area
Information comments
Vat Number
Registration number
Legal status
Registered office
APE code
Staff
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity idRequired
TitleRequired
Description
Criteria
Reference
State
Type of
Origin typeOf
Origin detail
Expertise area
Activity Areas
Place
Duration
Estimated Budget
Turnover Estimated Excluding Tax
Weighting
Start Date
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate email
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appResource email
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany id
Company Name
NameRequired
State
Website
Phone1
Fax
Address
Postcode
town
Country
Number
Origin (Type)
Origin (detail)
Expertise area
Information comments
Vat Number
Registration number
Legal status
Registered office
APE code
Social Network - Facebook URL
Social Network - viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Staff
Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCopy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers 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 planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PersonRequired
LabelRequired
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
Associated Person
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.FollowerRequired
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
Pin note to deal
Person
Pin note to person
Organization
Project
Pin note to organization
Lead
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
Person
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
Associated Person
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
ProductRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner
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
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
Activity Type
Created After
Due Date After
Due Date Before
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
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 type
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization
Associated Person
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 foundSearch 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 foundSearch By
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
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
About BoondManager
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