Eworks Manager + Pipedrive
Create quotes in Eworks Manager for new Pipedrive leads
Stay on top of your sales pipeline and streamline your quoting process with this Pipedrive to Eworks Manager automation. Whenever a new lead is added in Pipedrive, this workflow will instantly create a quote in Eworks Manager, saving you time and effort. Keep your sales team focused on closing deals while ensuring accurate and timely quotes are generated for your potential customers.
Stay on top of your sales pipeline and streamline your quoting process with this Pipedrive to Eworks Manager automation. Whenever a new lead is added in Pipedrive, this workflow will instantly create a quote in Eworks Manager, saving you time and effort. Keep your sales team focused on closing deals while ensuring accurate and timely quotes are generated for your potential customers.
- When this happens...
New LeadTriggers when a lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create QuoteCreates a Quote.
ActionWriteCreate a new record or update an existing record in your app.
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Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New 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
Appointment Accepted
Triggers when an appointment is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Cancelled
Triggers when an appointment is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Declined
Triggers when an appointment is declined.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment on Route
Triggers when an appointment status changed to on route.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Status Changed
Triggers when appointment status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Authorised
Triggers when an expense is authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Updated
Triggers when an expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Item Updated
Triggers when an item is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Authorised
Triggers when a job is Authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Completed
Triggers when a job is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job on Hold
Triggers when a job status is changed to On Hold.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Updated
Triggers when a job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Rejected
Triggers when a lead is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Appointment
Triggers when a new job appointment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Item
Triggers when a new Item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Approved
Triggers when a purchase order is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Paid
Triggers when a purchase order is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Accepted
Triggers when a quote is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Updated
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer TypeRequired
Customer NameRequired
Full NameRequired
Email Address
Telephone
AddressRequired
City
County
Postcode
Country
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Invoice DateRequired
Due Date
Terms
Internal Notes
Customer Notes
Purchase Order Ref
Job Order Ref
Item CodeRequired
Item Description
Account Code
Tax Rate
Quantity
Discount Type
Discount Value
Cost Price
Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Job Type
Start DateRequired
Complete ByRequired
Short DescriptionRequired
Description
Customer Notes
Internal Notes
Item Code
Description
Quantity
Cost Price
Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier NameRequired
Customer Name
Purchase DateRequired
Payment Terms
Supplier Notes
Delivery Notes
Internal Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier NameRequired
Full NameRequired
Email Address
Telephone
AddressRequired
City
County
Postcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer NameRequired
Full NameRequired
AddressRequired
Customer TypeRequired
Email Address
Telephone
City
County
Postcode
Country
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSupplier NameRequired
Full NameRequired
Email Address
Telephone
AddressRequired
City
County
Postcode
Country
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 foundAppointment Action Required
Triggers when an appointment status is action required.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Completed
Triggers when an appointment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment on Hold
Triggers when an appointment status is changed to on hold.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment on Site
Triggers when an appointment status is changed to on site.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Updated
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Paid
Triggers when an expense is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Cancelled
Triggers when an invoice is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Action Required
Triggers when a job status is changed to Action Required.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Cancelled
Triggers when a job is Cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job in Progress
Triggers when a job status is changed to In Progress.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Status Changed
Triggers when a job status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Authorised
Triggers when a lead is authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Updated
Triggers when a lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Job
Triggers when a new job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase Order
Triggers when a new purchase order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Updated
Triggers when a purchase order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Rejected
Triggers when a quote is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Supplier Updated
Triggers when a supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense NameRequired
Net AmountRequired
VAT AmountRequired
Expense DateRequired
Reference
Billable?
Authorised?
Paid?
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item TypeRequired
Item CategoryRequired
Item NameRequired
Item CodeRequired
Cost PriceRequired
PriceRequired
Item Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Company NameRequired
Email AddressRequired
TelephoneRequired
Mobile
Address
City
County
Postcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Quote Date
Expiry Date
Preferred Job Date
Preferred Job Time
Description
Customer Notes
Terms
Internal Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Full NameRequired
AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSupplier NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appItem CodeRequired
Item TypeRequired
Item CategoryRequired
Item NameRequired
Cost PriceRequired
PriceRequired
Item Description
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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