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Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Add Invoice Comment" in RO App.
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Zapier seamlessly connects Pipedrive and RO App, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- 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 plan - New 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 plan- Filter 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 app- Search type
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search By
- Search TermRequired
- Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search 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 found- Search 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 found- Search 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- Ad Campaigns
Ad Campaigns you can use in the product
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Sort Direction
- Types
- Branches
- Statuses
- Asset UID
- IDs
- ID Labels
- Managers
- Engineers
- Clients IDs
- Client Names
- Client Phones
- Created At from
- Created At to
- Modified At from
- Modified At to
- Done At from
- Done At to
- Closed At from
- Closed At to
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Sort Direction
- Cashbix idRequired
- Created from
- Created to
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Get Product Categories
Get Product Categories from the account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Get Service Categories
Get Service Categories from the account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Get Taxes
Triggers when a new get_taxes is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Ids
- Statuses
- Client_ids
- Client_names
- Client_phones
- Payer_ids
- Payer_names
- Payer_phones
- Managers
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Lead Types
Lead Types you can use in the product
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Employees List
The list of Employees you can use in the product
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Order Custom Fields
Triggers when a new order_custom_fields is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Title
- Q
- Ids
- Barcodes
- Categories
- Articles
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Invoice_idRequired
- MessageRequired
- Is_private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order_idRequired
- MessageRequired
- Is_private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task_idRequired
- MessageRequired
- Is_private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Email
- Phone
- Address
- Notes
- Is supplier?
- Is juridical?
- Is conflicted?
- Marketing source
- Discount code
- Discount goods
- Discount services
- Discount materials
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Branch idRequired
- Order typeRequired
- Client ID
- Asset ID
- Is urgent?
- Estimated cost
- Appearance
- Packagelist
- Malfunction
- Assigned at
- Duration
- Estimated done at
- Manager ID
- Engineer ID
- Manager notes
- Warranty date
- Kind of good
- Brand
- Model
- Serial
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Cashbox IDRequired
- Payment amountRequired
- DirectionRequired
- Cash flow item
- Client ID
- Employee ID
- Created at
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IDRequired
- Status IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Description
- Barcodes
- Category_idRequired
- Article
- Code
- Uom_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- id NameRequired
- First Name
- Last Name
- Email
- Phone
- Address
- Notes
- Is supplier?
- Is juridical?
- Is conflicted?
- Marketing source
- Discount code
- Discount goods
- Discount services
- Discount materials
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Is order or estimate?Required
- Order_idRequired
- Item_idRequired
- Assignee_idRequired
- QuantityRequired
- PriceRequired
- CostRequired
- Discount_typeRequired
- Discount_sponsorRequired
- Discount_valueRequired
- Warranty_periodRequired
- Warranty_periodUnitsRequired
- Tax_ids
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product_idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Ids
- Statuses
- Client_ids
- Client_names
- Client_phones
- Payer_ids
- Payer_names
- Payer_phones
- Managers
ActionThis is an event a Zap performs.SearchFind existing data in your app- Title
- Q
- Ids
- Barcodes
- Categories
- Articles
ActionThis is an event a Zap performs.SearchFind existing data in your app- Title
- Q
- Ids
- Barcodes
- Categories
ActionThis is an event a Zap performs.SearchFind existing data in your app- Serial number of asset
- ID of Asset owner
- Vehicle plate number
- Group of Asset
- Brand of Asset
- Model of Asset
- Modification of Asset
- Color of Asset
- Condition of Asset
- Year of Asset
- Warehouse ID
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- TitleRequired
- Q
- Ids
- Barcodes
- Categories
- Category_idRequired
- Cost
- Uom_idRequired
- Is_labor
- Warranty
- Warranty_period
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 app- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity 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 found- Search 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 found- Search 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 found- Search 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- Cash Flow Items
Cash flow items you can use in the product
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Is order or estimate?Required
- Order_idRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Get Prices
Get prices from the account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Created at from
- Created at to
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Sorting direction
- Authors employees Id's for filtering
- Assignee employee id's
- Deadline from
- Deadline to
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Get UOMs (Inits of Measure)
Get UOMs (Inits of Measure)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Get Invoice Statuses
Triggers when a new invoice_statuses is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Names
- Phones
- Emails
- Discount Codes
- Marketing Sources
- Is Juridical
- Is Supplier
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Locations
Locations you can use in the product
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Order Statuses
Order statuses you can use in the product
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Title
- Q
- Ids
- Barcodes
- Categories
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Lead_idRequired
- MessageRequired
- Is_private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Is order or estimate?Required
- Is_ServiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Serial number of asset
- Vehicle plate number
- Group of Asset
- Brand of Asset
- Model of Asset
- Modification of Asset
- Color of Asset
- Condition of Asset
- Year of Asset
- ID of Asset owner
- Warehouse ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact nameRequired
- Contact phone
- Lead type IDRequired
- Client ID
- Manager ID
- Location ID
- Additional description
- Ad campaign
- Is urgent?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Is order?Required
- Branch idRequired
- Order typeRequired
- Client IDRequired
- Payer ID
- Asset ID
- Ad Campaign ID
- Is urgent?
- Estimated price
- Malfunction
- Scheduled for
- Scheduled to
- Resource ID
- Due date
- Manager ID
- Assignee ID
- Manager notes
- Engineer notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- DescriptionRequired
- DeadlineRequired
- AssigneesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset_idRequired
- Warehouse ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Barcodes
- Category_idRequired
- Cost
- Uom_idRequired
- Is_labor
- Warranty
- Warranty_period
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Is order or estimate?Required
- Order IDRequired
- Branch id
- Order type
- Client ID
- Payer ID
- Asset ID
- Ad Campaign ID
- Is urgent?
- Estimated price
- Malfunction
- Scheduled for
- Scheduled to
- Resource ID
- Due date
- Manager ID
- Assignee ID
- Manager notes
- Engineer notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product_idRequired
- TitleRequired
- Description
- Barcodes
- Category_idRequired
- Article
- Code
- Uom_idRequired
- Is_serial
- Warranty
- Warranty_period
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Serial number of assets
- Owner ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sort Direction
- Author Ids
- Assignee Ids
- Deadline from
- Deadline to
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client Email
- Client Phone
- Client ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- TitleRequired
- Q
- Ids
- Barcodes
- Categories
- Articles
- Description
- Category_idRequired
- Article
- Code
- Uom_idRequired
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- Client Email
- Client Phone
- Client ID
- First Name
- Last Name
- Email
- Phone
- Address
- Notes
- Is supplier?
- Is juridical?
- Is conflicted?
- Marketing source
- Discount code
- Discount goods
- Discount services
- Discount materials
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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