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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 "Create Client" in SuperOps MSP.
You’re connected!
Zapier seamlessly connects Pipedrive and SuperOps MSP, 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- Client Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Updated
Triggers when an existing client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client User Deleted
Triggers when a new client user is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Created
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Created
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Created
Triggers when a new ticket_create is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Reply Received
Triggers when a reply is received on a ticket.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Updated
Triggers when an existing ticket is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - NameRequired
- Stage
- Status
- Email Domains
- Account Manager User ID
- Technician Groups
- Custom Fields
- Site nameRequired
- Is the Site working 24X7 ?Required
- Day
- Start time in HH:MM
- End time in HH:MM
- Identifier for Holiday List for the Site local test
- Timezone Code for the SiteRequired
- Address Line 1
- Address Line 2
- Address Line 3
- Site's Postal Code
- Site's Postal Code
- Site's Contact Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client Account IDRequired
- Site IDRequired
- Description
- Quote DateRequired
- Expiry DateRequired
- StatusRequired
- Additional Discount
- Service Item IDRequired
- Details
- QuantityRequired
- Unit PriceRequired
- Discount Amount
- Discount Rate
- Taxable
- Tax ID
- Title
- Memo
- Footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Service Item IDRequired
- Billable
- After Hours
- QuantityRequired
- Unit Price
- Bill Date & Time
- Notes
- Work Item IDRequired
- Module
- Technician ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client IDsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client User IDRequired
- First Name
- Last Name
- Email
- Contact Number
- Reporting Manager
- Site
- Role
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
- Additional Discount Rate
- Additional Discount
- Item ID
- Details
- Quantity
- Unit Price
- Discount Rate
- Discount Amount
- Service Item ID
- Details
- Quantity
- Unit Price
- Discount Amount
- Discount Rate
- Taxable
- Tax ID
- Item ID
- Expiry Date
- Title
- Memo
- Footer
- Description
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client User Full NameRequired
- Client IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client User IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Ticket IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- 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- Client Deleted
Triggers when an existing client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client User Created
Triggers when a new client user is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client User Updated
Triggers when a new client user is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Updated
Triggers when an existing invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Updated
Triggers when an existing quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Deleted
Triggers when a ticket is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket Reply Sent
Triggers when a reply is sent to a ticket.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Worklog Created
Triggers when a new worklog is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - First NameRequired
- Last Name
- EmailRequired
- Contact Number
- Reporting Manager
- Role
- ClientRequired
- SiteRequired
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Description
- Client Account IDRequired
- Site Id
- Requester
- Specify the additional requesters to be added.
- Technician Group
- Technician
- Specify the followers to be added
- Specify the assets to be added
- Status
- Ticket SourceRequired
- Priority
- Impact
- Urgency
- Category
- Subcategory
- Cause
- Subcause
- Resolution Code
- Custom Fields
- Sub Source
- Request TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client User IDRequired
- Forget PII
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- NameRequired
- Stage
- Status
- Email Domains
- Account Manager
- Primary Contact
- Secondary Contact
- Headquarters Site
- Add Technician Groups
- Delete Technician Groups
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IDRequired
- Invoice Status
- Invoice Date
- Due Date
- Payment Date
- Payment Method
- Payment Reference
- Invoice Payment Term
- Payment Link
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Ticket IDRequired
- Subject
- Status
- Client Account ID
- Request Type of the ticket
- Site Id
- Requester
- Technician Group
- Technician
- Specify the additional requesters to be added.
- Specify the additional requester to be removed
- Specify the followers to be added
- Specify the followers to be removed
- Priority
- Impact
- Urgency
- Category
- Subcategory
- Cause
- Subcause
- Resolution Code
- Sub Source
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IDRequired
- Site NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Tax Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Worklog Item IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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Connect Pipedrive and SuperOps MSP to integrate crucial parts of your business
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