Connect Pipedrive and Upodi to unlock the power of automation

Triggers when a new project is created.

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, type, dates, and other criteria. Returns multiple results.

Finds deals by any field.

Finds leads based on your search criteria.

Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.

Finds persons by ID or field search.

Finds multiple projects by title, description, notes, or custom fields. Returns an array of results.

Find a user by name, email, or ID. Returns detailed user information.

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 field search, or creates one if none is found.

Activate a subscription to start invoicing automatically.

Book a draft invoice or credit note in Upodi

Create a new contact for a customer

Create a new invoice in Upodi as draft

Create a new subscription for a customer

Holds an active subscription

Perform an immediate switch plan for the subscription from one Product Plan to another. If you would rather want a switch in the future on a set date check SwitchToPlanID on Subscription Update. If the change incurs an invoice the invoice will be returned here.

Updates a customer

When the subscription is created all charges will have the default quantities and prices. If you want to change them make sure to update them before you activate the subscription or update them along the way if what the customer purchases changes. If the change incurs an invoice the invoice will be returned here.

Find charges on a product plan

Finds a customer using accountnumber or ID

Find a specific subscription

Triggers when a person newly matches a Pipedrive filter for the first time.

Triggers when a deal's stage 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.

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

Retrieves a specific note by its ID.

Finds organizations by ID or field search.

Finds products by name, ID, or product code.

Searches for tasks by title, description, or other criteria. Returns multiple results.

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.

Add an optional charge to a draft or active subscription

Cancels an active subscription

Create a new customer in Upodi

Create a Payment Method for a Customer

Credit an invoice in Upodi. Creates a draft credit note which can then be booked

Resumes a subscription currently on hold

Updates a contact

Update a subscription for a customer

Finds the charges on the subscription. Charges are products available on the subscription. Set quantity on the charges to subscribe the customer to the product.

Find a contact for a customer optionally specifying a type

Find a specific invoice and its lines