Pipedrive + YoPrint
Create new Pipedrive deals when quotes are generated in YoPrint
When a new quote is generated in YoPrint, this workflow helps in forming a new deal in Pipedrive. Improve your sales process by ensuring every quote is instantly turned into an actionable deal in your pipeline, minimizing manual data entry and expediting the sales cycle. Streamline your work processes and stay organized with this automated workflow.
When a new quote is generated in YoPrint, this workflow helps in forming a new deal in Pipedrive. Improve your sales process by ensuring every quote is instantly turned into an actionable deal in your pipeline, minimizing manual data entry and expediting the sales cycle. Streamline your work processes and stay organized with this automated workflow.
- When this happens...
Quote CreatedTriggers when a quote 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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Contact Created
Triggers when a contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Fund Deposited
Triggers when a fund deposited into Customer Wallet.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Deleted
Triggers when a customer is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Message Received
Triggers when customer message received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Artwork Approved
Triggers when a artwork is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Marked as Not Rush
Triggers when a Job is marked as not rush.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Status Changed
Triggers when a job status changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order Approved
Triggers when an order is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order Created
Triggers when a sales order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order / Quote Marked as Rush
Triggers when a sales order is marked as rushed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Received (Any Amount)
Triggers when an order received a payment of any amount.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Received (Full Amount)
Triggers when an order is fully paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Message Bounced
Triggers when purchase order message bounced.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Status Changed
Triggers when a purchase order status changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Created
Triggers when a quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order Converted to Quote
Triggers when a sales order is converted to quote.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Shipment Status Changed
Triggers when a shipment status changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Pipeline ID (Task Preset ID)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order ID
Shipment ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Do you want to perform an upsert?
Customer IdRequired
First NameRequired
Last Name
Email
Phone
Fax
Can Receive SMS
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Message to SendRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer 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 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
Contact Deleted
Triggers when a contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Created
Triggers when a customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Fund Withdrew
Triggers when a fund withdrew from Customer Wallet.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Message Bounced
Triggers when customer message bounced.
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.Artwork Change Requested
Triggers when a artwork change is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Marked as Rush
Triggers when a Job is marked as rush.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message Status Changed
Triggers when either a sales order or purchase order message status changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order Change Requested
Triggers when an order change is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order / Quote Marked as Not Rush
Triggers when a sales order is marked as Not rush.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order/Quote Status Changed
This trigger is deprecated and should not be used
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Received (Deposit Amount)
Triggers when an order received a payment of deposit amount.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Refund Issued
Triggers when a refund is issued.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Message Received
Triggers when purchase order message received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Converted to Sales Order
Triggers when a quote is converted to order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Status Changed
Triggers when a quote status changes
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order Status Changed
Triggers when a sales order status changes
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Status Changed
Triggers when a task status changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Do you want to perform an upsert?
NameRequired
Website
Resale Number
Tax Identification Number
Tax Exempt
First Name
Last Name
Email
Phone
Fax
Can Receive SMS
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
Message to SendRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCopy
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
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