Create new Pipedrive projects from new orders in Aryeo
Easily streamline your sales and project management with this workflow. When a new order is made in Aryeo, a corresponding project is immediately created in Pipedrive. This integration improves efficiency by eliminating the need for manual data entry, ensuring your sales and project data are always up to date.
Easily streamline your sales and project management with this workflow. When a new order is made in Aryeo, a corresponding project is immediately created in Pipedrive. This integration improves efficiency by eliminating the need for manual data entry, ensuring your sales and project data are always up to date.
- When this happens...Order Created
Triggers when a new Order is created in your Aryeo account.
- automatically do this!Create Project
Creates a new project.
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Appointment Assigned
Triggers when an Appointment is assigned to a user in your Account.
Try ItAppointment Rescheduled
Triggers when an Appointment is Rescheduled in your Account.
Try ItAppointment Unassigned
Triggers when a user is unassigned from an Appointment in your Account.
Try ItCustomer Updated
Triggers when a customer is updated in Aryeo.
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Appointment Canceled
Triggers when an Appointment is Canceled in your Account.
Try ItAppointment Scheduled
Triggers when an Appointment is Scheduled in your Account.
Try ItCustomer Created
Triggers when a new customer is created in Aryeo.
Try ItOrder Created
Triggers when a new Order is created in your Aryeo account.
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