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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 Contact to Customer" in Rev.io.
You’re connected!
Zapier seamlessly connects Pipedrive and Rev.io, 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 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 New Note- Triggers when a new note is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Organization New Organization- Triggers when a new organization is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Deleted Person 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.
- Person IDRequired
- Label IDRequired
 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 ID
- Associated Person ID
- 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.
- Follower User IDRequired
- 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 ID
- Pin note to deal
- Person ID
- Pin note to person
- Organization ID
- Project ID
- Pin note to organization
- Lead ID
- 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 ID
- Person ID
- 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 ID
- Associated Person ID
- 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
- Product IDRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- 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 ID
- 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
 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 ID
- Associated Person ID
- 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 ID
- Person ID
- 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
 New Bill New Bill- Triggers when a new bill is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Customer New Customer- Triggers when a new customer is created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Product New Product- Triggers when a new product is created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Task New Task- Triggers when a new task is created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 Order Status Changed Order Status Changed- Triggers when a the status of an order changes. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Request Approved Request Approved- Triggers when a request is approved. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Task Completed Task Completed- Triggers when a task is completed. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Task Updated Task Updated- Triggers when a task is updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- CustomerRequired
- Contact NameRequired
- Title
- Email Address
- Fax Number
- Mobile/Cell Number
- Company Name
- Contact Type
- Comments
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- BillRequired
- Download Full Bill?
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- CustomerRequired
- SubjectRequired
- BodyRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Parent Customer
- CustomerRequired
- Account_number
- Email
- Is this a Parent Customer?
- Registration_code
- Security_pin
- Source
- Status
- Auto Debit Enabled
- Auto Debit Day
- Auto Debit Payment Account ID
- Amount_due
- Amount_overdue
- Bill_profile_id
- Bill_method
- Balance
- Balance_limit
- Balance_limit_enabled
- Company Name
- Contact Type
- Comments
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- TaskRequired
- Subject
- Message
- Complete
- Canceled
- Customer
- Request
- Order
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- FileRequired
- File_name
- Description
- Customer
- Order
- Request
- File_type
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Bill ID
- Customer
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Order ID
- Customer ID
- Request ID
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Request ID
- Customer ID
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Number
- Customer ID
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Ticket ID
- Customer ID
 ActionThis is an event a Zap performs.SearchFind existing data in your app
 New Activity New Activity- Triggers when a new activity is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Deal New Deal- Triggers when a new deal is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Person 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.
- Deal IDRequired
- 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 ID
- Deal ID
- Lead ID
- Project ID
- 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 ID
- Person ID
- Organization ID
- Product ID
- 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 ID
- Organization ID
- Owner User ID
- Note
- Pin note to lead
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
- 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 User ID
- 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
- Project IDRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task ID
 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 ID
- Deal ID
- Lead ID
- Project ID
- 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.
- Lead IDRequired
- Title
- Owner User ID
- Organization ID
- Person ID
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
 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 ID
- Person ID
- 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
- Organization ID
- Deal ID
- Lead ID
- Project ID
- 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 User ID
- 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
- Project IDRequired
- Done
- TitleRequired
- Description
- Due Date
- Parent Task 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
 New Contact New Contact- Triggers when a new contact is created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Order New Order- Triggers when a new order is created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Request New Request- Triggers when a new request is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 New Ticket New Ticket- Triggers when a new ticket is created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Payment New Payment- Triggers when a new payment is received. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 Request Assigned Request Assigned- Triggers when a request is assigned. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Task Canceled Task Canceled- Triggers when a task is canceled. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Customer Profile Updated Customer Profile Updated- Triggers when information on the customer's profile is updated. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 Ticket Updated Ticket Updated- Triggers when a ticket is updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- BillRequired
- Download Full Bill?
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- RequestRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- ContactRequired
- Customer
- Contact Name
- Title
- Email Address
- Fax Number
- Mobile/Cell Number
- Company Name
- Contact Type
- Comments
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- IdRequired
- Status
- Order_type
- Customer
- Pon
- Request
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- TicketRequired
- Description
- Status
- Resolution
- Customer
- Contact_name
- Contact_phone
- Contact_email
- Custom_status
- Due_date
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Name
- Account Number
- Customer ID
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Contact ID
- Customer ID
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Report ID
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Name
- Request Template ID
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Task ID
- Customer ID
- Request ID
 ActionThis is an event a Zap performs.SearchFind existing data in your app
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