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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 Address" in TOConline.
You’re connected!
Zapier seamlessly connects Pipedrive and TOConline, 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 Client New Client- Triggers when a new client 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 Sale Document New Sale Document- Triggers when a Documento de Venda is created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Supplier New Supplier- Triggers when a new supplier exists. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Tax registration numberRequired
- Business nameRequired
- Contact nameRequired
- Website
- Phone number
- Mobile number
- EmailRequired
- Observations
- Internal observations
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Item codeRequired
- Item descriptionRequired
- Sales price
- Sales price includes vat
- Tax code
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Cash account ID
- Bank account ID
- Commercial document series ID
- Payment mechanismRequired
- Received valueRequired
- Settlement package
- Receivable typeRequired
- Receivable IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Item codeRequired
- Item descriptionRequired
- Sales price
- Sales price 2
- Sales price 3
- Purchase price
- EAN barcode
- Financial cost
- Transport cost
- Customs cost
- Estimated total cost
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Client IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Document IDRequired
- Type
- To email
- From email
- From name
- Subject
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Client IDRequired
- Tax registration numberRequired
- Business nameRequired
- Contact nameRequired
- Website
- Phone number
- Mobile number
- Email
- Observations
- Internal observations
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Service IDRequired
- Item codeRequired
- Item descriptionRequired
- Sales price
- Sales price 2
- Sales price 3
- Purchase price
- EAN barcode
- Financial cost
- Transport cost
- Other cost
- Customs cost
- Estimated total cost
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Sales Receipt IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Client ID
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Status
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Sale document ID
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Service code
 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 Payment New Payment- Triggers when a new payment is created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Purchase Document New Purchase Document- Triggers when a new purchase document is created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New Service New Service- Triggers when a new service is created. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- AddressRequired
- City
- Postal Code
- Region
- Country ID
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Company ID
- Country ID
- Date
- Document Series ID
- Gross totalRequired
- Internal observations
- Net total
- Observations
- Payment mechanism
- Document series prefix
- Third party type
- Third party id
- Check number
- Currency conversion rate
- Payable idRequired
- Payable typeRequired
- Paid valueRequired
- Settlement percentage
- Currency id
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Document typeRequired
- Date
- Document series id
- Document series prefix
- Supplier ID
- Supplier tax registration number
- Supplier business name
- Supplier address detail
- Supplier postcode
- Supplier city
- Supplier country
- Due date
- Settlement expression
- Vat included prices
- Item ID
- Item code
- Description
- Quantity
- Unit price
- Tax ID
- Tax Code
- Tax percentage
- Item typeRequired
- Unit of measure id
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Document TypeRequired
- Client NameRequired
- Item Type
- DescriptionRequired
- QuantityRequired
- Unit PriceRequired
- Item ID
- Item code
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Tax registration numberRequired
- Business nameRequired
- Website
- Is taxable
- Is tax exempt
- Tax exemption reason ID
- Self billing
- Document series ID
- Internal observations
- Tax country region
- Saft import id
- Accounting number
- Trusted email source
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Supplier IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- AddressRequired
- CityRequired
- Postal Code
- Region
- Country ID
- Address IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Product IDRequired
- Item codeRequired
- Item descriptionRequired
- Sales price
- Sales price includes vat
- Tax code
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Supplier IDRequired
- Tax registration numberRequired
- Business nameRequired
- Website
- Is taxable
- Is tax exempt
- Tax exemption reason id
- Self billing
- Document series id
- Internal observations
- Tax country region
- Is independent worker
- Country iso alpha 2
- Saft import id
- Accounting number
- Trusted email source
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Document Type
- Prefix
- Number
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Item code
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Document IDRequired
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Sales document IDRequired
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Supplier ID
 ActionThis is an event a Zap performs.SearchFind existing data in your app
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Connect Pipedrive and TOConline to integrate crucial parts of your business
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