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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 Document to Party" in TrustLayer.
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Zapier seamlessly connects Pipedrive and TrustLayer, 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 Comment New Comment- Triggers when a new comment is added to the activity timeline. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Document Deleted Document Deleted- Triggers when a document is deleted. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Document Flagged Document Flagged- Triggers when a document is flagged. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Document Processed Document Processed- Triggers when a document is processed. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Document Uploaded Document Uploaded- Triggers when a document is uploaded. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Document Verified Document Verified- Triggers when a document is verified. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Party Compliance Changed Party Compliance Changed- Triggers when a party compliance is changed in the global context. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Party Compliance Profile Changed Party Compliance Profile Changed- Triggers when a party compliance profile is changed. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Party Created Party Created- Triggers when a party is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Party Deleted Party Deleted- Triggers when a party is deleted. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Project Activated Project Activated- Triggers when an inactive project is activated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Party Compliance Lost in Project Party Compliance Lost in Project- Triggers when a party compliance is lost in a project. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Project Created Project Created- Triggers when a project is created. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Project Deactivated Project Deactivated- Triggers when an active project is deactivated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Party Removed From a Project Party Removed From a Project- Triggers when a party is removed from a project. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Document IDRequired
- Party IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Project IDRequired
- Party IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Party NameRequired
- Party TypeRequired
- Party Website
- Party City
- Party Country
- Party Line 1 Address
- Party Line 2 Address
- Party Postal Code
- Party Region
- Provider
- External ID
- Custom Data ID
- Custom Data Value
- Additional Notes
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Party IDRequired
- EmailRequired
- NameRequired
- Company
- Phone
- Fax
- PrimaryRequired
- Title
- Default Request RecipientRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Project NameRequired
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
- Custom Data ID
- Custom Data Value
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Project IDRequired
- Party IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- NameRequired
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- External ID
- Provider
- Party Name
- Party Type
- Project
- Created At Datetime
- Created At Operator
- Updated At Datetime
- Updated At Operator
- Custom Data ID
- Custom Data Value
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Project Name
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Project NameRequired
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
- Custom Data ID
- Custom Data Value
 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 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
 Document Archived Document Archived- Triggers when a document is archived. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Document Edited Document Edited- Triggers when a document is edited. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Document Flag Removed Document Flag Removed- Triggers when a document flag is removed. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Document Reviewed Document Reviewed- Triggers when a document is reviewed. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Document Verification Removed Document Verification Removed- Triggers when a document verification is removed. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Party Activated Party Activated- Triggers when a party is activated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Party Compliance Lost Party Compliance Lost- Triggers when a party compliance is lost in the global context. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Party Compliance Reached Party Compliance Reached- Triggers when a party compliance is reached in the global context. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Party Deactivated Party Deactivated- Triggers when a party is deactivated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Party Updated Party Updated- Triggers when these party fields are updated: organization, address, website, name, type, isActive, additionalNotes. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Party Compliance Changed in Project Party Compliance Changed in Project- Triggers when a party compliance score changes in a project. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Party Compliance Reached in Project Party Compliance Reached in Project- Triggers when a party compliance score reaches 100% in a project. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Project Deleted Project Deleted- Triggers when a project is deleted. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Party Added to a Project Party Added to a Project- Triggers when a party is added to a project. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
 Project Updated Project Updated- Triggers when name, description, start/end date, compliance profile, party list, attachments, custom fields are updated. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Document IDRequired
- Project IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Document DataRequired
- Document NameRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Compliance Profile IDRequired
- Party IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Party IDRequired
- Custom Data ID
- Custom Data Value
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Document IDRequired
- Project IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Applies to all projects?
- Name
- Notes
- Email
- Document IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- NameRequired
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- NameRequired
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- External ID
- Provider
- Party NameRequired
- Party TypeRequired
- Project
- Created At Datetime
- Created At Operator
- Updated At Datetime
- Updated At Operator
- Custom Data ID
- Custom Data Value
- Party Website
- Party City
- Party Country
- Party Line 1 Address
- Party Line 2 Address
- Party Postal Code
- Party Region
- External ID
- Additional Notes
 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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