Connect Pipedrive and TrustLayer to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Pipedrive with TrustLayer - no code necessary. See how you can get setup in minutes.






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.
You’re connected!
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
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
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 plan- Filter 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 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
- 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 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
- 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- 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
Triggers when a document is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Flagged
Triggers when a document is flagged.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Processed
Triggers when a document is processed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Uploaded
Triggers when a document is uploaded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Verified
Triggers when a document is verified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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
Triggers when a party compliance profile is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Party Created
Triggers when a party is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Party Deleted
Triggers when a party is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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
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
Triggers when a project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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
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
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 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
- 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 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
- 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
- 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- Document Archived
Triggers when a document is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Edited
Triggers when a document is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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
Triggers when a document is reviewed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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
Triggers when a party is activated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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
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
Triggers when a party is deactivated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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
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
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
Triggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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
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
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023




93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Pipedrive and TrustLayer to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation
