Connect Pipedrive and WeQuote to unlock the power of automation

Triggers when a new project is created.

Triggers when an existing person is updated.

Adds an existing label to an existing person.

Add product variation to a product.

Creates a new deal.

Adds a follower to a deal, organization, person or product.

Creates a new note.

Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.

Creates a new project.

Add or remove labels from a deal.

Updates an existing deal.

Updates an existing organization in Pipedrive with new values for selected fields, allowing partial updates to organization properties and custom fields.

Updates an existing product.

Updates an existing task.

Finds activities by subject, owner, type, dates, and other criteria. Returns multiple results.

Finds deals by any field.

Finds leads based on your search criteria.

Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.

Finds persons by ID or field search.

Finds multiple projects by title, description, notes, or custom fields. Returns an array of results.

Find a user by name, email, or ID. Returns detailed user information.

Finds a deal by field search, or creates one if none is found.

Finds a person by field search, or creates one if none is found.

Finds a project by field search, or creates one if none is found.

List all areas in a quote

List all area groups in a quote

List all the Purchase Orders under the project

List all line items in a quote

Adding the products to the quote in Wequote

Create a new Quote by duplicating and existing Quote.

Creates a Customer on WeQuote using the supplier information.

Creates a Quote on your account using the supplied Customer.

Create an Area or Area Group for a quote on WeQuote

Retrieve a list of quote lines from WeQuote using the Quote's ID.

Find a customer with their account number

Retrieve area group from WeQuote using the ID and description.

Fetch the purchase order details by passing the po number

Find a Quote with either the quote number or description.

Fetch the supplier details by passing the name

Retrieve a customer from WeQuote using the customer's ID.

Retrieve the product based on the SKU

Retrieve area or area group from WeQuote using the ID.

Find a customer with their account number

Find a Quote with either the quote number or description.

Triggers when a person newly matches a Pipedrive filter for the first time.

Triggers when a deal's stage is updated.

Adds a discount to an existing deal.

Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)

Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Creates a new lead.

Creates a new organization in Pipedrive with support for custom fields and comprehensive address information.

Creates a new product.

Creates a new task.

Updates an existing activity in Pipedrive with new values for selected fields, allowing partial updates to activity properties.

Updates an existing lead.

Updates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.

Updates an existing project in Pipedrive.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds deals associated with a person with enhanced data.

Retrieves detailed organization data with optional related entities. Supports line items for processing multiple organizations.

Retrieves a specific note by its ID.

Finds organizations by ID or field search.

Finds products by name, ID, or product code.

Searches for tasks by title, description, or other criteria. Returns multiple results.

Finds activities by subject, owner, type, dates, and other criteria, or creates one if none is found.

Finds an organization by name, or creates one if none is found.

Finds a product by field search, or creates one if none is found.

Finds a task by search criteria, or creates one if none is found.

List all areas and area groups in a quote

List all the Purchase order lines under the Purchase order

Add a contact to a customer on WeQuote

Change the status of the Purchase Order in Wequote

Create a blank PO on the WeQuote

Create a Custom PO Line on WeQuote

Create a revision of a sent quote

Retrieve a quote from WeQuote using the Quote's ID.

Create an Area or Area Group for a quote on WeQuote

Retrieve area from a quote using the quote ID and description.

Find a customer contact using the customer's ID

Fetch the project details based on the project number and description

Retrieve subsystems from WeQuote description.

Get a contact from a WeQuote ID

Fetch the purchase order details by passing the id

Fetch the project details by passing the project id

Fetch the supplier details by passing the id

Find a customer contact using the customer's ID