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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 Customer" in ZarMoney.
You’re connected!
Zapier seamlessly connects Pipedrive and ZarMoney, 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 Customer
Triggers when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Expense
Triggers when an expense is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Vendor
Triggers when a vendor is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Item
Triggers when a new item is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Expense
Triggers when an expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Vendor
Triggers when a vendor is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - NameRequired
- Phone
- Alt Phone
- Fax
- Emails
- Contact
- Account Number
- Resale N umber
- Credit Limit
- Memo
- Website
- Salesperson Id
- Payment Term
- Payment Method
- Price Level
- Shipping Address Name
- Shipping Address Line1
- Shipping Address Line2
- Shipping Address C ity
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Billing Address Name
- Billing Address Line1
- Billing Address Line2
- Billing Address City
- Billing Address State Code
- Billing Address Zip Code
- Billing Address Country
- Class
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Vendor IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Item TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense IDRequired
- Expense TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Vendor IDRequired
- NameRequired
- Phone
- Alt Phone
- Fax
- Emails
- Contact
- Account Number
- Credit Limit
- Eligible For 1099
- Balance
- Memo
- Payment Term
- Payment Method
- Billing Address Name
- Billing Address Line1
- Billing Address Line2
- Billing Address City
- Billing Address State Code
- Billing Address Zip Code
- Billing Address Country
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- NameRequired
- Phone
- Alt Phone
- Fax
- Emails
- Contact
- Account Number
- Resale N umber
- Credit Limit
- Memo
- Website
- Salesperson Id
- Payment Term
- Payment Method
- Price Level
- Shipping Address Name
- Shipping Address Line1
- Shipping Address Line2
- Shipping Address C ity
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Billing Address Name
- Billing Address Line1
- Billing Address Line2
- Billing Address City
- Billing Address State Code
- Billing Address Zip Code
- Billing Address Country
- Class
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- NameRequired
- Item TypeRequired
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- Delete Customer
Triggers when a customer is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Item
Triggers when an item is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Customer
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Item
Triggers when an item is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Vendor
Triggers when a new vendor is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- NameRequired
- Phone
- Alt Phone
- Fax
- Emails
- Contact
- Account Number
- Resale N umber
- Credit Limit
- Memo
- Website
- Salesperson Id
- Payment Term
- Payment Method
- Price Level
- Shipping Address Name
- Shipping Address Line1
- Shipping Address Line2
- Shipping Address C ity
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Billing Address Name
- Billing Address Line1
- Billing Address Line2
- Billing Address City
- Billing Address State Code
- Billing Address Zip Code
- Billing Address Country
- Class
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
- NameRequired
- Item TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Phone
- Alt Phone
- Fax
- Emails
- Contact
- Account Number
- Credit Limit
- Eligible For 1099
- Balance
- Memo
- Payment Term
- Payment Method
- Billing Address Name
- Billing Address Line1
- Billing Address Line2
- Billing Address City
- Billing Address State Code
- Billing Address Zip Code
- Billing Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
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- IdRequired
- Expense TypeRequired
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- NameRequired
- Phone
- Alt Phone
- Fax
- Emails
- Contact
- Account Number
- Credit Limit
- Eligible For 1099
- Balance
- Memo
- Payment Term
- Payment Method
- Billing Address Name
- Billing Address Line1
- Billing Address Line2
- Billing Address City
- Billing Address State Code
- Billing Address Zip Code
- Billing Address Country
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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Connect Pipedrive and ZarMoney to integrate crucial parts of your business
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