AroFlo + Pipedrive
Create new tasks in AroFlo when matching deal filters occur in Pipedrive
Streamline your deal management process with this efficient workflow. When a deal matching filter occurs in Pipedrive, a corresponding task will be instantly created in AroFlo. This smooth integration enables you to quickly convert deals into actionable tasks in AroFlo, ensuring nothing falls through the cracks and boosting your team's productivity.
Streamline your deal management process with this efficient workflow. When a deal matching filter occurs in Pipedrive, a corresponding task will be instantly created in AroFlo. This smooth integration enables you to quickly convert deals into actionable tasks in AroFlo, ensuring nothing falls through the cracks and boosting your team's productivity.
- When this happens...
Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create TaskCreate a new Task in AroFlo.
ActionWriteCreate a new record or update an existing record in your app.
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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 planNew 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 planFilter 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 appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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 foundSearch 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 foundSearch 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 foundUpdated since Date/TimeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated since Date/TimeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask IDRequired
NoteRequired
Visibility
Sticky Note?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business UnitRequired
Client IDRequired
Task TypeRequired
Task NameRequired
Due DateRequired
Task DescriptionRequired
Customer/Work Order Number
Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
PostableRequired
Client Name
Short Name
ABN
Location Name (i.e. Level 8 Building 1)
Address (No & street)
City
State
Country
PostCode
Mailing Location Name (i.e. Level 8, Building 1)
Mailing Address (No & street or P.O.Box)
Mailing City
Mailing State
Mailing Country
Mailing PostCode
Phone
Fax
Mobile
Email
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Customer Order Number
Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Field
Search TermRequired
JOIN areas
ActionThis is an event a Zap performs.SearchFind existing data in your appSchedule ID
Task ID
Schedule To Type
Schedule To ID
Start Date
OR Start Date Time
ActionThis is an event a Zap performs.SearchFind existing data in your appTS Group IDRequired
Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Field
Search TermRequired
JOIN areas
Client NameRequired
Given Names (Primary Contact)Required
Surname (Primary Contact)Required
Business Units
ABN
Phone (Primary Contact)
Fax
Mobile (Primary Contact)
Email (Primary Contact)
Location Name
Address
City
State
Postcode
CountryRequired
Mailing Location
Mailing Address
Mailing City
Mailing State
Mailing Postcode
Mailing CountryRequired
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 appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity 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 foundSearch 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 foundSearch 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 foundSearch 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 foundUpdated since Date/TimeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTimesheet Type
Date Time Start
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planClient NameRequired
Given Names (Primary Contact)Required
Surname (Primary Contact)Required
Business Units
ABN
Phone (Primary Contact)
Fax
Mobile (Primary Contact)
Email (Primary Contact)
Location Name
Address
City
State
Postcode
CountryRequired
Mailing Location
Mailing Address
Mailing City
Mailing State
Mailing Postcode
Mailing CountryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business UnitRequired
Given NamesRequired
SurnameRequired
User Name (Min 4 Characters)Required
PasswordRequired
Phone
Fax
Mobile
Email Address
Alternative Email Address
Custom Fields
Permission GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ZoneRequired
PostXMLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
StatusRequired
Substatus
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 appInvoice IDRequired
JOIN areas
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search TermRequired
JOIN areas
ActionThis is an event a Zap performs.SearchFind existing data in your appGiven Names
Surname
OR User ID
JOIN areas
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search TermRequired
JOIN areas
Business UnitRequired
Client IDRequired
Task TypeRequired
Task NameRequired
Due DateRequired
Task DescriptionRequired
Customer/Work Order Number
Priority
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
Related categories
