Craftboxx + Pipedrive
Create new Craftboxx customers and their mailing addresses each time a new person is added in Pipedrive
Experience seamless coordination between Pipedrive and Craftboxx with this efficient workflow. When a new person is added on Pipedrive, a corresponding customer profile, along with mailing address, instantly takes shape in Craftboxx. Enjoy accurate record-keeping while also sparing more time to nurture your customer relationships.
Experience seamless coordination between Pipedrive and Craftboxx with this efficient workflow. When a new person is added on Pipedrive, a corresponding customer profile, along with mailing address, instantly takes shape in Craftboxx. Enjoy accurate record-keeping while also sparing more time to nurture your customer relationships.
- When this happens...
New PersonTriggers when a new person is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Customer and Mailing-AddressCreates a new Customer and it's Mailing-Address in Craftboxx
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 found
New Appointment
Triggers when a new Appointment is created in Craftboxx.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a new Customer is created in Craftboxx.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new Project is created in Craftboxx.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Article
Triggers when an Article is updated in Craftboxx.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Customer Address
Triggers when a Customer Address is updated in Craftboxx.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Manufacturer
Supplier article number
Article number
EAN
Unit
Price
Currency
VAT rate
VAT included
Price date
Article URL
Dangerous material
Info
Source external ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project number
Customer IDRequired
Source external ID
Address IDRequired
TitleRequired
Instructions
Important hint
To be documented
Internal Planner note
Start
End
All day
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
NameRequired
Name addon
Customer number
Info
Source external ID
Name
Name addon
StreetRequired
Street addon
ZIPRequired
CityRequired
CountryRequired
Phone
Mobile
Mobile alternative
Email
Email alternative
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Article NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch valueRequired
Search byRequired
NameRequired
Name addon
Customer number
Info
Source external ID
Name
Name addon
StreetRequired
Street addon
ZIPRequired
CityRequired
CountryRequired
Phone
Mobile
Mobile alternative
Email
Email alternative
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 foundNew Article
Triggers when a new Article is created in Craftboxx.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer Address
Triggers when a new Customer Address is created in Craftboxx.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Appointment
Triggers when an Appointment is updated in Craftboxx.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Customer
Triggers when a Customer is updated in Craftboxx.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Project
Triggers when an Project is updated in Craftboxx.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Name addon
Customer number
Info
Source external ID
Name
Name addon
StreetRequired
Street addon
ZIPRequired
CityRequired
CountryRequired
Phone
Mobile
Mobile alternative
Email
Email alternative
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
NameRequired
Manufacturer
Supplier article number
Article number
EAN
Unit
Price
Currency
VAT rate
VAT included
Price date
Article URL
Dangerous material
Info
Source external ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
NameRequired
Project number
Source external ID
Assignment IDRequired
TitleRequired
Instructions
Important hint
To be documented
Internal Planner note
Start
End
All day
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search valueRequired
Search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appArticle numberRequired
NameRequired
Manufacturer
Supplier article number
EAN
Unit
Price
Currency
VAT rate
VAT included
Price date
Article URL
Dangerous material
Info
Source external 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 foundProject numberRequired
NameRequired
Customer IDRequired
Source external ID
Address IDRequired
TitleRequired
Instructions
Important hint
To be documented
Internal Planner note
Start
End
All day
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
About Craftboxx
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