DASH Technology + Pipedrive

Create new file notes in DASH Technology for every new note in Pipedrive

Effortlessly manage your workflow between Pipedrive and DASH Technology with this handy process. When a new note is added in Pipedrive, a corresponding file note is created in the DASH Technology platform. This automation eliminates the need for manual data entry and ensures your information is safely stored and easily accessible, enhancing your business operations and data management strategies.

Effortlessly manage your workflow between Pipedrive and DASH Technology with this handy process. When a new note is added in Pipedrive, a corresponding file note is created in the DASH Technology platform. This automation eliminates the need for manual data entry and ensures your information is safely stored and easily accessible, enhancing your business operations and data management strategies.

  1. When this happens...
    PipedrivePipedrive
    New Note

    Triggers when a new note is created.

    TriggerInstant
  2. automatically do this!
    DASH TechnologyDASH Technology
    Create File Note

    Create File Note in ROAR

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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dash-technology logo

About DASH Technology

DASH Technology is the Advice Marketplace - Connecting technology to better deliver financial advice

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  • CRM (Customer Relationship Management)

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pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

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  • CRM (Customer Relationship Management)

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