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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Add a Task Set to an Assessment" in Security Reporter.

You’re connected!

Zapier seamlessly connects Pipedrive and Security Reporter, 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.

- Activity filter
  Required
Trigger
Polling
Try It
- Copy
- Filter
  Required
- Deal status
Trigger
Polling
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Instant
Try It

Deleted Person
Triggers when an existing person is deleted.
Trigger
Instant
Try It
- Filter ID
- Status
- Board ID
- Phase ID
Trigger
Polling
Try It

- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Person ID
  Required
- Label ID
  Required
Action
Write
- Product ID
  Required
- Product Variation ID
  Required
Action
Write
- Title
  Required
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Follower User ID
  Required
- Choose where to add the follower
  Required
Action
Write
- Content
  Required
- Deal ID
- Pin note to deal
- Person ID
- Pin note to person
- Organization ID
- Project ID
- Pin note to organization
- Lead ID
- Pin note to lead
- Pin note to project
Action
Write
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- Title
  Required
- Project Template
- Project Board
  Required
- Project Phase
  Required
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- Deal
  Required
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
Action
Write
- Copy_null
- Deal ID
  Required
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Organization to Update
  Required
- Organization Name
- Organization Address
Action
Write
- Copy_null
- Product ID
  Required
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Task
  Required
- Title
- Project ID
- Description
- Done
- Due Date
- Assignee
Action
Write
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
- Activity Type
- Created After
- Due Date After
- Due Date Before
Action
Search
- Search type
- Include file data
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action
Search
- Search type
Action
Search
- Search By
- Search Term
  Required
- Exact Match
Action
Search
- Field to search by
  Required
Action
Search
- Search type
- Include file data
- Title
  Required
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Search or write
- Search type
- Person Name
- Email Addresses
- Phone Numbers
Action
Search or write
- Search By
- Search Term
  Required
- Exact Match
- Title
  Required
- Project Template
- Project Board
  Required
- Project Phase
  Required
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Search or write
- Filter fields
- Sort
- Include
Trigger
Instant
Try It
- Filter fields
- Sort
- Include
Trigger
Instant
Try It
- Filter fields
- Sort
- Include
Trigger
Instant
Try It
- Filter fields
- Sort
- Include
Trigger
Polling
Try It
- Filter fields
- Sort
- Include
Trigger
Polling
Try It
- Filter fields
- Sort
- Include
Trigger
Polling
Try It
- Filter fields
- Sort
- Include
Trigger
Polling
Try It
- Filter fields
- Sort
- Include
Trigger
Polling
Try It
- Filter fields
- Sort
Trigger
Polling
Try It
- Filter fields
- Sort
- Include
Trigger
Polling
Try It
- Filter fields
- Sort
- Include
Trigger
Polling
Try It
- Filter fields
Trigger
Polling
Try It
- Filter fields
- Sort
- Include
Trigger
Polling
Try It
- Filter fields
- Sort
- Include
Trigger
Polling
Try It
- Name
  Required
- Local short id
- Description
  Required
- Website
- Managers
- Tags
Action
Write
- Finding id
  Required
- Body
  Required
- Is private
- Draft documents
Action
Write
- Finding id
  Required
- Status
  Required
- Body
  Required
- Resolved targets
- Severity
- Review status
  Required
- Is published
  Required
- Severity metrics
- Draft documents
Action
Write
- Finding id
  Required
- Body
  Required
- Draft documents
Action
Write
- Client id
  Required
- Assessment template id
  Required
- Language id
- Title
  Required
- Tags
- Description
- Scoring system
- Theme id
- Finding layout id
Action
Write
- Assessment section id
  Required
- Body
  Required
- Is private
  Required
- Draft documents
Action
Write
- Model type
  Required
- Model id
  Required
- Reaction
  Required
Action
Write
- Assessment id
  Required
- Data
  Required
- Deadline type
  Required
- Deadline change
- Deadline
- Weight
  Required
- Users
Action
Write
- Client id
  Required
- Name
  Required
- Color
- Users
Action
Write
- Assessment id
  Required
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Include
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Include
Action
Write
- Id
  Required
- Include
Action
Write
- Id
  Required
- Include
Action
Write
- Id
  Required
- Include
Action
Write
- Assessment id
  Required
- Password
Action
Write
- Id
  Required
- Name
- Local short id
- Description
- Website
- Managers
- Tags
Action
Write
- Id
  Required
- Body
- Is private
Action
Write
- Id
  Required
- Language id
- Primary language id
- Title
- Tags
- Is vulnerability
- Severity metrics all
- Severity
- Classifications
- Priority
- Complexity
- Action
- Description
- Risk
- Recommendation
- Proof
- References
Action
Write
- Id
  Required
- Body
- Is private
Action
Write
- Id
  Required
- Name
- Description
- Can have findings
- Finding is required
- Report section visibility
- Is visible in assessment overview
- Text editable with permission
- Force page break after section
- Management report section visibility
- Report heading
- Review status
- Is published
Action
Write
- Assessment id
  Required
- Id
  Required
- Type
- Roles
- Receives notifications
- Auto assignments
- Expires on
Action
Write
- Id
  Required
- Body
Action
Write
- Id
  Required
- Deadline type
- Deadline change
- Deadline
- Weight
- Data
- Completed
- Users
Action
Write
- Id
  Required
- Import status
- Comment
- Finding id
Action
Write
- Id
  Required
- First name
- Last name
- Prefix
- Suffix
- Email
- Status
- Phone
- Mobile
- Job title
- Location
- Linkedin
Action
Write
- Documentable type
  Required
- Documentable id
- Section
  Required
- File name
  Required
- File
  Required
- Caption
- Language id
Action
Write
- Filter fields
- Sort
- Include
Action
Search
- Filter fields
- Sort
- Include
Action
Search
- Filter fields
- Sort
- Include
Action
Search
- Filter fields
- Sort
- Include
Action
Search
- Filter fields
- Sort
- Include
Action
Search
- Filter fields
- Sort
Action
Search
- Filter fields
- Sort
- Include
Action
Search
- Filter fields
- Sort
- Include
Action
Search
- Filter fields
Action
Search
- Filter fields
- Sort
- Include
Action
Search
- Filter fields
- Sort
- Include
Action
Search
- Filter fields
- Sort
- Include
- Name
  Required
- Local short id
- Description
  Required
- Website
- Managers
- Tags
Action
Search or write
- Filter fields
- Sort
- Include
- Assessment id
  Required
- Finding template id
  Required
- Language id
- Assessment section id
  Required
- Targets
  Required
Action
Search or write
- Filter fields
- Sort
- Include
- Assessment id
  Required
- Tool target id
- Description
- Description url
- Target type
  Required
- Business impact
- Name
- Name url
- Ip information
- Details
- Credentials
- Draft documents
Action
Search or write
- Filter fields
- Sort
- Include
- Client id
  Required
- Name
  Required
- Color
- Users
Action
Search or write

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- Note ID
  Required
Trigger
Polling
Try It
- Filter
  Required
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- Filter
  Required
Trigger
Polling
Try It
- Stage in pipeline
Trigger
Instant
Try It
- Org_fields
Trigger
Instant
Try It
- Deal
  Required
- Discount Description
  Required
- Discount Amount
  Required
- Discount Type
  Required
Action
Write
- Deal ID
  Required
- Add Multiple Products?
Action
Write
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Write
- File
  Required
- File Name
- Deal ID
- Person ID
- Organization ID
- Product ID
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person ID
- Organization ID
- Owner User ID
- Note
- Pin note to lead
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
- Source Channel ID
Action
Write
- Organization Name
  Required
- Organization Address
Action
Write
- Product Name
  Required
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Title
  Required
- Project ID
  Required
- Description
- Done
- Due Date
- Assignee
- Parent Task ID
Action
Write
- Activity to Update
  Required
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Write
- Lead ID
  Required
- Title
- Owner User ID
- Organization ID
- Person ID
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
Action
Write
- Copy_null
- Person to Update
  Required
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- Project
  Required
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Person
  Required
- Include file data
Action
Search
- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
Action
Search
- Note ID
  Required
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Search Term
  Required
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Activity Type
- Created After
- Due Date After
- Due Date Before
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Search or write
- Search type
- Organization Name
  Required
- Organization Address
Action
Search or write
- Search type
- Product Name
  Required
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Search or write
- Search Term
  Required
- Exact Match?
- Assignee
- Project ID
  Required
- Done
- Title
  Required
- Description
- Due Date
- Parent Task ID
Action
Search or write
- Filter fields
- Sort
- Include
Trigger
Instant
Try It
- Filter fields
- Sort
- Include
Trigger
Instant
Try It
- Filter fields
- Sort
- Include
Trigger
Instant
Try It
- Filter fields
- Sort
Trigger
Polling
Try It
- Filter fields
- Sort
- Include
Trigger
Polling
Try It
- Filter fields
- Sort
- Include
Trigger
Polling
Try It
- Filter fields
Trigger
Polling
Try It
- Filter fields
- Sort
- Include
Trigger
Polling
Try It
- Filter fields
- Sort
- Include
Trigger
Polling
Try It
- Filter fields
- Sort
- Include
Trigger
Polling
Try It
- Filter fields
- Sort
- Include
Trigger
Polling
Try It
- Filter fields
- Sort
- Include
Trigger
Polling
Try It
- Filter fields
- Sort
- Include
Trigger
Polling
Try It
- Assessment id
  Required
- Task set id
  Required
- Assigned users
  Required
Action
Write
- Assessment id
  Required
- Title
  Required
- Assessment section id
  Required
- Is vulnerability
  Required
- Tool findings
- Severity metrics
- Severity
- Draft documents
- Review status
  Required
- Is published
  Required
Action
Write
- Assessment id
  Required
- Finding template id
  Required
- Language id
- Assessment section id
  Required
- Targets
  Required
Action
Write
- Finding retest inquiry id
  Required
- Body
  Required
- Draft documents
Action
Write
- Primary language id
  Required
- Title
  Required
- Tags
- Is vulnerability
  Required
- Severity metrics all
- Severity
- Classifications
- Priority
- Complexity
- Action
- Description
  Required
- Risk
- Recommendation
- Proof
- References
- Draft documents
Action
Write
- Assessment id
  Required
- Body
  Required
- Is private
- Draft documents
Action
Write
- Assessment id
  Required
- User id
  Required
- Type
  Required
- Roles
- Receives notifications
- Auto assignments
- Expires on
Action
Write
- Assessment id
  Required
- Tool target id
- Description
- Description url
- Target type
  Required
- Business impact
- Name
- Name url
- Ip information
- Details
- Credentials
- Draft documents
Action
Write
- First name
  Required
- Last name
  Required
- Prefix
- Suffix
- Email
  Required
- Phone
- Mobile
- Job title
- Location
- Linkedin
- Clients
- Roles
Action
Write
- Assessment id
  Required
- Id
  Required
Action
Write
- Id
  Required
- Include
Action
Write
- Id
  Required
- Include
Action
Write
- Id
  Required
- Include
Action
Write
- Id
  Required
- Include
Action
Write
- Id
  Required
- Include
Action
Write
- Id
  Required
- Include
Action
Write
- Id
  Required
- Include
Action
Write
- Assessment id
  Required
- Password
Action
Write
- Include
Action
Write
- Id
  Required
- Title
- Assessment section id
- Is vulnerability
- Status
- Resolved targets
- Review status
- Is published
- Severity metrics
- Draft documents
Action
Write
- Id
  Required
- Status
- Body
- Resolved targets
- Severity
- Review status
- Is published
- Severity metrics
Action
Write
- Id
  Required
- Assessment template id
- Assessment template name
- Client id
- Language id
- Theme id
- Finding layout id
- Status
- On hold
- Classifications
- Scoring system
- Title
- Tags
- Description
- Internal details
- Total research hours
- Show targets
- Show results
- Auto generate pdf
- Auto generate management pdf
- Management report available
- Show report toc
- Show management report toc
- Enable retest requests
- Allow retests without inquiries
- Password protect pdf reports
- Researcher research hours
- Researcher briefing
- Researcher account details
- Schedule color
- Custom short id
- Include short id in finding id
- Finding number digits
- Client user groups
- Restrict findings to resolvers
- Researchers on report
- Shared information
- Results table options
- Short id
- Local short id
Action
Write
- Id
  Required
- Research start date
- Research deadline
- Review start date
- Review deadline
- Delivery date
- Researchers
- Reviewers
- Visible on report
- Note
Action
Write
- Id
  Required
- Body
- Is private
Action
Write
- Id
  Required
- Body
Action
Write
- Id
  Required
- Description
- Description url
- Target type
- Business impact
- Name
- Name url
- Ip information
- Details
- Credentials
Action
Write
- Id
  Required
- Notes
- Internal notes
- Findings
- Explicit result
Action
Write
- Id
  Required
- Target confirmed
- In scope
Action
Write
- Id
  Required
- Name
- Color
- Users
Action
Write
- Assessment id
  Required
- Name
  Required
- File name
  Required
- File
  Required
- Tool
  Required
Action
Write
- Filter fields
- Sort
Action
Search
- Filter fields
- Sort
- Include
Action
Search
- Filter fields
- Sort
- Include
Action
Search
- Filter fields
Action
Search
- Filter fields
- Sort
- Include
Action
Search
- Filter fields
- Sort
- Include
Action
Search
- Filter fields
- Sort
- Include
Action
Search
- Filter fields
- Sort
- Include
Action
Search
- Filter fields
- Sort
- Include
Action
Search
- Filter fields
- Sort
- Include
Action
Search
- Filter fields
- Sort
- Include
- Client id
  Required
- Assessment template id
  Required
- Language id
- Title
  Required
- Tags
- Description
- Scoring system
- Theme id
- Finding layout id
Action
Search or write
- Filter fields
- Sort
- Include
- Finding retest inquiry id
  Required
- Body
  Required
- Draft documents
Action
Search or write
- Filter fields
- Sort
- Include
- Primary language id
  Required
- Title
  Required
- Tags
- Is vulnerability
  Required
- Severity metrics all
- Severity
- Classifications
- Priority
- Complexity
- Action
- Description
  Required
- Risk
- Recommendation
- Proof
- References
- Draft documents
Action
Search or write
- Filter fields
- Sort
- Include
- Assessment id
  Required
- Data
  Required
- Deadline type
  Required
- Deadline change
- Deadline
- Weight
  Required
- Users
Action
Search or write
- Filter fields
- Sort
- Include
- First name
  Required
- Last name
  Required
- Prefix
- Suffix
- Email
  Required
- Phone
- Mobile
- Job title
- Location
- Linkedin
- Clients
- Roles
Action
Search or write

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Connect Pipedrive and Security Reporter to integrate crucial parts of your business

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Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Connect Pipedrive and Security Reporter to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Pipedrive and Security Reporter to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Pipedrive on the Zapier blog

6 ways to automate Pipedrive with Zapier

Make work flow with AI

Connect Pipedrive to Security Reporter on the world's largest no-code automation platform