Pipedrive + Shipmondo
Create draft shipments in Shipmondo for new deal matching filters in Pipedrive
Enhance productivity with this workflow. When a matching deal filter is activated in Pipedrive, it promptly initiates a draft shipment creation in Shipmondo. This efficient process eliminates manual steps, reducing errors and freeing up your time to focus on expanding your business operations. It's a precise solution that combines convenience and accuracy for a more streamlined business process.
Enhance productivity with this workflow. When a matching deal filter is activated in Pipedrive, it promptly initiates a draft shipment creation in Shipmondo. This efficient process eliminates manual steps, reducing errors and freeing up your time to focus on expanding your business operations. It's a precise solution that combines convenience and accuracy for a more streamlined business process.
- 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 Draft ShipmentThe draft shipment contains basic information from which a shipment can be created through Shipmondo later.
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 foundsms_notification
email_notification
order_id
reference
source
carrier_code
product_code
service_codes
shipment_template_id
return_shipment_template_id
sender_nameRequired
sender_attention
sender_address1Required
sender_address2
sender_zipcodeRequired
sender_cityRequired
sender_country_codeRequired
sender_vat_id
sender_email
sender_mobile
sender_telephone
receiver_nameRequired
receiver_attention
receiver_address1Required
receiver_address2
receiver_zipcodeRequired
receiver_cityRequired
receiver_country_codeRequired
receiver_vat_id
receiver_email
receiver_mobile
receiver_telephone
receiver_instruction
receiver_date
receiver_from_time
receiver_to_time
receiver_member_id
receiver_access_code
service_point_id
service_point_name
service_point_address1
service_point_address2
service_point_zipcode
service_point_city
service_point_country_code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.order_idRequired
ordered_at
source_name
order_note
archived
shipment_template_id
return_shipment_template_id
bookkeeping_integration_id
packing_slip_format
enable_customs
use_item_weight
ship_to_nameRequired
ship_to_attention
ship_to_address1Required
ship_to_address2
ship_to_zipcodeRequired
ship_to_cityRequired
ship_to_country_codeRequired
ship_to_email
ship_to_mobile
ship_to_telephone
ship_to_instruction
bill_to_nameRequired
bill_to_attention
bill_to_address1Required
bill_to_address2
bill_to_zipcodeRequired
bill_to_cityRequired
bill_to_country_codeRequired
bill_to_email
bill_to_mobile
bill_to_telephone
sender_nameRequired
sender_attention
sender_address1Required
sender_address2
sender_zipcodeRequired
sender_cityRequired
sender_country_codeRequired
sender_vat_id
sender_email
sender_mobile
sender_telephone
payment_details_amount_excluding_vat
payment_details_amount_including_vatRequired
payment_details_authorized_amount
payment_details_currency_codeRequired
payment_details_vat_amountRequired
payment_details_vat_percent
payment_details_payment_method
payment_details_transaction_id
payment_details_payment_gateway_id
service_point_id
service_point_name
service_point_address1
service_point_address2
service_point_zipcode
service_point_city
service_point_country_code
item_nameRequired
item_sku
item_variant_code
item_quantityRequired
item_unit_price_excluding_vat
item_discount_amount_excluding_vat
item_line_vat_percent
item_currency_codeRequired
item_unit_weight
item_barcode
item_bin
item_image_url
item_cost_price
item_country_code_of_origin
item_customs_commodity_code
item_customs_description
shipping_nameRequired
shipping_quantityRequired
shipping_unit_price_excluding_vat
shipping_discount_amount_excluding_vat
shipping_vat_percent
shipping_currency_codeRequired
discount_nameRequired
discount_quantityRequired
discount_unit_price_excluding_vat
discount_vat_percent
discount_currency_codeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.barcode
created at min
created at min
id
name
page
per page
sku
updated at max
updated at min
ActionThis is an event a Zap performs.SearchFind existing data in your app
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 foundskuRequired
nameRequired
variant_code
barcode
bin
weight
image_url
country_code_of_origin
currency_code
customs_commodity_code
customs_description
shop
virtual
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.idRequired
name
variant code
barcode
bin
weight
image url
country code of origin
currency code
customs commodity code
customs description
virtual
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
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