Connect Pipedrive and White Swan to unlock the power of automation

Triggers when a new project is created.

Triggers when an existing person is updated.

Adds an existing label to an existing person.

Add product variation to a product.

Creates a new deal.

Adds a follower to a deal, organization, person or product.

Creates a new note.

Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.

Creates a new project.

Add or remove labels from a deal.

Updates an existing deal.

Updates an existing organization in Pipedrive with new values for selected fields, allowing partial updates to organization properties and custom fields.

Updates an existing product.

Updates an existing task.

Finds activities by subject, owner, type, dates, and other criteria. Returns multiple results.

Finds deals by any field.

Finds leads based on your search criteria.

Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.

Finds persons by ID or field search.

Finds multiple projects by title, description, notes, or custom fields. Returns an array of results.

Find a user by name, email, or ID. Returns detailed user information.

Finds a deal by field search, or creates one if none is found.

Finds a person by field search, or creates one if none is found.

Finds a project by field search, or creates one if none is found.

This action imports data about a client that can be used to pre-fill applications and improve user experience.

This action will retrieve information about clients referred from your White Swan account. To retrieve information about a specific client, you can use their email.

This action will retrieve information about plan requests made through one of your pages.

This action will retrieve information about users on your White Swan account. To retrieve information about a specific user, you can use their email.

Triggers when a person newly matches a Pipedrive filter for the first time.

Triggers when a deal's stage is updated.

Adds a discount to an existing deal.

Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)

Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Creates a new lead.

Creates a new organization in Pipedrive with support for custom fields and comprehensive address information.

Creates a new product.

Creates a new task.

Updates an existing activity in Pipedrive with new values for selected fields, allowing partial updates to activity properties.

Updates an existing lead.

Updates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.

Updates an existing project in Pipedrive.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds deals associated with a person with enhanced data.

Retrieves detailed organization data with optional related entities. Supports line items for processing multiple organizations.

Retrieves a specific note by its ID.

Finds organizations by ID or field search.

Finds products by name, ID, or product code.

Searches for tasks by title, description, or other criteria. Returns multiple results.

Finds activities by subject, owner, type, dates, and other criteria, or creates one if none is found.

Finds an organization by name, or creates one if none is found.

Finds a product by field search, or creates one if none is found.

Finds a task by search criteria, or creates one if none is found.

This action will create a new complete quote request with information you provide. This action requires more data points than the action that starts a new plan request, and won't return a URL to fill information that wasn't submitted with this action.

This action will create a new plan request with information you provide, and will return a URL to complete the request. Any questions that covers information you have provided will be skipped when using your returned URL.

This action will retrieve information about earnings events within your White Swan account. You can filter events by referring account user, client, and lookback period.

This action will retrieve information about personal plans associated with your account.