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Pipedrive + Whoz

Create Whoz customer accounts from new Pipedrive organizations

Once active, this Zapier integration allows you to automatically create a customer account in Whoz whenever a new organization has been added in Pipedrive.

When this happens...
New OrganizationTriggers when a new organization is created.
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Create AccountCreate an Account
ActionWrite

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More things you can do with Pipedrive and Whoz

Discover other triggers and actions you can use with Pipedrive and Whoz

- 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
- 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
- Location
- Priority
- 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
- Product
  Required
Action
Search
- Deal ID
  Required
Action
Search
- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
Action
Search
- Product ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Note ID
  Required
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Field to Search By
  Required
- 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
- Field to Search By
  Required
- 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
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Task ID
  Required
- Cancellation Reason
Action
Write
- Name
  Required
- Owner
  Required
- Alias
- Type
- Description
- Website
- Company Registration Number
- Parent Account ID
- External ID
- Tags
- Address - City
- Address - Country Code
- Address - Postal Code
- Address - Street
- Address - Formatted
- Global
- Federation
- Workspace IDs
Action
Write
- Workspace
  Required
- Type
  Required
- Amount Value
  Required
- Amount Currency Code
  Required
- Dossier
- Task ID
- Title
- Note
- Task Month
- Quantity
- Unit Cost Value
- Unit Cost Currency Code
- Posting Indicator
- Purchase Order
- External ID
Action
Write
- 🌐 Federation
  Required
- Name
  Required
- Owner
  Required
- Workspace
  Required
- Start Date
  Required
- Budgeted Workload Value
  Required
- Type
- Description
- End Date
- Billable
- Remoteable
- Dossier
- External ID
- Priority
- Purchase Order
- Code
- Tags
- Qualification IDs
- Planned Workload Value
- Planned Workload Start Date
- Planned Workload Spread Over
- Unit Cost Value
- Unit Cost Currency Code
- Unit Rate Value
- Unit Rate Currency Code
- Address - City
- Address - Country Code
- Address - Postal Code
- Address - Street
- Address - Formatted
- Contract Type (only for POSITION type)
- Language (only for POSITION type)
- Publishing Date (only for POSITION type)
- Expected Skills (JSON)
- Custom Field 1 Key
- Custom Field 1 Value
- Custom Field 2 Key
- Custom Field 2 Value
- Custom Field 3 Key
- Custom Field 3 Value
- Custom Field 4 Key
- Custom Field 4 Value
- Custom Field 5 Key
- Custom Field 5 Value
Action
Write
- Activity ID
  Required
Action
Write
- 🆔 Dossier ID
- 🔗 External ID
- 📝 Deletion Reason
- ✅ Confirm Deletion
  Required
- 💔 Mark as Lost Deal
- 🔒 Keep Current Stage
- 🏷️ Preserve Existing Tags
Action
Write
- Resume UID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Billing Item ID
  Required
Action
Write
- Talent
  Required
- Date
  Required
- Type
  Required
- Workload
  Required
- Task ID
- Workspace
- Custom Type
Action
Write
- Profile ID
  Required
Action
Write
- Task ID
  Required
- Assignee Workloads
  Required
- Start Date
- End Date
- Prefill Timesheet
- Keep Origin Request
Action
Write
- 🆔 Account ID
- 🔗 External ID
- 🏢 Account Name
- 🏷️ Account Alias
- 🎯 Account Type
- 📝 Description
- 🌐 Website URL
- 📋 Registration Number
- 🏢 City
- 🌍 Country
- 📮 Postal Code
- 🛣️ Street Address
- 📍 Full Address
- 🌐 Latitude
- 🌐 Longitude
- 👤 Owner ID
- 🏢 Parent Account ID
- 🏷️ Tags
Action
Write
- Billing Item ID
  Required
- Title
- Note
- Task Month
- Quantity
- Amount Value
- Amount Currency Code
- Unit Cost Value
- Unit Cost Currency Code
- Type
- Task ID
- Posting Indicator
- Purchase Order
- External ID
Action
Write
- Profile ID
  Required
- Version Name
- Headline
- Aptitudes
- Positions
- Educations
- Qualification IDs
- Career Action Plan
- Hobbies
- Links
- Custom Fields
Action
Write
- Task ID
  Required
- Name
- Description
- Type
- Priority
- Start Date
- End Date
- Owner ID
- Dossier ID
- Workspace
- Remoteable
- Billable
- Budgeted Workload Value
- FTE Number
- Unit Rate Value
- Unit Rate Currency Code
- Unit Cost Value
- Unit Cost Currency Code
- Unit Internal Rate Value
- Unit Internal Rate Currency Code
- City
- Country Code
- Postal Code
- Street Address
- Formatted Address
- Latitude
- Longitude
- Status
- Contract Type
- Language
- Publishing Date
- Posting Indicator
- Purchase Order
- External ID
- Request Origin ID
- Delivery Model
- Lost Reason Category
- Canceled On
- Qualification IDs
- Tags
- Expected Skills
- Planned Workloads
- Custom Fields
- Staffing Workflow Step Dates
Action
Write
- Billing Item ID
  Required
Action
Write
- Federation
  Required
- Workspace
  Required
- Include Removed
- Modified Since
Action
Search
- Search Term
Action
Search
- Dossier ID
  Required
Action
Search
- Talent ID
  Required
Action
Search
- Workspace
  Required
- Federation
  Required
- Include Removed
- Modified Since
- Next Token
Action
Search
- Dossier ID
- Workspace
- Month
- Modified Since
Action
Search
- 🌐 Federation
  Required
- Workspace ID
  Required
- Task Types
- Statuses
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation
  Required
- Workspace
  Required
- Include Removed
- Modified Since
- Worklogs Modified Since
Action
Search
- Federation ID
  Required
- Dossier IDs (Multiple)
- Dossier ID (Single)
- Workspace ID
- Include Removed
- Modified Since
- Next Token
Action
Search
- Refresh Data
Action
Search

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
- Field to Watch for Changes
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Person ID
  Required
- Labels
  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
Action
Search
- Search type
- Include file data
Action
Search
- Activity Type ID
Action
Search
- Lead ID
  Required
Action
Search
- Person ID
  Required
Action
Search
- Stage ID
  Required
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action
Search
- Search type
Action
Search
- Project ID
  Required
Action
Search
- Search Term
  Required
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Location
- Priority
- 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
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- 👤 First Name
  Required
- 👤 Last Name
  Required
- 🏢 Federation ID
  Required
- 🏷️ Talent Type
  Required
- 🏢 Workspace
  Required
- 📅 Start Date
  Required
- 🏷️ External ID
- 🔤 Initials
- 🔐 Create Login Account
- 📧 Email Address
- 🎯 Main Email
- ✅ Email Verified
- 📞 Phone Number
- ♀️♂️ Gender
- 🎂 Date of Birth
- 🌍 Nationalities
- 🏢 City
- 🌍 Country
- 📮 Postal Code
- 🛣️ Street Address
- 📍 Full Address
- 🌐 Latitude
- 🌐 Longitude
- 👨‍💼 Manager (Internal ID)
- 👨‍💼 Manager (External ID)
- 🎓 Mentor (Internal ID)
- 🎓 Mentor (External ID)
- ✅ Available for Staffing
- 🔓 Self-Assignable
- ⏱️ Time Tracking Unit
- 🕐 Daily Hours
- 🌍 Time Zone
- 📅 Career Start Date
- 🎖️ Years of Experience
- 📝 HR Notes
- 🏷️ Tags
- 🎓 Qualifications (Internal IDs)
- 🎓 Qualifications (External IDs)
- 🏢 Organizational Unit
- 🎖️ Grade (Internal ID)
- 🎖️ Grade (External ID)
- 👔 Role (Internal ID)
- 👔 Role (External ID)
- 💸 Daily Cost (Amount)
- 💸 Cost Currency
- 💰 Daily Rate (Amount)
- 💰 Rate Currency
- 🔄 Internal Rate (Amount)
- 🔄 Internal Rate Currency
- 🎯 Target Grade
- 🎯 Target Role
- 🎓 Desired Qualifications
- ❤️ Preferred Tasks
- 📚 Interested Trainings
- ✅ Available Since
- 🌅 Next Available Date
- 📅 Recruitment Availability
- 💰 Current Salary
- 🌅 Start Date
- 👨‍💼 Recruiter ID
- 🔍 Recruitment Source
- 🔍 Sourcer ID
- 🚦 Recruitment Stage
- 🎯 Salary Expectation
- 🎯 Target Employment Type
- 🚗 Commute Time
- ❌ Rejection Reason
- 📝 Rejection Details
- 🔄 Workflow Step
- 🔑 Last Login Date
- 📧 Last Invitation Sent
- 🔄 Rotation Flag Date
Action
Write
- Talent
  Required
- Start Date
  Required
- End Date
  Required
- Workspace
Action
Write
- Title
  Required
- Type
  Required
- Owner
  Required
- Initiator
  Required
- Workspace
  Required
- Account ID
- Contact ID
- Dossier ID
- Talent ID
- Task ID
- Notes
- Completed
- Pinned
- Due Date
- Due Time
- Tags
- Links
Action
Write
- Talent
  Required
- Version Name
- Headline
- Aptitudes
- Positions
- Educations
- Qualification IDs
- Career Action Plan
- Hobbies
- Links
- Federation
- Custom Fields
Action
Write
- 🆔 Account ID
- 🔗 External ID
- 📝 Deletion Reason
- ✅ Confirm Deletion
  Required
- 💾 Preserve Description
Action
Write
- Billing Item ID
  Required
Action
Write
- Profile ID
  Required
Action
Write
- 🆔 Talent ID
- 🔗 External ID
- 📝 Deletion Reason
- ✅ Confirm Deletion
  Required
Action
Write
- Activity ID
  Required
Action
Write
- Federation
  Required
- Owner
  Required
- Workspace
  Required
- Effective Date
  Required
- Organizational Unit
- Name
- External ID
- Account ID
- Account External ID
- Owner External ID
- Stage
- Status
- State
- Billing Type
- Valuation Method
- Probability
- Sales Workflow Step
- Close Date
- Project ID
- Next Step
- Lost Reason
- Lost Reason Category
- Budget Amount
- Budget Currency
- Materials Costs Value
- Materials Costs Currency
- Materials Billed Amount Value
- Materials Billed Amount Currency
- Tags
- Managers IDs
- Managers External IDs
- Geographical Areas
- Custom Field 1 Key
- Custom Field 1 Value
- Custom Field 2 Key
- Custom Field 2 Value
- Custom Field 3 Key
- Custom Field 3 Value
- Custom Field 4 Key
- Custom Field 4 Value
- Custom Field 5 Key
- Custom Field 5 Value
Action
Write
- Talent
  Required
- Start Date
  Required
- End Date
  Required
- Type
- Task ID
- Workspace
- Custom Type
- Allow Overload
- Force
- Monday Workload
- Tuesday Workload
- Wednesday Workload
- Thursday Workload
- Friday Workload
- Saturday Workload
- Sunday Workload
Action
Write
- Task ID
  Required
- Talent ID
  Required
- Candidate Status
- Selection Type
- Booking Probability
- Manager Validation Status
- Rejection Reason
- Comment
- Start Date
- End Date
Action
Write
- Task ID
  Required
- Talent ID
  Required
- Rejection Reason
Action
Write
- Activity ID
  Required
- Title
  Required
- Type
  Required
- Owner
  Required
- Initiator
  Required
- Workspace
  Required
- Account ID
- Contact ID
- Dossier ID
- Talent ID
- Task ID
- Notes
- Completed
- Pinned
- Due Date
- Due Time
- Tags
- Links
Action
Write
- 🌐 Federation
  Required
- 🆔 Dossier
- 🔗 External ID
- 📋 Dossier Name
- 🎯 Stage
- 👤 Owner
- 👤 Owner (External ID)
- 👥 Managers (Internal IDs)
- 👥 Managers (External IDs)
- 🏢 Account (External ID)
- 🏢 Workspace
- 🏷️ Tags
Action
Write
- 🆔 Talent ID
- 🔗 External ID
- 👤 First Name
- 👤 Last Name
- 🔤 Initials
- 📧 Email Address
- 🎯 Email is Main
- ✅ Email Verified
- 📞 Phone Number
- ✅ Available for Staffing
- 🔓 Self-Assignable
- 🌍 Time Zone
- 🕐 Daily Hours
- 🎖️ Years of Experience
- 🏢 City
- 🌍 Country
- 📮 Postal Code
- 🛣️ Street Address
- 📍 Full Address
- 🌐 Latitude
- 🌐 Longitude
- 👨‍💼 Manager (Internal ID)
- 👨‍💼 Manager (External ID)
- 🎓 Mentor (Internal ID)
- 🎓 Mentor (External ID)
- 📝 HR Notes
- 🏷️ Tags
Action
Write
- Profile ID
  Required
- Resume File
  Required
- Analyze Resume
Action
Write
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Activity ID
  Required
Action
Search
- Profile ID
  Required
Action
Search
- Task ID
  Required
Action
Search
- Talent
  Required
- Federation
  Required
- Include Removed
- Modified Since
- Next Token
Action
Search
- Talent ID
- Is Main Profile
Action
Search
- Month
  Required
- Talent
  Required
- Workspace
  Required
Action
Search
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation
  Required
- External IDs (Optional)
Action
Search

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 moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Whoz

Whoz is an AI-powered workforce optimization platform designed to assist enterprise-level services firms in streamlining complex and large-scale project.

HelpHelp

Related categories

Project Management

Related Zap Templates

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Create deals in Pipedrive from newly-won opportunities in Whoz

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