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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 "Create Donation Deposit" in Xledger.
You’re connected!
Zapier seamlessly connects Pipedrive and Xledger, 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.
- 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 plan - New 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 plan- Filter 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 app- Search type
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search By
- Search TermRequired
- Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search 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 found- Search 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 found- Search 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 found- AccountRequired
- Pay methodRequired
- Posted Date
- Text
- Amount
- Fee
- CurrencyRequired
- Bank AccountRequired
- Detail AmountRequired
- Detail Text
- Detail DonorRequired
- Detail ProjectRequired
- Detail External Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Start Date
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Voucher NumberRequired
- Transaction SourceRequired
- AccountRequired
- Voucher DateRequired
- TextRequired
- AmountRequired
- CurrencyRequired
- Ext Identifier
- Tax Rule
- Bank Account
- Job Level
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company CodeRequired
- Company DescriptionRequired
- Company Number
- Company Email
- Company Street Address
- Company Zip Code
- Company Place
- Company Country
- Company Phone
- Customer CodeRequired
- Customer DescriptionRequired
- Email
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- CountryRequired
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- Email
- Description
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- DescriptionRequired
- Email
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier CodeRequired
- CurrencyRequired
- External Order Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer CodeRequired
- CurrencyRequired
- External Order Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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 app- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity 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 found- Search 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 found- Search 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 found- Search 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 found- External Identifier
- Number of Records
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Voucher NumberRequired
- Transaction SourceRequired
- Credit AccountRequired
- Debit AccountRequired
- Voucher DateRequired
- Due Date
- Invoice Number
- TextRequired
- AmountRequired
- CurrencyRequired
- Ext Identifier
- Credit Tax Rule
- Debit Tax Rule
- Credit Subledger Code
- Debit Subledger Code
- Credit Bank Account
- Debit Bank Account
- Job Level
- Workflow
- CR GL Object 1 Code
- DR GL Object 1 Code
- CR GL Object 2 Code
- DR GL Object 2 Code
- CR XGL
- DR XGL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- Employee CodeRequired
- Expense TypeRequired
- Account DescriptionRequired
- AmountRequired
- Text
- GL Object 1 Code
- GL Object 2 Code
- XGL
- ApprovedRequired
- Ready For ApprovalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice DateRequired
- Order Number
- Transaction DateRequired
- CustomerRequired
- ProductRequired
- Text
- QuantityRequired
- Unit PriceRequired
- Tax Rule
- CurrencyRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
- ApprovedRequired
- Warehouse
- Location
- External Identifier
- External Order Number
- Job Level
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- DescriptionRequired
- Email
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- DescriptionRequired
- Start DateRequired
- BillableRequired
- Timesheet EntryRequired
- Fund ProjectRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PO HeaderRequired
- Text
- QuantityRequired
- Unit PriceRequired
- Product CodeRequired
- Tax Rule
- Received QuantityRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SO HeaderRequired
- Text
- QuantityRequired
- Unit PriceRequired
- Product CodeRequired
- Tax RuleRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmployeeRequired
- ProjectRequired
- ActivityRequired
- DateRequired
- Text
- Working Hours
- Invoice Hours
- Time TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PO HeaderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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Connect Pipedrive and Xledger to integrate crucial parts of your business
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