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How Zapier works
Zapier makes it easy to integrate Pipedrive with Pipeliner Cloud - no code necessary. See how you can get setup in minutes.
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 Account" in Pipeliner Cloud.
You’re connected!
Zapier seamlessly connects Pipedrive and Pipeliner Cloud, 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 LeadTriggers 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 NoteTriggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New OrganizationTriggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deleted PersonTriggers 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.- Person IDRequired
 - Label IDRequired
 
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 ID
 - Associated Person ID
 - 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.- Follower User IDRequired
 - 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 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
 
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 ID
 - Person ID
 - 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 ID
 - Associated Person ID
 - 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
 - Product IDRequired
 - Product Name
 - Product Code
 - Description
 - Unit
 - Tax percentage
 - Category
 - Owner User ID
 - 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 ID
 - 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
 
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 ID
 - Associated Person ID
 - 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 ID
 - Person ID
 - 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- Select Owner
 - Select Sales Unit
 
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select Owner
 - Select Sales Unit
 
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select Sales Unit
 - Select Owner
 
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ProductTriggers when a new Product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select Owner
 - Select Sales Unit
 
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select Owner
 - Select Sales Unit
 
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select Sales Unit
 - Select Owner
 
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Updated ProductTriggers when a Product is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Create AccountCreate a new Account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Primary Account Position
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create LeadCreate a new Lead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create Product Line ItemCreate a new Product Line Item.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity TypeRequired
 
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.WriteCreate a new record or update an existing record in your app.- Custom entity typeRequired
 - IdRequired
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
 - Pipeline ID
 - Step
 
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.WriteCreate a new record or update an existing record in your app.- Search Type OperatorRequired
 
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type OperatorRequired
 - Primary Account Position
 
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type OperatorRequired
 
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type OperatorRequired
 
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type OperatorRequired
 
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 OperatorRequired
 - Primary Account Position
 
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 OperatorRequired
 - PipelineRequired
 - StepRequired
 
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 OperatorRequired
 - Activity TypeRequired
 
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
New ActivityTriggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New DealTriggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New PersonTriggers 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.- Deal IDRequired
 - 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 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
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
 - File Name
 - Deal ID
 - Person ID
 - Organization ID
 - Product ID
 - 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 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
 
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 User ID
 - 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
 - Project IDRequired
 - Description
 - Done
 - Due Date
 - Assignee
 - Parent Task ID
 
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 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
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
 - Title
 - Owner User ID
 - Organization ID
 - Person ID
 - Label ID(s)
 - Expected_close_date
 - Lead Value
 - Lead Value Currency Code
 - Source Channel ID
 
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 ID
 - Person ID
 - 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
 - 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
 
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 User ID
 - 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
 - Project IDRequired
 - Done
 - TitleRequired
 - Description
 - Due Date
 - Parent Task ID
 
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- Activity Type
 - Select Owner
 - Select Sales Unit
 
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Entity NameRequired
 - Select Owner
 - Select Sales Unit
 
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select Sales Unit
 - Select Owner
 - Select Pipeline
 - Select Step
 
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Activity Type
 - Select Owner
 - Select Sales Unit
 
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Activity Type
 - Select Owner
 - Select Sales Unit
 
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Entity NameRequired
 - Select Owner
 - Select Sales Unit
 
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select Sales Unit
 - Select Owner
 - Select Pipeline
 - Select Step
 
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Activity Type
 - Select Owner
 - Select Sales Unit
 
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Activity TypeRequired
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom entity typeRequired
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PipelineRequired
 - StepRequired
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create ProductCreate a new Product.
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.WriteCreate a new record or update an existing record in your app.- IdRequired
 - Primary Account Position
 
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.WriteCreate a new record or update an existing record in your app.- IdRequired
 
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Type OperatorRequired
 
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type OperatorRequired
 
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type OperatorRequired
 - Custom entity typeRequired
 
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type OperatorRequired
 
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type OperatorRequired
 
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type OperatorRequired
 - Activity TypeRequired
 
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 OperatorRequired
 
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 OperatorRequired
 
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
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Connect Pipedrive and Pipeliner Cloud to integrate crucial parts of your business
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