Connect Pipedrive and ProjectManager 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.

Finds persons by ID or field search.

Finds multiple projects by title, description, notes, or custom fields.

Find users by name, email, or ID.

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.

Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project

Create a new project in your workspace

Create a single timesheet entry. A timesheet entry is the number of hours spent by a person on a task on a specific day. There can only be one entry per person/task/day, trying to add a second entry will give a conflict error, however you can use the timesheet-update action to increase the number of hours logged for an existing timesheet entry.

Get the details of one specific project

Get all the custom fields which can be applied to the tasks in a specific project, each project has different custom fields so you will need to provide a ProjectID with this action

Get the details of one specific task, you will need to know the task's unique ID

Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses

Update the value of a custom field for a specific task

Update an existing task, empty fields will remain unchanged

Update an existing user/resource, empty fields will remain unchanged

Search for workspace users/resources using various criteria, 100 results max

Search through all timesheet entries using various criteria, 100 results max, note that timesheets are not available on all editions

Search for workspace users/resources using various criteria, 100 results max

Search through all timesheet entries using various criteria, 100 results max, note that timesheets are not available on all editions

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.

Find tasks by title, description, or other criteria.

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.

Triggered when a new timesheet entry is created

Creates a new task within a specified project

Add a new user/resource in your account

Get the value of each custom field applied to a specific task

Get the details of one specific user/resource

Update an existing project, empty fields will remain unchanged

Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry

Search through your active projects using various criteria, 100 results max

Search for tasks across your entire account, using various criteria, 100 results max

Search through your active projects using various criteria, 100 results max

Search for tasks across your entire account, using various criteria, 100 results max