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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 Project" in ProjectManager.
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Zapier seamlessly connects Pipedrive and ProjectManager, 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- New User
Triggered when a new user is added to your account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - NameRequired
- Description
- Manager
- Priority
- Status
- Folder
- Target Date
- AccessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Task IDRequired
- DateRequired
- HoursRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get Project Priorities
Gets a list of all the priorities which can be applied to a project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get User Roles
Get all the roles which can be assigned to a user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Get User Teams
Get all the teams which a user can be added to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Task IDRequired
- Field IDRequired
- ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Name
- Description
- Due Date
- Progress
- Priority
- Status ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User to UpdateRequired
- First Name
- Last Name
- Phone Number
- Notes
- Teams
- Skills
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Email
- Assignable Users Only
- Team
- Skill
- Role
ActionThis is an event a Zap performs.SearchFind existing data in your app- Date From
- Date To
- Project
- Task
- User
- Order By
ActionThis is an event a Zap performs.SearchFind existing data in your app- First NameRequired
- Last NameRequired
- EmailRequired
- Assignable Users Only
- Team
- Skill
- Role
- Phone
- Notes
- Teams
- Skills
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- Date From
- Date To
- Project
- Task IDRequired
- UserRequired
- Order By
- DateRequired
- HoursRequired
- Notes
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 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- New Project
Triggers when a new project is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Project IdRequired
- NameRequired
- Description
- Start Date
- Due Date
- ProgressRequired
- Assignees
- Priority
- Status ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Notes
- Role
- Teams
- Skills
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get Project Folders
Get all of the project folders, used to organise your projects
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Get Project Statuses
Get all the statuses which can be applied to a project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get Task Priorities
Get all the priorities which can be applied to a task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get User Skills
Get all the skills which can be applied to a user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Get Account Information
Returns information about the current user including home URL, email, user ID and workspace name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Project to UpdateRequired
- Name
- Description
- Manager
- Priority
- Status
- Status Update
- Folder
- Target Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timesheet Entry IDRequired
- Hours
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project Name
- Manager
- Priority
- Status
- Folder
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project
- Assignee
- Priority
- Progress From
- Progress To
- Date From
- Date To
- Task Name
- Summary Task
- Order ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Manager
- Priority
- Status
- Folder
- Description
- Target Date
- AccessRequired
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- Project IdRequired
- Assignee
- Priority
- Progress From
- Progress To
- Date From
- Date To
- NameRequired
- Summary Task
- Order ByRequired
- Description
- Start Date
- Due Date
- ProgressRequired
- Assignees
- Status 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
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