Connect Clientary to Pipedrive

Use 9 documented Clientary triggers to run 24 documented Pipedrive actions.

9 source triggers

24 target actions

Reverse direction supported

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Why Connect Clientary & Pipedrive?

Start with a Clientary event

Choose from 9 documented triggers, including New Client Created, New Contact Created, New Estimate Created.

Run a Pipedrive action

Send the event into one of 24 documented actions, such as Add Activity, Add Deal, Add Labels.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Clientary

Triggers (9)

New Client Created

Emit new events when a new client was created. See the docs

polling

New Contact Created

Emit new events when a new contact was created. See the docs

polling

New Estimate Created

Emit new events when a new estimate was created. See the docs

polling

New Expense Created

Emit new events when a new expense was created. See the docs

polling

New Invoice Created

Emit new events when a new invoice was created. See the docs

polling

New Payment Created

Emit new events when a new payment was created. See the docs

polling

New Project Created

Emit new events when a new project was created. See the docs

polling

New Staff Created

Emit new events when a new staff was created. See the docs

polling

New Task Created

Emit new events when a new task was created. See the docs

polling

Actions (5)

Create Client

Creates a new client. See docs here

Create Estimate

Creates a new estimate. See docs here

Create Expense

Creates a new expense. See docs here

Create Invoice

Creates a new invoice. See docs here

Create Task

Creates a new task. See docs here

Pipedrive

Triggers (6)

Deal Updated (Instant)

Emit new event when a deal is updated.

webhook

Lead Updated (Instant)

Emit new event when a lead is updated.

webhook

New Deal (Instant)

Emit new event when a new deal is created.

webhook

New Event (Instant)

Emit new event when a new webhook event is received. See the documentation

webhook

New Person (Instant)

Emit new event when a new person is created.

webhook

Person Updated (Instant)

Emit new event when a person is updated.

webhook

Actions (24)

Add Activity

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Add Deal

Adds a new deal. See the Pipedrive API docs for Deals here

Add Labels

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Add Lead

Create a new lead in Pipedrive. See the documentation

Add Note

Adds a new note. For info on adding an note in Pipedrive

Add Organization

Adds a new organization. See the Pipedrive API docs for Organizations here

Add Person

Adds a new person. See the Pipedrive API docs for People here

Get All Leads

Get all leads from Pipedrive. See the documentation

Get Deal

Get a deal by its ID. See the documentation

Get Lead by ID

Get a lead by its ID. See the documentation

Get person details

Get details of a person by their ID. See the documentation

List Deals

List deals in your Pipedrive account. See the documentation

List Lead Label IDs Options

Retrieves available options for the Lead Label IDs field.

List Organization Label IDs Options

Retrieves available options for the Organization Label IDs field.

List Person Label IDs Options

Retrieves available options for the Person Label IDs field.

List User ID Options

Retrieves available options for the User ID field.

Merge Deals

Merge two deals in Pipedrive. See the documentation

Merge Persons

Merge two persons in Pipedrive. See the documentation

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Remove Labels

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search Leads

Search for leads by name or email. See the documentation

Search Notes

Search for notes in Pipedrive. See the documentation

Search persons

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Update Deal

Updates the properties of a deal. See the Pipedrive API docs for Deals here