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Connect iAuditor by SafetyCulture to Pipedrive

Name: iAuditor by SafetyCulture to Pipedrive Integration
Availability: InStock

Automate workflows and sync data between iAuditor by SafetyCulture and Pipedrive with AI-powered automation

5-minute setup

Enterprise secure

No coding required

Why Connect iAuditor by SafetyCulture & Pipedrive?

Intelligent Automation Workflows

Leverage 2 available triggers from iAuditor by SafetyCulture to execute 24 targeted actions in Pipedrive automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps iAuditor by SafetyCulture and Pipedrive perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between iAuditor by SafetyCulture and Pipedrive for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

iAuditor by SafetyCulture

Triggers (2)

Action Created

Emit new event when a new action is created.

polling

Inspection Completed

Emit new event when an inspection has completed.

polling

Actions (9)

Create Inspection

Create a new inspection in iAuditor by SafetyCulture. See the documentation

Create User

Create a new user in iAuditor by SafetyCulture. See the documentation

Export Inspection to PDF or Word

Retrieve an inspection report formatted as a PDF or Word (docx) document.See the documentation

Generate PDF Report

Retrieve the web report link for the specified inspection. This will return the existing link if one has been generated before, or generate a new one if one does not exist already. See the documentation

List Group Options

Retrieves available options for the Group field.

List Inspection ID Options

Retrieves available options for the Inspection ID field.

List Template Options

Retrieves available options for the Template field.

Share Inspection

Share an inspection with one or more users in iAuditor by SafetyCulture. See the documentation

Update User

Update an existing user in iAuditor by SafetyCulture. See the documentation

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