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Quickly connect AroFlo to Pipedrive with a Zapier template.

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Create new tasks in AroFlo when matching deal filters occur in Pipedrive
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Pipedrive + AroFlo

Create new tasks in AroFlo when matching deal filters occur in Pipedrive

Pipedrive + AroFlo

How Zapier works

Zapier makes it easy to integrate AroFlo with Pipedrive - no code necessary. See how you can get setup in minutes.

Select a trigger from AroFlo

A trigger is an event that starts your Zap and runs the workflow. For example, with AroFlo, a trigger could be "List New or Updated Clients."

A trigger is the event that kicks off your automated workflow.

Setup an action from Pipedrive

An action is what takes place after the automation is triggered. For example, with Pipedrive, the action could be "Add Label to Person."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected AroFlo to Pipedrive

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your AroFlo to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect AroFlo and Pipedrive to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

- Updated since Date/Time
  Required
Trigger
Scheduled
Try It
- Updated since Date/Time
  Required
Trigger
Scheduled
Try It
- Task ID
  Required
- Note
  Required
- Visibility
- Sticky Note?
Action
Write
- Business Unit
- Client ID
  Required
- Task Type
  Required
- Task Name
  Required
- Due Date
  Required
- Task Description
  Required
- Customer/Work Order Number
- Priority
Action
Write
- Client ID
  Required
- Postable
  Required
- Client Name
- Short Name
- ABN
- Location Name (i.e. Level 8 Building 1)
- Address (No & street)
- City
- State
- Country
- PostCode
- Mailing Location Name (i.e. Level 8, Building 1)
- Mailing Address (No & street or P.O.Box)
- Mailing City
- Mailing State
- Mailing Country
- Mailing PostCode
- Phone
- Fax
- Mobile
- Email Address
- Website
Action
Write

- Task ID
  Required
- Customer/Work Order Number
- Priority
Action
Write
- Search Field
  Required
- Search Value
  Required
Action
Search

- Search Field
- Search Term
  Required
- JOIN areas
Action
Search
- Schedule ID
- Task ID
  Required
- Schedule To Type
- Schedule To ID
- Start Date
- OR Start Date Time
Action
Search
- TS Group ID
  Required
- Group ID
Action
Search
- Search Field
- Search Term
  Required
- JOIN areas
- Client Name
- Given Names (Primary Contact)
  Required
- Surname (Primary Contact)
  Required
- Business Units
- ABN
- Phone (Primary Contact)
- Fax
- Mobile (Primary Contact)
- Email (Primary Contact)
- Location Name
- Address
- City
- State
- Postcode
- Country
  Required
- Mailing Location
- Mailing Address
- Mailing City
- Mailing State
- Mailing Postcode
- Mailing Country
  Required
Action
Search or write
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Person
  Required
- Product
  Required
- Price
  Required
- Quantity
  Required
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax_method
- Tax_percentage
Action
Write
- Title
  Required
- Creation Date
- Task Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- BU/Client ID
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Write
- Assign To
- What to add follower to?
  Required
Action
Write
- Content
  Required
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- BU/Client ID
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- Name
  Required
- Owner
- BU/Client ID
- Email Address
- Phone
Action
Write
- Title
  Required
- Project Template
- Board ID
  Required
- Project Phase
  Required
- Description
- Task Status
- Owner
- Start Date
- End Date
- Deals
- BU/Client ID
- Person
- Labels
Action
Write
- Person
  Required
- Subject
  Required
- BU/Client ID
- Assign To
- Person
- Deal
- Lead
- Is done?
- Timesheet Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
  Required
- Public_description
Action
Write
- Person
  Required
- Title
  Required
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Person
  Required
- Name
  Required
- Owner
- BU/Client ID
- Email Address
- Phone
Action
Write
- Person
  Required
- Title
  Required
- Project_id
- Description
- Is done?
- Due Date
- Assignee
Action
Write
- Subject
  Required
- Search Type
- Assign To
- Timesheet Type
- Filter_id
  Required
- Is done?
Action
Search
- Field to Search By
- Term to search for
  Required
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Person
  Required
Action
Search
- Search for an Exact Match?
Action
Search
- Term to search for
  Required
Action
Search
- Field to Search By
  Required
- Term to search for
  Required
- Exact Match
Action
Search
- Field to Search By
  Required
Action
Search
- Search for an Exact Match?
- Title
  Required
- Creation Date
- Task Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- BU/Client ID
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- Title
  Required
- Person
- Organization
- Owner
- Note
  Required
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Search or write
- Search for an Exact Match?
- Name
  Required
- Owner
- BU/Client ID
- Email Address
- Phone
Action
Search or write
- Field to Search By
  Required
- Term to search for
  Required
- Exact Match
- Title
  Required
- Project Template
- Board ID
  Required
- Project Phase
  Required
- Description
- Task Status
- Owner
- Start Date
- End Date
- Deals
- BU/Client ID
- Person
- Labels
Action
Search or write

- Updated since Date/Time
  Required
Trigger
Scheduled
Try It
- Timesheet Type
- Date Time Start
Trigger
Scheduled
Try It
- Client Name
- Given Names (Primary Contact)
  Required
- Surname (Primary Contact)
  Required
- Business Units
- ABN
- Phone (Primary Contact)
- Fax
- Mobile (Primary Contact)
- Email (Primary Contact)
- Location Name
- Address
- City
- State
- Postcode
- Country
  Required
- Mailing Location
- Mailing Address
- Mailing City
- Mailing State
- Mailing Postcode
- Mailing Country
  Required
Action
Write
- Business Unit
- Given Names
  Required
- Surname
  Required
- User Name (Min 4 Characters)
  Required
- Password
  Required
- Phone
- Fax
- Mobile
- Email Address
- Alternative Email Address
- Custom Fields
- Permission Group
  Required
Action
Write
- Zone
  Required
- PostXML
  Required
Action
Write
- Task ID
  Required
- Task Status
- Substatus
Action
Write
- Business Unit
Action
Search
- Invoice ID
  Required
- JOIN areas
Action
Search
- Search Field
- Search Term
  Required
- JOIN areas
Action
Search
- Given Names
  Required
- Surname
  Required
- OR User ID
- JOIN areas
Action
Search
- Search Field
- Search Term
  Required
- JOIN areas
- Business Unit
- Client ID
  Required
- Task Type
  Required
- Task Name
  Required
- Due Date
  Required
- Task Description
  Required
- Customer/Work Order Number
- Priority
Action
Search or write
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
- Task Status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
Trigger
Scheduled
Try It
- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- Person
  Required
- Label
  Required
Action
Write
- Subject
  Required
- BU/Client ID
- Assign To
- Person
- Deal
- Lead
- Is done?
- Timesheet Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
  Required
- Public_description
Action
Write
- File
  Required
- File Name
  Required
- Deal
- Person
- BU/Client ID
- Product
  Required
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person
- Organization
- Owner
- Note
  Required
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Name
  Required
- Owner
- Address
Action
Write
- Name
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
Action
Write
- Title
  Required
- Project_id
- Description
- Is done?
- Due Date
- Assignee
- Parent Task
Action
Write
- Person
  Required
- Title
  Required
- Task Status
- Stage in Pipeline
- Assign To
- BU/Client ID
- Person
- Value
- Currency
Action
Write
- Person
  Required
- Owner
- Name
  Required
- Address
Action
Write
- Person
  Required
- Title
  Required
- Board ID
  Required
- Project Phase
  Required
- Description
- Task Status
- Owner
- Start Date
- End Date
- Deals
- BU/Client ID
- Person
- Labels
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- Term to search for
  Required
- Search for an Exact Match?
- Assignee
- Project_id
- Is done?
Action
Search
- Subject
  Required
- Search Type
- Assign To
- Timesheet Type
- Filter_id
  Required
- Is done?
- BU/Client ID
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
  Required
- Public_description
Action
Search or write
- Field to Search By
- Term to search for
  Required
- Search for an Exact Match?
- Title
  Required
- Creation Date
- Task Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- BU/Client ID
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- Name
  Required
- Owner
- Address
Action
Search or write
- Term to search for
  Required
- Name
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
Action
Search or write

Learn how to automate AroFlo on the Zapier blog

Learn how to automate Pipedrive on the Zapier blog

About AroFlo

AroFlo is a Job Management Software for trade & service-based businesses.

Related categories

Project Management

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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