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How Zapier works
Zapier makes it easy to integrate Assignar with Pipedrive - no code necessary. See how you can get setup in minutes.
Select a trigger from Assignar
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Setup an action from Pipedrive
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That’s it! You just connected Assignar to Pipedrive
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Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
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93%
Customers who say using Zapier has made them better at their job
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
Connect Assignar 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
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Create more impactful campaigns with automation
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Provide world-class support with a little help from automation
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Automate your way to actionable, up-to-date data
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Resolve incidents faster with automation
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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.
- New Task
Triggers when a new Task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Approved Filter TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Asset
Triggers when a new Asset is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Client
Triggers when a new Client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Digital Docket
Triggers when a new digital docket is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Order Task
When an Task is associated with an Order.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Site Diary
Triggers when a new Site Diary is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Supplier
Triggers when a new Supplier is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated User
Triggers when a new User is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Project
Triggers when any attribute of project is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Asset nameRequired
- External Identifier
- Integration Identifier
- Description
- Registration number
- Year
- Make
- Model
- Serial Numbers
- Charge Rate
- Number Reading
- Tag Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset nameRequired
- External Identifier
- Integration Identifier
- ActiveRequired
- Business Number
- Email
- Office Phone
- Mobile
- Address Line 1
- Address Line 2
- City
- Postcode
- State
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External ID
- First NameRequired
- Last NameRequired
- Company
- Office Phone
- Mobile
- Email
- Job Title
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Journal TypeRequired
- Visible in FieldWorker AppRequired
- CommentRequired
- IdentifierRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrderRequired
- TaskRequired
- Task Quantity
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact identifierRequired
- Client IdentifierRequired
- Project identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset nameRequired
- Integration Identifier
- External Identifier
- ActiveRequired
- Machine Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User TypeRequired
- First NameRequired
- Last NameRequired
- Employee Identifier
- Integration Identifier
- Employment TypeRequired
- UsernameRequired
- PasswordRequired
- Retype PasswordRequired
- Email
- Contact identifierRequired
- Address
- Suburb
- State
- Postcode
- Date of Birth
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- InductionRequired
- Description
- Expiry Date
- Date of Issue
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Activity NameRequired
- Integration Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Charge CodeRequired
- Label
- Integration Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- First NameRequired
- Last NameRequired
- Company
- Office Phone
- Mobile
- Email
- Job Title
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Project NameRequired
- ActiveRequired
- Integration Identifier
- Address
- Suburb
- Postcode
- State
- Tag Id
- Activity Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Task NameRequired
- ActiveRequired
- Machine Required
- Integration Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- CompetencyRequired
- Expiry Date
- Description
- Date of Issue
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External Identifier
- Activity NameRequired
- Display the Integration Id of the Activity
ActionThis is an event a Zap performs.SearchFind existing data in your app- Asset IdentifierRequired
- Display the Integration Id of the Activity
ActionThis is an event a Zap performs.SearchFind existing data in your app- Timesheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Asset nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Digital Docket ID
- Project ID
- Order ID
- Client ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Digital Docket ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
- Display the Integration Id of the Activity
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order ID
- Order Task Id
ActionThis is an event a Zap performs.SearchFind existing data in your app- External Identifier
- Project NameRequired
- IDRequired
- Display the Integration Id of the Activity
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact identifierRequired
- Client IdentifierRequired
- Project identifier
ActionThis is an event a Zap performs.SearchFind existing data in your app- Tag TypeRequired
- Asset nameRequired
- Description
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
- Project ID
- Order ID
- Work Order Number
- User IDRequired
- Display the Integration Id of the Activity
ActionThis is an event a Zap performs.SearchFind existing data in your app- User TypeRequired
- ActiveRequired
- UsernameRequired
- Employee Identifier
- IDRequired
- Display the Integration Id of the Activity
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- UserRequired
- InductionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External Identifier
- Activity NameRequired
- Display the Integration Id of the Activity
- Integration Identifier
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- External Identifier
- Client Name
- Display the Integration Id of the Activity
- Asset nameRequired
- Integration Identifier
- ActiveRequired
- Business Number
- Email
- Office Phone
- Mobile
- Address Line 1
- Address Line 2
- City
- Postcode
- State
- Comments
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- External Identifier
- Email
- Mobile
- External ID
- First NameRequired
- Last NameRequired
- Company
- Office Phone
- Job Title
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Comments
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- Work Order Number
- ActiveRequired
- Client IDRequired
- Project ID
- Start DateRequired
- End DateRequired
- Order StatusRequired
- Job Description
- Location
- Location 2
- Integration Identifier
- Purchase Order Number
- Supplier
- Comments
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- Contact identifierRequired
- Client IdentifierRequired
- Project identifier
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- User TypeRequired
- ActiveRequired
- UsernameRequired
- Employee Identifier
- IDRequired
- Display the Integration Id of the Activity
- Email
- First NameRequired
- Last NameRequired
- Integration Identifier
- Employment TypeRequired
- PasswordRequired
- Retype PasswordRequired
- Contact identifierRequired
- Address
- Suburb
- State
- Postcode
- Date of Birth
- Comments
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- UserRequired
- InductionRequired
- Description
- Expiry Date
- Date of Issue
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- Activity filterRequired
- Order Status
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 ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - IDRequired
- Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Organization
- User IDRequired
- Person
- Deal
- Lead
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- ProductRequired
- 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
- Currency
- Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset nameRequired
- Owner
- Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset nameRequired
- Charge CodeRequired
- Unit price
- Tax percentage
- Is active?
- Owner
- 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
- Project ID
- Description
- Mark as 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.- IDRequired
- TitleRequired
- Order Status
- Stage in pipeline
- User IDRequired
- Organization
- Person
- Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Owner
- Asset nameRequired
- Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- TitleRequired
- Board IDRequired
- Project PhaseRequired
- Description
- Order Status
- Owner
- Start DateRequired
- End DateRequired
- Deals
- Organization
- Person
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- Apply standard error handling?Required
- 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.- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Person
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 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- Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your app - Term to search forRequired
- Search type
- Assignee
- Project ID
- Mark as done
ActionThis is an event a Zap performs.SearchFind existing data in your app- SubjectRequired
- Search Type
- User IDRequired
- Type
- Activity filterRequired
- Mark as done
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
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- Field to Search By
- Term to search forRequired
- Search type
- TitleRequired
- Creation Date
- Order Status
- Stage in pipeline
- Stage Warning
- Pipeline
- User IDRequired
- Organization
- Person
- Probability
- Expected_close_date
- 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
- Asset nameRequired
- Owner
- 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- Term to search forRequired
- Asset nameRequired
- Charge CodeRequired
- Unit price
- Tax percentage
- Is active?
- Owner
- 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
- Approved Filter TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Activity
Triggers when a new Activity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Charge Code
Triggers when a new Charge Code is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Contact
Triggers when a new Contanct is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - 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 - New Skill
Triggers when a new skill is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New User
Triggers when a new User is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Order
Triggers when any attribute in Order is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Activity NameRequired
- External Identifier
- Integration Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Charge CodeRequired
- Label
- Integration Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset nameRequired
- Is expiry required?
- Is issue date required?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset nameRequired
- Is expiry required?
- Is issue date required?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ActiveRequired
- Client IDRequired
- Project ID
- Start DateRequired
- End DateRequired
- Order StatusRequired
- Job Description
- Location
- Location 2
- Work Order Number
- Integration Identifier
- Purchase Order Number
- Supplier
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project NameRequired
- Client IdentifierRequired
- Project Identifier
- Integration Identifier
- ActiveRequired
- Address
- Suburb
- Postcode
- State
- Parent ID
- Tag Id
- Activity Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset nameRequired
- External ID
- Business Number
- Email
- Office Phone
- Mobile
- Address Line 1
- Address Line 2
- City
- Postcode
- State
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Created DateRequired
- User IDRequired
- Client IDRequired
- Integration Identifier
- Task IDRequired
- Project ID
- Start TimeRequired
- End TimeRequired
- Break TimeRequired
- Total TimeRequired
- Travel Time To
- Travel Time From
- Comments
- Submitted DateRequired
- Activity Id
- Activity Start TimeRequired
- Activity End TimeRequired
- Asset ID
- Approved
- Locked
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- CompetencyRequired
- Description
- Expiry Date
- Date of Issue
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Charge CodeRequired
- Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ToRequired
- Cc
- Bcc
- SubjectRequired
- MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Asset nameRequired
- External Identifier
- Integration Identifier
- Description
- Registration number
- Year
- Make
- Model
- Serial Numbers
- Charge Rate
- Number Reading
- Tag Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Asset nameRequired
- ActiveRequired
- Integration Identifier
- Business Number
- Email
- Office Phone
- Mobile
- Address Line 1
- Address Line 2
- City
- Postcode
- State
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrderRequired
- Order Status
- Work Order Number
- Integration Identifier
- Purchase Order Number
- Job Description
- Order Owner
- Comments
- Supplier
- End DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Asset nameRequired
- Business Number
- Email
- Office Phone
- Mobile
- Address Line 1
- Address Line 2
- City
- Postcode
- State
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- First NameRequired
- Last NameRequired
- Employee ID
- Integration Identifier
- UsernameRequired
- Employment TypeRequired
- Date of Birth
- Email
- Contact identifierRequired
- Address
- Suburb
- State
- Postcode
- Comments
- ActiveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- InductionRequired
- Expiry Date
- Description
- Date of Issue
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- Apply standard error handling?Required
- 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.- External Identifier
- Asset nameRequired
- Registration number
- Serial Numbers
- IDRequired
- Display the Integration Id of the Activity
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
- Charge CodeRequired
- Label
- Display the Integration Id of the Activity
ActionThis is an event a Zap performs.SearchFind existing data in your app- External Identifier
- Client Name
- Display the Integration Id of the Activity
ActionThis is an event a Zap performs.SearchFind existing data in your app- External Identifier
- Email
- Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your app- Digital Docket ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Asset nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Work Order Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrderRequired
- TaskRequired
- Start TimeRequired
- End TimeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- External Identifier
- Supplier Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- External Identifier
- Task NameRequired
- IDRequired
- Display the Integration Id of the Activity
ActionThis is an event a Zap performs.SearchFind existing data in your app- Timesheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- UserRequired
- CompetencyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
- Charge CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External Identifier
- Asset nameRequired
- Registration number
- Serial Numbers
- IDRequired
- Display the Integration Id of the Activity
- Integration Identifier
- Description
- Year
- Make
- Model
- Charge Rate
- Number Reading
- Tag 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- Asset nameRequired
- Is expiry required?
- Is issue date required?
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- Asset nameRequired
- Is expiry required?
- Is issue date required?
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- External Identifier
- Project NameRequired
- IDRequired
- Display the Integration Id of the Activity
- Client IdentifierRequired
- Project Identifier
- Integration Identifier
- ActiveRequired
- Address
- Suburb
- Postcode
- State
- Parent ID
- Tag Id
- Activity 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- External Identifier
- Task NameRequired
- IDRequired
- Display the Integration Id of the Activity
- Asset nameRequired
- Integration Identifier
- ActiveRequired
- Machine Required
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- UserRequired
- CompetencyRequired
- Description
- Expiry Date
- Date of Issue
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 ZapPollingZapier checks for new data every 15 min on the Free plan - New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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 Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - 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 - Filter By
- Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- IDRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Enable product
- Tax_method
- Tax_percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Creation Date
- Order Status
- Stage in pipeline
- Stage Warning
- Pipeline
- User IDRequired
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- 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
- Pin note to organization
- Lead
- Pin note to lead
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset nameRequired
- Owner
- Organization
- Email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Project Template
- Board IDRequired
- Project PhaseRequired
- Description
- Order Status
- Owner
- Start DateRequired
- End DateRequired
- Deals
- Organization
- Person
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- SubjectRequired
- Organization
- User IDRequired
- Person
- Deal
- Lead
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- TitleRequired
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Asset nameRequired
- Owner
- Organization
- Email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- TitleRequired
- Project ID
- Description
- Mark as done
- Due Date
- Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Search Type
- User IDRequired
- Type
- Activity filterRequired
- Mark as done
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search By
- Term to search forRequired
- 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- 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- Term to search forRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Term to search forRequired
- 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
- TitleRequired
- Creation Date
- Order Status
- Stage in pipeline
- Stage Warning
- Pipeline
- User IDRequired
- Organization
- Person
- Probability
- Expected_close_date
- 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
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
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
- Asset nameRequired
- Owner
- Organization
- Email
- Phone
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- Field to Search ByRequired
- Term to search forRequired
- Exact Match
- TitleRequired
- Project Template
- Board IDRequired
- Project PhaseRequired
- Description
- Order Status
- Owner
- Start DateRequired
- End DateRequired
- 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