Connect Cassa in Cloud to Pipedrive and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

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Select a trigger from Cassa in Cloud

A trigger is an event that starts your Zap and runs the workflow. For example, with Cassa in Cloud, a trigger could be "New Company."

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 Cassa in Cloud to Pipedrive

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

Connect Cassa in Cloud 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.

Connect Cassa in Cloud and Pipedrive to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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 Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Department
Triggers when a new department is created.
Trigger
Scheduled
Try It
- Id Sales Point
  Required
- Name
  Required
- Date Of Birth
- Gender
- Address
- City
- Country
- District
- Zipcode
- Email
- PhoneNumber
Action
Write
- Name
  Required
- Address
- City
- Zipcode
- District
- Split Payment
  Required
- Country
- Vat Number
- Fiscal Code / SSN
- eInvoice Code / Codice Univoco
- PEC
- PhoneNumber
- Email
- Note
- Bank Account Holder
- Bank Account Institute
- Bank Account IBAN
Action
Write

- Has active licenses
Action
Search
- Vat Number
- Name
  Required
- Ids
Action
Search

- Id Sales Point
  Required
- Start Date
  Required
- End Date
  Required
Action
Search
- Fiscal Code / SSN
- Name
  Required
- Email
- Ids
- Id Sales Point
  Required
- Date Of Birth
- Gender
- Address
- City
- Country
- District
- Zipcode
- PhoneNumber
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
- 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
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Write
- File
  Required
- File Name
  Required
- Deal
- Person
- Organization
- Product
  Required
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Amount
  Required
- Currency
Action
Write
- Name
  Required
- Owner
- Address
Action
Write
- Name
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
  Required
- Cost
- Overhead_cost
Action
Write
- Person
  Required
- Title
  Required
- Status
  Required
- Stage in Pipeline
- Assign To
- Organization
- Person
- Value
- Currency
Action
Write
- Person
  Required
- Owner
- Name
  Required
- Address
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
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
- Subject
  Required
- Search Type
- Assign To
- Type
- Filter_id
  Required
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Search or write
- Field to Search By
- Term to search for
  Required
- Search for an Exact Match?
- Title
  Required
- Creation Date
- Status
  Required
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- 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
  Required
- Cost
- Overhead_cost
Action
Search or write

New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It
- Id Sales Point
  Required
Trigger
Instant
Try It
- Id Sales Point
  Required
- ID Customer
- Status
  Required
- Due Date
- Delivery Mode
- Amount
  Required
- Destination Street
- Destination Country
- Destination City
- Destination ZipCode
- Destination District
- Shipping Notes
- PhoneNumber
- Payment Gateway or Method
- Prepaid Transaction
- Pre-payment Status
- Pre-payment Transaction ID
- Department for Shipping
- Shipping Cost
- Row Number
  Required
- Product Variant ID
  Required
- Quantity
  Required
- Price
  Required
Action
Write
- Description
- Ids
Action
Search
- Fiscal Code / SSN
- Name
  Required
- Email
- Ids
Action
Search
- Id Sales Point
  Required
- Start Date
  Required
- End Date
  Required
Action
Search
- Id Sales Point
  Required
- Start Date
  Required
- End Date
  Required
Action
Search
- Vat Number
- Name
  Required
- Ids
- Address
- City
- Zipcode
- District
- Split Payment
  Required
- Country
- Fiscal Code / SSN
- eInvoice Code / Codice Univoco
- PEC
- PhoneNumber
- Email
- Note
- Bank Account Holder
- Bank Account Institute
- Bank Account IBAN
Action
Search or write
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
- Status
  Required
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
- Filter By
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
- Status
  Required
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- 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?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Write
- Person
  Required
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Write
- Person
  Required
- Title
  Required
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Amount
  Required
- Currency
Action
Write
- Person
  Required
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Write
- Subject
  Required
- Search Type
- Assign To
- 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
- Term to search for
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Search for an Exact Match?
- Title
  Required
- Creation Date
- Status
  Required
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Amount
  Required
- Currency
Action
Search or write
- Search for an Exact Match?
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Search or write

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About Cassa in Cloud

Cassa in Cloud is both a cash register and management system.

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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.

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