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Connect Connecteam 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.
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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 User
Triggers when a new user is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Time ClockRequired
- Assigned UserRequired
- Timezone
- Associated JobRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Description
- Address
- Users or Groups
- Color
- Associated SchedulerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Scheduler IDRequired
- TitleRequired
- Color
- Shift StartRequired
- Shift EndRequired
- Timezone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you want to create the shift as a published shift?
- Associated JobRequired
- Assigned Users
- Location Address
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned UserRequired
- Time ClockRequired
- Timezone
- Start TimeRequired
- End TimeRequired
- Associated JobRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule IDRequired
- Shift IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Scheduler IDRequired
- Shift IDRequired
- TitleRequired
- Shift StartRequired
- Shift EndRequired
- Timezone
- Is this an Open Shift?
- Does this shift require admin approval?
- Do you want to create the shift as a published shift?
- Associated JobRequired
- Assigned Users
- Location Address
- Notes
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Scheduler IDRequired
- Shift StartRequired
- Shift EndRequired
- Shift IDRequired
- TitleRequired
- Associated JobRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Assigned UserRequired
- Full Name
- Phone Number
- Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter_idRequired
- Task StatusRequired
Try ItTriggerThis is the start of your ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier checks for new data every 15 min on the Free plan - PersonRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Organization
- User ID
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/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.- NameRequired
- Owner
- Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- 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
- Is 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.- PersonRequired
- TitleRequired
- Task StatusRequired
- Stage in Pipeline
- User ID
- Organization
- Person
- Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Owner
- NameRequired
- Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- TitleRequired
- Board IDRequired
- Project PhaseRequired
- Description
- Task StatusRequired
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search for an Exact Match?
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 for an Exact Match?
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 for an Exact Match?
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 for an Exact Match?
- Assignee
- Project_id
- Is done?
ActionThis is an event a Zap performs.SearchFind existing data in your app- SubjectRequired
- Search Type
- User ID
- Type
- Filter_idRequired
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/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 for an Exact Match?
- TitleRequired
- Creation Date
- Task StatusRequired
- Stage in Pipeline
- Stage Warning
- Pipeline
- User ID
- 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 for an Exact Match?
- 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
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- 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
- Archive by phone numberRequired
- User ID
- Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Time ClockRequired
- Assigned UserRequired
- Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Associated SchedulerRequired
- TitleRequired
- Code
- Description
- Color
- Address
- Qualified Users or Groups
- TitleRequired
- Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned Task BoardRequired
- Assigned Users
- TitleRequired
- Task StatusRequired
- Start TimeRequired
- Due DateRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- Phone NumberRequired
- User TypeRequired
- Email Address
- Send activation SMSRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form IDRequired
- Form Submission IDRequired
- Manager FieldsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned UserRequired
- Policy NameRequired
- BalanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Name
- Associated JobRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Form IDRequired
- User ID
- Submission Start Date
- Submission End Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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.- PersonRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- 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
- Task StatusRequired
- Stage in Pipeline
- Stage Warning
- Pipeline
- User ID
- 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 ID
- What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Owner
- Organization
- Email Address
- 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
- Task StatusRequired
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- SubjectRequired
- Organization
- User ID
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- 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.- PersonRequired
- NameRequired
- Owner
- Organization
- Email Address
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- TitleRequired
- Project_id
- Description
- Is 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 ID
- Type
- Filter_idRequired
- Is done?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- PersonRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
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 for an Exact Match?
- TitleRequired
- Creation Date
- Task StatusRequired
- Stage in Pipeline
- Stage Warning
- Pipeline
- User ID
- 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 for an Exact Match?
- 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 for an Exact Match?
- NameRequired
- Owner
- Organization
- Email Address
- 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
- Task StatusRequired
- Owner
- Start Date
- End Date
- 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