Integrate Evoliz with Pipedrive to automate your work
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Zapier makes it easy to integrate Evoliz with Pipedrive - no code necessary. See how you can get setup in minutes.
Select a trigger from Evoliz
Setup an action from Pipedrive
That’s it! You just connected Evoliz to Pipedrive
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Quickly connect Evoliz to Pipedrive with a Zapier template.
Our most popular template
Connect Evoliz 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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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Connect Evoliz 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.
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 Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Article
Triggers when a new article is created.
Try ItTriggerThis is the start of your ZapScheduledZapier 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 ZapScheduledZapier checks for new data every 15 min on the Free plan - Advance's status
- Payment method id
- Analytic axis id
- Client id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Advance's status
- Payment method id
- Analytic axis id
- Client id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Payment's type
- Payment method id
- Client id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Advance's status
- Payment method id
- Analytic axis id
- Client id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Account numberRequired
- Account labelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account numberRequired
- Client nameRequired
- Client typeRequired
- PostcodeRequired
- TownRequired
- Iso2 country codeRequired
- Address line 1
- Address line 2
- Delivery Postcode
- Delivery Town
- Delivery Iso2 country code
- Delivery Address line 1
- Delivery Address line 2
- Bank name
- Bank account details
- International Bank Account Number
- Bank Identifier Code (BIC, SWIFT)
- Client phone number
- Client mobile number
- Client website URL
- Client legal form
- Client business Number (SIRET)
- Client intra-community VAT number
- Client activity number
- Client immatriculation number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote's prospect id
- Contact last nameRequired
- Contact client civility
- Contact first name
- Contact profil
- Contact emailRequired
- Primary phone label
- Primary phone number
- Secondary phone label
- Secondary phone number
- Tertiary phone label
- Tertiary phone number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External document number written on the document
- Document dateRequired
- Client id
- Payment term identifier
- Object on the document
- Penalty rate, prohibited if no_penalty is true
- Define the display of legal mention about penalty rate on the created document
- Use legal mention about recovery indemnity
- Discount rate, prohibited if no_discount_term is true
- Define the display of the no discount applicable legal mention
- Payment method id
- Comments on the invoice with html
- Invoice rebate
- Execution date of payment terms
- Indicate whether to include sale general conditions in the document PDF or not
- Analytic axis id
- Article designationRequired
- Article quantity
- Item unit price excluding vat
- Article referenceRequired
- Article quantity unit
- Article VAT rate
- Item rebate
- Item sale classification id
- Article unique identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client nameRequired
- PostcodeRequired
- TownRequired
- Iso2 country codeRequired
- Address line 1
- Address line 2
- Client activity number
- Client business Number (SIRET)
- Client intra-community VAT number
- Client phone number
- Client mobile number
- Client website URL
- Comments on the invoice with html
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External document number written on the document
- Document dateRequired
- Client id
- Payment term identifier
- Object on the document
- Penalty rate, prohibited if no_penalty is true
- Define the display of legal mention about penalty rate on the created document
- Use legal mention about recovery indemnity
- Discount rate, prohibited if no_discount_term is true
- Define the display of the no discount applicable legal mention
- Payment method id
- Comments on the invoice with html
- Withdrawal period
- Delivery date of the document
- Invoice rebate
- Indicate whether to include sale general conditions in the document PDF or not
- Analytic axis id
- Article designationRequired
- Article quantity
- Item unit price excluding vat
- Article referenceRequired
- Article quantity unit
- Article VAT rate
- Item rebate
- Item sale classification id
- Article unique identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IdRequired
- Email recipient addressRequired
- Send copy to your user email address
- Subject of the email.
- Body of the email in txt or Html
- Send signature of your company in the email
- Add the PDF document as an attachment
- Contact client civility
- Contact last name
- Contact first name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Article unique identifier
- Article referenceRequired
- Article designationRequired
- Article type
- Article quantity
- Article weight
- Article quantity unit
- Article unit price
- Article VAT rate
- Billing option
- Article purchase unit price
- Article reference from the supplier
- Stock management for the article
- Article stocked quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Article referenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search byRequired
- Search ContentRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Account numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Article referenceRequired
- Article designationRequired
- Article type
- Article quantity
- Article weight
- Article quantity unit
- Article unit price
- Article VAT rate
- Billing option
- Article purchase unit price
- Article reference from the supplier
- Stock management for the article
- Article stocked quantity
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 byRequired
- Search ContentRequired
- Client id
- Contact last nameRequired
- Contact emailRequired
- Contact client civility
- Contact first name
- Contact profil
- Contact consent informations
- Primary phone label
- Primary phone number
- Secondary phone label
- Secondary phone number
- Tertiary phone label
- Tertiary phone number
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- Document number
- External document number written on the document
- Document dateRequired
- Client id
- Payment term identifier
- Object on the document
- Penalty rate, prohibited if no_penalty is true
- Define the display of legal mention about penalty rate on the created document
- Use legal mention about recovery indemnity
- Discount rate, prohibited if no_discount_term is true
- Define the display of the no discount applicable legal mention
- Payment method id
- Comments on the invoice with html
- Withdrawal period
- Delivery date of the document
- Invoice rebate
- Indicate whether to include sale general conditions in the document PDF or not
- Analytic axis id
- Article designationRequired
- Article quantity
- Item unit price excluding vat
- Article referenceRequired
- Article quantity unit
- Article VAT rate
- Item rebate
- Item sale classification id
- Article unique 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- Filter_idRequired
- Advance's status
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 - Filter By
- Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- PersonRequired
- ProductRequired
- PriceRequired
- Article quantity
- 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
- Advance's status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- 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.- Assign To
- 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.- ContentRequired
- 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.- Client nameRequired
- Owner
- Organization
- Contact emailRequired
- Client phone number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Subject of the email.
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Client typeRequired
- 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
- Payment amountRequired
- Currency
- Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Client nameRequired
- Owner
- Organization
- Contact emailRequired
- Client phone number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subject of the email.
- Search Type
- Assign To
- Client typeRequired
- 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
- TitleRequired
- Creation Date
- Advance's status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- 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
- Payment amountRequired
- 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?
- Client nameRequired
- Owner
- Organization
- Contact emailRequired
- Client phone number
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
- Advance's status
- Payment method id
- Analytic axis id
- Client id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Bank item bank id
- Search param
- Bank item movement
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Client Contact
Triggers when a new client contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Advance's status
- Payment method id
- Analytic axis id
- Client id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Advance's status
- Payment method id
- Analytic axis id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Invoice (Unpaid)
Triggers when a new invoice's payment is late.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Advance's status
- Payment method id
- Analytic axis id
- Organization's type
- Client id
- Quote's prospect id
Try ItTriggerThis is the start of your ZapScheduledZapier 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 ZapScheduledZapier checks for new data every 15 min on the Free plan - Article referenceRequired
- Article designationRequired
- Article type
- Article quantity
- Article weight
- Article quantity unit
- Article unit price
- Article VAT rate
- Billing option
- Article purchase unit price
- Article reference from the supplier
- Stock management for the article
- Article stocked quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client id
- Contact last nameRequired
- Contact emailRequired
- Contact client civility
- Contact first name
- Contact profil
- Contact consent informations
- Primary phone label
- Primary phone number
- Secondary phone label
- Secondary phone number
- Tertiary phone label
- Tertiary phone number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The supplier's id to attach the buy toRequired
- The buy total including vatRequired
- Document dateRequired
- Account labelRequired
- Document number
- External document number written on the document
- Payment term identifier
- Payment method id
- Item total excluding vatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IdRequired
- Payment entry dateRequired
- Account labelRequired
- Payment method id
- Payment amountRequired
- Comments on the invoice with html
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External document number written on the document
- Document dateRequired
- Client id
- Quote's prospect id
- Payment term identifier
- Object on the document
- Penalty rate, prohibited if no_penalty is true
- Define the display of legal mention about penalty rate on the created document
- Use legal mention about recovery indemnity
- Discount rate, prohibited if no_discount_term is true
- Define the display of the no discount applicable legal mention
- Payment method id
- Comments on the invoice with html
- Validity duration of the document in days
- Delivery date of the document
- Invoice rebate
- Indicate whether to include sale general conditions in the document PDF or not
- Analytic axis id
- Article designationRequired
- Article quantity
- Item unit price excluding vat
- Article referenceRequired
- Article quantity unit
- Article VAT rate
- Item rebate
- Item sale classification id
- Article unique identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote idRequired
- Email recipient addressRequired
- Send copy to your user email address
- Subject of the email.
- Body of the email in txt or Html
- Send signature of your company in the email
- Add the PDF document as an attachment
- Contact client civility
- Contact last name
- Contact first name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client id
- Account numberRequired
- Client nameRequired
- Client typeRequired
- Address line 1
- Address line 2
- PostcodeRequired
- TownRequired
- Iso2 country codeRequired
- Delivery Address line 1
- Delivery Address line 2
- Delivery Postcode
- Delivery Town
- Delivery Iso2 country code
- Bank name
- Bank account details
- International Bank Account Number
- Bank Identifier Code (BIC, SWIFT)
- Client phone number
- Client mobile number
- Client website URL
- Client legal form
- Client business Number (SIRET)
- Client intra-community VAT number
- Client activity number
- Client immatriculation number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document number
ActionThis is an event a Zap performs.SearchFind existing data in your app- UserIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Account numberRequired
- Client nameRequired
- Client typeRequired
- PostcodeRequired
- TownRequired
- Iso2 country codeRequired
- Address line 1
- Address line 2
- Delivery Postcode
- Delivery Town
- Delivery Iso2 country code
- Delivery Address line 1
- Delivery Address line 2
- Bank name
- Bank account details
- International Bank Account Number
- Bank Identifier Code (BIC, SWIFT)
- Client phone number
- Client mobile number
- Client website URL
- Client legal form
- Client business Number (SIRET)
- Client intra-community VAT number
- Client activity number
- Client immatriculation number
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- Document number
- External document number written on the document
- Document dateRequired
- Client id
- Payment term identifier
- Object on the document
- Penalty rate, prohibited if no_penalty is true
- Define the display of legal mention about penalty rate on the created document
- Use legal mention about recovery indemnity
- Discount rate, prohibited if no_discount_term is true
- Define the display of the no discount applicable legal mention
- Payment method id
- Comments on the invoice with html
- Invoice rebate
- Execution date of payment terms
- Indicate whether to include sale general conditions in the document PDF or not
- Analytic axis id
- Article designationRequired
- Article quantity
- Item unit price excluding vat
- Article referenceRequired
- Article quantity unit
- Article VAT rate
- Item rebate
- Item sale classification id
- Article unique 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- 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 - 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
- Account labelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subject of the email.
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Client typeRequired
- 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
- Payment amountRequired
- Currency
- Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client nameRequired
- Owner
- Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client nameRequired
- Account numberRequired
- Article quantity 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.- PersonRequired
- TitleRequired
- Advance's status
- Stage in Pipeline
- Assign To
- 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
- Client nameRequired
- Address
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 of the email in txt or Html
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 - Subject of the email.
- Search Type
- Assign To
- Client typeRequired
- 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
- Advance's status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- 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?
- Client 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
- Client nameRequired
- Account numberRequired
- Article quantity 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