Evoliz + Pipedrive

Create Evoliz contacts from new deal matching filters in Pipedrive

Each time a Pipedrive deal reaches a new stage, a corresponding contact will be added to Evoliz automatically.

Each time a Pipedrive deal reaches a new stage, a corresponding contact will be added to Evoliz automatically.

  1. When this happens...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    TriggerScheduled
  2. automatically do this...
    PipedrivePipedrive
    Find Organization

    Triggers when a new organization is created.

    ActionSearch
  3. then do this...
    EvolizEvoliz
    Create Client

    Creates a Client

    ActionWrite
  4. then do this!
    EvolizEvoliz
    Create Contact Client

    Creates a Contact Client

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
evoliz logo
evoliz logo

About Evoliz

Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn moreHelp

Related categories

  • Accounting
pipedrive logo
pipedrive logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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