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Integrate Invoiced with Pipedrive to automate your work

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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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Select a trigger from Invoiced

A trigger is an event that starts your Zap and runs the workflow. For example, with Invoiced, a trigger could be "New Contact."

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 Invoiced to Pipedrive

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

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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

Set up your first integration

Quickly connect Invoiced to Pipedrive with a Zapier template.

Our most popular template

Add new subscriptions on Invoiced as a won deal on Pipedrive
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Invoiced + Pipedrive

Add new subscriptions on Invoiced as a won deal on Pipedrive

Invoiced + Pipedrive

Make work flow with AI

Level up your Invoiced to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Invoiced 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Invoiced 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

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 Contact
Triggers when a new contact is created.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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Invoice Paid in Full
Triggers when an invoice is paid in full.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Subscription
Triggers when a new subscription is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- Customer
  Required
- Notes
- Amount
  Required
- Currency
- Date
Action
Write

- Name
  Required
- Email Address
- Credit Note Number
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Write
- Customer
  Required
- Name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Credit Note Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
  Required
- Amount
  Required
- Currency
- Date
- Method
- Reference
- Notes
- Invoiced
- Type
- Amount
- Document Type
- Estimate
- Credit Note
Action
Write
- Customer
  Required
- Plan
  Required
- Quantity
  Required
- Billing Cycles
Action
Write
- Customer
  Required
- Name
  Required
- Email Address
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Write
- Id
- Credit Note Number
Action
Search
- Name
  Required
- Credit Note Number
- Email Address
Action
Search
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
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New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Lead
Triggers when a Lead is created.
Trigger
Scheduled
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New Organization
Triggers when a new organization is created.
Trigger
Scheduled
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New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
- Stage in Pipeline
Trigger
Instant
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Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- Id
- Label
  Required
Action
Write
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Entity 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
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Amount
  Required
- Currency
- Source Channel
Action
Write
- Name
  Required
- Owner
- Address
Action
Write
- Name
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
Action
Write
- Id
- Title
- Deal Status
- Stage in Pipeline
- Assign To
- Organization
- Person
- Value
- Currency
Action
Write
- Id
- Owner
- Name
  Required
- Address
Action
Write
- Method
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
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
- Entity 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
- Creation Date
- Deal Status
- 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
- Cost
- Overhead_cost
Action
Search or write

New Credit Note
Triggers when a new credit note is created.
Trigger
Instant
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New Estimate
Triggers when a new estimate is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created.
Trigger
Instant
Try It
- Customer
  Required
- Name
  Required
- Email Address
- Phone Number
- SMS Enabled?
- Billing Contact?
- Title
- Department
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
Action
Write
- Customer
  Required
- Name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Credit Note Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
  Required
- Name
  Required
- Quantity
  Required
- Unit Cost
  Required
- Credit Note Number
- Send?
- Draft?
- Notes
Action
Write
- Customer
  Required
- Notes
Action
Write
- Customer
  Required
- Quantity
  Required
- Name
  Required
- Description
- Unit Cost
  Required
- Item ID
Action
Write
- Customer
  Required
- Name
  Required
- Action
  Required
- Due Date
Action
Write
- Id
- Credit Note Number
Action
Search
- Id
- Credit Note Number
Action
Search
- Name
  Required
- Credit Note Number
- Email Address
- AutoPay
- Payment Terms
- Entity Type
- Phone Number
- Attention To
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Tax ID
- Notes
- Currency
Action
Search or write
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
- Deal Status
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
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Id
- Product
  Required
- Price
  Required
- Quantity
  Required
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax_method
- Tax_percentage
Action
Write
- Title
- Creation Date
- Deal Status
- 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 Address
- Phone Number
Action
Write
- Id
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Entity Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Write
- Id
- Title
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Amount
  Required
- Currency
- Source Channel
Action
Write
- Id
- Name
  Required
- Owner
- Organization
- Email Address
- Phone Number
Action
Write
- Subject
  Required
- Search Type
- Assign To
- Entity 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
- Id
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
- Creation Date
- Deal Status
- 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
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Amount
  Required
- Currency
- Source Channel
Action
Search or write
- Search for an Exact Match?
- Name
  Required
- Owner
- Organization
- Email Address
- Phone Number
Action
Search or write

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About Invoiced

Invoiced is autopilot for accounts receivable.

Learn more Help

Related categories

Accounting

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 more Help

Related categories

CRM (Customer Relationship Management)

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