Knowify + Pipedrive
Create new clients in Knowify from new deals in Pipedrive
Efficiently manage your new deals with this seamless workflow between Pipedrive and Knowify. When a new deal is initiated in Pipedrive, this automation instantly creates a client in Knowify, keeping your client list updated and saving you precious time. Streamlining your processes has never been easier.
Efficiently manage your new deals with this seamless workflow between Pipedrive and Knowify. When a new deal is initiated in Pipedrive, this automation instantly creates a client in Knowify, keeping your client list updated and saving you precious time. Streamlining your processes has never been easier.
- When this happens...
New DealTriggers when a new deal is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ClientCreates a new client.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew 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 ZapPollingZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Enable product
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
Status
Stage
Stage Warning
Pipeline
Owner
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.FollowerRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Pin note to organization
Lead
Pin note to lead
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
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.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Mark as done
Type
Use combined date and time Use combined date and time field
Duration
Free or busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
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
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
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
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
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 foundSearch type
TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
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 foundSearch type
NameRequired
Owner
Organization
Email
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 foundField to Search ByRequired
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
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
New Allocation
Triggers when a new allocation has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Bill Payment
Triggers when a new bill payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planChange Order Made Active
Triggers when a change order has been made active.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContract Job Made Active
Triggers when a contract job has been made active.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new trigger has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJob Closed
Triggers when a contract job has been closed
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Purchase
Triggers when a new purchase has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Service Job
Triggers when a new service job has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Vendor
Triggers when a new vendor has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planClient NameRequired
Client Contact Name
Email Address
Phone Number
Client Parent Id
Street Address
Street Address (Continued)
City Name
State/Province
Zip Code
Country Name
Shipping Same as Billing
Shipping Street Address
Shipping Street Address (Cont'd)
Shipping City Name
Shipping Contact Name
Shipping Country Name
Shipping State/Province Name
Shipping Zip Code
Website
Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NameRequired
Job Costing Style
Contract TypeRequired
Client NameRequired
Sales Lead
Project Manager
Job notes
Address1
Address2
City
State/Province
Zip
Country (2 characters)
Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Comment
Task Complete?
Deadline
Date Completed
Resource
Job
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Vendor NameRequired
Street Address
Street Address (Continued)
City Name
Client Contact Name
Country Name
Email Address
Phone Number
State/Province
Is this vendor a subcontractor?
Other Details
Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
DescriptionRequired
Comment
Task Complete?
Deadline
Date Completed
Resource
Job
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appVendor IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Mark as done
Type
Use combined date and time field?
Duration
Free or 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
Product
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
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
Product Code
Unit price
Tax percentage
Is active?
Owner
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
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.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
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.Api Docs Info
Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search type
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appFind 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 appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Mark as done
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free or 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 foundField to Search By
Term to search forRequired
Search type
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
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 foundSearch type
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 foundSearch termRequired
NameRequired
Product Code
Unit price
Tax percentage
Is active?
Owner
Currency
Price
Direct 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 foundNew AIA Invoice
Triggers when a new AIA invoice has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Bill
Triggers when a new bill has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBill Sent for Approval
Triggers when a bill is sent for approval.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Client
Triggers when a new client has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContract Out for Signature
Triggers when a contract job has been sent out for signature.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice Payment
Triggers when a new invoice payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPhase Status Changed
Triggers when a phase status is changed
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contract Job
Triggers when a new contract job has been added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJob Reopened
Triggers when a contract job has been reopened
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSubmittal Approved
Triggers when a submittal has been approved.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask Marked Complete
Triggers when a task has been marked complete
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planService Job Marked Complete
Triggers when a service job has been marked complete.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planJob NameRequired
Client NameRequired
AddressRequired
CityRequired
State/ProvinceRequired
ZipcodeRequired
Country (2-letter abbreviation)Required
Contract Value
Line Item Name
Phase Name
Invoiced to Date
Labor Cost to Date
Material Cost to Date
Sub Cost to Date
Payments to Date
Labor Budget
Material Budget
Sub Budget
Sales Lead
Project Manager
Job notes
Sync to QB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Item NameRequired
Description
Our CostRequired
Sale PriceRequired
Item Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileNameRequired
UrlRequired
Project IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NameRequired
Client NameRequired
Service Notes
AddressRequired
Address 2Required
CityRequired
State/Province (2-letter abbreviation)Required
ZipcodeRequired
Country (2-letter abbreviation)Required
Is Time & Materials?Required
Resource
Date (MM-DD-YYYY)
Start Time
End Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Item NameRequired
Description
Our CostRequired
Sale PriceRequired
Item Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Related categories
