Knowify + Pipeline CRM

"create deals in Pipeline CRM for new contract jobs in Knowify"

This workflow springs into action when a new contract job is added in Knowify, swiftly setting up a deal in Pipeline CRM. It enhances your efficiency by handling administrative tasks, leaving you free to focus on securing more contracts. By connecting Knowify and Pipeline CRM, this automation ensures your leads are always updated, and potential deals are never dropped.

When this happens...
New Contract Job
Triggers when a new contract job has been added.
TriggerScheduled
automatically do this!
Create Deal
Creates a new deal in your PipelineDeals account.
ActionWrite

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Supported triggers and actions

What does this mean?

New AIA Invoice
Triggers when a new AIA invoice has been added.
Trigger
Scheduled
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New Bill
Triggers when a new bill has been added.
Trigger
Scheduled
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Bill Sent for Approval
Triggers when a bill is sent for approval.
Trigger
Scheduled
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Contract Job Made Active
Triggers when a contract job has been made active.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice has been added.
Trigger
Scheduled
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New Payment
Triggers when a new payment is added.
Trigger
Scheduled
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New Product
Triggers when a new trigger has been added.
Trigger
Scheduled
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Job Closed
Triggers when a contract job has been closed
Trigger
Scheduled
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New Purchase
Triggers when a new purchase has been added.
Trigger
Scheduled
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New Task
Triggers when a new task has been added.
Trigger
Scheduled
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New Service Job
Triggers when a new service job has been added.
Trigger
Scheduled
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New Vendor
Triggers when a new vendor has been added.
Trigger
Scheduled
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- Client NameRequired
- Client Parent Id
- Street Address
- Street Address (Continued)
- City Name
- Client Contact Name
- Country Name
- Email Address
- Phone Number
- 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
- State/Province
- Website
- Zip Code
Action
Write
- Job NameRequired
- Job Costing Style
- Contract TypeRequired
- Client NameRequired
- Sales Lead
- Project Manager
- Job notes
- Address1
- Address2
- City
- State/Province
- Zip
- Country (2 characters)
Action
Write
- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Job
Action
Write
- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
Action
Write
- Client NameRequired
Action
Search
- NameRequired
Action
Search
- Project IdRequired
Action
Search
- DescriptionRequired
Action
Search
- User IdRequired
Action
Search
- Status
- Source
- Stage
Trigger
Instant
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New Company
Triggers when a new company is created in your PipelineDeals account.
Trigger
Instant
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- Source
- Status
Trigger
Instant
Try It
- NameRequired
- Description
- All Day?
- Association Type
- Association ID
- Start Time
- End Time
- Category
- Owner ID
Action
Write
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
Action
Write
- First Name
- Check for Duplicates?
- Mobile
- Last Name
- Phone
- Position
- Website
- Email
- Company
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Write
- IdRequired
Action
Write
- IdRequired
- Expected Close Date
- Name
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Write
- Name
- Id
Action
Search
- Email
- Full Name
- Id
- Phone Numbers
Action
Search
- NameRequired
- Primary Contact Email Address
- Id
- Expected Close Date
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Search or write

New Allocation
Triggers when a new allocation has been added.
Trigger
Scheduled
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New Bill Payment
Triggers when a new bill payment is added.
Trigger
Scheduled
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New Client
Triggers when a new client has been added.
Trigger
Scheduled
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Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Trigger
Scheduled
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New Invoice Payment
Triggers when a new invoice payment is added.
Trigger
Scheduled
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Phase Status Changed
Triggers when a phase status is changed
Trigger
Scheduled
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New Contract Job
Triggers when a new contract job has been added.
Trigger
Scheduled
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Job Reopened
Triggers when a contract job has been reopened
Trigger
Scheduled
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Submittal Approved
Triggers when a submittal has been approved.
Trigger
Scheduled
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Task Marked Complete
Triggers when a task has been marked complete
Trigger
Scheduled
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Service Job Marked Complete
Triggers when a service job has been marked complete.
Trigger
Scheduled
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- Job 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
Action
Write
- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
Action
Write
- FileNameRequired
- UrlRequired
- Project IdRequired
Action
Write
- 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
Action
Write
- TaskRequired
- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Job
Action
Write
- Client IdRequired
Action
Search
- Job NameRequired
Action
Search
- DescriptionRequired
Action
Search
- NameRequired
Action
Search
- Vendor IdRequired
Action
Search
- Stage
- Status
- Source
Trigger
Instant
Try It
- Status
- Source
- Stage
Trigger
Instant
Try It
- Person ID
- Category
- Deal ID
- Company ID
- Content
- User ID
- File URL
Action
Write
- NameRequired
- Description
- All Day?
- Due Date
- Association Type
- Association ID
- Category
- Owner ID
Action
Write
- NameRequired
- Expected Close Date
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Write
- Email
- Phone
Action
Write
- IdRequired
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- User ID
Action
Write
- IdRequired
- First Name
- Mobile
- Last Name
- Phone
- Position
- Website
- Email
- Company
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Write
- Name
- Primary Contact Email Address
- Id
Action
Search
- Name
- Id
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
Action
Search or write
- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Check for Duplicates?
- Mobile
- Last Name
- Phone
- Position
- Website
- Company
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Search or write

About Knowify

Knowify is a job costing and project management platform for contractors.

Learn more Help

Related categories

Project Management

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Related Zap Templates

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Create new clients in Knowify for every new company in Pipeline CRM

Create people in Pipeline CRM from new clients in Knowify

Knowify + Pipeline CRM

"create deals in Pipeline CRM for new contract jobs in Knowify"

New AIA Invoice

New Bill

Bill Sent for Approval

Contract Job Made Active

New Invoice

New Payment

New Product

Job Closed

New Purchase

New Task

New Service Job

New Vendor

Create Client

Client Parent Id

Street Address

Street Address (Continued)

City Name

Client Contact Name

Country Name

Email Address

Phone Number

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

State/Province

Website

Zip Code

Create Contract Job

Job Costing Style

Sales Lead

Project Manager

Job notes

Address1

Address2

City

State/Province

Zip

Country (2 characters)

Create Task

Comment

Task Complete?

Deadline

Date Completed

Resource

Job

Update Product

Description

Item Number

Find Client

Find Product

Get Job by Id

Find Task

Get User by Id

Deal Status Changed

Status

Source

Stage

New Company

New Person

Source

Status

Create Event

Description

All Day?

Association Type

Association ID

Start Time

End Time

Category

Owner ID

Create Company

Name

Phone