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How Zapier works
Zapier makes it easy to integrate Metatask with Pipedrive - no code necessary. See how you can get setup in minutes.
Select a trigger from Metatask
Setup an action from Pipedrive
That’s it! You just connected Metatask to Pipedrive
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Connect Metatask and Pipedrive to integrate crucial parts of your business
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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.
- TemplateRequired
- Task
- ProcessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TemplateRequired
- Form FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter_idRequired
- Deal 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.- Template to UseRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- 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
- Deal 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.- Process TitleRequired
- Owner
- Organization
- Email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template to UseRequired
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- 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.- Template to UseRequired
- TitleRequired
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template to UseRequired
- Process TitleRequired
- Owner
- Organization
- Email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Search Type
- Assign To
- Type
- 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- Template to UseRequired
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
- Deal 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
- 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 found- Search for an Exact Match?
- Process TitleRequired
- 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 found
- TemplateRequired
- Task
- ProcessRequired
- Comment TextRequired
- Comment File
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template to UseRequired
- Process TitleRequired
- Process Deadline
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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 - Template to UseRequired
- 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
- Is done?
- Type
- 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
- Lead Value
- Currency
- Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process TitleRequired
- Owner
- Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process TitleRequired
- Code
- 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.- Template to UseRequired
- TitleRequired
- Deal 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.- Template to UseRequired
- Owner
- Process TitleRequired
- 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
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 - SubjectRequired
- Search Type
- Assign To
- Type
- 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
- Deal 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?
- Process TitleRequired
- 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
- Process TitleRequired
- Code
- 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