Payaca + Pipedrive

Update Pipedrive deals for new accepted Payaca quotes

Spending a lot of time manually updating your deals in Pipedrive? This integration will automatically mark a deal as won when a customer accepts the quote on Payaca, saving you time for more important work.

Spending a lot of time manually updating your deals in Pipedrive? This integration will automatically mark a deal as won when a customer accepts the quote on Payaca, saving you time for more important work.

  1. When this happens...
    PayacaPayaca
    Accepted Quote

    Triggers when a quote accepted.

    TriggerInstant
  2. automatically do this...
    PipedrivePipedrive
    Find Deal

    Triggers when a new deal is created.

    ActionSearch
  3. then do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    ActionWrite
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Supported triggers and actions

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

    Accepted Quote

    Triggers when a quote accepted.

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

    Sent Invoice

    Triggers when an invoice is sent.

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

    Updated Event

    Triggers when an event is updated.

    Trigger
    Instant
    Try It
    • Customers nameRequired

    • EmailRequired

    • Contact number

    • Address

    • City

    • Postcode

    • Note

    • Pipeline

    • Tags

    Action
    Write
  • Payaca triggers, actions, and search

    Created Event

    Triggers when an event is created.

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

    Sent Quote

    Triggers when a quote is sent.

    Trigger
    Instant
    Try It
    • Customers nameRequired

    • EmailRequired

    • Contact number

    • Address

    • City

    • Postcode

    Action
    Write
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
payaca logo
payaca logo

About Payaca

Send professional quotes and invoices, manage customers and pricing, and take payment.
Help

Related categories

  • Sales & CRM
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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