Integrate Pipedrive with ProcessKit to automate your work

Triggers when an existing deal is updated.

Adds a product to a deal.

Creates a new deal.

Adds a follower to a deal, organization, person or product.

Creates a new note.

Creates a new person.

Creates a new project.

Updates an existing activity.

Updates an existing lead.

Updates an existing person.

Updates an existing task.

Finds an activity by subject.

Finds multiple deals by title, notes or custom fields (with line item support).

Finds a lead by title or field value.

Finds a note by ID.

Finds an organization.

Finds a product by name.

Finds a project or projects by title or other fields.

Finds a user by name, email or ID.

Finds a deal by name, or creates one if none is found.

Finds a lead by name, or creates one if none is found.

Finds a person by name, or creates one if none is found.

Finds a project by name, or creates one if none are found.

Triggers when a project has been updated in ProcessKit.

Mark a task as complete.

Create a new, empty task list in a project. Later, you can add tasks to it manually or via another Zapier action.

Apply a tag to a project in ProcessKit. If the tag doesn't exist yet, this action can create the tag and then apply it.

Assign an existing task to a person in your ProcessKit account

Mark a task as not completed yet.

Make updates to an existing project in ProcessKit, including updating project dates and other fields, moving a project to a different board, and associating a client with a project.

Update an existing task field

Find a Client in your ProcessKit account, which has a value in the selected custom client attribute field that contains this text. If there are multiple matches, the Client that was most recently created will be returned.

Find a project in ProcessKit by its project ID

Find a task within a project in ProcessKit

Find a Client in ProcessKit that has a name that contains this text. If there are multiple matches, the most recently created Client will be returned.

Find a project in ProcessKit by its title

Find a task within a project in ProcessKit

Triggers when a deal's stage is updated.

Creates a new activity.

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Creates a new lead.

Creates a new organization.

Creates a new product.

Creates a new task.

Updates an existing deal.

Updates an existing organization.

Updates an existing project in Pipedrive.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a deal by any field.

Finds multiple Deals associated with a Person (with line item support).

Finds multiple leads based on your search criteria, only returns the Lead IDs.

Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.

Finds a person.

Searches for tasks by title, description, or other criteria.

Finds an activity by subject, or creates one if none is found.

Finds multiple deals by title, notes or custom fields.

Finds an organization by name, or creates one if none is found.

Finds a product by name, or creates one if none are found.

Triggers when a new project is created in ProcessKit.

Triggers when a task in a project has been marked completed.

Creates a client in ProcessKit

Creates a project in ProcessKit

Create a task in an existing task list in an existing project in ProcessKit.

Create a task list in a project. The task list and tasks will be built from a process template in your ProcessKit account.

Updates a client in ProcessKit

Update an existing task's title, content fields, start date, or due date.

Find a Client in ProcessKit that has a name that contains this text. If there are multiple matches, the most recently created Client will be returned.

Find a project in ProcessKit by its title

Find a project in ProcessKit by custom field values

Find a task field in a task by its label. Enter the exact label text (case sensitive) for the field you want to find.

Find a Client in your ProcessKit account, which has a value in the selected custom client attribute field that contains this text. If there are multiple matches, the Client that was most recently created will be returned.

Find a project in ProcessKit by custom field values