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Other popular Pipedrive workflows and automations
Add new Pipedrive activities to Pipedrive deals matching a filter
Pipedrive
Create Trello cards from new Pipedrive deals
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Send Slack messages for new Pipedrive deals
Pipedrive
Send Slack messages when deals match a filter on Pipedrive
Pipedrive
1
Create a new activity in Pipedrive when you receive an SMS with a specific keyword
by
IFTTT
1
Send a text message to number whenever a new deal is created in Pipedrive
by
IFTTT
When a new Pipedrive activity is scheduled, create the a new signature request in DocuSign
by
IFTTT
Create Jira issues when new Pipedrive deals reach certain stages
Pipedrive
When a new deal gets created in Pipedrive, also create an activity for the deal
by
IFTTT
2
Useful Pipedrive and Qapital integrations
Triggers (If this)
Create or join a new goal
This Trigger fires every time you either create a new goal or accept an invitation to join a friend's goal.
New deal
This trigger fires when there is a new deal.
Every time you save
This Trigger fires every time you save toward one of your goals.
New deal matching filter
This trigger fires when there is a new deal which matches a Pipedrive filter.
Every time you save using a specific method
This Trigger fires every time you save using a specific method like round-up or guilty-pleasure.
New activity
This trigger fires when there is a new activity.
Every time you save toward a specific goal
This Trigger fires every time you save toward one specific goal.
Queries (With)
History of every time you saved
The query returns a list of instances when you saved towards one of your goals.
History of saves using a specific method
This query returns a list of when you saveed using a specific method like round-up or guilty-pleasure.
History of goals created or joined
This query returns a list of every time you either create a new goal or accept an invitation to join a friend's goal.
Actions (Then that)
Create activity
This action will create an activity.
Save toward a goal
This Action will transfer money toward one of your goals.
Create deal
This action will create a new deal.
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