Connect ERP Docs and Pipedrive
Integrate ERP Docs with Pipedrive to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ERP Docs + Pipedrive flows
Start from a real workflow other teams are already running.
Choose a trigger
ERP Docs
When this happens...
- Request a new Trigger for ERP Docs
Choose an action
Pipedrive
Automatically do this!
Create Person
Find User
Find Deal
Find Lead
Search Person
Create Deal
Create Lead
Update a Lead
Create Activity
Update Activity
Create Note
Add Product to Deal
Add Follower
Add Label to Person
Create Organization
Create Product
Update Person
Update a Organization
Update Deal
Find Activity
Create Project
Find Deals Associated with a Person
Create Project Task
Update Task
Update Project
List Activities
List Activity Fields
List Deal Fields
List Filters
List Leads
List Lead Sources
List Notes
List Note Fields
List Organization Fields
List Person Fields
List Pipelines
List Products
List Product Fields
List Projects
List Project Boards
List Project Templates
List Roles
List Stages
List Tasks
List Users
Archive Project
Add Note Comment
Update note comment
Update a Note
Add Follower to Organization
Add Follower to Person
Create Lead for Organisation
Add lead for Person
Add Activity To Person
Add Activity To Organisation
Add Activiy To Deal
Add Deal Follower
Add Deal Participant
Add Deal Discount
Get Project
Get User
Get Templates from ERP Docs when New Deal in Pipedrive
Use this flowCreate Document from Template in ERP Docs when New Deal in Pipedrive
Use this flowGet Bulk Send Batch from ERP Docs when New Deal in Pipedrive
Use this flowGet Bulk Send Rows from ERP Docs when New Deal in Pipedrive
Use this flowGet Documents from ERP Docs when New Deal in Pipedrive
Use this flowDownload Signed Document from ERP Docs when New Deal in Pipedrive
Use this flowSend Document Reminder via ERP Docs when New Deal in Pipedrive
Use this flowGet Workspaces from ERP Docs when New Deal in Pipedrive
Use this flowDelete Brand Profile in ERP Docs when New Deal in Pipedrive
Use this flowGet Brand Profiles from ERP Docs when New Deal in Pipedrive
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Pipedrive.
When this happensTriggers
A trigger is an event that starts a workflow.
New Deal
Triggers when a new deal is created.
Updated Deal
Triggers when an existing deal is updated.
New Note Created
Runs when a new note is created in Pipedrive.
New Activity Created
Runs when a new activity is created in Pipedrive.
New Lead Created
Runs when a new lead is created in Pipedrive.
New Organization Created
Runs when a new organization is created.
Do thisActions
Action is the task that follows automatically within your ERP Docs integrations.
Get Templates
Get all templates or a specific template by selecting mode and optional template ID.
Create Document from Template
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
Get Bulk Send Batch
Get processing status and counts for a bulk send batch by batch ID.
Get Bulk Send Rows
Retrieve rows for a bulk send batch by batch_id, filter by status, and paginate with limit and offset.
Get Documents
Retrieve a document by ID or a paginated list (newest first); optionally filter by status, limit, and offset.
Download Signed Document
Retrieve a time-limited download URL and SHA-256 integrity metadata for a completed signed PDF by signpack ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate ERP Docs and Pipedrive workflows.
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About ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn moreSimilar apps
About Pipedrive
Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Pipedrive accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ERP Docs and Pipedrive as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pipedrive. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Pipedrive, and a separate workflow where Pipedrive triggers actions in ERP Docs. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ERP Docs and Pipedrive. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Pipedrive integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
