
When this happens...
New Deal
Updated Deal
New Note
New Activity
New Lead
New Organization
Updated Organization
New Person
Update Deal Stage
New Project
Update Person
Update Activity
Update Note
Updated Pipeline
Updated Product
Updated User

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new deal is created.
Triggers when an existing deal is updated.
Triggers when a new note is created.
Triggers when a new activity is created.
Triggers when a Lead is created.
Triggers when a new organization is created.
Action is the task that follows automatically within your Pipedrive integrations.
Create a new person (contact) in Pipedrive with optional phone, email, owner, organization, labels, and visibility.
Finds a user by name, email, or id.
Finds a deal by any field. Optionally, create a deal if none are found.
Finds a lead by title or field value. Optionally, create a lead if none are found.
Search a person.
Create a new deal in Pipedrive with title, owner, pipeline or stage, value, currency, and optional details (status, probability, dates, labels, and related person or organization).

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Pipedrive and APIVerve accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipedrive triggers actions in APIVerve (or vice versa).
Absolutely. You can customize how Pipedrive data is recorded in APIVerve. This includes choosing which data fields go into which fields of APIVerve, setting up custom formats, and filtering out unwanted information.
The data sync between Pipedrive and APIVerve typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Pipedrive and APIVerve. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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.
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