Create Folder in Filestage when New Deal in Pipedrive
Create Project in Filestage when New Deal in Pipedrive
Archive/Unarchive Project in Filestage when New Deal in Pipedrive
Add Reviewers to Reviewers Group in Filestage when New Deal in Pipedrive
Create Review Comment in Filestage when New Deal in Pipedrive
Get Reviewer Groups by Project in Filestage when New Deal in Pipedrive
Get Review by ID from Filestage when New Deal in Pipedrive
Get Project by ID in Filestage when New Deal in Pipedrive
Get projects in Filestage when New Deal in Pipedrive
Get folders in Filestage when New Deal in Pipedrive
Triggers when a new deal is created.
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.
Triggers when a new person is created.
Create a new person.
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.
Creates a new deal.
Creates a new label.
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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 MoreFilestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.
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