Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

noCRM.io
Trigger: Watch Lead (Manual Trigger)
Pipedrive CRM
Action: Select an action
1. Select a trigger
  • Triggers when someone clicks on the lead Actions menu for a manual fire. This trigger only works for Expert edition.

  • Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition.

  • Triggers when the content(description) of a lead is updated. This trigger only works for Expert edition.

  • Triggers when a new lead is created.

  • Triggers when a lead is deleted. This trigger only works for Expert edition.

  • Triggers when a specific status of the lead is changed.

  • Triggers when a step of a lead is changed. This trigger only works for Expert edition.

  • Triggers when a prospect is created in a prospect list. This trigger only works for Expert edition.

  • Triggers when a specific status of the task is changed. This trigger only works for Expert edition.

  • Triggers when a lead is created unassigned. This trigger only works for Expert edition.

2. Select an action
  • Add follower to an object of selected type (deals, organizations, persons).

  • Add follower to an object of selected type (deals, organizations, persons).

  • Adds a participant to a deal.

  • Adds a product to the deal.

  • Adds a new recurring subscription to a deal.

  • Adds a new installment subscription.

  • Adds an installment to a deal.

  • Cancels a recurring subscription.

  • Creates a deal.

  • Creates a deal.

  • Creates a new deal field.

  • Creates a lead.

  • Creates a new lead label.

  • Creates a note.

  • Creates a person.

  • Creates a person.

  • Creates a product.

  • Creates a product.

  • Creates a new project.

  • Creates a new task.

  • Creates an activity.

  • Creates an activity.

  • Creates an organization.

  • Creates an organization.

  • Deletes a deal.

  • Deletes a deal field by its ID.

  • Delete a follower from a deal.

  • Delete a follower from a deal.

  • Deletes a lead.

  • Deletes lead label by its ID.

  • Marks mail thread as deleted.

  • Deletes a note.

  • Deletes a person.

  • Deletes a product.

  • Deletes or archives a project by its ID.

  • Marks an installment or a recurring subscription as deleted.

  • Deletes task by its ID.

  • Deletes an activity.

  • Deletes a product attachment from a deal.

  • Deletes an installment.

  • Deletes an organization.

  • Downloads a file.

  • Returns details of a specific deal.

  • Returns details of a specific deal.

  • Gets a Deal field.

  • Gets filter by its ID.

  • Gets a lead.

  • Returns specific mail thread.

  • Returns data about specific mail message.

  • Returns details about a specific note.

  • Returns details of a person.

  • Returns details of a person.

  • Returns data about a specific product.

  • Returns data about a specific product.

  • Gets a project by its ID.

  • Returns details of an installment or a recurring subscription.

  • Gets task by its ID.

  • Returns data about a specific user within the company.

  • Returns details of a specific activity.

  • Returns details of a specific activity.

  • Returns details of an organization.

  • Returns details of an organization.

  • Gets deals summary.

  • Performs an arbitrary authorized API call.

  • Performs an arbitrary authorized API call.

  • Updates a deal.

  • Updates a deal.

  • Updates Deal field by its ID.

  • Updates a lead.

  • Updates lead label by its ID.

  • Updates the properties of a mail thread.

  • Updates a note.

  • Updates a person.

  • Updates a person.

  • Updates a product.

  • Updates a product.

  • Updates project by its ID.

  • Updates a recurring subscription.

  • Updates task by its ID.

  • Updates an activity.

  • Updates an activity.

  • Updates an installment added to a deal.

  • Updates an installment subscription.

  • Updates an organization.

  • Updates an organization.

  • Updates an organization field value.

  • Updates product attachment details of the deal-product (a product already attached to a deal).

  • Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.

Select a trigger and an action

Create workflow (opens in a new tab)