Connect Zoho Books and Pipedrive CRM integrations
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Watch for bill.
Watch for customer.
Watch for estimate.
Watch for expense.
Watch for Invoice.
Watch for item.
Watch for customer payment.
Triggers when a purchase order is created.
Triggers by a sales order workflow.
Triggers by a vendor workflow.
Add follower to an object of selected type (deals, organizations, persons).
Adds a new installment subscription.
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Cancels a recurring subscription.
Creates a deal.
Creates a new deal field.
Creates a lead.
Creates a new lead label.
Creates an activity.
Creates an organization.
Creates a note.
Creates a person.
Creates a product.
Deletes a deal.
Deletes a deal field by its ID.
Delete a follower from a deal.
Deletes a lead.
Deletes lead label by its ID.
Marks mail thread as deleted.
Deletes an activity.
Deletes a product attachment from a deal.
Deletes an organization.
Deletes a note.
Deletes a person.
Deletes a product.
Marks an installment or a recurring subscription as deleted.
Downloads a file.
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 of a specific activity.
Returns details of an organization.
Returns details about a specific note.
Returns details of a person.
Returns data about a specific product.
Returns details of an installment or a recurring subscription.
Returns data about a specific user within the company.
Gets deals summary.
Performs an arbitrary authorized API call.
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 an activity.
Updates an installment subscription.
Updates an organization.
Updates an organization field value.
Updates a note.
Updates a person.
Updates a product.
Updates a recurring subscription.
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.
Returns details of an installment or a recurring subscription by the deal ID.
Searches for activities.
Lists activities associated with a deal.
Lists all fields in Deals.
Searches for deals.
Lists deals associated with a person.
Returns data about deals that have a product attached to them.
Lists deals associated with an organization.
Lists deals in a specific pipeline across all its stages.
Lists deals in a specific stage.
Lists files associated with a deal.
Lists all filters.
List followers of an object of selected type (deals, organizations, persons, products, users).
Lists Lead labels.
Retrieves all your leads.
Returns mail threads in specified folder ordered by most recent message within.
Get mail messages inside specified mail thread.
Searches for notes.
Searches for organizations.
Lists the participants associated with a deal.
Returns all payments of an installment or recurring subscription.
Searches for persons.
Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.
Returns data about all pipelines.
Searches for products.
Lists products attached to a deal.
Returns data about all stages.
Retrieves your deals filtered by criteria.
Performs a search from multiple item types.
Retrieves your leads filtered by criteria.
Retrieves your organizations filtered by criteria.
Retrieves your persons filtered by criteria.
Retrieves your products filtered by criteria.
Returns data about all users or searches by name or email.
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Create custom Zoho Books and Pipedrive CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
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 an attachment to a bill.
Adds an attachment to a sales order.
Adds an attachment to an invoice.
Adds a new installment subscription.
Cancels a recurring subscription.
Popular Zoho Books and Pipedrive CRM workflows.
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