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Pipedrive CRM
Everhour

Create new projects and new clients in Everhour from won Pipedrive deals

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This template creates a new project and a new client in Everhour from won Pipedrive deals.

Categories
Time-tracking
CRM

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Pipedrive CRM
Add a Follower

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

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Pipedrive CRM
Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action
Everhour
Add a Time Record

Adds a new time record.

Action
Pipedrive CRM
Add an Installment Subscription

Adds a new installment subscription.

Action
Pipedrive CRM
Cancel a Recurring Subscription

Cancels a recurring subscription.

Action
Everhour
Create a Client

Creates a new client.

Action
Pipedrive CRM
Create a Deal

Creates a deal.

Action

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