Create new workflow runs in Process Street from new deals in Pipedrive
Create new workflow runs in Process Street from new deals in Pipedrive
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About
This template periodically checks for new deals in Pipedrive CRM and uses the retrieved information to create a workflow run in Process Street.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
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.
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.
Cancels a recurring subscription.
Creates a new comment on checklists.
Creates a deal.
Creates a new deal field.
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