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.
Similar templates for inspiration
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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).
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.
Assigns a member to a certain task of a workflow run.
Cancels a recurring subscription.
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