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Customize your Pipedrive and Workflow apps by Workato integration with the following
triggers and actions.
Triggers
When this happens…
Pipedrive
- New objectNew object in Pipedrive
- New or Updated objectNew or Updated object in Pipedrive
Any other trigger you can think up
Workflow apps by Workato
- New component event (Dropdown) Real-timeNew open or search event from a dropdown
- New request Real-timeNew request in a workflow app
- New/updated request Real-timeNew/updated request in a workflow app
Any other trigger you can think up
Actions
Do this…
Pipedrive
- Custom actionCustom action in Pipedrive (Custom)
- Create activityCreate activity in Pipedrive
- Create dealCreate deal in Pipedrive
- Create noteCreate note in Pipedrive
- Create organizationCreate organization in Pipedrive
- Get deal related products BatchGet products from the deal in Pipedrive
- Get object BatchGet object from PipeDrive
- Update dealUpdate deal in Pipedrive
- Update organizationUpdate organization in Pipedrive
- Update personUpdate person in Pipedrive
Any other action you can think up
Workflow apps by Workato
- Create requestCreate a new request in a workflow app
- Return data to componentReturn data to component
- Change workflow stageChange the workflow stage of a request in a workflow app
- Complete workflow task programmaticallyComplete a task in a workflow app programmatically
- Delete requestDelete a request from a workflow app
- Remove userRemove a user from workflow apps portal
- Get user data BatchGet user data from workflow apps portal
- Search requests BatchSearch requests in a workflow app matching specified criteria
- Assign task to usersAssign a task to users in a workflow app and wait until completed
- Invite userInvite a user by email to workflow apps portal
- Update requestUpdate a request in a workflow app
Any other action you can think up
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