Alegra + Pipedrive
Alegra + Pipedrive
Alegra + Pipedrive integrations
Create new Alegra contacts from Pipedrive activities
Effortlessly maintain your contact records with this seamless Pipedrive-Alegra integration. Whenever a new activity is added in Pipedrive, this workflow will automatically create a new contact in Alegra. Keep your customer information up-to-date, streamline your sales process, and save time on manual data entry.
- When this happens...
New ActivityTriggers when a new activity is created.TriggerInstant - automatically do this!
Create ContactCrear un contacto nuevo. Creates a new contact.ActionWrite
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More things you can do with Pipedrive and Alegra
Discover other triggers and actions you can use with Pipedrive and Alegra
- Copy
- FilterRequired
- Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New LeadTriggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Filter ID
- Status
- Board ID
- Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Filter By
- Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Person IDRequired
- Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Product Variation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Follower User IDRequired
- Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContentRequired
- Deal ID
- Pin note to deal
- Person ID
- Pin note to person
- Organization ID
- Project ID
- Pin note to organization
- Lead ID
- Pin note to lead
- Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DealRequired
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Deal IDRequired
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization to UpdateRequired
- Organization Name
- Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Product IDRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- Title
- Project ID
- Description
- Done
- Due Date
- Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity Type ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Person IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Stage IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search type
- Organization NameRequired
- Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search type
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search TermRequired
- Exact Match?
- Assignee
- Project IDRequired
- Done
- TitleRequired
- Description
- Due Date
- Parent Task ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New EstimateTriggers when a new estimate is created in Alegra.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Item
Triggers when a new product or service is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Nombre (Name)Required
- Tipo de contacto (Contact type)
- IdentificaciĂłn (Identification)Required
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- Ciudad (city)
- RegiĂłn (region)
- Comuna (commune)
- DescripciĂłn (description)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- Giro de negocio (giro)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Tipo de contacto (Contact type)
- RFC (identification)Required
- Tipo de Tercero (Third type)
- Identificador fiscal (Fiscal ID)
- Calle (street)
- NĂşmero de exterior (exteriorNumber)
- NĂşmero de interior (interiorNumber)
- Colonia (Colony)
- PaĂs (country)
- Localidad (locality)
- Municipio (municipality)
- Estado (state)Required
- CĂłdigo postal (zipCode)
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- clave del Uso CFDI (cfdiUse)
- Forma de pago (paymentMethod)
- MĂ©todo de pago (paymentType)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- RegĂmenes Fiscales
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NĂşmero (number)Required
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- DirecciĂłn (address)
- Departamento (state)
- Provincia (city)
- UrbanizaciĂłn (urbanization)
- Distrito (district)
- CĂłdigo ubigeo (ubigeoCode)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date)Required
- Fecha de vencimiento (Due Date)Required
- Observaciones (Observations)
- Comentarios (Anotation)
- ID del Cliente (Client ID)Required
- Items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciĂłn (description)
- Vendedor (Seller)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- NumeraciĂłn de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciĂłn (description)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Emitir la factura (generateStamp)
- CondiciĂłn de la venta (saleCondition)
- Concepto de venta (saleConcept)
- Fecha de inicio (startDateService)
- Fecha final (endDateService)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- NumeraciĂłn de la factura (Invoice numeration)
- Cliente ID (client)Required
- Items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciĂłn (description)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- Forma de pago (paymentForm)Required
- MĂ©todo de pago (paymentMethod)
- Emitir la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- NumeraciĂłn de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciĂłn (description)
- Pedimento (importRequest)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- Forma de pago (paymentMethod)Required
- MĂ©todo de la factura (paymentType)
- Clave del Uso CFDI (cfdiUse)Required
- Timbrar la factura (generateStamp)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date)Required
- Cuenta de Banco (Bank Account)Required
- MĂ©todo de pago (Payment Method)
- Cliente/Proveedor (Client)
- Tipo de Pago (Type of payment)
- Tipo de transacciĂłn (Type of Transaction)Required
- Id de la factura (Invoice Id)
- Monto del pago (Payment Amount)
- Id de la cuenta contable (Category id)
- Valor (Price)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Observaciones (Observations)
- Notas (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha De Vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- Cliente ID (Client ID)Required
- NumeraciĂłn de la factura (Invoice numeration)
- Items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciĂłn (description)
- Bodega / Almacén (Warehouse)
- Tipo de Factura (Invoice type)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- DescripciĂłn (Description)
- Precio (Price)Required
- Referencia (Reference)
- NĂşmero de la clave de producto (ProductKey)Required
- CategorĂa del Ătem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (unitCost)
- Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- TĂ©rminos y Condiciones (Terms and Conditions)
- NumeraciĂłn de la factura (Invoice numeration)
- Proveedor (provider)Required
- Bodega / Almacén (Warehouse)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Detalle (Details)
- Items ID
- Precios (price)
- Cantidad (quantity)
- Descuentos (discount)
- Impuesto (tax)
- Observaciones (observations)
- CategorĂas ID
- Precios (price)
- Cantidad (quantity)
- Descuentos (discount)
- Impuesto (tax)
- Observaciones (observations)
- Id RetenciĂłn (retention ID)
- Monto RetenciĂłn (retention amount)
- Fecha (date)
- Cuenta (account)
- Monto (amount)
- MĂ©todo de pago (Payment Method)
- Notas (anotations)
- Observaciones (observations)
- Id Retenciones (retentions ID)
- Monto RetenciĂłn (retention Amount)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Centro de costos (Cost center)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Procentaje (Percentage)Required
- Tipo (Type)Required
- DescripciĂłn (Description)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Primer Nombre (firstName)Required
- Apellidos (LastName)
- NĂşmero telefĂłnico principal (phonePrimary)
- Tipo de persona (kindOfPerson)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NĂşmero (number)Required
- NĂşmero telefĂłnico secundario (phoneSecondary)
- DirecciĂłn (address)
- Municipio (City)
- Departamento (department)
- PaĂs (country)
- CĂłdigo postal (zip code)
- fax
- NĂşmero de celular/mĂłvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- RĂ©gimen (regime)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID de la factura (Invoice ID)Required
- Tipo de Factura (Invoice Type)
- Destinatario (To)Required
- Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID del contacto (Contact ID)Required
- Tipo de contacto (Contact type)
- Nombre (Name)
- NĂşmero de identificaciĂłn (Identification Number)
- Correo electrĂłnico (Email)
- Número de teléfono principal (Primary Phone Number)
- Número de teléfono secundario (Secondary Phone Number)
- Fax
- NĂşmero De Celular/mĂłvil (Mobile)
- Observaciones (Observations)
- DirecciĂłn (Address)
- Ciudad (City)
- Calle (Street)
- NĂşmero exterior (Exterior Number)
- NĂşmero interior (Interior Number)
- Colonia (Colony)
- Localidad (Locality)
- Municipio (Municipality)
- Estado (State)
- PaĂs (Country)
- CĂłdigo Postal (Zip Code)
- Id de Vendedor Asociado (Associate Seller ID)
- Lista de Precios (Price List)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- BĂşsqueda por (Search by)
- Nombres o SKUs de los items (Names or SKUs of the items)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Nombre del Ătem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Impuesto (tax)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- IdentificaciĂłn (Identification)Required
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- Ciudad (city)
- RegiĂłn (region)
- Comuna (commune)
- DescripciĂłn (description)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- Giro de negocio (giro)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NĂşmero (number)Required
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- DirecciĂłn (address)
- Provincia (department)
- CantĂłn (city)
- Distrito (district)
- Barrio (neighborhood)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Tipo de contactoRequired
- Tipo de terceroRequired
- Tipo de personaRequired
- Teléfono principal
- Teléfono secundario
- Teléfono móvil
- Correo
- Fax
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- NĂşmero de identificaciĂłn (Identification)
- Tipo de contacto (Contact type)
- NĂşmero telefĂłnico principal (Phone primary)
- NĂşmero telefĂłnico secundario (Phone secondary)
- Fax
- Número de célular/móvil (Mobile)
- Observaciones (observations)
- Correo electrĂłnico (Email)
- DirecciĂłn (address)
- Ciudad (city)
- Verificar identificaciĂłn no registrada (Ignore repeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Nombre del Ătem (Item name)Required
- Nombre (Name)Required
- DescripciĂłn (Description)
- Precio (Price)Required
- Referencia (Reference)
- NĂşmero de la clave de producto (ProductKey)Required
- CategorĂa del Ătem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (unitCost)
- Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Impuesto (tax)Required
- Nombre (Name)Required
- Procentaje (Percentage)Required
- Tipo (Type)Required
- DescripciĂłn (Description)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - DealRequired
- Discount DescriptionRequired
- Discount AmountRequired
- Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Deal IDRequired
- Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Deal ID
- Person ID
- Organization ID
- Product ID
- Activity ID
- Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Person ID
- Organization ID
- Owner User ID
- Note
- Pin note to lead
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
- Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization NameRequired
- Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Project IDRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity to UpdateRequired
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Title
- Owner User ID
- Organization ID
- Person ID
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_null
- Person to UpdateRequired
- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProductRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Deal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Search TermRequired
- Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- Include file data
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search type
- Person Name
- Email Addresses
- Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- Search TermRequired
- Exact Match
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NĂşmero (number)Required
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- DirecciĂłn (address)Required
- Provincia (province)Required
- Ciudad (city)Required
- CĂłdigo postal (postalCode)Required
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- CondiciĂłn del IVA (ivaCondition)Required
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NĂşmero (number)Required
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- DirecciĂłn (address)
- Provincia (department)
- CantĂłn (city)
- Distrito (district)
- Barrio (neighborhood)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tipo de contactoRequired
- Tipo de terceroRequired
- Tipo de personaRequired
- Teléfono principal
- Teléfono secundario
- Teléfono móvil
- Correo
- Fax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- NĂşmero de identificaciĂłn (Identification)
- Tipo de contacto (Contact type)
- NĂşmero telefĂłnico principal (Phone primary)
- NĂşmero telefĂłnico secundario (Phone secondary)
- Fax
- Número de célular/móvil (Mobile)
- Observaciones (observations)
- Correo electrĂłnico (Email)
- DirecciĂłn (address)
- Ciudad (city)
- Verificar identificaciĂłn no registrada (Ignore repeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date) (YYYY-MM-DD)Required
- Observaciones (Observations)
- Almacén (Warehouse)Required
- Centro de costo (Cost center)
- ĂŤtemRequired
- Tipo (Type)Required
- Costo Unitario (Unit Cost)Required
- Cantidad (Quantity)Required
- ID de ResoluciĂłn (Resolution ID)
- Prefijo de numeraciĂłn (Numbering Prefix)
- NumeraciĂłn (Numbering)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- NumeraciĂłn de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Referencia (Reference)
- DescripciĂłn (description)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- Forma de pago (paymentForm)
- Emitir la factura (generateStamp)Required
- Actividad econĂłmica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)Required
- NumeraciĂłn de la factura (Invoice numeration)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Naturaleza del descuento (discount nature)
- Referencia (reference)
- DescripciĂłn (description)
- Tipo de descuento (discount_type)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Tipo de Factura (Invoice type)
- MĂ©todo de pago (paymentMethod)Required
- Emitir la factura (generateStamp)
- CondiciĂłn de la venta (saleCondition)
- Actividad econĂłmica (economicActivity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Emitir factura electrĂłnicaRequired
- Tipo
- NumeraciĂłn de la factura
- ClienteRequired
- IDRequired
- PrecioRequired
- Referencia
- DescripciĂłn
- Impuesto
- CantidadRequired
- Vendedor
- FechaRequired
- Fecha de vencimientoRequired
- Notas
- Observaciones
- Moneda
- Tipo de cambio
- Almacén
- Centro de costos
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (date)Required
- Fecha de vencimiento (dueDate)Required
- Observaciones (observations)
- Comentarios (anotation)
- Estado (status)
- NumeraciĂłn de la factura (Invoice numeration)
- Tipo de OperaciĂłn (Operation type)
- Cliente ID (client)Required
- items IDRequired
- Precios (price)Required
- Cantidad (quantity)Required
- Descuentos (discount)
- Impuesto (tax)
- Referencia (Reference)
- DescripciĂłn (description)
- Bodega / Almacén (Warehouse)
- Vendedor (Seller)
- Centro de costos (Cost center)
- CĂłdigo de la moneda (Currency code)
- Tasa de cambio (Exchange rate)
- Emitir la factura (generateStamp)Required
- MĂ©todo de Pago (Payment Method)Required
- Cuotas Info
- Periodicidad (periodicity)
- NĂşmero de Cuotas (numberQuotas)
- InformaciĂłn sobre las cuotas (quotas info)
- Montos de las cuotas(amount)
- Fecha de vencimiento de las cuotas (quotas due date)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre (Name)Required
- DescripciĂłn (Description)
- Precio (Price)Required
- Partida arancelaria (tariffHeading)
- CategorĂa del Ătem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- CĂłdigo de producto (Product Key)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Tipo (type)
- Referencia (reference)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Nombre del producto (Name)Required
- DescripciĂłn (Description)
- Precio (Price)Required
- Referencia (Reference)
- CategorĂa del Ătem (Item Category)
- Impuesto (Tax)
- Tipo (Type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fecha (Date)Required
- Fecha De Vencimiento (dueDate)Required
- Cliente ID (Client ID)Required
- Items IDRequired
- Precios (price)Required
- Impuesto (Tax)Required
- Cantidad (Quantity)Required
- Descuentos (Discount)Required
- Bodega/Almacén (Warehouse)
- Observaciones (Observations)
- Nota de la remisiĂłn (Anotation)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID de la Factura (Invoice Id)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Id de la cotizaciĂłn (Estimate ID)Required
- Destinatatio (To):Required
- Enviarme copia (Send Copy to Myself)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID del contacto (Contact ID)Required
- Primer Nombre (firstName)
- Apellidos (LastName)
- NĂşmero telefĂłnico principal (phonePrimary)
- Tipo de persona (kindOfPerson)
- Tipo de contacto (Contact type)
- Tipo (type)
- NĂşmero (number)
- DirecciĂłn (address)
- Municipio (City)
- Departamento (department)
- PaĂs (country)
- CĂłdigo postal (zip code)
- Correo electrĂłnico (email)
- RĂ©gimen (regime)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID del Ătem (Item Id)Required
- Nombre del producto (Name)
- DescripciĂłn (Description)
- Precio (Price)
- Referencia (Reference)
- CategorĂa del Ătem (Item Category)
- Impuesto (Tax)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Estatus (Status)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Nombre del Ătem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Nombre del Ătem (Item name)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NĂşmero (number)Required
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- DirecciĂłn (address)Required
- Provincia (province)Required
- Ciudad (city)Required
- CĂłdigo postal (postalCode)Required
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- CondiciĂłn del IVA (ivaCondition)Required
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Primer Nombre (firstName)Required
- Apellidos (LastName)
- NĂşmero telefĂłnico principal (phonePrimary)
- Tipo de persona (kindOfPerson)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NĂşmero (number)Required
- NĂşmero telefĂłnico secundario (phoneSecondary)
- DirecciĂłn (address)
- Municipio (City)
- Departamento (department)
- PaĂs (country)
- CĂłdigo postal (zip code)
- fax
- NĂşmero de celular/mĂłvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- RĂ©gimen (regime)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- RFC (identification)Required
- Tipo de Tercero (Third type)
- Identificador fiscal (Fiscal ID)
- Calle (street)
- NĂşmero de exterior (exteriorNumber)
- NĂşmero de interior (interiorNumber)
- Colonia (Colony)
- PaĂs (country)
- Localidad (locality)
- Municipio (municipality)
- Estado (state)Required
- CĂłdigo postal (zipCode)
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- clave del Uso CFDI (cfdiUse)
- Forma de pago (paymentMethod)
- MĂ©todo de pago (paymentType)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
- RegĂmenes Fiscales
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Contacto a buscar (Contact to find)Required
- Nombre (Name)Required
- Tipo de contacto (Contact type)
- Tipo (type)Required
- NĂşmero (number)Required
- NĂşmero telefĂłnico principal (phonePrimary)
- NĂşmero telefĂłnico secundario (phoneSecondary)
- Fax
- Número de célular/móvil (mobile)
- Observaciones (observations)
- Correo electrĂłnico (email)
- DirecciĂłn (address)
- Departamento (state)
- Provincia (city)
- UrbanizaciĂłn (urbanization)
- Distrito (district)
- CĂłdigo ubigeo (ubigeoCode)
- Verificar identificaciĂłn no registrada (ignoreRepeated)
- Incluir enlace del estado de cuenta del cliente (statementAttached)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Nombre del Ătem (Item name)Required
- Nombre (Name)Required
- DescripciĂłn (Description)
- Precio (Price)Required
- Partida arancelaria (tariffHeading)
- CategorĂa del Ătem (Item Category)
- Impuesto (Tax)
- Tipo (type)
- CĂłdigo de producto (Product Key)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
- Tipo (type)
- Referencia (reference)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Nombre del Ătem (Item name)Required
- Nombre del producto (Name)Required
- DescripciĂłn (Description)
- Precio (Price)Required
- Referencia (Reference)
- CategorĂa del Ătem (Item Category)
- Impuesto (Tax)
- Tipo (Type)
- ID del producto (Item Id)
- Cantidad (Quantity)
- Unidad (unit)
- Costo unitario (Unit cost)
- Cantidad inicial (Initial quantity)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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