Megaventory + Pipedrive

Megaventory + Pipedrive integrations

Add new Megaventory clients as persons in Pipedrive

Rather than having to transfer manually each client and their associated information from the various fields in Megaventory to their respective entities in Pipedrive use Zapier to automate the process to a large extent. This zap pushes a new Client from Megaventory into the Pipedrive Person entity complete with all the information which has been already filled in Megaventory. That way it's really fast and easy to have updated information in Pipedrive while avoiding double entry and that way making more informed decisions when selling new deals to them.

When this happens...
New ClientTriggers when a new Client is created.
TriggerInstant
automatically do this!
Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
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More things you can do with Megaventory and Pipedrive

Discover other triggers and actions you can use with Megaventory and Pipedrive

Delete Category
Triggers when a Category is deleted.
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Delete Currency
Triggers when a Currency is Deleted.
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Delete Document Type
Triggers when a Document Type gets deleted.
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Delete Pricing Rule
Triggers when a Pricing Rule is deleted.
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Instant
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Delete Supplier
Triggers when a Supplier is deleted.
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Instant
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- Document Type
  Required
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Instant
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- Document Type
  Required
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Instant
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- Document Type
  Required
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Cancel Goods Transfer
Triggers when a Goods Transfer is cancelled
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Delete Goods Transfer
Triggers when a Goods Transfer is deleted
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Ship Goods Transfer Items
Triggers when Goods Transfer items are shipped
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Update Goods Transfer
Triggers when a Goods Tranfer is updated
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New Category
Triggers when a new Category is created.
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New Currency
Triggers when a new Currency is Created.
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- Document Type
  Required
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Instant
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New Goods Transfer
Triggers when a new Goods Transfer Document is created.
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Instant
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New Inventory Location
Triggers when a new Inventory Location is created.
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Instant
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New Sales Quote
Triggers when a new Sales Quote is created
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New Tax
Triggers when a new Tax is created.
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New Purchase Order
Triggers when a Purchase Order is created in Pending state.
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New Product
Triggers when a new Product is created.
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Cancel Purchase Order
Triggers when a Purchase Order is cancelled
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Instant
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Invoice Purchase Order Items
Triggers when a Purchase Order's items are invoiced (either partially or fully)
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Instant
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Reopen Purchase Order
Triggers when a Purchase Order is reopened
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Instant
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Update Purchase Order
Triggers when a Purchase Order is updated
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Cancel Sales Order
Triggers when a Sales Order is Cancelled
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Invoice Sales Order Items
Triggers when a Sales Order's items are invoiced (either partially or fully)
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Reopen Sales Order
Triggers when a Sales Order is Reopened
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Update Sales Order
Triggers when a Sales Order is Updated
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Cancel Sales Quote
Triggers when a Sales Quote is cancelled
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Revert Sales Quote to Pending
Triggers when a Sales Quote is reverted to Pending
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Update Category
Triggers when a Category is Updated.
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Update Currency
Triggers when a Currency is updated.
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Update Document Type
Triggers when a Document Type gets Updated.
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Update Inventory Location
Triggers when an Inventory Location is updated.
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Update Product
Triggers when a Product is Updated.
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Update Tax
Triggers when a Tax is updated.
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Cancel Production Order
Triggers when a Production Order is cancelled.
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Delete Production Order
Triggers when a Production Order is Deleted.
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Receive Finished Goods From Production Order
Triggers when Finished Goods are received from a Production Order.
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Return Materials From Production Order
Triggers when allocated materials are returned back to inventory from a Production Order.
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- Name
  Required
- Client Comments
- Phone
- Phone 2
- Tax ID
- E-Mail
- Supplier or Client?
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - State
- Billing Address - Zip / Postal Code
- Billing Address - Country Code
- Billing Address - Country
- Shipping Address - Organization
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Zip / Postal Code
- Shipping Address - Country Code
- Shipping Address - Country
- Client Custom Field 1
- Client Custom Field 2
- Client Custom Field 3
- Client Custom Field 4
- Client Custom Field 5
- Client Custom Field 6
- Client Custom Field 7
- Client Custom Field 8
- Client Custom Field 9
- Client Custom Field 10
- Client Option 1
- Client Option 2
- Client Option 3
- Client Option 4
- Client Option 5
- Client Option 6
- Client Option 7
- Client Option 8
- Client Option 9
- Client Option 10
- Client Payment Terms
- Client Payment Method
Action
Write
- Discount Name
  Required
- Percent
  Required
- Discount Description
Action
Write
- Document ID
  Required
- Document Type ID
  Required
- Document No
- Document Reference No
- Document Reference Application
- Custom Document Date 1
- Custom Document Date 2
- Currency Code
- Document Supplier/Client ID
  Required
- Document Billing Address
- Document Address
- Document Contact Person
- Document Inventory Location ID
- Document Status
  Required
- Action
  Required
- Custom Document Option 1
- Custom Document Option 2
- Custom Document Option 3
- Custom Document Option 4
- Custom Document Option 5
- Custom Document Option 6
- Custom Document Option 7
- Custom Document Option 8
- Custom Document Option 9
- Custom Document Option 10
- Shipping Provider ID
- Document Tracking ID
- Document Comments
- Payment Terms
- Document Tags
- Parent Document ID
- Document Total Quantity
- Document Amount Subtotal Without Tax And Discount
- Document Amount Shipping
- Document Amount Total Discount
- Document Amount Total Tax
- Document Amount Grand Total
- Auto Insert Batch Numbers To Product Rows
- Document Row Product SKU
  Required
- Document Row Product Description
- Document Row Product Quantity
  Required
- Document Row Unit Price Without Tax Or Discount
- Document Row Tax ID
- Document Total Tax Amount
- Document Row Discount ID
- Document Row Total Discount Amount
- Document Row Total Amount
- Document Row Remarks
- Document Row Serial Numbers
- Billing Address - Name
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - Zip / Postal Code
- Billing Address - State
- Billing Address - Country Code
- Billing Address - Country Name
- Billing Address - Tax ID Number
- Shipping Address - Organization
- Billing Address - Phone
- Billing Address - Email
- Shipping Address - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - Zip / Postal Code
- Shipping Address - State
- Shipping Address - Country Code
- Shipping Address - Country Name
- Shipping Address - Phone
- Shipping Address - Email
- Shipping Address - Tax ID Number
Action
Write
- Abbreviation
  Required
- Full Name
  Required
- Address - Organization
- Address - Line 1
- Address - Line 2
- Address - City
- Address - State
- Address - Country Code
- Address - Country
- Address - Zip / Postal Code
- Company
Action
Write
- Sku
  Required
- Ean
- Product Description
  Required
- Product Version
- Long Description
- Product Category
- Unit of Stock
- Image (URL)
- Comments
- Weight
- Product Weight Unit ID
- Product Length
- Product Breadth
- Product Height
- Default Sales Price
- Default Purchase Price
- Main Supplier's Name
- Product Custom Field 1
- Product Custom Field 2
- Product Custom Field 3
- Product Custom Field 4
- Product Custom Field 5
- Product Custom Field 6
- Product Custom Field 7
- Product Custom Field 8
- Product Custom Field 9
- Product Custom Field 10
- Product Custom Field 11
- Product Custom Field 12
- Product Custom Field 13
- Product Custom Field 14
- Product Custom Field 15
- Product Custom Field 16
- Product Custom Field 17
- Product Custom Field 18
- Product Custom Field 19
- Product Custom Field 20
- Product Option 1
- Product Option 2
- Product Option 3
- Product Option 4
- Product Option 5
- Product Option 6
- Product Option 7
- Product Option 8
- Product Option 9
- Product Option 10
Action
Write
- Purchase Order ID
  Required
- Purchase Order Type ID
- Purchase Order No
- Purchase Order Reference No
- Purchase Order Reference Application
- Custom Order Date 1
- Custom Order Date 2
- Currency Code
- Supplier ID
  Required
- Address
- Pickup Address
- Contact Person
- Inventory Location ID
- Action
  Required
- Order Status
  Required
- Receive Document Type ID
- Custom Order Option 1
- Custom Order Option 2
- Custom Order Option 3
- Custom Order Option 4
- Custom Order Option 5
- Custom Order Option 6
- Custom Order Option 7
- Custom Order Option 8
- Custom Order Option 9
- Custom Order Option 10
- Comments
- Tags
- Payment Terms
- Total Quantity
- Amount Subtotal Without Tax And Discount
- Amount Total DIscount
- Amount Total Tax
- Amount Grand Total
- Expected Earliest Receiving Date
- Expected Latest Receiving Date
- Order Row Detail ID
- Order Row Product ID
- Order Row Product SKU
  Required
- Order Row Product Description
- Order Row Quantity
  Required
- Order Row Received Quantity
- Order Row Invoiced Quantity
- Order Row Unit Price Without Tax Or Discount
- Order Row Tax ID
- Order Row Total Tax Amount
- Order Row Discount ID
- Order Row Total Discount Amount
- Order Row Total Amount
- Order Row Serial Numbers
- Order Row Remarks
- Order Row Expected Earliest Receiving Date
- Order Row Expected Latest Receiving Date
- Billing Address - Name
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - Zip / Postal Code
- Billing Address - State
- Billing Address - Country Code
- Billing Address - Country Name
- Billing Address - Phone
- Billing Address - Email
- Billing Address - Tax ID Number
- Shipping Address - Name
- Shipping Address - Organization
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - Zip / Postal Code
- Shipping Address - State
- Shipping Address - Country Code
- Shipping Address - Country Name
- Shipping Address - Phone
- Shipping Address - Email
- Shipping Address - Tax ID Number
Action
Write
- Sales Order ID
  Required
- Sales Order Type ID
- Sales Order No
- Sales Order Reference No
- Sales Order Reference Application
- Custom Order Date 1
- Custom Order Date 2
- Currency Code
- Client ID
  Required
- Billing Address
- Shipping Address
- Sales Order Contact Person
- Inventory Location ID
- Action
  Required
- Order Status
  Required
- Ship Document Type ID
- Custom Order Option 1
- Custom Order Option 2
- Custom Order Option 3
- Custom Order Option 4
- Custom Order Option 5
- Custom Order Option 6
- Custom Order Option 7
- Custom Order Option 8
- Custom Order Option 9
- Custom Order Option 10
- Comments
- Sales Order Tags
- Payment Terms
- Total Quantity
- Order Amount Subtotal Without Tax And Discount
- Order Amount Shipping
- Order Amount Total Discount
- Order Amount Total Tax
- Order Amount Grand Total
- Auto Insert Batch Numbers To Product Rows
- Order Row Product SKU
  Required
- Order Row Product Description
- Order Row Product Quantity
  Required
- Order Row Shipped Quantity
- Order Row Invoiced Quantity
- Order Row Unit Price Without Tax Or Discount
- Order Row Tax ID
- Order Total Tax Amount
- Order Row Discount ID
- Order Row Total Discount Amount
- Order Row Total Amount
- Order Row Remarks
- Order Row Serial Numbers
- Order Row Detail ID
- Order Row Product ID
- Billing Address - Name
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - Zip / Postal Code
- Billing Address - State
- Billing Address - Country Code
- Billing Address - Country Name
- Billing Address - Phone
- Billing Address - Email
- Billing Address - Tax ID Number
- Shipping Address - Name
- Shipping Address - Organization
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - Zip / Postal Code
- Shipping Address - State
- Shipping Address - Country Code
- Shipping Address - Country Name
- Shipping Address - Phone
- Shipping Address - Email
- Shipping Address - Tax ID Number
Action
Write
- Sales Quote ID
  Required
- Sales Quote No
- Sales Quote Type ID
- Sales Quote Reference No
- Sales Quote Reference Application
- Custom Quote Date 1
- Custom Quote Date 2
- Currency Code
- Client ID
  Required
- Shipping Address
- Billing Address
- Sales Quote Contact Person
- Inventory Location ID
- Action
  Required
- Quote Status
  Required
- Custom Order Option 1
- Custom Order Option 2
- Custom Order Option 3
- Custom Order Option 4
- Custom Order Option 5
- Custom Order Option 6
- Custom Order Option 7
- Custom Order Option 8
- Custom Order Option 9
- Custom Order Option 10
- Comments
- Sales Quote Tags
- Payment Terms
- Total Quantity
- Quote Amount Subtotal Without Tax And Discount
- Quote Amount Total Discount
- Quote Amount Total Tax
- Quote Amount Grand Total
- Quote Amount Shipping
- Quote Row Product SKU
  Required
- Quote Row Product Description
- Quote Row Product Quantity
  Required
- Quote Row Unit Price Without Tax Or Discount
- Quote Row Tax ID
- Quote Row Total Tax Amount
- Quote Row Discount ID
- Quote Row Total Discount Amount
- Quote Row Total Amount
- Quote Row Remarks
- Billing Address - Name
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - Zip / Postal Code
- Billing Address - State
- Billing Address - Country Code
- Billing Address - Country Name
- Billing Address - Phone
- Billing Address - Email
- Billing Address - Tax ID Number
- Shipping Address - Organization
- Shipping Address - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - Zip / Postal Code
- Shipping Address - State
- Shipping Address - Country Code
- Shipping Address - Country Name
- Shipping Address - Phone
- Shipping Address - Email
- Shipping Address - Tax ID Number
Action
Write
- Tax Description
- Show in Reports
- Tax Name
  Required
- Percent
  Required
Action
Write
- Id
  Required
Action
Search
- Code
  Required
Action
Search
- Id
  Required
Action
Search
- Document Id
  Required
Action
Search
- Id
  Required
Action
Search
- Pricing Rule Id
  Required
Action
Search
- Name
  Required
Action
Search
- Product SKU
  Required
Action
Search
- Purchase Order No
  Required
Action
Search
- Sales Order No
  Required
Action
Search
- Sales Quote No
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- No
  Required
Action
Search
New Activity
Triggers when a new activity is created.
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Instant
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New Deal
Triggers when a new deal is created.
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Instant
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- Note ID
  Required
Trigger
Polling
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- Filter
  Required
Trigger
Polling
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New Person
Triggers when a new person is created.
Trigger
Instant
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- Filter
  Required
Trigger
Polling
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- Stage in pipeline
Trigger
Instant
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- Org_fields
Trigger
Instant
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- Deal
  Required
- Discount Description
  Required
- Discount Amount
  Required
- Discount Type
  Required
Action
Write
- Deal ID
  Required
- Add Multiple Products?
Action
Write
- 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
Action
Write
- File
  Required
- File Name
- Deal ID
- Person ID
- Organization ID
- Product ID
- Activity ID
- Note ID
Action
Write
- Title
  Required
- 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
Action
Write
- Organization Name
  Required
- Organization Address
Action
Write
- Product Name
  Required
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Title
  Required
- Project ID
  Required
- Description
- Done
- Due Date
- Assignee
- Parent Task ID
Action
Write
- Activity to Update
  Required
- 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
Action
Write
- Lead ID
  Required
- Title
- Owner User ID
- Organization ID
- Person ID
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
Action
Write
- Copy_null
- Person to Update
  Required
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- Project
  Required
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Person
  Required
- Include file data
Action
Search
- Product
  Required
Action
Search
- Deal ID
  Required
Action
Search
- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
Action
Search
- Product ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Note ID
  Required
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Field to Search By
  Required
- Search Term
  Required
- Exact Match
Action
Search
- Field to search by
  Required
Action
Search
- Search type
- Include file data
- Title
  Required
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Search or write
- Search type
- Person Name
- Email Addresses
- Phone Numbers
Action
Search or write
- Field to Search By
  Required
- Search Term
  Required
- Exact Match
- Title
  Required
- Project Template
- Project Board
  Required
- Project Phase
  Required
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Search or write

Delete Client
Triggers when a Client is deleted.
Trigger
Instant
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Delete Discount
Triggers when a Discount is Deleted.
Trigger
Instant
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Delete Inventory Location
Triggers when an Inventory Location is deleted.
Trigger
Instant
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Delete Product
Triggers when a Product is Deleted.
Trigger
Instant
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Delete Tax
Triggers when a Tax is deleted.
Trigger
Instant
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- Document Type
  Required
Trigger
Instant
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- Document Type
  Required
Trigger
Instant
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- Document Type
  Required
Trigger
Instant
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Close Goods Transfer
Triggers when a Goods Transfer is closed
Trigger
Instant
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Receive Goods Transfer Items
Triggers when Goods Transfer items are received
Trigger
Instant
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Reopen Goods Transfer
Triggers when a Goods Transfer is Reopened
Trigger
Instant
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New Low Stock Product
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
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New Discount
Triggers when a new Discount is created.
Trigger
Instant
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New Document Type
Triggers when a new Document Type gets inserted.
Trigger
Instant
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New Integration Log
Triggers when a new Integration Log is created.
Trigger
Instant
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New Pricing Rule
Triggers when a new pricing rule is created.
Trigger
Instant
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New Supplier
Triggers when a new Supplier is created.
Trigger
Instant
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New Production Order
Triggers when a new Production Order is created.
Trigger
Instant
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New Sales Order
Triggers when new sales order is created in Pending state.
Trigger
Instant
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Approve Purchase Order
Triggers when a Purchase Order gets Approved
Trigger
Instant
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Close Purchase Order
Triggers when a Purchase Order is closed
Trigger
Instant
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Receive Purchase Order Items
Triggers when Purchase Order items are received
Trigger
Instant
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Revert Purchase Order to Pending
Triggers when a Purchase Order is reverted to Pending
Trigger
Instant
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Approve Sales Order
Triggers when a Sales Order gets Approved
Trigger
Instant
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Close Sales Order
Triggers when a Sales Order is closed.
Trigger
Instant
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Ship Sales Order Items
Triggers when a Sales Order's items are shipped (either partially or fully)
Trigger
Instant
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Revert Sales Order to Pending
Triggers when a Sales Order is reverted to Pending
Trigger
Instant
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Approve Sales Quote
Triggers when a Sales Quote is approved
Trigger
Instant
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Close Sales Quote
Triggers when a Sales Quote is closed
Trigger
Instant
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Update Sales Quote
Triggers when a Sales Quote is updated
Trigger
Instant
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Update Client
Triggers when a Client is updated.
Trigger
Instant
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Update Discount
Triggers when a Discount is Updated.
Trigger
Instant
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Update Integration Log
Triggers when an Integration Log is Updated.
Trigger
Instant
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Update Pricing Rule
Triggers when a Pricing Rule is updated.
Trigger
Instant
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Update Supplier
Triggers when a Supplier is updated.
Trigger
Instant
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Allocate Materials to Production Order
Triggers when materials are allocated to a Production Order.
Trigger
Instant
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Close Production Order
Triggers when a Production Order is closed.
Trigger
Instant
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Delete Finished Good Receipt From Production Order
Triggers when a Finished Good Receipt is deleted from a Production Order.
Trigger
Instant
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Reopen Production Order
Triggers when a Production Order is re-opened.
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Instant
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Update Production Order
Triggers when a Production Order is updated.
Trigger
Instant
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- Currency Description
- Currency Symbol
  Required
- Currency Code
  Required
Action
Write
- Document Type ID
  Required
- Document No
- Document Reference No
- Document Reference Application
- Custom Document Date 1
- Custom Document Date 2
- Currency Code
- Document Supplier/Client ID
  Required
- Document Billing Address
- Document Address
- Document Contact Person
- Document Inventory Location ID
- Document Status
  Required
- Custom Document Option 1
- Custom Document Option 2
- Custom Document Option 3
- Custom Document Option 4
- Custom Document Option 5
- Custom Document Option 6
- Custom Document Option 7
- Custom Document Option 8
- Custom Document Option 9
- Custom Document Option 10
- Shipping Provider ID
- Document Tracking ID
- Document Comments
- Payment Terms
- Document Tags
- Parent Document ID
- Document Total Quantity
- Document Amount Subtotal Without Tax And Discount
- Document Amount Shipping
- Document Amount Total Discount
- Document Amount Total Tax
- Document Amount Grand Total
- Auto Insert Bundled Products
- Auto Insert Batch Numbers To Product Rows
- Document Row Product SKU
  Required
- Document Row Product Description
- Document Row Product Quantity
  Required
- Document Row Unit Price Without Tax Or Discount
- Document Row Tax ID
- Document Total Tax Amount
- Document Row Discount ID
- Document Row Total Discount Amount
- Document Row Total Amount
- Document Row Remarks
- Document Row Serial Numbers
- Billing Address - Name
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - Zip / Postal Code
- Billing Address - State
- Billing Address - Country Code
- Billing Address - Country Name
- Billing Address - Phone
- Billing Address - Email
- Billing Address - Tax ID Number
- Shipping Address - Name
- Shipping Address - Organization
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Zip / Postal Code
- Shipping Address - Country Code
- Shipping Address - Country Name
- Shipping Address - Phone
- Shipping Address - Email
- Shipping Address - Tax ID Number
Action
Write
- Product SKU
  Required
Action
Write
- Category Description
- Category Name
  Required
Action
Write
- Purchase Order Type ID
- Purchase Order No
- Purchase Order Reference No
- Purchase Order Reference Application
- Custom Order Date 1
- Custom Order Date 2
- Currency Code
- Supplier ID
  Required
- Address
- Pickup Address
- Purchase Order Contact Person
- Inventory Location ID
- Order Status
  Required
- Custom Order Option 1
- Custom Order Option 2
- Custom Order Option 3
- Custom Order Option 4
- Custom Order Option 5
- Custom Order Option 6
- Custom Order Option 7
- Custom Order Option 8
- Custom Order Option 9
- Custom Order Option 10
- Comments
- Order Tags
- Payment Terms
- Total Quantity
- Order Amount Subtotal Without Tax And Discount
- Order Amount Total Discount
- Order Amount Total Tax
- Order Amount Grand Total
- Order Expected Receiving Date Earliest
- Order Expected Receiving Date Latest
- Order Row Product SKU
  Required
- Order Row Quantity
  Required
- Order Row Unit Price Without Tax Or Discount
- Order Row Tax ID
- Order Row Total Tax Amount
- Order Row Discount ID
- Order Row Total Discount Amount
- Order Row Total Amount
- Order Row Remarks
- Order Row Expected Receiving Date Earliest
- Order Row Expected Receiving Date Latest
- Billing Address - Name
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - Zip / Postal Code
- Billing Address - State
- Billing Address - Country Code
- Billing Address - Country Name
- Billing Address - Phone
- Billing Address - Email
- Billing Address - Tax ID Number
- Shipping Address - Name
- Shipping Address - Organization
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - Zip / Postal Code
- Shipping Address - State
- Shipping Address - Country Code
- Shipping Address - Country Name
- Shipping Address - Phone
- Shipping Address - Email
- Shipping Address - Tax ID Number
Action
Write
- Sales Order Type ID
- Sales Order No
- Sales Order Reference No
- Sales Order Reference Application
- Custom Order Date 1
- Custom Order Date 2
- Currency Code
- Client ID
  Required
- Billing Address
- Shipping Address
- Sales Order Contact Person
- Inventory Location ID
- Order Status
  Required
- Custom Order Option 1
- Custom Order Option 2
- Custom Order Option 3
- Custom Order Option 4
- Custom Order Option 5
- Custom Order Option 6
- Custom Order Option 7
- Custom Order Option 8
- Custom Order Option 9
- Custom Order Option 10
- Comments
- Sales Order Tags
- Payment Terms
- Total Quantity
- Order Amount Subtotal Without Tax And Discount
- Order Amount Shipping
- Order Amount Total Discount
- Order Amount Total Tax
- Order Amount Grand Total
- Auto Insert Bundled Products
- Auto Insert Batch Numbers To Product Rows
- Order Row Product SKU
  Required
- Order Row Product Description
- Order Row Product Quantity
  Required
- Order Row Shipped Quantity
- Order Row Invoiced Quantity
- Order Row Unit Price Without Tax Or Discount
- Order Row Tax ID
- Order Total Tax Amount
- Order Row Discount ID
- Order Row Total Discount Amount
- Order Row Total Amount
- Order Row Remarks
- Billing Address - Name
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - Zip / Postal Code
- Billing Address - State
- Billing Address - Country Code
- Billing Address - Country Name
- Billing Address - Phone
- Billing Address - Email
- Billing Address - Tax ID Number
- Shipping Address - Name
- Shipping Address - Organization
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - Zip / Postal Code
- Shipping Address - State
- Shipping Address - Country Code
- Shipping Address - Country Name
- Shipping Address - Phone
- Shipping Address - Email
- Shipping Address - Tax ID Number
Action
Write
- Sales Quote No
- Sales Quote Type ID
- Sales Quote Reference No
- Sales Quote Reference Application
- Custom Quote Date 1
- Custom Quote Date 2
- Currency Code
- Client ID
  Required
- Shipping Address
- Billing Address
- Sales Quote Contact Person
- Inventory Location ID
- Quote Status
  Required
- Custom Order Option 1
- Custom Order Option 2
- Custom Order Option 3
- Custom Order Option 4
- Custom Order Option 5
- Custom Order Option 6
- Custom Order Option 7
- Custom Order Option 8
- Custom Order Option 9
- Custom Order Option 10
- Comments
- Sales Quote Tags
- Payment Terms
- Total Quantity
- Quote Amount Subtotal Without Tax And Discount
- Quote Amount Total DIscount
- Quote Amount Total Tax
- Quote Amount Grand Total
- Quote Amount Shipping
- Auto Insert Bundled Products
- Quote Row Product SKU
  Required
- Quote Row Product Description
- Quote Row Product Quantity
  Required
- Quote Row Unit Price Without Tax Or Discount
- Quote Row Tax ID
- Quote Row Total Tax Amount
- Quote Row Discount ID
- Quote Row Total Discount Amount
- Quote Row Total Amount
- Quote Row Remarks
- Billing Address - Name
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - Zip / Postal Code
- Billing Address - State
- Billing Address - Country Code
- Billing Address - Country Name
- Billing Address - Phone
- Billing Address - Email
- Billing Address - Tax ID Number
- Shipping Address - Name
- Shipping Address - Organization
- Shipping Address - Tax ID Number
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country Code
- Shipping Address - Country Name
- Shipping Address - Phone
- Shipping Address - Email
- Shipping Address - Zip / Postal Code
Action
Write
- Name
  Required
- Client Comments
- Phone
- Phone 2
- Tax ID
- E-Mail
- Supplier or Client?
- Billing Address - Organization
- Billing Address - Line 1
- Billing Address - Line 2
- Billing Address - Line 3
- Billing Address - City
- Billing Address - State
- Billing Address - Zip / Postal Code
- Billing Address - Country Code
- Billing Address - Country
- Shipping Address - Organization
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Line 3
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Zip / Postal Code
- Shipping Address - Country Code
- Shipping Address - Country
- Supplier Custom Field 1
- Supplier Custom Field 2
- Supplier Custom Field 3
- Supplier Custom Field 4
- Supplier Custom Field 5
- Supplier Custom Field 6
- Supplier Custom Field 7
- Supplier Custom Field 8
- Supplier Custom Field 9
- Supplier Custom Field 10
- Supplier Option 1
- Supplier Option 2
- Supplier Option 3
- Supplier Option 4
- Supplier Option 5
- Supplier Option 6
- Supplier Option 7
- Supplier Option 8
- Supplier Option 9
- Supplier Option 10
- Supplier Payment Terms
- Supplier Payment Method
Action
Write
- Finished Good SKU
  Required
- In Inventory Location
  Required
- Quantity Ordered
  Required
- Work Order Priority
- Start Date
- Due Date
- Labor Cost
- Overhead Cost
- Document Reference No
- Document Reference Application
Action
Write
- Name
  Required
Action
Search
- Id
  Required
Action
Search
- Name
  Required
Action
Search
- Type ID
  Required
- Document No
  Required
Action
Search
- Name
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Purchase Order Id
  Required
Action
Search
- Sales Order ID
  Required
Action
Search
- Sales Quote ID
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Activity filter
  Required
Trigger
Polling
Try It
- Copy
- Filter
  Required
- Deal status
Trigger
Polling
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Instant
Try It
Deleted Person
Triggers when an existing person is deleted.
Trigger
Instant
Try It
- Filter ID
- Status
- Board ID
- Phase ID
Trigger
Polling
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Person ID
  Required
- Label ID
  Required
Action
Write
- Product ID
  Required
- Product Variation ID
  Required
Action
Write
- Title
  Required
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Follower User ID
  Required
- Choose where to add the follower
  Required
Action
Write
- Content
  Required
- 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
Action
Write
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- Title
  Required
- Project Template
- Project Board
  Required
- Project Phase
  Required
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- Deal
  Required
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
Action
Write
- Copy_null
- Deal ID
  Required
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Organization to Update
  Required
- Organization Name
- Organization Address
Action
Write
- Copy_null
- Product ID
  Required
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Task
  Required
- Title
- Project ID
- Description
- Done
- Due Date
- Assignee
Action
Write
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
Action
Search
- Search type
- Include file data
Action
Search
- Activity Type ID
Action
Search
- Lead ID
  Required
Action
Search
- Person ID
  Required
Action
Search
- Stage ID
  Required
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action
Search
- Search type
Action
Search
- Project ID
  Required
Action
Search
- Search Term
  Required
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- 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
Action
Search or write
- Search type
- Organization Name
  Required
- Organization Address
Action
Search or write
- Search type
- Product Name
  Required
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Search or write
- Search Term
  Required
- Exact Match?
- Assignee
- Project ID
  Required
- Done
- Title
  Required
- Description
- Due Date
- Parent Task ID
Action
Search or write

About Megaventory

A powerful business ERP software. Inventory and Order Management. Light Manufacturing Management. Reporting.

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About Pipedrive

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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