Pipedrive CRM, ConvertKit, Zoho Books Integrations

ConvertKit
Pipedrive CRM
Zoho Books
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Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Pipedrive CRM

New Activity Event INSTANT

Triggers when a new activity is added, updated or deleted.

Pipedrive CRM

New Deal Event INSTANT

Triggers when a new deal is added, updated or deleted.

Pipedrive CRM

New Note Event INSTANT

Triggers when a new note is added, updated or deleted.

Pipedrive CRM

New Organization Event INSTANT

Triggers when a new organization is added, updated or deleted.

Pipedrive CRM

New Person Event INSTANT

Triggers when a new person is added, updated or deleted.

Pipedrive CRM

New Product Event INSTANT

Triggers when a new product is added, updated or deleted.

Pipedrive CRM

Watch Activities

Triggers when a new activity is added or updated.

Pipedrive CRM

Watch Deals

Triggers when a new deal is added or updated.

Pipedrive CRM

Watch Notes

Triggers when a new note is added or updated.

Pipedrive CRM

Watch Organizations

Triggers when a new organization is added or updated.

Pipedrive CRM

Watch Persons

Triggers when a new person is added or updated.

Pipedrive CRM

Watch Products

Triggers when a new product is added or updated.

ConvertKit

Watch Course/Sequence Subscriptions. INSTANT

Triggers when a user subscribes to particular sequence.

ConvertKit

Watch Form Subscriptions INSTANT

Triggers when a new user subscribes through the form.

ConvertKit

Watch Subscriber Activated INSTANT

Triggers when a new activated.

ConvertKit

Watch Tag Added INSTANT

Triggers when a particular tag added to any subscriber.

ConvertKit

Watch Tag Removed INSTANT

Triggers when a particular tag removed from any subscriber.

Zoho Books

Watch Bill INSTANT

Watch for bill.

Zoho Books

Watch Customers INSTANT

Watch for customer.

Zoho Books

Watch Estimates INSTANT

Watch for estimate.

Zoho Books

Watch Expenses INSTANT

Watch for expense.

Zoho Books

Watch Invoices INSTANT

Watch for Invoice.

Zoho Books

Watch Items INSTANT

Watch for item.

Zoho Books

Watch Payments INSTANT

Watch for customer payment.

Zoho Books

Watch Vendors INSTANT

Triggers by a vendor workflow.

Actions

Pipedrive CRM

Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Pipedrive CRM

Add a Participant to a Deal

Adds a participant to a deal.

Pipedrive CRM

Add a Product to a Deal

Adds a product to the deal.

Pipedrive CRM

Create a Deal

Creates a deal.

Pipedrive CRM

Create an Activity

Creates an activity.

Pipedrive CRM

Create an Organization

Creates an organization.

Pipedrive CRM

Create a Note

Creates a note.

Pipedrive CRM

Create a Person

Creates a person.

Pipedrive CRM

Create a Product

Creates a product.

Pipedrive CRM

Delete a Deal

Deletes a deal.

Pipedrive CRM

Delete a Follower

Delete a follower from a deal.

Pipedrive CRM

Delete a Mail Thread

Marks mail thread as deleted.

Pipedrive CRM

Delete an Activity

Deletes an activity.

Pipedrive CRM

Delete an Attached Product

Deletes a product attachment from a deal.

Pipedrive CRM

Delete an Organization

Deletes an organization.

Pipedrive CRM

Delete a Note

Deletes a note.

Pipedrive CRM

Delete a Person

Deletes a person.

Pipedrive CRM

Delete a Product

Deletes a product.

Pipedrive CRM

Download a File

Downloads a file.

Pipedrive CRM

Get a Deal

Returns details of a specific deal.

Pipedrive CRM

Get a Mail Thread

Returns specific mail thread.

Pipedrive CRM

Get a Message

Returns data about specific mail message.

Pipedrive CRM

Get an Activity

Returns details of a specific activity.

Pipedrive CRM

Get an Organization

Returns details of an organization.

Pipedrive CRM

Get a Note

Returns details about a specific note.

Pipedrive CRM

Get a Person

Returns details of a person.

Pipedrive CRM

Get a Product

Returns data about a specific product.

Pipedrive CRM

Get a User

Returns data about a specific user within the company.

Pipedrive CRM

Make an API Call

Performs an arbitrary authorized API call.

Pipedrive CRM

Update a Deal

Updates a deal.

Pipedrive CRM

Update a Mail Thread Details

Updates the properties of a mail thread.

Pipedrive CRM

Update an Activity

Updates an activity.

Pipedrive CRM

Update an Organization

Updates an organization.

Pipedrive CRM

Update an Organization Field Value

Updates an organization field value.

Pipedrive CRM

Update a Note

Updates a note.

Pipedrive CRM

Update a Person

Updates a person.

Pipedrive CRM

Update a Product

Updates a product.

Pipedrive CRM

Update Product Attachment Details

Updates product attachment details of the deal-product (a product already attached to a deal).

Pipedrive CRM

Upload a File

Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.

ConvertKit

Add a Subscriber to Form

Adds a subscriber to a form.

ConvertKit

Add a Subscriber to Sequence

Add a subscriber to a sequence.

ConvertKit

Add a Tag to a Subscriber

Adds a tag to a subscriber's profile.

ConvertKit

Get a Subscriber

Returns subscriber's details by subscriber's ID.

ConvertKit

Make an API Call

Performs an arbitrary authorized API call.

ConvertKit

Remove a Tag By Email

Removes a tag from the subscriber profile by subscriber's email.

ConvertKit

Remove a Tag By ID

Removes a tag from the subscriber profile by subscriber's ID.

ConvertKit

Unsubscribe a Subscriber

Unsubscribes a subscriber by email.

ConvertKit

Update a Subscriber

Update a subscriber.

Zoho Books

Create a Bill

Create a bill received from your vendor.

Zoho Books

Create a Contact

Create a contact with given information.

Zoho Books

Create a Contact Person

Create a contact person for a contact.

Zoho Books

Create an Employee

Create an employee for an expense.

Zoho Books

Create an Estimate

Create an estimate for your customer.

Zoho Books

Create an Expense

Create a billable or non-billable expense.

Zoho Books

Create an Invoice

Create an invoice for your customer.

Zoho Books

Create an Item

Create a new item.

Zoho Books

Create a Payment

Create a new payment.

Zoho Books

Create a Sales Order

Creates a sales order for your customer.

Zoho Books

Delete a Bill

Delete an existing bill. Bills which have payments applied cannot be deleted.

Zoho Books

Delete a Contact

Delete an existing contact.

Zoho Books

Delete a Contact Person

Delete an existing contact person.

Zoho Books

Delete an Employee

Delete an existing employee.

Zoho Books

Delete an Estimate

Delete an existing estimate.

Zoho Books

Delete an Expense

Delete an existing expense.

Zoho Books

Delete an Invoice

Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.

Zoho Books

Delete an Invoice Payment

Delete a payment made to an invoice.

Zoho Books

Delete an Item

Delete the item created. Items that are part of transaction cannot be deleted.

Zoho Books

Delete a Payment

Delete an existing payment.

Zoho Books

Delete a Sales Order

Deletes an existing sales order. Invoiced sales order cannot be deleted.

Zoho Books

Download an Invoice

Download the PDF file of an invoice.

Zoho Books

Email an Invoice

Email an invoice to the customer.

Zoho Books

Email a Sales Order

Emails a sales order to the customer.

Zoho Books

Get a Bill

Get the details of a bill.

Zoho Books

Get a Contact

Get the details of a contact.

Zoho Books

Get a Contact Person

Get the details of a contact person.

Zoho Books

Get an Employee

Get the details of an employee.

Zoho Books

Get an Estimate

Get the details of an estimate.

Zoho Books

Get an Expense

Get the details of the Expense.

Zoho Books

Get an invoice

Get the details of an invoice.

Zoho Books

Get an Item

Details of an existing item.

Zoho Books

Get a Payment

Get the details of an existing payment.

Zoho Books

Get a Sales Order

Get the details of a sales order.

Zoho Books

Make an API Call

Performs an arbitrary authorized API call.

Zoho Books

Mark an Invoice as Draft

Mark a voided invoice as draft.

Zoho Books

Mark an Item as Active

Mark an inactive item as active.

Zoho Books

Mark an Item as Inactive

Mark an active item as inactive.

Zoho Books

Mark a Sales Order as Open

Marks a draft sales order as open.

Zoho Books

Remind Customer about an Unpaid Invoice

Remind your customer about an unpaid invoice by email. Reminder will be sent, only for the invoices which are in open or overdue status.

Zoho Books

Update a Bill

Update a bill. To delete a line item just remove it from the line_items list.

Zoho Books

Update a Contact

Update an existing contact. To delete a contact person remove it from the contact_persons list.

Zoho Books

Update a Contact Person

Update an existing contact person.

Zoho Books

Update an Estimate

Update an existing estimate. To delete a line item just remove it from the line_items list.

Zoho Books

Update an Expense

Update an existing Expense.

Zoho Books

Update an Invoice

Update an existing invoice.

Zoho Books

Update an Item

Update the details of an item.

Zoho Books

Update a Payment

Update an existing payment.

Zoho Books

Update a Sales Order

Updates an existing sales order. To delete a line item just remove it from the line_items list.

Zoho Books

Void an Invoice

Marks an invoice status as void. Upon voiding, the payments and credits associated with the invoices will be unassociated and will be under customer credits.

Zoho Books

Void a Sales Order

Marks a sales order as void.

Searches

Pipedrive CRM

List Activities

Searches for activities.

Pipedrive CRM

List Activities in a Deal

Lists activities associated with a deal.

Pipedrive CRM

List Deals

Searches for deals.

Pipedrive CRM

List Deals in a Pipeline

Lists deals in a specific pipeline across all its stages.

Pipedrive CRM

List Deals in a Stage

Lists deals in a specific stage.

Pipedrive CRM

List Files in a Deal

Lists files associated with a deal.

Pipedrive CRM

List Followers

List followers of an object of selected type (deals, organizations, persons, products, users).

Pipedrive CRM

List Mail Threads

Returns mail threads in specified folder ordered by most recent message within.

Pipedrive CRM

List Messages in a Thread

Get mail messages inside specified mail thread.

Pipedrive CRM

List Notes

Searches for notes.

Pipedrive CRM

List Organizations

Searches for organizations.

Pipedrive CRM

List Persons

Searches for persons.

Pipedrive CRM

List Persons in a Deal

Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.

Pipedrive CRM

List Pipelines

Returns data about all pipelines.

Pipedrive CRM

List Products

Searches for products.

Pipedrive CRM

List Products in a Deal

Lists products attached to a deal.

Pipedrive CRM

List Stages

Returns data about all stages.

Pipedrive CRM

List Users

Returns data about all users.

Pipedrive CRM

Search for Items

Performs a search from multiple item types.

ConvertKit

Get Subscribers Tags

Returns a list of tags assigned to the subscriber.

ConvertKit

List Form Subscribers

Lists form subscribers.

ConvertKit

List Sequence Subscribers

Lists sequence subscribers.

ConvertKit

List Subscribers

Lists subscribers.

ConvertKit

List Subscribers by Tag

Lists tag subscribers.

Zoho Books

List Bills

List all bills.

Zoho Books

List Contact Persons

List all contact persons.

Zoho Books

List Contacts

List all contacts.

Zoho Books

List Customer Payments

List all the payments made by your customer.

Zoho Books

List Employees

List employees with pagination.

Zoho Books

List Estimates

List all estimates.

Zoho Books

List Expenses

List all the Expenses.

Zoho Books

List Invoice Payments

Get the list of payments made for an invoice.

Zoho Books

List Invoices

List all invoices.

Zoho Books

List Items

Get the list of all active items.

Zoho Books

List Sales Orders

List all sales orders.