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!
Every time a new deal is created in Pipedrive CRM, Integromat will automatically send an email to a specified email address.
When a deal is moved to another stage on Pipedrive, a client agreement is generated by Webmerge, the PDF version of which is downloaded and stored on Pipedrive and a personalized email with the attached agreement is sent to the client.
Every time a new email is received, SigParser will extract the sender's signature details such as phone, address, title, etc. and if the contact's phone number exists, Integromat will add or update the contact in Pipedrive CRM. This scenario can search through deeply-nested reply chains for contact data too.
Every time an email (with a specific subject) receives a reply, Integromat will search for the deals associated with the sender, fetch all activities and update a particular activity that matches a filter.
Triggers when a new object is created or updated (supported object types: deals, organizations, persons, products, activities and notes).
Triggers when a new object is created or updated (supported object types: deals, organizations, persons, products, activities and notes).
Triggers when a new email is received for processing according to specified criteria.
Add follower to an object of selected type (deals, organizations, persons, products, users)
Adds a participant to the specified deal.
Adds a product to the specified deal.
Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.
Creates a new object of a selected type (deal, organization, person, product, activity or note) if ID is not filled, otherwise updates the object by ID.
Delete a follower from an object of selected type (deals, organizations, persons, products, users)
Marks mail thread as deleted.
Deletes an existing object by its ID and type ( deal, organization, person, product, activity or note).
Get all activities assigned to a particular user
Get mail messages inside specified mail thread.
Retrieves all objects of a selected type
Retrieves activities that are linked to the specified deal
Retrieves notes that are linked to the specified deal
Retrieves persons that are linked to the specified deal, regardless of whether the person is the primary contact of the deal, or added as a participant
Retrieves product information that is linked to the specified deal
Retrieves a list of followers of a person
Returns mail threads in specified folder ordered by most recent message within.
List followers of an object of selected type (deals, organizations, persons, products, users)
Returns data about specific mail message.
Returns specific mail thread.
Retrieves all deals that belong to a pipeline
Retrieves all pipelines
Retrieves all deals that belong to a stage
Retrieves stages that belong to a pipeline, or all stages
Lists files associated with a deal.
Retrieves an object by its ID and type ( deal, organization, person, product, activity or note).
Retrieves a user by its ID
Retrieves objects of selected type that match specified criteria.
Performs a search across the account via SearchResults API.
Updates the properties of a mail thread.
Updates an existing object by it's ID and type ( deal, organization, person, product, activity or note).
Copies an email or a draft into a selected folder.
Creates and adds a new draft to a selected folder.
Removes an email or a draft from a selected folder.
Returns emails that match the specified criteria.
Marks an email or a draft in a selected directory as read by setting the "Read" flag.
Marks an email or a draft in a selected directory as unread by setting the "Unread" flag.
Moves a chosen email or a draft to a selected folder.
Sends a new email.
Sends a new email to your email address.
Iterates received attachments one by one.
