Pipedrive CRM, LiquidPlanner Integrations

LiquidPlanner
Pipedrive CRM
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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.

LiquidPlanner

Watch Clients INSTANT

Triggers when a client has been created or updated.

LiquidPlanner

Watch Comments INSTANT

Triggers when a comment has been created or updated.

LiquidPlanner

Watch Documents INSTANT

Triggers when a document has been created or updated.

LiquidPlanner

Watch Packages INSTANT

Triggers when a package has been created or updated.

LiquidPlanner

Watch Projects INSTANT

Triggers when a project has been created or updated.

LiquidPlanner

Watch Tasks INSTANT

Triggers when a task has been created or updated.

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.

LiquidPlanner

Accept a Timesheet

Accepts a specific timesheet.

LiquidPlanner

Add a Comment to an Item

Adds a comment to an item.

LiquidPlanner

Clear a Timer

Clears the timer for a specific item.

LiquidPlanner

Create a Client

Creates a client in workspace.

LiquidPlanner

Create a Dependency

Creates a Dependency between two items.

LiquidPlanner

Create a Folder

Creates a new folder in workspace.

LiquidPlanner

Create a Checklist Item for a Task

Creates a checklist item for a specific task.

LiquidPlanner

Create a Link

Creates a specific link for an item.

LiquidPlanner

Create a Milestone

Creates a new milestone.

LiquidPlanner

Create an Estimate for a Milestone

Creates an estimate for a milestone.

LiquidPlanner

Create an Estimate for an Event

Creates an estimate for an event.

LiquidPlanner

Create an Estimate for a Partial Day Event

Creates an estimate for a partial day event.

LiquidPlanner

Create an Estimate for a Task

Creates an estimate for a task.

LiquidPlanner

Create an Event

Creates a full day event.

LiquidPlanner

Create a Note for an Item

Adds a note to the item.

LiquidPlanner

Create a Package

Creates a new package.

LiquidPlanner

Create a Partial Day Event

Creates a partial day event.

LiquidPlanner

Create a Project

Creates a new project.

LiquidPlanner

Create a Task

Creates a new task in Liquid Planner.

LiquidPlanner

Delete a Client

Deletes specific client by ID.

LiquidPlanner

Delete a Comment

Deletes a comment from specific item.

LiquidPlanner

Delete a Dependency

Deletes a dependency for a specific item.

LiquidPlanner

Delete a Folder

Deletes a specific folder.

LiquidPlanner

Delete a Checklist Item for a Task

Deletes a checklist item for a specific task.

LiquidPlanner

Delete a Link

Deletes a link from specific item.

LiquidPlanner

Delete a Milestone

Deletes a specific milestone.

LiquidPlanner

Delete an Event

Deletes a specific event.

LiquidPlanner

Delete a Note for an Item

Deletes a note for a specific item.

LiquidPlanner

Delete a Package

Deletes a specific package.

LiquidPlanner

Delete a Partial Day Event

Deletes a specific partial day event.

LiquidPlanner

Delete a Project

Deletes a specific project from workspace.

LiquidPlanner

Delete a Task

Deletes a specific task.

LiquidPlanner

Delete a Treeitem

Deletes a specific treeitem from workspace.

LiquidPlanner

Get a Client

Gets info about specific client.

LiquidPlanner

Get a Comment

Gets a comment by ID.

LiquidPlanner

Get a Dependency

Gets a specific dependency by ID.

LiquidPlanner

Get a Folder

Gets a specific folder by ID.

LiquidPlanner

Get a Checklist Item for a Task

Gets a checklist item for a specific task by ID.

LiquidPlanner

Get a Link

Gets a specific link by ID.

LiquidPlanner

Get a Milestone

Gets detail about a specific milestone.

LiquidPlanner

Get an Event

Gets a specific event by ID.

LiquidPlanner

Get a Note for an Item

Gets a specific note by ID.

LiquidPlanner

Get a Package

Gets a specific package by ID.

LiquidPlanner

Get a Partial Day Event

Gets a specific partial day event by ID.

LiquidPlanner

Get a Project

Gets a specific project by ID.

LiquidPlanner

Get a Task

Gets a specific task by ID.

LiquidPlanner

Get a Timer

Gets timer for a specific item.

LiquidPlanner

Get a Treeitem

Gets info about specific treeitem by ID.

LiquidPlanner

Make an API Call

Performs an arbitrary authorized API call.

LiquidPlanner

Move Item After

Moves an item after another item.

LiquidPlanner

Move Item Before

Moves an item before another item.

LiquidPlanner

Start a Timer

Starts a timer for a specific item.

LiquidPlanner

Stop a Timer

Stops a timer for a specific item.

LiquidPlanner

Submit a Timesheet

Submits a specific timesheet.

LiquidPlanner

Un-Accept a Timesheet

Unaccepts a specific timesheet.

LiquidPlanner

Un-Submit a Timesheet

Unsubmits a specific timesheet.

LiquidPlanner

Update a Client

Updates information about client.

LiquidPlanner

Update a Comment

Updates a specific comment.

LiquidPlanner

Update a Folder

Updates a specific folder.

LiquidPlanner

Update a Link

Updates a specific link for an item.

LiquidPlanner

Update a Milestone

Updates a specific milestone.

LiquidPlanner

Update an Event

Updates a specific event.

LiquidPlanner

Update a Note for an Item

Updates a note for a specific item.

LiquidPlanner

Update a Package

Updates a specific package.

LiquidPlanner

Update a Partial Day Event

Updates a specific partial day event.

LiquidPlanner

Update a Project

Updates a specific project.

LiquidPlanner

Update a Task

Updates a specific task.

LiquidPlanner

Update a Treeitem

Updates a specific treeitem.

LiquidPlanner

Update Checklist a Item for a Task

Updates checklist item for a specific task.

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.

LiquidPlanner

List Clients

Gets list of all clients.

LiquidPlanner

List Dependencies

Gets a list of dependencies.

LiquidPlanner

List Events

Gets a list of events.

LiquidPlanner

List Folders

Gets a list of all folders.

LiquidPlanner

List Links

Gets a list of links.

LiquidPlanner

List Milestones

Gets a list of milestones.

LiquidPlanner

List Packages

Gets a list of packages.

LiquidPlanner

List Partial Day Events

Gets a list of all partial day events.

LiquidPlanner

List Projects

Gets a list of all projects.

LiquidPlanner

List Tasks

Gets a list of tasks.

LiquidPlanner

List Treeitems

Gets a list of all treeitems.

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