Integrate Manifestly with Pipedrive

Send information between Manifestly and Pipedrive automatically, without writing any code, using Zoho Flow.

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Create a new deal in Pipedrive when a run step is not completed by its due date in Manifestly

Integrate Manifestly with Pipedrive using Zoho Flow. Whenever a run step is not completed by its due date in Manifestly, Zoho Flow automatically creates a new deal in Pipedrive. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when a run step is not completed by its due date in Manifestly.
  2. Zoho Flow creates a new deal in Pipedrive.
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Create a new deal in Pipedrive when a run step is not completed by its due date in Manifestly

Manifestly + Pipedrive

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Supported triggers and actions

Integrate Manifestly and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Workflow late

Triggers when a run (checklist instance) becomes overdue based on its due date

Workflow completed

Triggers when a run for the workflow is completed

Step skipped

Triggers when a run step is skipped

Workflow started

Triggers when a run for the workflow is started

Step late

Triggers when a run step is not completed by its due date

Step completed

Triggers when a step is completed

Activity created

Triggers when a new activity is created

Product created

Triggers when a new product is created

Activity updated

Triggers when any detail of an existing activity is updated

Pipeline created

Triggers when a new pipeline is created

Product updated

Triggers when any detail of an existing product is updated

Note updated

Triggers when an existing note is updated

Project updated

Triggers when any detail of an existing project is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

Lead updated

Triggers when any detail of an existing lead is updated

Lead created

Triggers when a new lead is created

Note created

Triggers when a new note is added

Organization updated

Triggers when any detail of an existing organization is updated

Organization created

Triggers when a new organization is created

Deal updated

Triggers when any detail of an existing deal is updated

Contact person created

Triggers when a new contact person is created

Deal created

Triggers when a new deal is created

Project created

Triggers when a new project is created

Pipeline stage created

Triggers when a new pipeline stage is created

All Actions - Actions are the automated tasks

Assign user to a run step

Assigns a user to a run step using the run step ID

Add comment to a run step

Adds comment to a run step using the run step ID

Create run

Creates a new run

Un skip run step

Un skips a run step using the run step ID

Skip a run step

Skips a run step using the run step ID

Uncomplete a run step

Uncompletes a run step using run step ID

Complete a run step

Completes a run step using the run step ID

Create content object

Creates a new content object

Create workflow step

Creates a new workflow step

Add data to a run step

Adds data to a run step using the run step ID

Create workflow

Creates a new workflow

Create user in a department

Creates a new user in a department

Update workflow by external ID

Updates the details of an existing workflow using external ID

Update content object

Updates the details of an existing content object

Update run

Updates the details of an existing run

Update workflow step

Updates the details of an existing workflow step

Fetch workflow step by title

Fetches the details of an existing workflow step using title

Fetch content object by position

Fetches the details of an existing content object using position

Fetch workflow step by ID

Fetches the details of an existing workflow step using ID

Fetch department by ID

Fetches the details of an existing department using ID

Fetch run step by ID

Fetches the details of an existing run step using ID

Fetch run by ID

Fetches the details of an existing run using ID

Fetch workflow by ID

Fetches the details of an existing workflow using ID

Fetch content object by ID

Fetches the details of an existing content object using ID

Fetch user by ID

Fetches the details of an existing user using ID

Fetch workflow by title

Fetches the details of an existing workflow using title

Fetch run by title

Fetches the details of an existing run using title

Create note

Creates a new note for the selected lead, deal, person, or organization

Add products to a deal

Adds multiple products to a deal

Create contact person

Creates a new contact person

Create lead

Creates a new lead

Create deal

Creates a new deal

Create activity

Creates a new activity

Create project

Creates a new project

Create organization

Creates a new organization

Create product

Creates a new product

Update lead

Updates the details of an existing lead

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Update project

Updates the details of an existing project

Update contact person

Updates the details of an existing contact person

Update product

Updates the details of an existing product

Update deal

Updates the details of an existing deal

Fetch user

Fetches the details of an existing user

Fetch lead

Fetches the details of an existing lead

Fetch field options

Fetches the specific field options by using its ID or name

Fetch product

Fetches the details of an existing product

Fetch deal

Fetches the details of an existing deal

Fetch activity

Fetches the details of an existing user activity

Fetch contact person

Fetches the details of an existing contact person

Fetch project

Fetches the details of an existing project

Fetch organization

Fetches the details of an existing organization

What is Manifestly?

Manifestly is workflow software for managing recurring tasks. You can assign tasks by role, set due dates, and automate steps to keep your processes consistent and efficient.

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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