Integrate Dwolla with Pipedrive
Send information between Dwolla and Pipedrive automatically, without writing any code, using Zoho Flow.
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Create a new deal in Pipedrive when a new funding source is created for the selected customer in Dwolla
Integrate Dwolla with Pipedrive using Zoho Flow. Whenever a new funding source is created for the selected customer in Dwolla, 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
- The flow triggers when a new funding source is created for the selected customer in Dwolla.
- Zoho Flow creates a new deal in Pipedrive.
Create a new deal in Pipedrive when a new funding source is created for the selected customer in Dwolla
Dwolla + Pipedrive
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Supported triggers and actions
Integrate Dwolla and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Beneficial owner created
Triggers when a new beneficial owner is created for the selected customer
Transfer created
Triggers when a new transfer is created for the selected customer
Funding source created
Triggers when a new funding source is created for the selected customer
Document created
Triggers when a new document is created for a user
Customer created
Triggers when a new customer is created
Organization created
Triggers when a new organization is created
Organization updated
Triggers when any detail of an existing organization is updated
Contact person created
Triggers when a new contact person is created
Deal updated
Triggers when any detail of an existing deal is updated
Project created
Triggers when a new project is created
Deal created
Triggers when a new deal is created
Pipeline stage created
Triggers when a new pipeline stage is created
Product updated
Triggers when any detail of an existing product is updated
Pipeline created
Triggers when a new pipeline is created
Project updated
Triggers when any detail of an existing project is updated
Note updated
Triggers when an existing note is updated
Lead updated
Triggers when any detail of an existing lead is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Note created
Triggers when a new note is added
Lead created
Triggers when a new lead is created
Activity created
Triggers when a new activity is created
Activity updated
Triggers when any detail of an existing activity is updated
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create funding source
Adds a bank or credit union account to a customer
Create contact person
Creates a new contact person
Add products to a deal
Adds multiple products to a deal
Create deal
Creates a new deal
Create lead
Creates a new lead
Create project
Creates a new project
Create activity
Creates a new activity
Create product
Creates a new product
Create organization
Creates a new organization
Create note
Creates a new note for the selected lead, deal, person, or organization
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update project
Updates the details of an existing project
Update activity
Updates the details of an existing activity
Update product
Updates the details of an existing product
Update contact person
Updates the details of an existing contact person
Update deal
Updates the details of an existing deal
Fetch field options
Fetches the specific field options by using its ID or name
Fetch lead
Fetches the details of an existing lead
Fetch deal
Fetches the details of an existing deal
Fetch product
Fetches the details of an existing product
Fetch contact person
Fetches the details of an existing contact person
Fetch activity
Fetches the details of an existing user activity
Fetch organization
Fetches the details of an existing organization
Fetch project
Fetches the details of an existing project
Fetch user
Fetches the details of an existing user
What is Dwolla?
Dwolla is a United States-only e-commerce company that provides online payment system and mobile payments network.
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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.
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Learn more >With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.
Hitesh Matlani
Director - Business Development and Operations, Avid Brio
We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back.
Owain ap Rees
Director of Sales, Artico
We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Master Liveaboards
