Integrate Pipedrive with Atera
Send information between Pipedrive and Atera automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipedrive and Atera using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
Project created
Triggers when a new project 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
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
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
Alert created
Triggers when a new alert is created
Ticket resolved
Triggers when an existing ticket is resolved or closed
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create organization
Creates a new organization
Create product
Creates a new product
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 note
Creates a new note for the selected lead, deal, person, or organization
Add products to a deal
Adds multiple products to a deal
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 lead
Updates the details of an existing lead
Update product
Updates the details of an existing product
Update deal
Updates the details of an existing deal
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
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 user
Fetches the details of an existing user
Fetch lead
Fetches the details of an existing lead
Add customer
Creates a new customer
Create alert
Creates a new alert
Create ticket
Creates a new ticket
Add contact
Creates a new contact
Update contact
Updates the details of an existing contact
Update ticket
Updates the details of an existing ticket
Update customer
Updates the details of an existing customer
Fetch ticket
Fetches the details of an existing ticket using ticket ID
Fetch customer
Fetches the details of an existing customer using customer ID
Fetch contact
Fetches the details of an existing contact using contact ID
Fetch alert
Fetches the details of an existing alert using alert ID
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.
Similar apps
What is Atera?
Atera is an IT management solution that enables monitoring, management and automation of SMB IT networks from a single console. It includes remote control, patch management, discovery, inventory of IT assets, monitoring, security, backup, and more.
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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