Integrate Pipedrive with Clustdoc
Send information between Pipedrive and Clustdoc automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipedrive and Clustdoc 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
Application created
Triggers when a new application is created
E-contract created
Triggers when a new e-contract is created
Application closed
Triggers when an application is closed
Template created
Triggers when a new template is created
Online form created
Triggers when a new online form is created
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
Create application
Creates a new application
Create template
Creates a new template
Create online form
Creates a new online form
Create message
Creates a new message
Create e-contract
Creates a new e-contract
Update online form
Updates the details of an existing online form
Update e-contract
Updates the details of an existing e-contract
Update an application
Updates the details of an existing application
Update template
Updates the details of an existing template
Update message
Updates the details of an existing message
Fetch template
Fetches the details of an existing template using ID
Fetch online form
Fetches the details of an existing online form using ID
Fetch e-contract
Fetches the details of an existing e-contract using ID
Fetch application
Fetches the details of an existing application using ID
Fetch message
Fetches the details of an existing message using ID
Search template record
Searches for an existing template using template name
Search application record
Searches for an existing application using an email address, first name, or last name of the contact
What is Pipedrive?
What is Clustdoc?
Clustdoc is a document collection platform that lets you automate your customer onboarding processes and remotely capture required documents, files, signatures, payments, and more.
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