Integration

Connect EquipDash to Pipedrive

When something happens in EquipDash, your agent does the next thing in Pipedrive. Describe it in plain language and the automation is built, tested on every branch and kept running.

EquipDash18 triggersEquipDash35 actionsPipedrive5 triggersPipedrive24 actions

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Triggers and actions 23 triggers · 59 actions

Trigger
Booking Cancelled
Triggers when a booking is cancelled.
Trigger
Booking Checked In
Triggers when a booking is checked in.
Trigger
Booking Picked Up
Triggers when a booking is picked up.
Trigger
Booking Returned
Triggers when a booking is returned.
Trigger
Booking Status Changed
Triggers when a booking status changes.
Trigger
Booking Updated
Triggers when a booking is updated.
Trigger
Customer Updated
Triggers when a customer is updated.
Trigger
Experience Created
Triggers when a new experience is created.
Trigger
Experience Schedule Created
Triggers when an experience schedule is created.
Trigger
Experience Updated
Triggers when an experience is updated.
Trigger
Inventory Added
Triggers when inventory is added to a product.
Trigger
Inventory Updated
Triggers when inventory is updated.
Trigger
New Customer
Triggers when a new customer is created.
Trigger
Payment Received
Triggers when a payment is received.
Trigger
Product Created
Triggers when a new product is created.
Trigger
Product Updated
Triggers when a product is updated.
Trigger
Promo Code Created
Triggers when a new promo code is created.
Trigger
Shift Created
Triggers when a new shift is created.
Action
Add Inventory to Product
Adds inventory to a product.
Action
Add Note to Booking
Adds a note to a booking.
Action
Add Note to Customer
Adds a note to a customer.
Action
Add Note to Workshop
Adds a note to a workshop item.
Action
Add Payment to Booking
Adds a payment to a booking.
Action
Add Pricing to Product
Adds a pricing tier to a product.
Action
Add Schedule to Experience
Adds a schedule slot to an experience.
Action
Add to Workshop
Adds an item to the workshop.
Action
Archive Experience
Archives an experience.
Action
Archive Product
Archives a product.
Action
Cancel Booking
Cancels a booking.
Action
Check Product Availability
Checks availability of a product for given dates.
Action
Create Booking
Creates a new booking.
Action
Create Customer
Creates a new customer.
Action
Create Experience
Creates a new experience.
Action
Create Experience Category
Creates a new experience category.
Action
Create Product
Creates a new product.
Action
Create Product Category
Creates a new product category.
Action
Create Promo Code
Creates a new promo code.
Action
Create Shift
Creates a new staff shift.
Action
Create Tag
Creates a new tag.
Action
Create Voucher
Creates a new voucher.
Action
Delete Customer
Deletes a customer.
Action
Find Customer
Finds a customer.
Action
Find Experience
Finds a experience.
Action
Find Product
Finds a product.
Action
Find Promo Code
Finds a promo code.
Action
Find Staff
Finds a staff.
Action
Find Voucher
Finds a voucher.
Action
Remove From Workshop
Removes an item from the workshop.
Action
Update Booking Status
Updates the status of a booking.
Action
Update Customer
Updates a customer.
Action
Update Experience
Updates an experience.
Action
Update Product
Updates a product.
Action
Update Tags on Booking
Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.
Trigger
New Activity
Triggers when a new activity is created (polling).
Trigger
New Deal
Triggers when a new deal is created (polling).
Trigger
New Organization
Triggers when a new organization is added (polling).
Trigger
New Person
Triggers when a new person (contact) is added (polling).
Trigger
New Person (with Custom Fields and Labels)
Triggered when a new person (contact) is added. Includes custom fields and labels.
Action
Create Activity
Creates a new activity (call, meeting, task, etc.).
Action
Create Deal
Adds a new deal to Pipedrive. Returns the created deal.
Action
Create Lead
Creates a new lead. Returns the created lead.
Action
Create Note
Adds a new note to a deal, person, or organization.
Action
Create Organization
Adds a new organization. Returns the created organization.
Action
Create Person
Adds a new person (contact). Returns the created person.
Action
Delete Activity
Marks an activity as deleted.
Action
Delete Deal
Marks a deal as deleted.
Action
Delete Organization
Marks an organization as deleted.
Action
Delete Person
Marks a person as deleted.
Action
Get Deal
Returns the deal with the given ID.
Action
Get Organization
Returns the organization with the given ID.
Action
Get Person
Returns the person with the given ID.
Action
Get related deals for person
Returns deals having the specified status that are related to the specified person.
Action
Get stage ID by stage name
Returns the stage id if the stage name exists.
Action
Merge organizations
Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.
Action
Merge persons
Merges two person accounts. Info from the person record to discard is merged into the person record to keep.
Action
Search Deals
Searches deals by term. Returns matching deals.
Action
Search Organizations
Searches organizations by term. Returns matching organizations.
Action
Search Persons
Searches persons by term (name, email, phone). Returns matching persons.
Action
Update Activity
Updates an existing activity by ID.
Action
Update Deal
Updates an existing deal by ID.
Action
Update Organization
Updates an existing organization by ID.
Action
Update Person
Updates an existing person by ID.

Each app on its own

The other way round: Pipedrive to EquipDash