Connect Pipedrive to Float

Both apps 65Pipedrive 29Float 36

• 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.

• Trigger
  New Allocation

  Triggers when a new allocation is created.

• Trigger
  New Client

  Triggers when a new client is added.

• Trigger
  New Department

  Triggers when a new department is added.

• Trigger
  New Logged Time

  Triggers when a new logged time is created.

• Trigger
  New Milestone

  Triggers when a new milestone is created.

• Trigger
  New Person

  Triggers when a new person is added.

• Trigger
  New Phase

  Triggers when a new phase is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Project Task

  Triggers when a new project task is created.

• Trigger
  New Time Off

  Triggers when a new time off is created.

• Trigger
  Updated Allocation

  Triggers when an allocation is modified.

• Trigger
  Updated Logged Time

  Triggers when a logged time is modified.

• Trigger
  Updated Phase

  Triggers when a phase is modified.

• Trigger
  Updated Project

  Triggers when a project is modified.

• Trigger
  Updated Project Task

  Triggers when a project task is modified.

• Action
  Create Allocation

  Creates a new allocation.

• Action
  Create Client

  Creates a new client.

• Action
  Create Department

  Creates a new department.

• Action
  Create Logged Time

  Creates a new logged time.

• Action
  Create Milestone

  Creates a new milestone.

• Action
  Create Person

  Creates a new person.

• Action
  Create Phase

  Creates a new phase.

• Action
  Create Project

  Creates a new project.

• Action
  Create Project Task

  Creates a new project task.

• Action
  Create Time Off

  Creates a new time off.

• Action
  Find Allocation

  Finds an allocation by ID.

• Action
  Find Logged Time

  Finds a logged time by ID.

• Action
  Find Person

  Finds a person by ID, email, or tag(s).

• Action
  Find Project

  Finds a project by ID, project_code, or tag(s).

• Action
  Update Allocation

  Update an existing allocation by ID.

• Action
  Update Logged Time

  Update an existing logged time entry by ID.

• Action
  Update Milestone

  Update an existing milestone by ID.

• Action
  Update Person

  Update an existing person by ID.

• Action
  Update Phase

  Update an existing phase by ID.

• Action
  Update Project

  Update an existing project by ID.

• Action
  Update Project Task

  Update an existing project task by ID.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.