Integration

Connect Pipedrive to Yay! Forms

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

Pipedrive5 triggersPipedrive24 actionsYay! Forms1 triggerYay! Forms12 actions

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What do you want Pipedrive and Yay! Forms to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Pipedrive and Yay! Forms

Triggers and actions 6 triggers · 36 actions

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 Response
Triggers when a new response is submitted.
Action
Create Field
Adds a new question field to a Yay! Forms form and returns the created field.
Action
Create Form
Creates a new form in a Yay! Forms workspace and returns the created form, including its ID and public key.
Action
Delete Field
Deletes one question field from a Yay! Forms form.
Action
Delete Form
Deletes a Yay! Forms form along with its fields and responses.
Action
Get Form
Returns one Yay! Forms form with its settings, theme, status and response counts.
Action
Get Form Stats
Returns view, start and response counts for a Yay! Forms form, plus its completion rate and average time to complete.
Action
List Fields
Returns every question field on a Yay! Forms form, in the order they appear.
Action
List Forms
Returns the forms in a Yay! Forms workspace, one page at a time.
Action
List Responses
Returns the responses submitted to a Yay! Forms form, one page at a time.
Action
List Workspaces
Returns the Yay! Forms workspaces you have access to, with each workspace's id, name and plan.
Action
Update Field
Updates one question field on a Yay! Forms form. Anything you leave blank keeps its current value.
Action
Update Form
Updates a Yay! Forms form's details and settings. Anything you leave blank keeps its current value.

Each app on its own

The other way round: Yay! Forms to Pipedrive