Integrate Pipedrive with Wild Apricot
Send information between Pipedrive and Wild Apricot automatically, without writing any code, using Zoho Flow.
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Create an invoice in Wild Apricot for recently won deals in Pipedrive
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Wild Apricot each time a deal is won in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice in Wild Apricot.
Create an invoice in Wild Apricot for recently won deals in Pipedrive
Pipedrive + Wild Apricot
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Supported triggers and actions
Integrate Pipedrive and Wild Apricot using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note updated
Triggers when an existing note is updated
Note added
Triggers when a new note is added
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person created
Triggers when a new contact person is created
Lead updated
Triggers when the details of an existing lead is updated
Deal updated
Triggers when the details of an existing deal is updated
Activity created
Triggers when a new activity is created
Organization created
Triggers when a new organization is created
Contact person updated
Triggers when the details of an existing contact person is updated
Deal created
Triggers when a new deal is created
Lead created
Triggers when a new lead is created
Pipeline created
Triggers when a new pipeline is created
Activity updated
Triggers when the details of an existing activity is updated
Event created or updated
Triggers when an event is created or updated
Contact created or updated
Triggers when a contact is created or updated
Invoice created or updated
Triggers when an invoice is created or updated
Event registration created or updated
Triggers when an event registration is created or updated
Payment created or updated
Triggers when a payment is created or updated
All Actions - Actions are the automated tasks
Update deal
Updates the details of an existing deal
Create notes
Creates a new note for the selected lead, deal, person, or organization
Create organization
Creates a new organization
Create product
Creates a new product
Create activity
Creates a new activity
Create contact person
Creates a new contact person for the selected organization
Create project
Creates a new project
Create lead
Creates a new lead
Create deal
Creates a new deal
Update product
Updates the details of an existing product
Update organization
Updates the details of an existing organization
Update notes
Updates the details of an existing note
Update contact person
Updates the details of an existing contact person
Update activity
Updates the details of an existing activity
Update lead
Updates the details of an existing lead
Fetch user by name
Fetches the details of an existing user by name
Fetch organization by name
Fetches the details of an existing organization by name
Fetch person by name
Fetches the details of an existing person record by name
Fetch person by email address
Fetches the details of an existing person by email address
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch deal by title
Fetches the details of an existing deal by title
Fetch product by name
Fetches the details of an existing product by name
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch activity
Fetches the details of an existing user activity
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch event registration
Fetches the details of an existing event registration
Check-in or check-out event attendee
Marks an event attendee as checked-in or check-out
Create invoice
Creates a new invoice
Create event
Creates a new event
Create event registration
Creates a new event registration for an existing contact
Create contact
Creates a new contact
Update event registration
Updates the details of an existing event registration
Update event
Updates the details of an existing event
Update contact
Updates the details of an existing contact
Fetch invoice
Fetches the details of an existing invoice
Fetch contact
Fetches the details of an existing contact
Fetch event
Fetches the details of an existing event
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.
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What is Wild Apricot?
Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, and more.
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