Pipedrive automations — Бухгалтерия и учёт

Ready-made scenarios where Pipedrive works for you (бухгалтерия и учёт): pick one — a copy appears in your account and runs on its own.

139 scenarios

New invoices in Chargebee — Updating notes in Pipedrive
Deleted subscribers in mailerLite — Finding contacts in Pipedrive
New activities in pipedrive — Sending invoices in QuickBooks Online
Updated invoices in Chargebee — Updating notes in Pipedrive
New companies in Copper — Finding contacts in Pipedrive
Starting soon: events in acuityScheduling — Updating notes in Pipedrive
Deleted bookings in Acuity Scheduling — Updating notes in Pipedrive
New accounts in salesforce — Updating notes in Pipedrive
Shopify sales land in Pipedrive
New phone numbers in twilio — Updating notes in Pipedrive
New activities in pipedrive — Finding customers in Get Course
Sales from Stripe flow into Pipedrive
New contacts in pipedrive — Customers in QuickBooks Online
Check-in: attendees in eventbrite — Finding contacts in Pipedrive
New bookings in WooCommerce — Updating notes in Pipedrive
New action sequences in keap — Updating notes in Pipedrive
New deals in Pipedrive — Updating notes in QuickBooks Online
Updated fields in Salesforce — Finding contacts in Pipedrive
New form responses in Formstack — Updating notes in Pipedrive
New subscribers in mailerLite — Updating notes in Pipedrive
New messages in clickUp — Updating notes in Pipedrive
New messages in Telegram — Updating notes in Pipedrive
Updated tasks in Asana — Updating notes in Pipedrive
New deals in pipedrive — Expenses in QuickBooks Online
Deleted cards in chargebee — Updating notes in Pipedrive
Stage change: deals in pipedrive — Finding invoices in QuickBooks Online
On a schedule — Finding contacts in Pipedrive
New companies in Pipedrive — Companies in Pipedrive
New lists in Affinity — Finding contacts in Pipedrive
New notifications in SurveyMonkey — Updating notes in Pipedrive
New companies in Affinity — Updating notes in Pipedrive
New transactions in Chargebee — Finding contacts in Pipedrive
New forms in Formstack — Updating notes in Pipedrive
Found: form responses in wufoo — Updating notes in Pipedrive
New projects in Clockify — Finding contacts in Pipedrive
New products in Shopify — Products in Pipedrive
New deals in Pipedrive — Uploading documents in BambooHR
New transcriptions in twilio — Finding contacts in Pipedrive
New orders in GitHub — Updating notes in Pipedrive
New activities in pipedrive — Updating notes in QuickBooks Online
New users in Salesforce — Updating notes in Pipedrive
New invoices in Chargebee — Finding contacts in Pipedrive
Documents from storage sent to accounting
New reviews in Google Business Profile — Updating notes in Pipedrive
Updated conversations in typeform — Updating notes in Pipedrive
New tags in Asana — Finding contacts in Pipedrive
Found: form responses in wufoo — Finding contacts in Pipedrive
New blogs in shopify — Updating notes in Pipedrive
On a webhook call — Updating notes in Pipedrive
New emails in Gmail — Updating notes in Pipedrive
New time entries in Clockify — Running apis in Pipedrive
Updated companies in Copper — Finding contacts in Pipedrive
Updated invoices in Chargebee — Finding contacts in Pipedrive
Updated tasks in clickUp — Finding contacts in Pipedrive
Deleted records in Affinity — Updating notes in Pipedrive
Updated workflows in n8n — Finding contacts in Pipedrive
New customers in Chargebee — Updating notes in Pipedrive
Updated form responses in Onfleet — Finding contacts in Pipedrive
Form responses become contacts in Pipedrive
New channels in Slack — Updating notes in Pipedrive
New customers in Get Course — Updating notes in Pipedrive
Found: files in Pipedrive — Sending invoices in QuickBooks Online
Stage change: deals in pipedrive — Finding emails in Gmail — variant 2
Found: posts in Wordpress — Updating products in Pipedrive
Found: customers in QuickBooks Online — Updating contacts in Pipedrive
New notes in Pipedrive — Finding emails in Gmail
New invoices in xero — Updating leads in Pipedrive
New invoices in xero — Running apis in Pipedrive
Contacts synced into accounting
New calendars in Google Calendar — Updating notes in Pipedrive
New employees in bambooHr — Finding contacts in Pipedrive
Found: files in Pipedrive — Updating notes in QuickBooks Online
New payments in quickbooks — Notes in Pipedrive
New invoices in quickbooks — Activities in Pipedrive
New invoices in xero — Deals in Pipedrive
Found: deals in Pipedrive — Sending invoices in Xero
New records in activeCampaign — Updating notes in Pipedrive
Found: notes in crowdDev — Updating notes in Pipedrive
Found: payments in Xero — Leads in Pipedrive
New customers in ecwid — Finding contacts in Pipedrive
Found: payments in Xero — Companies in Pipedrive
Due: invoices in quickbooks — Contacts in Pipedrive
Sent: invoices in quickbooks — Deals in Pipedrive
New campaigns in googleAds — Updating notes in Pipedrive
Stage change: deals in copper — Finding contacts in Pipedrive
Sent: invoices in quickbooks — Contacts in Pipedrive
New orders in WooCommerce — Invoices in Xero
Pipedrive entries — into Amo Crm
Updated deals in Affinity — Finding contacts in Pipedrive
Found: customers in QuickBooks Online — Companies in Pipedrive
Sent: invoices in quickbooks — Files in Pipedrive
Found: posts in Wordpress — Finding contacts in Pipedrive
New deposits in quickbooks — Deals in Pipedrive
New team members in bambooHr — Updating notes in Pipedrive
New contacts in Pipedrive — Invoices in Xero
New deposits in quickbooks — Leads in Pipedrive
Found: deals in Pipedrive — Finding contacts in Xero
Deleted contacts in Pipedrive — Invoices in Xero
New accounts in quickbooks — Running apis in Pipedrive
New events in bubble — Updating notes in Pipedrive