New deals as projects with client data

For a new deal the scenario pulls the client's data and creates a project with a full card.

  • New deals in Pipedrive are found on a schedule
  • Deal, org and person data are pulled in
  • The project is created in Git Flic automatically
  • No gathering deal data by hand
Set it up for yourselfScriptera

How it works

To create Git Flic records from Pipedrive without manual input, use a ready-made scenario.

  1. Starts when: Schedule
  2. Then: Pipedrive
  3. Then: Pipedrive 2
  4. Then: Pipedrive 3
  5. Then: Pipedrive 4
  6. Then: Asana

You can launch this Pipedrive + Git Flic integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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