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Customize your Pipedrive and ServiceMax integration with the following
triggers and actions.
Triggers
When this happens…
Pipedrive
- New objectNew object in Pipedrive
- New or Updated objectNew or Updated object in Pipedrive
Any other trigger you can think up
ServiceMax
- Object createdObject created in ServiceMax
- Daily object reviewDaily Object review in ServiceMax
- Object created/updatedObject created/updated in ServiceMax
Any other trigger you can think up
Actions
Do this…
Pipedrive
- Custom actionCustom action in Pipedrive (Custom)
- Create activityCreate activity in Pipedrive
- Create dealCreate deal in Pipedrive
- Create noteCreate note in Pipedrive
- Create organizationCreate organization in Pipedrive
- Get deal related products BatchGet products from the deal in Pipedrive
- Get object BatchGet object from PipeDrive
- Update dealUpdate deal in Pipedrive
- Update organizationUpdate organization in Pipedrive
- Update personUpdate person in Pipedrive
Any other action you can think up
ServiceMax
- Custom actionCustom action in ServiceMax (Custom)
- Create objectCreate object in ServiceMax
- Get related objects BatchGet related object list in ServiceMax
- Search objects BatchSearch for objects in ServiceMax
- Update objectUpdate object in ServiceMax
Any other action you can think up
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