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Customize your Pipedrive and TrackVia integration with the following triggers and actions.

Triggers

When this happens…

Pipedrive
  • New object
    New object in Pipedrive
  • New or Updated object
    New or Updated object in Pipedrive
  • Any other trigger you can think up

TrackVia
  • Deleted record Real-time
    Deleted record from view in TrackVia
  • New record Real-time
    New record added to view in TrackVia
  • Updated record Real-time
    Updated record in TrackVia view
  • Any other trigger you can think up

Actions

Do this…

Pipedrive
  • Custom action
    Custom action in Pipedrive (Custom)
  • Create activity
    Create activity in Pipedrive
  • Create deal
    Create deal in Pipedrive
  • Create note
    Create note in Pipedrive
  • Create organization
    Create organization in Pipedrive
  • Get deal related products Batch
    Get products from the deal in Pipedrive
  • Get object Batch
    Get object from PipeDrive
  • Update deal
    Update deal in Pipedrive
  • Update organization
    Update organization in Pipedrive
  • Update person
    Update person in Pipedrive
  • Any other action you can think up

TrackVia
  • Custom action
    Custom action in TrackVia (Custom)
  • Create record
    Create record in TrackVia
  • Create user
    Create user in TrackVia
  • Delete all records in view
    Delete all records from a view in TrackVia
  • Delete record
    Delete record in TrackVia
  • Get all view records Batch
    Get all records from a view in TrackVia
  • Get file from record
    Get file from a record in TrackVia
  • Get record
    Get record in TrackVia
  • Update record
    Update record in TrackVia
  • Upload file to a record
    Upload file to a record in TrackVia
  • Any other action you can think up

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