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Customize your Pipedrive and Vlocity 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

Vlocity
  • Object created
    Object created in Vlocity
  • Daily object review
    Daily Object review in Vlocity
  • Object created/updated
    Object created/updated in Vlocity
  • 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

Vlocity
  • Custom action
    Custom action in Vlocity (Custom)
  • Create object
    Create object in Vlocity
  • Get related objects Batch
    Get related object list in Vlocity
  • Search objects Batch
    Search for objects in Vlocity
  • Update object
    Update object in Vlocity
  • Any other action you can think up

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