Pipedrive and SmartPM との統合と自動化

Pipedrive and SmartPMを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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  • box.svg
  • hp-2.svg
  • atlassian.svg
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強力なワークフローを迅速に構築

Triggers

When this happens…

Pipedrive
  • New object API v1
    New object in Pipedrive
  • New object Batch
    New object in Pipedrive
  • New/updated object API v1
    New or updated object in Pipedrive
  • New/updated object Batch
    New or updated object in Pipedrive

    • 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 API v1 Batch
    Get object from 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

SmartPM
  • Custom action
    Custom action in SmartPM (Custom)
  • Create record
    Create record in SmartPM
  • Delete record
    Delete record in SmartPM
  • Get record details by ID
    Get record details by ID in SmartPM
  • Search records
    Search records in SmartPM
  • Update record
    Update record in SmartPM

    • Any other action you can think up

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新