Onboard and Pipedrive integrations and automations

Seamlessly connect Onboard and Pipedrive. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Triggers

When this happens…

Onboard

New Discussion Message
Triggers when a new message is posted in the discussion of a Task.
Map Updated
Map Updated
New or Updated Map Task
Triggers when a Map Task is created or updated.
New Map
Triggers when a new Map is created.

Any other trigger you can think up

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…

Onboard

Create Customer
Creates a customer.
Create Map
Creates a Map.
Delete Customer
Delete Customer
Delete Map
Delete Map
Delete Map Task
Delete Map Task
List Customers
List of client customers.
Post Discussion Message
Posts a discussion a message in the given task.
Find Map Task
Find Map Tasks by Name.
Update Map
Update Map
Update Map Task
Update Map Task

Any other action you can think up

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

One platform

Power
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