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Create a new presentation with data from a new deal in Pipedrive CRM
Create a new presentation with data from a new deal in Pipedrive CRM
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In specified intervals, Make checks whether there is a new deal meeting specified criteria. If so, a new presentation from a template is created in Google Slides. This scenario also uploads the images with URL.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add a Follower
Add follower to an object of selected type (deals, organizations, persons).
Action
Add a Participant to a Deal
Adds a participant to a deal.
Action
Add a Product to a Deal
Adds a product to the deal.
Action
Add a Recurring Subscription
Adds a new recurring subscription to a deal.
Action
Add an Installment Subscription
Adds a new installment subscription.
Action
Add/Delete a Slide
Creates an empty slide or delete an existing slide on the specified presentation.
Action
Cancel a Recurring Subscription
Cancels a recurring subscription.
Action
Create a Deal
Creates a deal.
Action
Create a Deal Field
Creates a new deal field.
Action
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