Pipeline and Salesflare
How to connect Pipeline
- Via Zapier — 22 operations available. Set it up ↗
About Pipeline
Pipeline extends your workflows across teams, departments, and companies.
Pipeline operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Ask — Triggers when a new Ask is created, closed or canceled. Note, this trigger will only occur once per status.
- Update Ask — Triggers when an Ask is updated. Note, this trigger could occur multiple times for the same Ask.
Actions (17)
Things Salesflare can make it do
- Add AdHoc Step — Adds an adhoc step to the Ask for a contact or a team
- Add Ask to Bundle — Adds an Ask to a Bundle
- Add Follower to Ask — Adds a follower to an Ask
- Add Note to Step — Adds a note to a step in the ask
- Attach File to Step — Attaches a file to a step in the ask
Show 12 more actions
- Cancel Ask — Cancels an open Ask
- Close Ask — Closes an open Ask
- Complete Step — Completes a step in an Ask
- Create Ask — Creates an Ask with you as the submitter
- Create Bundle — Creates a Bundle with you as the owner
- Create Contact — Create a contact in Pipeline
- Reassign Step — Reassigns a step to someone
- Remove Ask From Bundle — Removes an Ask from a Bundle
- Send Email — Sends a Pipeline notification email with a customizable body
- Skip Step(s) — Skips steps in an ask
- Spawn Ask — Spawns an ask from a parent ask
- Update Field — Update a field in an Ask
Searches (3)
Look up existing records
- Find Ask — Finds an Ask based on search criteria
- Retrieve Ask — Retrieves an Ask with full data based on the ID
- Retrieve Ask Step — Retrieves the Ask Step based on the Ask ID
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