Start a Zap

This page is for admins who make Buttons.

In this guide, you make a Zap that adds a note to a deal. A Workflow button on the deal starts the Zap. The Zap gets the request of the Button with a Webhooks by Zapier trigger.

Make the Zap trigger

1. Make a new Zap in Zapier.
2. Select Webhooks by Zapier as the trigger app.
3. Select Catch Hook as the trigger event.
4. Copy the webhook URL of the trigger.

Make the Workflow button

1. Open a deal in Pipedrive.
2. Make a Workflow button. Use the webhook URL as the Button URL. See Make a Workflow button.
3. Close the Settings.
4. Click the Button in the OneClick Panel. OneClick sends a test request to the Zap.

Test the trigger

1. Go back to the Zap.
2. Test the trigger. Zapier shows the requests that the webhook got.
3. Select the request of your press.
4. Continue to the action.

The request contains the data of the deal. For the keys of the request, see The data that the Button sends.

Add a note to the deal

1. Add an action to the Zap.
2. Select Pipedrive as the action app.
3. Select Create Note as the action event.
4. Select your Pipedrive account, or connect a new account.
5. Type the content of the note.
6. In the deal ID of the note, select selectedIds from the data of the trigger. selectedIds is the ID of the deal where the user pressed the Button.
7. Publish the Zap.

Test the Button

1. Open the deal in Pipedrive.
2. Click the Button in the OneClick Panel.
3. Make sure that the deal shows the note.

If the deal shows no note, look at the history of the Zap in Zapier.

Next steps

• Send the values of fields with the request. See Use field values in a Zap.
• Tell the user about the result of the Zap. See Send messages from a Zap.