Use field values in a Zap

This page is for admins who make Buttons.

In this guide, you add fields to a Workflow button. The Zap then uses the values of the fields in the content of a deal note.

Start with the Zap and the Button from Start a Zap. The Zap gets the request with a Catch Hook trigger and adds a note with a Pipedrive Create Note action.

Add fields to the Button

1. Open the Button in the Button editor.
2. Add the fields that the note needs. See Add a field.
3. Click Save.
4. Close the Settings.
5. Click the Button in the OneClick Panel of a deal. OneClick sends a request with the field values to the Zap.

Get the field values in the Zap

1. Go back to the Zap.
2. Open the test of the Catch Hook trigger.
3. Load the new requests of the webhook.
4. Select the request of your last press. The data now contains fields.

The values are in fields, in one object for each type of field: deal, organization, person and disposable. Each field has its key, for example fields > deal > title > field_value. See The data that the Button sends.

The key of a Pipedrive standard field is its name in the Pipedrive API, for example title. The key of a Pipedrive custom field is a long code. The key of a disposable field is the Field key of the field.

Add the values to the note

1. Open the Create Note action.
2. Edit the content of the note.
3. Select the field values from the data of the trigger, for example the field_value of a field.
4. Publish the Zap.

Test the Button

1. Open the deal in Pipedrive.
2. Click the Button in the OneClick Panel.
3. Fill in the fields, if the Button shows fields that the user fills in.
4. Make sure that the deal shows a note with the field values.