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What is OneClick? OneClick is a Pipedrive add-on which helps organizations to work smarter with 3rd party automations. To put it short, OneClick enables any Pipedrive deal, organization or person details view to have buttons which will trigger an automation o...

Introduction In this example we'll set up a very basic Make scenario which will create a note on the deal from which the OneClick button was triggered from. Read more about the basic usage in this article! Create a new scenario with a Webhook Create a new s...

A Make scenario blueprint for the outcome of this example can be downloaded here Introduction In this example we're going to add authorization to an existing Make scenario which catches the button click with a Webhook and creates a note on the deal. Authoriz...

A Make scenario blueprint for the outcome of this example can be downloaded here Introduction In this example we're going to add data fields to a OneClick button and utilize them in a ready made Make scenario which catches the button click with a Webhook and...

Introduction In this example we'll set up a very basic Zap which will create a note on the deal from which the OneClick button was triggered from. We'll use a Webhook trigger module to catch the button click. Read more about the basic usage in this article! ...

Introduction In this example we'll use OneClick data fields in a button to create a note in a deal using the field values as part of the note content. We'll start with a ready made Zap that catches the button click with a Webhook and creates the note. Read al...

New features Data fields: Additional elements You can now add additional UI elements to your connection with data fields! Additional elements can be type of Header, Label or Divider. Additional elements allows you to organize your connection, and to give use...

New features Single and Multi select disposable fields Single and Multi select field types have been added under the disposable data fields. Select fields allows you to set predefined options for the user to select from. Read more here. Hidden data fields...

Improvements Button confirmation You can now change the Confirm and Decline button background colors to your liking. By default the Confirm button will be red and the Decline button green, but you can select your own preference from the three predefined opti...

Important! If you have installed OneClick prior to September 19th 2023  this update requires a re-authorization of the OneClick application due to changed permissions scopes. We have added the Products scope in the application permission set as this is requir...

Oops... Couldn't find admin installation OneClick seems to have an issue with admin user's credentials that are needed for the application to operate. Please ask your Pipedrive admin, who has OneClick installed, to re-authorize the application through this l...

Once you've installed OneClick yourself as an admin, and hopefully set up your first button, it's time to invite other users to install OneClick as well. Pipedrive add-ons, including OneClick, are user specific so each user has to install OneClick personally,...

New features Invite users You can now easily invite other users to install OneClick! Send out customized invitation emails to selected users in your company, and check their OneClick installation status in the user view. Read more here. Improvements Admi...

In this example we'll fill in a Google Form sheet dynamically based on Pipedrive deal and organization data with the help of OneClick Link buttons. For this you need have a ready made Google form. Get a prefilled Google form URL First head to your Google For...

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Xero is a popular invoicing platform used by thousands of companies. With OneClick and your iPaaS platform of choice you can create invoices in Xero using OneClick Workflow buttons.  With OneClick Link buttons you can easily show created invoices in Xero with...

Many countries have open business registries that gives you a good oversight of a given business's details and financial state. In this example we'll use a Finnish registry called YTJ, which allows searching for companies with their name or business ID and pre...

Improvements Select field option sorting You can now sort your singe and multi select disposable field options. Use the arrows on the right side of the field to move the options up and down: Select field option ID's You can now see single and multi selec...

If you wish to uninstall OneClick you can do so by following these instructions. However, we would like to make sure your uninstallation is not due to any missing details or features, so before you do so we'd like to ask you to send any questions or comments t...

Don't forget to check out our Link button examples once you've read this article! Link buttons enable you to build dynamic URL's based on Pipedrive data, and then open the URL with a click of a button on any Pipedrive deal, organization or person. Once you'v...