Create Customers

Automatically create a customer in e-conomic, when a sale is won in Pipedrive. Or even just create a customer when a new organization is created in Pipedrive. Any change in Pipedrive can trigger the creation of a customer.

Create Invoice

Automatically create an invoice in e-conomic when a sale is “won” in Pipedrive. Of course assuming that all data for the invoice is present in Pipedrive such as product, price and quantity.

Company information

Contact person

Please note that in agreement with e-conomic there is no setup and a 14 day trial for this standard integration. Other integrations or special needs are not covered by this offer and need to be agreed directly with Cloudify
This shows from which app the data will be taken from and to which app it will be inserted.
Select what should trigger the action
Select which action you want performed when the trigger happens
Here you select the data, you wish is to be used, regarding your chosen action. Please be aware that if the data is not provided through the trigger, it cant be transfered in the action. Some fields are mandatory for the automation to work.

Data to be used when creating the action in e-conomic

Please note that it is only possible to create the below data fields under the assumption that the data already exists in Pipedrive
You must write the unique identifier of the customer group. This can be seen in e-conomic.
The default payment terms for the customer. This can be seen in e-conomic.
Indicates in which VAT-zone the customer is located (e.g.: domestically, in Europe or elsewhere abroad). This can be found in e-conomic
To be able to access the API to your Pipedrive account we need the API key from Pipedrive. Please note that we do NOT store this data and it is ONLY used to connect to Pipedrive. Please note that all data is sent encrypted and therefore safe.

Pipedrive Credentials

Your API Token can be found under Profile Icon > Settings > Other > API. Login here

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