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Automatically create Awork tasks from new Pipedrive deals, keeping project management aligned with sales. Latenode's visual editor and affordable pay-by-execution pricing make it easier to scale this automation and customize it with JavaScript.
Connect Pipedrive and Awork in minutes with Latenode.
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Create a New Scenario to Connect Pipedrive and Awork
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Pipedrive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pipedrive or Awork will be your first step. To do this, click "Choose an app," find Pipedrive or Awork, and select the appropriate trigger to start the scenario.
Add the Pipedrive Node
Select the Pipedrive node from the app selection panel on the right.
Pipedrive
Configure the Pipedrive
Click on the Pipedrive node to configure it. You can modify the Pipedrive URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Awork Node
Next, click the plus (+) icon on the Pipedrive node, select Awork from the list of available apps, and choose the action you need from the list of nodes within Awork.
Pipedrive
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Awork
Authenticate Awork
Now, click the Awork node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Awork settings. Authentication allows you to use Awork through Latenode.
Configure the Pipedrive and Awork Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Pipedrive and Awork Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Awork
Trigger on Webhook
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Pipedrive
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Pipedrive, Awork, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Pipedrive and Awork integration works as expected. Depending on your setup, data should flow between Pipedrive and Awork (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Pipedrive + Awork + Slack: When a deal reaches a specific stage in Pipedrive, a corresponding project is automatically created in Awork. Then, a notification is sent to the designated Slack channel to inform the project team.
Awork + Pipedrive + Google Sheets: When a project is completed in Awork, the corresponding client's record in Pipedrive is updated. Project details, like completion date and costs, are then logged in Google Sheets for reporting.
About Pipedrive
Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.
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About Awork
Manage Awork tasks in Latenode to automate project updates and reporting. Trigger flows on new tasks, sync deadlines across tools, or create custom reports. Use Latenode's logic functions and webhooks to connect Awork to any system, crafting automated workflows without complex coding, and scale project management tasks efficiently.
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How can I connect my Pipedrive account to Awork using Latenode?
To connect your Pipedrive account to Awork on Latenode, follow these steps:
Can I automatically create Awork tasks from new Pipedrive deals?
Yes! Latenode allows automated task creation in Awork when a new deal is created in Pipedrive. This streamlines project management and ensures seamless transition from sales to execution.
What types of tasks can I perform by integrating Pipedrive with Awork?
Integrating Pipedrive with Awork allows you to perform various tasks, including:
Can I use JavaScript to customize my Pipedrive Awork integration?
Yes. Latenode allows you to use JavaScript code blocks for custom logic, data transformation, and advanced control within your Pipedrive and Awork workflows.
Are there any limitations to the Pipedrive and Awork integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: