Automate Bling with Pipedrive
Unlock the superpowers of Bling + Pipedrive and automate your tasks without having to write a single line of code.
Bling and Pipedrive
your way
Check out the available triggers and actions in the automation of apps Bling + Pipedrive
Accounts receivable created
When an account receivable is created on BlingHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Accounts receivable created
When an account receivable is created on BlingTrigger
Account: Situation
Account: Due date
Account: Value
Account: Emission date
Account: Fiscal code of the payment method
Account: Description of the accounting account
Account: Origin type
Account: Origin number
Account: Original emission date
Account: Value origin
Account: Origin situation
Account: Source URL
Account: Balance
Account: Original due date
Account: Document number
Account: Competency date
Account: History
Account: Bank number
Contact: Name
Contact: Document
Contact: Type
Account: Type of occurrence
Contact: Code
Contact: Situation
Contact: Mobile phone
Contact: Fantasy name
Contact: State registration indicator
Contact: Issuing authority of the document
Contact: Birthday
Contact: Gender
Contact: Place of birth
Contact: Credit limit
Contact: Payment condition
Contact: Country
Contact: Type descriptions
Contact: People descriptions
Contact: Address
Contact: Address number
Contact: Address complement
Contact: Neighborhood
Contact: Zip code
Contact: City
Contact: State
Contact: Billing address
Contact: Billing address number
Contact: Billing address complement
Contact: Billing address neighborhood
Contact: Billing address CEP
Contact: Municipality of the billing address
Contact: Billing address state
Sales order created
When a sales order is created on BlingHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Sales order created
When a sales order is created on BlingTrigger
Order: ID
Order: Number
Order: Virtual store number
Order: Date
Order: Departure date
Order: Estimated date
Order: Item value
Order: Amount
Order: Purchase number
Order: Salesperson name
Order: Seller ID
Order: Other expenses
Order: Observations
Order: Internal observations
Order: Status
Marketplace fee
Shipping fee
Customer: ID
Customer: Name
Customer: Trade name
Customer: CPF/CNPJ
Customer: Birth date
Customer: ID
Customer: State Registration Indicator
Customer: State registration
Customer: Street
Customer: ZIP code
Customer: Neighborhood
Customer: City
Customer: State
Customer: Address number
Customer: Address complement
Customer: Street of the billing address
Customer: ZIP code of the billing address
Customer: Neighborhood of the billing address
Customer: City of the billing address
Customer: State of the billing address
Customer: Address number of the billing address
Client: Address complement of the billing address
Customer: Email
Customer: Mobile phone number
Customer: Phone number
Customer: Mobile phone (numbers only)
Customer: Telephone (numbers only)
Order: Shipping cost
Shipping: Number of packages
Shipping: Gross weight
Shipping: Delivery time
Shipping: Carrier ID
Shipping: Carrier name
Delivery: Recipient of the delivery address
Delivery: Street
Delivery: Number of address
Delivery: Address complement
Delivery: City
Delivery: Neighborhood
Delivery: ZIP code
Delivery: State
Shipping: Tracking code
Logistics services IDs (separated by commas)
Items: Code
Items: Description
Items: Quantity
Items: Amount
Items: Discount
Items: Description-Quantity
Items: Code-Description-Quantity-Unit value-Discount
Items: Total quantity
Items: [Code] Description: Unit value x Quantity
Items: Description - with line break
Items: Quantity - with line break
Order: Total quantity of products
Items in format: Quantity - Description - Total value (separated by line break)
Taxation - ICMS amount
Taxation: IPI
Order: Store ID
Store description
Store integration type
Intermediary: CNPJ
Intermediary: User name
Order: Discount value
Order: Discount per unit
Order: Invoice ID
Installment: Quantity
Installments: Value - Due date
Installments: Due date
Installments: Observations
Payment method: ID
Installment: Due date of the first installment
Won deal
For each won deal on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won deal
For each won deal on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
cliente do deal endereço postal
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
Expected closing date of the deal
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
ID is the stage
Step name
Pipeline ID
Pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
Link to deal file(s)
Total quantity of items
Deal reaches pipeline stage
When a deal reaches a certain stage in a pipeline on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Deal reaches pipeline stage
When a deal reaches a certain stage in a pipeline on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
cliente do deal endereço postal
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
expected close date
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
stage ID
stage name
pipeline ID
pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
Linnk to deal file(s)
Total quantity of items
Negotiation reaches funnel stage with attachments
When a deal with attachments reaches a certain stage in a pipeline on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Negotiation reaches funnel stage with attachments
When a deal with attachments reaches a certain stage in a pipeline on PipedriveTrigger Premium
deal ID
deal status
deal title
deal client ID
deal client email
deal client name
deal client first name
deal client last name
deal client postal address
deal client main phone
deal value
organization ID
organization name
organization full address
organization address: subpremise
organization address: number
organization address: street
organization address: neighborhood
organization address: locality
organization address: city
organization address: state
organization address: country
organization address: postal code
organization formatted address
expected close date
deal won date
deal lost date
loss reason
deal creation date
currency
product names
product discounts
total product discounts
product quantity summary
product unit price summary
product total summary
deal creator ID
deal creator name
deal creator email
deal owner ID
deal owner name
deal owner email
deal update date
stage ID
stage name
pipeline ID
pipeline name
stage change date
deal client: total open deals
deal client: total won deals
deal client: total lost deals
organization: total open deals
organization: total won deals
organization: total lost deals
deal notes
Link to deal file(s)
total item count
Link to deal attachments (single zipped file)
Deal attachments: Attachment names
New customer or registered supplier
For each registered client or supplier on BlingHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
New customer or registered supplier
For each registered client or supplier on BlingTrigger
Contact: State registration indicator
Contact: Name
Contact: Code
Contact: Situation
Contact: Document number
Contact: Phone number
Contact: Phone number
Contact: Trade name
Contact: Type
Contact: State registration
Contact: ID
Contact: Issuing authority
Contact: Email
Address: Street
Address: ZIP code
Address: Neighborhood
Address: City
Address: State
Address: Number
Address: Complement
Billing: Street of the address
Billing: ZIP code of the address
Billing: Neighborhood of the address
Billing: City of the address
Billing: State of the address
Billing: Address number
Billing: Address complement
Contact: Birthday
Contact: Gender
Contact: Place of birth
Contact: Credit limit
Contact: Payment terms
Contact: Country
Contact: Type
Contact: Type of entity
Seller's name
Sales order with a specific status
When a sales order reaches a certain status on BlingHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Sales order with a specific status
When a sales order reaches a certain status on BlingTrigger
Order: ID
Order: Number
Order: Virtual store number
Pedido: Date
Order: Departure date
Order: Estimated date
Order: Item value
Order: Sales value
Order: Purchase number
Order: Seller's name
Order: Seller's ID
Order: Other expenses
Order: Observations
Order: Internal observations
Order: Status
Marketplace fee
Shipping fee
Customer: ID
Customer: Name
Customer: Trade name
Customer: CPF/CNPJ
Customer: Birth date
Customer: ID
Customer: State Registration Indicator
Customer: State registration
Customer: Street
Customer: ZIP code
Customer: Neighborhood
Customer: City
Customer: State
Customer: Address number
Customer: Address complement
Customer: Billing address street
Customer: ZIP code of the billing address
Customer: Neighborhood of the billing address
Customer: City of the billing address
Customer: State of the billing address
Customer: Address number of billing address
Customer: Address complement of billing address
Customer: Email
Customer: Mobile phone number
Customer: Phone number
Customer: Mobile phone (numbers only)
Customer: Telephone (numbers only)
Shipping: Value
Shipping: Number of volumes
Shipping: Gross weight
Shipping: Delivery time
Shipping: Carrier ID
Shipping: Carrier name
Delivery: Recipient of the address
Delivery: Street
Delivery: Address number
Delivery: Address complement
Delivery: City
Delivery: Neighborhood
Delivery: ZIP code
Delivery: State
Shipping: Tracking code
Logistics services IDs (separated by commas)
Items: Code
Items: Description
Items: Quantity
Items: Amount
Items: Discount
Items: Description-Quantity
Items: Code-Description-Quantity-Unit value-Discount
Items: Total quantity
Items: [Code] Description: Unit value x Quantity
Items: Description (with line break)
Items: Quantity (with line break)
Order: Total quantity of products
Items in format: Quantity - Description - Total value (separated by line break)
Taxation: ICMS value
Taxation: IPI
Order: Store ID
Store description
Store integration type
Intermediary: CNPJ
Intermediary: Name
Order: Discount value
Order: Discount unit
Order: Invoice ID
Installment: Quantity
Installments: Value - Due date
Installments: Due date
Installments: Observations
Payment method: ID
Installment: Due date of the first installment
Created deal
For each created deal on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created deal
For each created deal on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
cliente do deal endereço postal
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
expected close date
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
ID is the stage
Step name
Pipeline ID
Pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
Link to deal file(s)
Total quantity of items
Created contact
For each created contact on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created contact
For each created contact on PipedriveTrigger
Contact id
Contact owner id
Contact owner name
Contact owner email
Contact organization name
Contact Organization Owner Id
Address of the contact organization
Contact organization owner name
Contact's full name
Contact's first name
Contact last name
Contact creation date and time
Contact's first email
First contact phone number
Contact email list
Contact phone list
Date and time the contact was created (in the format dd/mm/yyyy hh:mm:ss)
Negotiation with a specific status with attachments
Each deal with attachments at a specific status in PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Negotiation with a specific status with attachments
Each deal with attachments at a specific status in PipedriveTrigger Premium
deal ID
deal status
deal title
deal client ID
deal client email
deal client name
deal client first name
deal client last name
deal client postal address
deal client main phone
deal value
organization ID
organization name
organization full address
organization address: subpremise
organization address: number
organization address: street
organization address: neighborhood
organization address: locality
organization address: city
organization address: state
organization address: country
organization address: postal code
organization formatted address
expected close date
deal won date
deal lost date
loss reason
deal creation date
currency
product names
product discounts
total product discounts
product quantity summary
product unit price summary
product total summary
deal creator ID
deal creator name
deal creator email
deal owner ID
deal owner name
deal owner email
deal update date
stage ID
stage name
pipeline ID
pipeline name
stage change date
deal client: total open deals
deal client: total won deals
deal client: total lost deals
organization: total open deals
organization: total won deals
organization: total lost deals
deal notes
deal files
total item count
Deal attachments: Single zipped file
Deal attachments: Attachment names
Invoice issued
For each new issued invoice on BlingHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Invoice issued
For each new issued invoice on BlingTrigger
Invoice: ID
Invoice: Situation
Invoice: Number
Invoice: Emission date
Contact: ID
Contact: Name
Contact: Document number
Contact: Email
Contact: Code
Contact: Status
Contact: Cellphone
Contact: Trade name
Contact: Type
Contact: State registration indicator
Contact: Document issuing authority
Contact: Date of birth
Contact: Gender
Contact: Place of birth
Contact: Credit limit
Contact: Payment condition
Contact: Country
Contact: Type descriptions
Contact: People descriptions
Contact: Address
Contact: Address number
Contact: Address complement
Contact: Neighborhood
Contact: Zip code
Contact: City
Contact: State
Billing: Address
Billing: Address number
Billing: Address complement
Billing: Neighborhood
Billing: ZIP code
Billing: City
Billing: State
(Only NFe) Invoice's access key
(Only NFe) Invoice's XML
Invoice's DANFE link (Only NFe)
Invoice's PDF link (Only NFe)
(only NFe) Invoice value
(Only NFe) Freight paid by the invoice
(Only NFe) Invoice's transporter name
(Only NFe) Carrier document
(Only NFe) Transport label name
(Only NFe) Transport label address
(Only NFe) Transport address number
(Only NFe) Transport address complement
(Only NFe) City of the transport address
(Only NFe) State of the transport address
(Only NFe) ZIP code of the transport address
(Only NFe) Neighborhood of the transport address
(Except NFSe) Invoice type
(Except NFSe) Invoice operation date
(Except NFSe) State registration of the contact on the invoice
(Except NFSe) ID of the contact on the invoice
(Except NFSe) Phone number on the invoice
(except service invoice) Operation nature ID
(except service invoice) Operation nature description
(Only NFSe) Invoice's RPS number
(Only NFSe) Invoice series
(Only NFSe) Invoice's value
Store ID
Store description
Store integration type
New business proposal created
When a new business proposal is created on BlingHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
New business proposal created
When a new business proposal is created on BlingTrigger
Proposal: Situation
Proposal: Date
Proposal: Total
Proposal: Products total
Proposal: Number
Contact: ID
Invoice: Contact's name
Invoice: Contact document number
Invoice: Contact email
Invoice: Contact code
Invoice: Contact situation
Invoice: Contact cellphone number
Invoice: Fantasy name
Invoice: Type
Invoice: Contact IE indicator
Invoice: Document issuing authority of the contact
Invoice: Contact's birthday
Invoice: Contact's gender
Invoice: Contact's naturality
Contact: Credit limit
Invoice: Contact payment condition
Invoice: Contact's country name
Invoice: Contact type descriptions
Invoice: Description of the contact's people
Invoice: Contact's address
Invoice: Contact's address number
Invoice: Contact's address complement
Invoice: Contact's neighborhood
Invoice: Contact's postal code
Invoice: Contact's city
Invoice: Contact's state
Invoice: Contact's billing address
Invoice: Contact's billing address number
Invoice: Contact's billing address complement
Invoice: Billing address neighborhood of the contact
Invoice: Billing address postal code of the contact
Invoice: Billing address city of the contact
Invoice: Billing address state of the contact
Store: ID
Store: Description
Store: Integration type
Proposal: Discount
Proposal: Other expenses
Proposal: Warranty
Proposal: Next contact date
Proposal: Observations
Proposal: Internal observations
Proposal: Other items total
Proposal: Responsible person
Proposal: Introduction
Proposal: Delivery time
Product ID
Product description
Product unit
Product quantity
Product discount
Product value
Product description
Number of days to due
Installment value
Installment due date
Installment observations
Payment method ID
Proposal: Seller's name
Proposal: Freight modality
Proposal: Freight value
Proposal: Number of volumes
Proposal: Delivery time
Proposal: Gross weight
Proposal: Transport contact ID
Proposal: Transporter name
Proposal: Volume ID
Proposal: Transport service
Lost deal
For each lost deal on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost deal
For each lost deal on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
cliente do deal endereço postal
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
expected close date
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
ID is the stage
Step name
Pipeline ID
Pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
Link to deal file(s)
Total quantity of items
Created activity
For each created activity on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created activity
For each created activity on PipedriveTrigger
Activity: ID
Activity: Title
Activity: Creator ID
Activity: Description
Activity: 0 - Not done, 1 - Done
Activity: Due date ('dd/mm/yyyy - hh:mm:ss')
Activity: Parent activity ID
Activity: Assignee ID
Activity: Creation date ('dd/mm/yyyy - hh:mm:ss')
Activity: Update date ('dd/mm/yyyy - hh:mm:ss')
Activity: Completion date ('dd/mm/yyyy - hh:mm:ss')
Contact: ID
Contact: Full name
Contact: First name
Contact: Last name
Contact: Creation date and time
Contact: Primary email
Contact: Primary phone
Contact: Email list
Contact: Phone list
Company: ID
Company: Organization name
Company: Organization address
Company: Owner ID
Company: Owner name
Deal: ID
Deal: Title
Deal: Status
Deal: Creation date
Deal: Value without format
Deal: Value on format (reais)
Deal: Won deal date
Deal: Loss date
Deal: Stage ID
Deal: Stage name
Deal: Notes
Deal: Pipeline ID
Deal: Pipeline name
Deal: Products name
Deal: Products discount
Deal: Sum of product discounts
Deal: Product quantity summary
Deal: Product unit price summary
Deal: Product sum summary
Deal: Won date ('dd/mm/yyyy - hh:mm:ss')
Deal: Lost date ('dd/mm/yyyy - hh:mm:ss')
Deal: Creation date ('dd/mm/yyyy - hh:mm:ss')
Deal: Update date ('dd/mm/yyyy - hh:mm:ss')
Deal: Stage change date ('dd/mm/yyyy - hh:mm:ss')
Create or update registry (clients and suppliers)
create/update a registration (customers and vendors) on BlingHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create or update registry (clients and suppliers)
create/update a registration (customers and vendors) on BlingAction
Name or company name of the contact Required
Person type Required
Contact CPF or CNPJ
Contact's code
Trade name of the contact
Type of contribution
State registration
Type contact
Contact's phone number
Contact's mobile number
Address: Street
Address: Number
Address: Complement
Address: Neighborhood
Address: ZIP code
Address: City
Address: State
Customer's birth date
Issue an invoice
Issue an invoice in BlingHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Issue an invoice
Issue an invoice in BlingAction
Client: Name Required
Client: Email Required
Client: Address Required
Client: Address number Required
Client: Address complement
Client: Address neighbourhood Required
Client: Address ZIP code Required
Client: City Required
Client: State Required
Client: CPF/CNPJ Required
Client: Phone number
Invoice: Number
Client IE
Client: Municipal Registration
Invoice: Description of the service
Invoice: Service amount
Invoice: Service list code
Invoice: Emission date (format dd/mm/aaaa)
Invoice: Name of the seller registered in the system
Invoice: RPS number of the order
Invoice: Withholding of ISS
Discount value
Invoice: Payment terms
Invoice: Model of the referenced document
Client: Person type
Client IE
Client: ID
Client: Contributor
Client: Country
Delivery: Service Alias
Delivery: Tracking Code
Invoice: Type
Invoice: Finality
Invoice: Store ID
Invoice: Name of the nature of operation
Invoice: Date of Departure
Invoice: Date of the original invoice
Invoice: Number of the original invoice
Invoice: Original invoice series number
Invoice: Original coupon COO
Invoice: Original invoice access key
Installments: Number
Installments: Observation
Installments: Invoice start due date
Installments: Payment method
Carrier: Name
Carrier: CPF or CNPJ
Carrier: State Registration
Carrier: ID
Carrier: Address and number
Carrier: City
Carrier: State
Carrier: Vehicle license plate
Carrier: State of the vehicle
Carrier: Vehicle brand
Carrier: Type of freight
Carrier: Number of packages
Carrier: Gross weight of the package
Carrier: Net weight of the package
Carrier: Name of the postal service
Carrier: Recipient name
Carrier: Recipient address
Carrier: Recipient address number
Carrier: Recipient address complement
Carrier: Recipient address county
Carrier: Recipient address state acronym
Carrier: Recipient ZIP code
Carrier: Recipient neighbourhood
Carrier: Freight value
Carrier: Insurance value
Invoice: Expenses value
Discount value
Invoice: Order remarks
Intermediator: CNPJ
Intermediary: Username or seller profile identification
Product: Item Description
Product: Item value
Product: Item amount
Product: Item identification code
Product: Item type
Product: Item origin
Product: Item gross weight
Product: Item net weight
Invoice: Purchase Order Number
Invoice: Fiscal Classification of the Item - NCM
Invoice: CEST Code
Product: Additional Description
Sales order (single item)
create a sales order on BlingHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Sales order (single item)
create a sales order on BlingAction Premium
Order date Required
Items type Required
Order item code
Items description Required
Item quantity Required
Item unit value Required
Name or company name of the contact Required
Person type Required
Contact CPF or CNPJ
Contact's code
Type of contribution
State registration
Type of registration
Cellphone
UF address
Order status
Trade name
Phone number
Street address
Number address
Complement address
Neighborhood address
ZIP code
City
Contact birth date
Order departure date
Expected delivery date
Order discount value
Discount unit type
Other expenses
Payment condition
Data de vencimento da primeira parcela
Installments' quantity
Installment notes
Salesperson selection strategy
Vendedor
Salesperson: Name
Category selection strategy
category
Category: Name
Recipient's name of the order
Street of the delivery address
Number of the delivery address
Address complement of the delivery address
City of the delivery address
State of the delivery address
ZIP code of the delivery address
Neighborhood of the delivery address
Shipping type
Order weight
Cost of freight
Order number on online store
Notes
Internal notes
Store ID
Create or update deal
create/update a deal on PipedriveHow it works:
Whenever something happens on the source app
1. A deal will be created/updated from a pipeline stage on Pipedrive
2. A person associated with this deal will be created/updated on Pipedrive
3. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on Pipedrive (Round Robin)
All happening in a single automation! ✨
Create or update deal
create/update a deal on PipedriveAction
Distribute new deal
Select sellers
Owner's email
Deal owner update logic
Update deals
Deal uniqueness criterion
Deal title Required
Expected closing date of the deal
Person unicity criteria
Customer name
Customer email
Deal amount
Product's name
Organization name
Deal label
Customer phone
Customer phone number 2
Address: city
Address: state
Contact's date of birth
Grades
Channel name
Currency referring to the amount
Generate accounts receivable
generate accounts receivable in BlingHow it works:
Whenever something happens on the source app
1. An accounts receivable entry will be created on Bling;
2. A contact associated with receivable entry will be created or updated on Bling.
All happening in a single automation! ✨
Generate accounts receivable
generate accounts receivable in BlingAction
Bill's contact name Required
Person type Required
CPF/CNPJ of the contact
Email Required
Due date of the invoice Required
Amount of the invoice Required
Payment method
Contact's document number
Issuance date of the invoice
Date of competency of the invoice
Account category
Account history
Type of contribution
State registration
Contact type
Cellphone
State address
Trade name
Contact's phone number
Street address
Address number
Address complement of the contact
Neighborhood of the contact's address
ZIP code of the contact's address
City of the contact's address
Account selection strategy
Account
Account: Name
Create or update contact
create or update a contact on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create or update contact
create or update a contact on PipedriveAction
Person unicity criteria
Persons name Required
Person's email
Person's phone
Seller responsible for the person
Person's date of birth
Person's phone number 2
Organization name
Address: city of the organization
Address: organization state
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Automate Bling and Pipedrive with Pluga integrations
Explore automation templates
For each won deal on Pipedrive, create a sales order on Bling
EXPLORE When a created sales order is on Bling, create/update a deal on Pipedrive
EXPLORE When a deal reaches a certain stage in a pipeline on Pipedrive, create a sales order on Bling
EXPLORE For each won deal on Pipedrive, create/update a registration (customers and vendors) on Bling
EXPLORE When a sales order reaches a certain status on Bling, create/update a deal on Pipedrive
EXPLORE When a sales order reaches a certain status on Bling, create/update a deal on Pipedrive
EXPLORE When an created account receivable is on Bling, create/update a deal on Pipedrive
EXPLORE For each new issued invoice on Bling, create/update a deal on Pipedrive
EXPLORE When a deal reaches a certain stage in a pipeline on Pipedrive, create/update a registration (customers and vendors) on Bling
EXPLORE For each won deal on Pipedrive, generate accounts receivable in Bling
EXPLORE For each won deal on Pipedrive, issue an invoice in Bling
EXPLORE When a new business proposal is created in Bling, create/update a deal on Pipedrive
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How to integrate apps with Pluga?
Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.
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What is the automation trigger?
The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.
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What is an action within an automation?
The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.
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How does information mapping work?
Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).
For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.
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Is it possible to have more than one action?
With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.
Automate Bling + Pipedrive
and say goodbye to manual (and tedious) tasks!
By connecting the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. 
Bling
ERPBling is an ERP aimed at facilitating business management. Its features include issuing invoices and payslips, stock control, and financial management.
Integrations with Bling Visit Bling Pipedrive
CRMPipedrive is a sales management and CRM platform. The app helps businesses of all sizes organize and track the sales process, manage contacts, and close deals.
Integrations with Pipedrive Visit Pipedrive