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Hello everyone, I'm still very new to Zapier and unfortunately I'm not getting anywhere with one Zap. 

In a deal in Pipedrive, a link to a typeform is added as soon as the phase is changed. I would like to pass the ID of the deal to Typeform or directly to the next Zap. I think this is possible with the webhooks. Unfortunately, I do not understand them yet. Maybe you have some videos that can help me with this or have a solution for this. 

Thank you very much!

 

Hi @F0RELSKET 

Check out the available help articles for webhooks: https://zapier.com/apps/webhook/help

Webhooks can work in 2 ways: as a trigger and as an action.

Generally using a webhook trigger means placing a Zapier generated URL in another app that will send a payload of data to fire the Zap.

When using the webhook app as an action, that generally means using an app’s API to make data requests to endpoints. (e.g. create, update, delete, etc.)

A Zap can send data to another Zap using webhooks. (e.g. Zap Webhooks action makes a POST request to a Zap Webhook to fire a Zap)


Thank you for your help! 😊

 

Hi @F0RELSKET 

Check out the available help articles for webhooks: https://zapier.com/apps/webhook/help

Webhooks can work in 2 ways: as a trigger and as an action.

Generally using a webhook trigger means placing a Zapier generated URL in another app that will send a payload of data to fire the Zap.

When using the webhook app as an action, that generally means using an app’s API to make data requests to endpoints. (e.g. create, update, delete, etc.)

A Zap can send data to another Zap using webhooks. (e.g. Zap Webhooks action makes a POST request to a Zap Webhook to fire a Zap)

 


Hi @F0RELSKET 

 

To add to @Troy Tessalone information above, you could check out both the Pipedrive and Typeform API reference documents below which can outline how to produce an API token for each platform and how to potentially set up webhooks for each:

Pipedrive

https://developers.pipedrive.com/docs/api/v1

Typeform

https://developer.typeform.com/create/

https://developer.typeform.com/responses/

https://developer.typeform.com/webhooks/

 

It sounds like you would like to pass Pipedrive Stage and Deal data onto the next Zap, which would likely involve a webhook on the Pipedrive side to listen for Deal updates.

 

You are able to set up a Webhook within the Pipedrive interface directly for certain events following this guide as well which might be helpful:

https://pipedrive.readme.io/docs/guide-for-webhooks

You can then setup a 'catch hook' webhook by zapier Trigger step to produce the endpoint url to enter into Pipedrive and catch the hook data.

If you need any help with it at all feel free to reach out any time.

Thanks, Michael


Thank you Michael! I really appreciate it.

 

Hi @F0RELSKET 

 

To add to @Troy Tessalone information above, you could check out both the Pipedrive and Typeform API reference documents below which can outline how to produce an API token for each platform and how to potentially set up webhooks for each:

Pipedrive

https://developers.pipedrive.com/docs/api/v1

Typeform

https://developer.typeform.com/create/

https://developer.typeform.com/responses/

https://developer.typeform.com/webhooks/

 

It sounds like you would like to pass Pipedrive Stage and Deal data onto the next Zap, which would likely involve a webhook on the Pipedrive side to listen for Deal updates.

 

You are able to set up a Webhook within the Pipedrive interface directly for certain events following this guide as well which might be helpful:

https://pipedrive.readme.io/docs/guide-for-webhooks

You can then setup a 'catch hook' webhook by zapier Trigger step to produce the endpoint url to enter into Pipedrive and catch the hook data.

If you need any help with it at all feel free to reach out any time.

Thanks, Michael