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Question

Calendly reschedules >> update Pipedrive meeting

  • March 21, 2022
  • 5 replies
  • 72 views

Hi.

I have a Zap that creates a meeting (activity) in a contact.

When the meeting is rescheduled or cancelled, I want Zapier to find that meeting and rename it to “Cancelled: <original name>”.

I switched from Zoho to Pipedrive. In Zoho I could search the appointment via date. In Pipedrive its not possible.

How can I do it?

 

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5 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • March 21, 2022

Hi @Karsten 

Good question.

Have you tried using these Zap actions for Pipedrive?

 


  • Author
  • New
  • March 21, 2022

Yes, sure.

But I can only search via subject, which doesnt work.

I need to search via date and time like it is possible with Zoho. With Pipedrive it is not.


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • March 21, 2022

@Karsten 

Ok, then you’ll need to use the Pipedrive API to search Activities: https://developers.pipedrive.com/docs/api/v1/Activities#getActivities

App APIs can be used in Zaps with the Webhook app as an action step: https://zapier.com/apps/webhook/help


  • Author
  • New
  • March 21, 2022

Wow, thats a bit overwhelming. I am not an expert. Could you point me in the right direction or maybe even help me (of course I’d pay you)?


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • March 21, 2022

@Karsten 

Check out the Zapier Experts for help you can hire: https://zapier.com/experts