Pipedrive integration with Active Collab
How to Add new Pipedrive activities as tasks to Active Collab
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Pipedrive activities as tasks to Active Collab" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Active Collab integrations
Active Collab actions
Nekton can use any feature that is available in Active Collab API.
Using our advanced AI, you can easily create custom automations for Active Collab.
Here are some typical actions you can do in your automated workflows.
Create Company
Creates a new company.
Complete Task
Completes a task.
Create Task
Creates a task.
Add Comment to Discussion
Adds a new comment to discussion.
Add Comment to Task
Creates a new comment in selected task.
Complete Project
Completes a project.
About Active Collab
Active Collab is a popular, all-in-one tool for project management, team collaboration and billing. Available both in cloud and self hosted versions.