DocuWare + Pipedrive Integration

Integrate DocuWare to Pipedrive in one click, or tell Integrately AI how you want each document handled. Extract document data, create deals, log activities, and update your CRM automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • DocuWare
    Document is added in DocuWare Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
Arrow Right
2.
  • DocuWare
    Import to document tray in DocuWare
  • DocuWare
    Append a file in DocuWare
  • DocuWare
    Delete a file in DocuWare
  • DocuWare
    Download a file in DocuWare
  • DocuWare
    Replace a file in DocuWare
  • DocuWare
    Transfer document in DocuWare
  • DocuWare
    Get file cabinets in DocuWare
  • DocuWare
    Get dialogs in DocuWare
  • DocuWare
    Update document index fields in DocuWare
  • DocuWare
    Get document information in DocuWare
  • DocuWare
    Download document in DocuWare
  • DocuWare
    Store in file cabinet in DocuWare
  • DocuWare
    Search document in DocuWare
  • DocuWare
    Delete document in DocuWare
  • DocuWare
    Get stamps in DocuWare
  • DocuWare
    Place a stamp in DocuWare
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready WorkflowsReady Workflows   for DocuWare + Pipedrive Integration

Capture documents, organise deals, keep records updated, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your DocuWare + Pipedrive flow

Sync document data with your CRM, messaging tools, and spreadsheets to keep sales and operations aligned. Pick a combination and activate it in one click.

DocuWare
Pipedrive
+
HubSpotHubSpot (4)
+
Google WorkspaceGoogle Workspace (4)
+
DocuWareDocuWare (4)
+
Microsoft ExcelMicrosoft Excel (4)
+
DocuSignDocuSign (4)
+
SlackSlack (4)
D
P
H
Add every new DocuWare document to your Pipedrive deal, and create a contact in HubSpot.
New DocuWare documents trigger a new Pipedrive deal and a HubSpot contact automatically, eliminating manual data entry.
P
D
H
When a Pipedrive deal is created, store the file in DocuWare and create a contact in HubSpot.
New Pipedrive deals instantly store supporting records in DocuWare and log contacts in HubSpot.
P
D
H
When a Pipedrive deal stage updates, update the DocuWare index fields and update the HubSpot contact.
Deal stage changes in Pipedrive automatically refresh DocuWare index fields and HubSpot contact records.
D
C
P
H
Use Claude to summarise every DocuWare document, create a Pipedrive deal, and create a HubSpot note.
Claude summarises new DocuWare documents before generating a Pipedrive deal and a HubSpot note.

Supported triggers and actions for DocuWare and Pipedrive

Mix and match to build the exact automation you need

DocuWare
DocuWare Triggers & Actions
Instant
Document is added in DocuWare
Triggers the automation when a new document is created
Try it →
Import to document tray in DocuWare
Import files and documents to the designated document tray with
Try it →
Append a file in DocuWare
Appends content to an existing file
Try it →
Delete a file in DocuWare
Deletes particular files from the system
Try it →
Download a file in DocuWare
Download files from a particular source or location
Try it →
Replace a file in DocuWare
Replaces a file
Try it →
Transfer document in DocuWare
Transfers a document
Try it →
Get file cabinets in DocuWare
Retrieves and store file cabinets with particular information
Try it →
Get dialogs in DocuWare
Retrieves all available dialogs from the system
Try it →
Update document index fields in DocuWare
Updates document index fields
Try it →
Get document information in DocuWare
Retrieves details and metadata from a document
Try it →
Download document in DocuWare
Download a particular document to a location
Try it →
Store in file cabinet in DocuWare
Stores a document in a file cabinet
Try it →
Search document in DocuWare
Locates and retrieves document based on search criteria
Try it →
Delete document in DocuWare
Removes a particular document from the system
Try it →
Get stamps in DocuWare
Purchase and collect stamps for mailing purposes
Try it →
Place a stamp in DocuWare
Places a stamp on a document
Try it →
Pipedrive
Pipedrive Triggers & Actions
Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
Try it →
Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
Try it →
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
Try it →
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it →
Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it →
Activity matches filter in Pipedrive
Try it →
Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
Try it →
Deal matches filter in Pipedrive
Try it →
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it →
Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
Try it →
Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
Try it →
Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it →
Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it →
Organization matches filter in Pipedrive
Try it →
Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
Try it →
Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it →
Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it →
Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
Try it →
Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
Try it →
Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
Try it →
Create activity in Pipedrive
Generates a new activity or task
Try it →
Update activity in Pipedrive
Updates the activity with the latest information
Try it →
Get activity by id in Pipedrive
Retrieves details of an activity using ID
Try it →
Delete activity in Pipedrive
Deletes an activity
Try it →
Create deal in Pipedrive
Generates a new deal
Try it →
Update deal in Pipedrive
Updates deal information based on new criteria or changes
Try it →
Search deal in Pipedrive
Searches for a deal
Try it →
Get deal by id in Pipedrive
Retrieves a deal by its id
Try it →
Convert deal to lead in Pipedrive
Converts a deal into a lead
Try it →
Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
Try it →
Add product to deal in Pipedrive
Adds selected product to a deal
Try it →
Get products of deal in Pipedrive
Retrieves products associated with a deal
Try it →
Add participant to deal in Pipedrive
Adds a participant to a deal
Try it →
Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
Try it →
Create lead in Pipedrive
Generates new leads for potential customers
Try it →
Convert lead to deal in Pipedrive
Converts a lead into a deal
Try it →
Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
Try it →
Search lead in Pipedrive
Searches for a lead
Try it →
Delete deal in Pipedrive
Deletes a deal
Try it →
Create organization in Pipedrive
Generates a new organization
Try it →
Update organization in Pipedrive
Updates organization information
Try it →
Search organization in Pipedrive
Finds and retrieves information about a organization
Try it →
Get organization by id in Pipedrive
Retrieves details of an organization using ID
Try it →
Delete organization in Pipedrive
Deletes an organization
Try it →
Create person in Pipedrive
Generates a new person
Try it →
Update person in Pipedrive
Updates the information of a person
Try it →
Search person in Pipedrive
Retrieves information about a person
Try it →
Get person by id in Pipedrive
Retrieves a person's information by their id
Try it →
Delete person in Pipedrive
Deletes a person
Try it →
Create product in Pipedrive
Generates and launch new products
Try it →
Update product in Pipedrive
Updates product information
Try it →
Search product in Pipedrive
Searches for a product
Try it →
Get product by id in Pipedrive
Retrieves product information using its id
Try it →
Get product variations in Pipedrive
Retrieves variations of a product
Try it →
Delete product in Pipedrive
Deletes a product
Try it →
Add follower in Pipedrive
Increase your follower count
Try it →
Create note in Pipedrive
Creates a new note in the particular format
Try it →
Update note in Pipedrive
Updates a note with new information
Try it →
Search note in Pipedrive
Searches for a note
Try it →
Attach file in Pipedrive
Uploads and save the selected file to a task
Try it →
Get user by id in Pipedrive
Retrieves user information using their id
Try it →
Search user by email in Pipedrive
Searches for a user using email address
Try it →
Search user by name in Pipedrive
Searches for a user using the name
Try it →

What can you automate with DocuWare + Pipedrive?

Streamline document management and sales workflows with powerful, ready-to-use automations.

What you can automate?
📄
Create Pipedrive deals from new DocuWare documents
Automatically generate a new deal in Pipedrive the moment a document is added in DocuWare. Eliminate manual data transfer and kick off your sales process instantly.
🗄️
Archive Pipedrive deals into DocuWare file cabinets
Store customer contracts and paperwork directly in DocuWare whenever a new deal or project is created in Pipedrive. Keep your document repository perfectly organized.
🔔
Alert your team on Slack the moment documents arrive
Send instant notifications to your sales channel whenever a document is added in DocuWare or a deal is updated in Pipedrive. Ensure your team never misses critical updates.
🔀
Route deals and documents based on specific field values
Direct high-value deals to senior reps or archive urgent invoices in priority cabinets depending on the data submitted in your documents and CRM.
🔄
Keep document index fields updated as deal stages change
Automatically update DocuWare document index fields whenever a Pipedrive deal moves to a new stage. Maintain absolute consistency across your entire software stack.
🔍
Search and update matching records instead of creating duplicates
Locate existing documents and CRM contacts before writing new data. Keep your workspace clean and prevent duplicate entries across your database.
📋
Handle later status changes and deal closures smoothly
Trigger automated archiving, stamp placement, or status updates when deals are won, lost, or marked complete in Pipedrive.
💬
Extend your workflow with Google Workspace or Slack
Connect your core automation to Google Sheets for logging or Slack for team alerts, building a robust cross-platform pipeline.
And much more...

Who is DocuWare + Pipedrive integration for?

Connect DocuWare and Pipedrive to eliminate manual data entry, accelerate deal cycles, and keep document records perfectly aligned with your sales pipeline.

Sales Directors
Sales Directors
Account Executives
Account Executives
Client Success Managers
Client Success Managers
Operations Teams
Operations Teams
Sales Representatives
Sales Representatives
Compliance Officers
Compliance Officers
📈
Sales Directors
You're reviewing pipeline reports but your CRM records only update when someone manually checks archived paperwork, so the deal metrics you're optimising against are always outdated — with this integration, every new document triggers instant deal updates and your reporting stays current.
Account Executives
You need to act fast on incoming client files, but you find out about new paperwork hours after it arrives in document storage — with this integration, every uploaded document immediately opens a Pipedrive deal so you can reach out without delay.
🤝
Client Success Managers
You answer to key accounts that expect immediate progress updates while their onboarding files are processed — with this integration, every document status change automatically updates your CRM records so clients never wait for answers.
📊
Operations Teams
The volume of daily document intake is too high for anyone to keep up by hand, leading to missing records and unassigned deals — with this integration, every document is processed instantly and your pipeline is populated without human intervention.
🔄
Sales Representatives
You own the next sales step and depend on document administrators to hand over files before you can pitch — with this integration, every document addition creates your CRM task automatically and your pipeline flows without bottlenecks.
🗂️
Compliance Officers
You need a reliable audit history and keep finding gaps where sales notes were never linked to archived documents — with this integration, every CRM deal and document record is tied together permanently with zero omissions.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate DocuWare + Pipedrive

Build and manage your DocuWare + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect DocuWare + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect DocuWare to Pipedrive?
Frequently Asked Questions
You can connect DocuWare to Pipedrive instantly using 1-click ready workflows or Integrately AI. Select a pre-built template, authenticate your accounts, and your automation runs right away.
Can I automatically create a Pipedrive deal when a document is added in DocuWare?
Frequently Asked Questions
Can I connect DocuWare, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for DocuWare and Pipedrive?
Frequently Asked Questions
How do DocuWare document updates trigger Pipedrive deal changes?
Frequently Asked Questions
Can I store Pipedrive deal files in DocuWare automatically?
Frequently Asked Questions
Do I need coding skills to automate DocuWare and Pipedrive?
Frequently Asked Questions
Is the DocuWare and Pipedrive integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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