Pipedrive + Smartwaiver integrations

Pipedrive logoPipedrive > Smartwaiver
Trigger
Last triggered
Pipedrive logoDeal stage changed
Smartwaiver logoSend template
Overview
Connect Pipedrive to Smartwaiver in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Pipedrive, Smartwaiver, and many other popular SaaS applications.
Check below for example workflows using Pipedrive and Smartwaiver, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.
Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

Screenshots of Pipedrive and Smartwaiver integrations in Relay.app

Use Relay.app's Pipedrive integrations to trigger actions across your apps
Use Relay.app's Pipedrive integrations to trigger actions across your apps
Preview of Use Relay.app's Pipedrive integrations to trigger actions across your apps
Preview of Use any of these Pipedrive actions in your Relay.app workflows

Example Pipedrive + Smartwaiver workflows

Pipedrive iconarrow_forwardSmartwaiver icon

Automatically send template in Smartwaiver for each deal stage changed in Pipedrive

Smartwaiver iconarrow_forwardPipedrive icon

Add activity to deal automatically in Pipedrive for each waiver signed in Smartwaiver

Pipedrive iconarrow_forwardSmartwaiver icon

Find waiver(s) automatically in Smartwaiver for each deal closed in Pipedrive

Pipedrive iconarrow_forwardSmartwaiver icon

Find template(s) automatically in Smartwaiver for each deal won in Pipedrive

Pipedrive iconarrow_forwardSmartwaiver icon

Find waiver(s) automatically in Smartwaiver for each deal stage changed in Pipedrive

Pipedrive Triggers
Activity
Pipedrive logo
add
Activity added
Deal
Pipedrive logo
edit
Deal changed
Pipedrive logo
payments
Deal closed
Pipedrive logo
target
Deal first meets conditions
Pipedrive logo
payments
Deal lost
Pipedrive logo
conversion_path
Deal stage changed
Pipedrive logo
payments
Deal won
Pipedrive logo
add
New deal added
Lead
Pipedrive logo
add
Lead added
Organization
Pipedrive logo
add
New organization added
Pipedrive logo
edit
Organization changed
Pipedrive logo
target
Organization first meets conditions
Person
Pipedrive logo
add
New person added
Pipedrive logo
edit
Person changed
Pipedrive logo
target
Person first meets conditions
Product
Pipedrive logo
add
New product added
Pipedrive logo
edit
Product changed
Pipedrive logo
target
Product first meets conditions
Project
Pipedrive logo
add
Project added
Pipedrive logo
conversion_path
Project phase changed
Pipedrive logo
task_alt
Project status changed
Smartwaiver Actions
Template
Smartwaiver logo
search
Find template(s)
Smartwaiver logo
send
Send template
Waiver
Smartwaiver logo
search
Find waiver(s)
Smartwaiver Triggers
Waiver
Smartwaiver logo
draw
Waiver signed
Pipedrive Actions
Activity
Pipedrive logo
add
Add activity
Pipedrive logo
edit
Update activity
Deal
Pipedrive logo
add
Add activity to deal
Pipedrive logo
add
Add deal
Pipedrive logo
person_add
Add follower to deal
Pipedrive logo
person_add
Add participiant
Pipedrive logo
add
Add product
Pipedrive logo
attach_file
Attach deal to project
Pipedrive logo
content_copy
Duplicate deal
Pipedrive logo
search
Find deal(s)
Pipedrive logo
edit
Update deal
Pipedrive logo
schedule
Wait until deal stage reached
Lead
Pipedrive logo
web_stories
Add activity to lead
Pipedrive logo
person_add
Add lead for organization
Pipedrive logo
person_add
Add lead for person
Pipedrive logo
archive
Archive lead
Pipedrive logo
search
Find lead(s)
Pipedrive logo
person_add
Get or add lead for organization
Pipedrive logo
person_add
Get or add lead for person
Pipedrive logo
edit
Update lead
Note
Pipedrive logo
add
Add note
Pipedrive logo
add
Add note comment
Pipedrive logo
edit
Update note
Pipedrive logo
edit
Update note comment
Organization
Pipedrive logo
web_stories
Add activity to organization
Pipedrive logo
person_add
Add follower to organization
Pipedrive logo
search
Find organization(s)
Pipedrive logo
storefront
Get or add organization
Pipedrive logo
storefront
Update or add organization
Pipedrive logo
edit
Update organization
Person
Pipedrive logo
web_stories
Add activity to person
Pipedrive logo
person_add
Add follower to person
Pipedrive logo
add
Add person
Pipedrive logo
search
Find person / people
Pipedrive logo
person_add
Get or add person
Pipedrive logo
add
Update or add person
Pipedrive logo
edit
Update person
Product
Pipedrive logo
person_add
Add follower to product
Pipedrive logo
add
Add product
Pipedrive logo
search
Find product(s)
Pipedrive logo
edit
Update product
Project
Pipedrive logo
web_stories
Add activity to project
Pipedrive logo
add
Add project
Pipedrive logo
archive
Archive project
Pipedrive logo
delete
Delete project
Pipedrive logo
search
Find project(s)
Pipedrive logo
edit
Update project
Task
Pipedrive logo
add
Add task
Pipedrive logo
search
Find task(s)
Pipedrive logo
edit
Update task
Pipedrive logo
schedule
Wait until project task done

Create your own Pipedrive + Smartwaiver integration

Select a trigger in Pipedrive
Select an action in Smartwaiver
Create your workflow

Or automate Smartwaiver + Pipedrive

Select a trigger in Smartwaiver
Select an action in Pipedrive
Create your workflow

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Or connect Smartwaiver to your other apps

Intercom + Smartwaiver integrations
Intercom
Automate Google Groups + Smartwaiver
Google Groups
Connect Notion to Smartwaiver
Notion
Integrate Asana with Smartwaiver
Asana
Sync Google Sheets with Smartwaiver
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Apollo + Smartwaiver integrations
Apollo
Automate AssemblyAI + Smartwaiver
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Connect Attio to Smartwaiver
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Integrate Axiom.ai with Smartwaiver
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Sync Baserow with Smartwaiver
Baserow
beehiiv + Smartwaiver automations
beehiiv
How to use bitly + Smartwaiver
bitly
Bloobirds + Smartwaiver integrations
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Automate Bluesky + Smartwaiver
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Connect Box to Smartwaiver
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Integrate Brevo with Smartwaiver
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CallRail + Smartwaiver integrations
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Automate Granola + Smartwaiver
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Mailchimp + Smartwaiver integrations
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New Relic
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Northflank
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olostep
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Outlook Calendar
Sync Outlook Contacts with Smartwaiver
Outlook Contacts
Outlook Mail + Smartwaiver automations
Outlook Mail
How to use Paddle + Smartwaiver
Paddle
PandaDoc + Smartwaiver integrations
PandaDoc
Automate Paperform + Smartwaiver
Paperform
Connect Perplexity to Smartwaiver
Perplexity
Integrate Pipefy with Smartwaiver
Pipefy
Sync PostHog with Smartwaiver
PostHog
Qlty + Smartwaiver automations
Qlty
How to use QuickBooks Online + Smartwaiver
QuickBooks Online
QuickMail + Smartwaiver integrations
QuickMail
Automate Quo (OpenPhone) + Smartwaiver
Quo (OpenPhone)
Connect Qwen to Smartwaiver
Qwen
Integrate Railway with Smartwaiver
Railway
Sync Ramp with Smartwaiver
Ramp
Reddit + Smartwaiver automations
Reddit
How to use Relay.app + Smartwaiver
Relay.app
Retable + Smartwaiver integrations
Retable
Automate RingCentral + Smartwaiver
RingCentral
Connect SalesIntel to Smartwaiver
SalesIntel
Integrate ScrapingBee with Smartwaiver
ScrapingBee
Sync Sharepoint with Smartwaiver
Sharepoint
ShipHero + Smartwaiver automations
ShipHero
How to use Shopify + Smartwaiver
Shopify
Signeasy + Smartwaiver integrations
Signeasy
Automate Skool + Smartwaiver
Skool
Connect Skyflow to Smartwaiver
Skyflow
Integrate Smartlead.ai with Smartwaiver
Smartlead.ai
Sync SmartSuite with Smartwaiver
SmartSuite
Snowflake + Smartwaiver automations
Snowflake
How to use Square + Smartwaiver
Square
Stripe + Smartwaiver integrations
Stripe
Automate Supabase + Smartwaiver
Supabase
Connect Syften to Smartwaiver
Syften
Integrate Tally with Smartwaiver
Tally
Sync Teams with Smartwaiver
Teams
Telegram + Smartwaiver automations
Telegram
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Tella
Things + Smartwaiver integrations
Things
Automate ThriveCart + Smartwaiver
ThriveCart
Connect TickTick to Smartwaiver
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Sync Tiktok with Smartwaiver
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Todoist + Smartwaiver automations
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How to use Toggl + Smartwaiver
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Tremendous + Smartwaiver integrations
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Automate Twilio + Smartwaiver
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Connect Typeform to Smartwaiver
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Integrate Wave with Smartwaiver
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Sync Webflow with Smartwaiver
Webflow
WhatsApp notifications + Smartwaiver automations
WhatsApp notifications
How to use WooCommerce + Smartwaiver
WooCommerce
Wordpress.com + Smartwaiver integrations
Wordpress.com
Automate WordPress (Self-Hosted) + Smartwaiver
WordPress (Self-Hosted)
Connect X (Twitter) to Smartwaiver
X (Twitter)
Integrate xAI with Smartwaiver
xAI
Sync Xero with Smartwaiver
Xero
Xodo Sign + Smartwaiver automations
Xodo Sign
How to use YouTube + Smartwaiver
YouTube
Zite + Smartwaiver integrations
Zite
Automate Zoom + Smartwaiver
Zoom
Connect Zoom Events to Smartwaiver
Zoom Events
Integrate Airtable with Smartwaiver
Airtable
Sync Google Docs with Smartwaiver
Google Docs
Slack + Smartwaiver automations
Slack
How to use Google Slides + Smartwaiver
Google Slides
Google Calendar + Smartwaiver integrations
Google Calendar
Automate OpenAI + Smartwaiver
OpenAI
Connect App Store to Smartwaiver
App Store
Integrate Google Play Store with Smartwaiver
Google Play Store
Sync Greenhouse with Smartwaiver
Greenhouse
Salesforce + Smartwaiver automations
Salesforce
How to use Gmail + Smartwaiver
Gmail
Jira + Smartwaiver integrations
Jira
Automate Linear + Smartwaiver
Linear
Connect Ashby to Smartwaiver
Ashby

FAQ

  • What is Relay.app?

    Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.

  • How do I connect Pipedrive to Smartwaiver with Relay.app?

    1. Create a free Relay.app account
    2. Set a trigger in Pipedrive or Smartwaiver to kick off new workflow runs
    3. Add one or more actions to run in your workflow
    4. Authorize Pipedrive and Smartwaiver to connect to Relay.app
    5. Turn on your workflow and start getting more done with less manual work

    Check above for some example workflows, or visit our help center for more details on how to get started.

  • Is Relay.app a Make.com alternative for connecting Pipedrive to Smartwaiver?

    Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Pipedrive to Smartwaiver that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.

    For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.

    Of course we're biased, but we believe Relay.app is the best way to connect and automate Pipedrive and Smartwaiver—give it a try and let us know what you think.

See why people love Relay.app

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Peter Jauhal
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Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

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Lucas Grey
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@ImLucasGrey
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Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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Rafa
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@rafanocode
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I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app
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Duke Dao
@dummy_coder
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.@relay is just straight out awesome. Give it a try

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Benjamin Borowski👨‍🚒
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@typeoneerror
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Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

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Notion Coach
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@NotionCoach
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Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

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Maayan
Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

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Eva (Ziki) Zivanovic
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@ZikiDoesNotion
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If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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