Pipedrive and Monday.com: Won Deal Sync Template
This Spojit template checks Pipedrive on a schedule for newly won deals and creates a matching closed-won item on a Monday.com board so your team can start onboarding right away.
What It Builds
A Schedule trigger runs the workflow on a recurring cadence. Because Pipedrive has no native tile, Miraxa connects to its API through the http connector to fetch deals marked won since the last run. A Loop node walks each deal and a monday Connector node in Direct mode creates a closed-won item on your onboarding board, carrying the deal name, value, and owner across.
The Prompt
Paste this into Miraxa and it builds the workflow, connecting the tools for you:
Build a workflow that runs every hour, calls the Pipedrive API to find deals that have just moved to the Won stage, and for each one creates a new item on my Monday.com onboarding board with the deal title, deal value, customer name, and deal owner. Set the new item's status to "Closed-Won".Connectors Used
- Schedule - the trigger that polls Pipedrive on a recurring cadence.
- http - reaches the Pipedrive API to read newly won deals.
- monday - creates the closed-won item on your onboarding board.
Customize It
Change the schedule wording (for example "every 15 minutes" or "once a day at 8am"), name your specific Pipedrive stage or pipeline, point at a different Monday.com board, or adjust which fields map across (add expected close date, products, or a deal link) directly in the prompt.
Tips
- Give your Pipedrive API token only read access to deals; the http connector just needs to list them.
- Keep the Monday.com node in Direct mode for a single, predictable create action with no AI cost.
- Track the last-synced timestamp so each run only picks up deals won since the previous run and avoids duplicates.