Connect Pipedrive to Workify: Invoice Automatically When Deals Are Won

What You'll Build

An automation that listens for a Pipedrive deal moving to Won status and immediately creates a matching invoice in Workify — pre-filled with the deal value, client details, and a 30-day due date.

Why Pipedrive + Workify

Pipedrive is purpose-built for sales pipelines — it's fast, visual, and designed for agencies and independent consultants. Workify is purpose-built for invoicing. Connecting the two means the moment you close a deal in Pipedrive, the invoice is already being drafted in Workify. No switching tabs, no copy-pasting amounts.

What You'll Need

• A Workify Pro account with an API key (Settings → API Keys)
• A Pipedrive account
• Make or Zapier for orchestration

Step 1: Understand Pipedrive Webhooks

Pipedrive has a built-in webhook system (available on all paid plans). You can configure it to fire a POST request when a deal's status changes to won. For simple setups you can point this directly at a serverless function; for most users, routing through Make or Zapier is easier.

Step 2: Set Up the Trigger in Make

1. Create a new Make scenario
2. Choose Pipedrive → Watch Deals as the trigger
3. Connect your Pipedrive account
4. In the filter options, watch for status = won

Alternatively, use Webhooks → Custom webhook in Make and configure Pipedrive's webhook settings to point to your Make webhook URL:

• In Pipedrive: Settings → Webhooks → Add webhook
• Event: deal.updated
• Action: updated

Add a filter in Make: only proceed when {{status}} = won.

Step 3: Fetch the Associated Person

Pipedrive deals link to a Person (contact) and optionally an Organisation. To create the right Workify client, add an HTTP module to look up the person by email:

GET https://getworkify.app/api/v1/clients?email={{person.email[0].value}}
Authorization: Bearer wfy_your_key

If the client doesn't exist yet, create them first:

POST https://getworkify.app/api/v1/clients
{
  "org_id": "your-org-id",
  "name": "{{person.name}}",
  "email": "{{person.email[0].value}}",
  "company": "{{organisation.name}}"
}

Step 4: Create the Workify Invoice

POST https://getworkify.app/api/v1/invoices
{
  "org_id": "your-org-id",
  "client_id": "{{client.id}}",
  "currency": "{{deal.currency}}",
  "notes": "Re: {{deal.title}}",
  "line_items": [
    {
      "description": "{{deal.title}}",
      "quantity": 1,
      "unit_price": {{deal.value}}
    }
  ],
  "due_date": "{{formatDate(addDays(now; 30); 'YYYY-MM-DD')}}"
}

Step 5: Write the Invoice ID Back to Pipedrive

This is the step most people skip — and it's the most useful for your team. After creating the invoice, add another HTTP module to update the Pipedrive deal with the Workify invoice ID:

PATCH https://api.pipedrive.com/v1/deals/{{deal.id}}?api_token={{your_pipedrive_token}}
{
  "CUSTOM_FIELD_KEY": "{{invoice.id}}"
}

First create a custom field in Pipedrive called "Workify Invoice ID" (Settings → Data Fields → Deals), then map its key here. Now every won deal shows the linked invoice ID directly in Pipedrive.

Handling Multiple Line Items

If your Pipedrive deals include Products (deal line items), you can map these to Workify line items:

1. Add a Pipedrive → Get Deal Products module after the trigger
2. Use Make's Iterator + Array aggregator to build a line items array
3. Pass the aggregated array into the line_items field

This gives you a properly itemised invoice matching exactly what was in the deal.

Setting Up with Zapier Instead

If you prefer Zapier:

1. Trigger: Pipedrive → Updated Deal
2. Filter: only continue when Status = won
3. Action: Webhooks by Zapier → POST to https://getworkify.app/api/v1/invoices
4. Map deal fields to the JSON payload

Zapier's approach is simpler but less flexible for multi-item deals.

Tips

• Set your Pipedrive pipeline stage to trigger the automation at "Verbal agreement" rather than full Won status if you prefer to send invoices before formally closing the deal
• Add a Slack notification when an invoice is auto-created so your account manager knows to follow up
• Use Pipedrive's Activities feature to automatically create a "Review invoice" task after the automation runs