Automating into Pebble through Zapier

In this article, you'll learn how to connect an app to Pebble to automate an action with Zapier.

Setting Up the Trigger

Log in to Zapier.com. Enter your email and password; click Log In.

Click the + Create Zap button, or click + Create in the upper-right side panel, and select New Zap. The Trigger window will open.

Type the application name you want to trigger in the Search bar, for example, a Google Form. Select Google Forms from the list of apps.

Selecting an App and Event

Fill out the Event field by clicking the dropdown arrow — for example, New Form Response. Hit Continue.

Choose the account to be used; otherwise, click Sign In. Allow Zapier to access the app by clicking the Allow button. Hit Continue.

Fill out the Trigger field by clicking the dropdown arrow. Choose the value from the list, for example, Untitled Form. Hit Continue.

Testing the Trigger

Test the trigger by clicking the Test Trigger button. Zapier will pull out information from the selected app if the test is successful. An error will occur if the test trigger is not successful.

Hit Continue. The Action window will open.

Setting the Trigger and Event to Pebble

Type Pebble in the search bar and select Pebble from the list. This will trigger an action to Pebble.

Fill out the Event field by clicking the dropdown arrow. Select from the list of events inside the Pebble, for example, Create a Deal. Hit Continue.

The events available to Pebble are:

• Create a Contact - Adds a new contact to the contacts list
• Create a Deal - Adds a new deal to a specific board and stage
• Create a Deal Note - Adds a new new to a specific deal
• Create a Property - Adds a new property to the properties list

Click the Choose button to select an account and select the Pebble account that will connect to Zapier. Hit Continue. The Action fields will open.

Mapping Out the Details

Map out the details; click the fields to select from the available details inside Pebble, for example, Respondent email, Board ID, and Stage ID. Make sure to fill out the required fields. The rest are optional. Hit Continue.

Testing the Action

In order to check the success of the automation, you have to test the action.

Click the Test action button. Check if the test action is successful by going to the selected event, Create a Deal as an example. Go to Pebble; refresh the page. Navigate to the Seller Deals —> Lead In stage (this is where the event is created).

Scroll down and check if a new deal appeared in the bottom section; this indicates that the test action is successful.

Publishing your Zap

Go back to Zapier, and hit Publish when finished, or click the + button to add another action and repeat the process of adding the action and test action.

Zapier Triggers and Actions in Pebble

Below is a list of the available Zapier triggers and actions for your Pebble workspace. Each trigger or action can be used to automate tasks between Pebble and other tools like Google Sheets, DocuSign, Dropbox, and more.

Properties:

🔁 Action: Search Property

Look up a property using search filters like APN, address, etc.

Use cases:

• Find a property by APN and update its details in another system
• Fetch property and to pull info to into a worksheet or slack notification

🔁 Action: Update Property

Updates an existing property using its unique ID.

Use cases:

• Sync updates from an external system to a property record in Pebble

🚨 Trigger: Property Created

Triggered when a new property is added to Pebble. Note: properties imported via CSV will not fire this trigger.

Use cases:

• Add a new row to Airtable or Google Sheets for property tracking
• Send a Slack notification to your team when a new property is added

🚨 Trigger: Property Updated

Triggered when an existing property is updated.

Use cases:

• Log changes to properties in Airtable or Google Sheets
• Send a Slack notification to a team member that a property has been updated.

🚨 Trigger: Property Offer Created

Triggered when an offer is created for a property.

Use cases:

• Send offer details to your acquisitions team
• Add the offer details to a Trello card

🚨 Trigger: Property Purchased

Triggered when a purchase is recorded for a property.

Use cases:

• Send a Slack notification to your finance or accounting team when a property is purchased
• Create a new record in QuickBooks for bookkeeping

🚨 Trigger: Property Sold

Triggered when a sale is recorded for a property.

Use cases:

• Send a Slack notification to your finance or accounting team when a property is sold
• Create a new record in QuickBooks for bookkeeping

🚨 Trigger: Property Tagged

Triggered when a tag is added to a property.

Use cases:

• Send a Slack notification
• Add property row to Airtable or Google Sheet

Contacts:

🔁 Action: Search Contact

Looks up a contact by email, name, or other fields.

Use cases:

• Sync contact info with your email marketing platform
• Fetch contact and pull info to include into a worksheet or slack notification

🔁 Action: Update Contact

Updates a contact based on its unique ID.

Use cases:

• Sync changes from an external system back to Pebble
• Update outdated email addresses or phone numbers from your external source back into Pebble

🚨 Trigger: Contact Created

Triggered when a new contact is added.

Use cases:

• Add contact to an email marketing list
• Send a welcome email via Gmail or another tool

🚨 Trigger: Contact Updated

Triggered when a contact is updated.

Use cases:

• Log changes to a Google Sheet for auditing
• Update synced records in external databases

Deals:

🔁 Action: Search Deal

Searches for a deal by name, ID, or other fields.

Use cases:

• Locate deal details for use in automated workflows
• Fetch deal and sync to worksheet

🔁 Action: Update Deal

Updates a deal based on its unique ID.

Use cases:

• Sync deal changes to an external system
• Update deal contacts and statuses from your external source

🚨 Trigger: Deal Created

Triggered when a new deal is created.

Use cases:

• Sync with external tools like Airtable or Notion
• Send a Slack notification to your team about new incoming deals

🚨 Trigger: Deal Updated

Triggered when an existing deal is modified.

Use cases:

• Sync updates with external tools like Airtable or Notion
• Record a history of changes in a log worksheet

🚨 Trigger: Deal Moved to Stage

Triggered when a deal moves to a new stage in your pipeline.

Use cases:

• Sync details with external tools like Airtable or Notion
• Send a Slack notification to relevant team members of deal progress

Documents:

🚨 Trigger: Document Created

Triggered when a document is generated in Pebble.

Use cases:

• Automatically send documents to DocuSign
• Upload generated documents to Dropbox or Google Drive
• Email the document url to a contact or team member