← Google Chat + Pipedrive integrations

Search Leads with Pipedrive API on New Message in Space from Google Chat API

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New Message in Space from the Google Chat API
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Search Leads with the Pipedrive API
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Getting Started

This integration creates a workflow with a Google Chat trigger and Pipedrive action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Message in Space trigger
    1. Connect your Google Chat account
    2. Configure timer
    3. Select a Space ID
  3. Configure the Search Leads action
    1. Connect your Pipedrive account
    2. Configure Search Term
    3. Optional- Configure Exact Match
    4. Optional- Select one or more Search Fields
    5. Optional- Select a Person ID
    6. Optional- Select a Organization ID
    7. Optional- Select a Include fields
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new event when a new message is posted in a space. [See the documentation](https://developers.google.com/workspace/chat/api/reference/rest/v1/spaces.messages/list)
Version:0.0.2
Key:google_chat-new-message-in-space

Google Chat Overview

The Google Chat API allows you to build custom bots for Google Chat, enabling automated interactions with users within a chat space. By leveraging this API on Pipedream, you can create powerful workflows that respond to messages, automate tasks, and connect Google Chat with other services. Pipedream's serverless platform provides a seamless way to invoke these APIs based on triggers from Google Chat or other apps.

Trigger Code

import common from "../common/base.mjs";

export default {
  ...common,
  key: "google_chat-new-message-in-space",
  name: "New Message in Space",
  description: "Emit new event when a new message is posted in a space. [See the documentation](https://developers.google.com/workspace/chat/api/reference/rest/v1/spaces.messages/list)",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getSummary(message) {
      const preview = (message.text || "").slice(0, 50);
      return `New Message: ${preview}`;
    },
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
Google ChatgoogleChatappThis component uses the Google Chat app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Space IDspaceIdstringSelect a value from the drop down menu.

Trigger Authentication

Google Chat uses OAuth authentication. When you connect your Google Chat account, Pipedream will open a popup window where you can sign into Google Chat and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Google Chat API.

Pipedream requests the following authorization scopes when you connect your account:

emailprofilehttps://www.googleapis.com/auth/chat.membershipshttps://www.googleapis.com/auth/chat.memberships.apphttps://www.googleapis.com/auth/chat.messageshttps://www.googleapis.com/auth/chat.messages.reactionshttps://www.googleapis.com/auth/chat.spaces

About Google Chat

Simplify 1:1 messaging and group collaboration

Action

Description:Search for leads by name or email. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Leads#searchLeads)
Version:0.0.4
Key:pipedrive-search-leads

Pipedrive Overview

Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.

Action Code

import pipedriveApp from "../../pipedrive.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "pipedrive-search-leads",
  name: "Search Leads",
  description: "Search for leads by name or email. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Leads#searchLeads)",
  version: "0.0.4",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: true,
  },
  type: "action",
  props: {
    pipedriveApp,
    term: {
      type: "string",
      label: "Search Term",
      description: "The search term to look for. Minimum 2 characters (or 1 if using exact_match).",
    },
    exactMatch: {
      type: "boolean",
      label: "Exact Match",
      description: "When enabled, only full exact matches against the given term are returned. It is not case sensitive.",
      optional: true,
    },
    fields: {
      type: "string[]",
      label: "Search Fields",
      description: "An array containing fields to perform the search from. Defaults to all of them.",
      optional: true,
      options: constants.LEAD_FIELD_OPTIONS,
    },
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
      description: "Will filter leads by the provided Person ID",
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
      description: "Will filter leads by the provided Organization ID",
    },
    includeFields: {
      type: "string",
      label: "Include fields",
      description: "Supports including optional fields in the results which are not provided by default.",
      optional: true,
      options: [
        "lead.was_seen",
      ],
    },
  },
  async run({ $ }) {
    const { data: { items = [] } } = await this.pipedriveApp.searchLeads({
      term: this.term,
      exact_match: this.exactMatch,
      fields: this.fields,
      person_id: this.personId,
      organization_id: this.organizationId,
      include_fields: this.includeFields,
    });
    $.export("$summary", `Successfully found ${items.length} lead${items.length === 1
      ? ""
      : "s"}`);
    return items;
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
PipedrivepipedriveAppappThis component uses the Pipedrive app.
Search Termtermstring

The search term to look for. Minimum 2 characters (or 1 if using exact_match).

Exact MatchexactMatchboolean

When enabled, only full exact matches against the given term are returned. It is not case sensitive.

Search Fieldsfieldsstring[]Select a value from the drop down menu:custom_fieldsnotestitle
Person IDpersonIdintegerSelect a value from the drop down menu.
Organization IDorganizationIdintegerSelect a value from the drop down menu.
Include fieldsincludeFieldsstringSelect a value from the drop down menu:lead.was_seen

Action Authentication

Pipedrive uses OAuth authentication. When you connect your Pipedrive account, Pipedream will open a popup window where you can sign into Pipedrive and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Pipedrive API.

Pipedream requests the following authorization scopes when you connect your account:

About Pipedrive

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

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