Add Note with Pipedrive API on New Pub/Sub Messages from Google Cloud API

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New Pub/Sub Messages from the Google Cloud API

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Add Note with the Pipedrive API

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Getting Started#

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

Select this integration
Configure the New Pub/Sub Messages trigger
1. Connect your Google Cloud account
2. Select a Type
Configure the Add Note action
1. Connect your Pipedrive account
2. Configure Content
3. Optional- Select a Deal ID
4. Optional- Select a Person ID
5. Optional- Select a Organization ID
6. Optional- Select a User ID
7. Optional- Configure Add Time
8. Optional- Configure Pinned To Deal Flag
9. Optional- Configure Pinned To Organization Flag
10. Optional- Configure Pinned To Person Flag
Deploy the workflow
Send a test event to validate your setup
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#

New Pub/Sub Messages on Google Cloud

Description:Emit new Pub/Sub topic in your GCP account. Messages published to this topic are emitted from the Pipedream source.

Version:0.1.6

Key:google_cloud-new-pubsub-messages

View on GitHub

Google Cloud Overview#

The Google Cloud API opens a world of possibilities for enhancing cloud operations and automating tasks. It empowers you to manage, scale, and fine-tune various services within the Google Cloud Platform (GCP) programmatically. With Pipedream, you can harness this power to create intricate workflows, trigger cloud functions based on events from other apps, manage resources, and analyze data, all in a serverless environment. The ability to interconnect GCP services with numerous other apps enriches automation, making it easier to synchronize data, streamline development workflows, and deploy applications efficiently.

Trigger Code#

import { PubSub } from "@google-cloud/pubsub";
import googleCloud from "../../google_cloud.app.mjs";

export default {
  key: "google_cloud-new-pubsub-messages",
  name: "New Pub/Sub Messages",
  description: "Emit new Pub/Sub topic in your GCP account. Messages published to this topic are emitted from the Pipedream source.",
  version: "0.1.6",
  type: "source",
  dedupe: "unique", // Dedupe on Pub/Sub message ID
  props: {
    googleCloud,
    http: "$.interface.http",
    db: "$.service.db",
    topicType: {
      type: "string",
      label: "Type",
      description: "Do you have an existing Pub/Sub topic, or would you like to create a new one?",
      options: [
        "existing",
        "new",
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    const topic = {
      type: "string",
      label: "Pub/Sub Topic Name",
      description: "Select a Pub/Sub topic from your GCP account to watch",
      options: async () => {
        return this.getTopics();
      },
    };
    if (this.topicType === "new") {
      topic.description = "**Pipedream will create a Pub/Sub topic with this name in your account**, converting it to a [valid Pub/Sub topic name](https://cloud.google.com/pubsub/docs/admin#resource_names).";
      delete topic.options;
    }
    return {
      topic,
    };
  },
  methods: {
    _getTopicName() {
      return this.db.get("topicName");
    },
    _setTopicName(topicName) {
      this.db.set("topicName", topicName);
    },
    _getSubscriptionName() {
      return this.db.get("subscriptionName");
    },
    _setSubscriptionName(subscriptionName) {
      this.db.set("subscriptionName", subscriptionName);
    },
    async getTopics() {
      const sdkParams = this.googleCloud.sdkParams();
      const pubSubClient = new PubSub(sdkParams);
      const topics = (await pubSubClient.getTopics())[0];
      if (topics.length > 0) {
        return topics.map((topic) => topic.name);
      }
      return [];
    },
    convertNameToValidPubSubTopicName(name) {
      // For valid names, see https://cloud.google.com/pubsub/docs/admin#resource_names
      return name
        // Must not start with `goog`. We add a `pd-` at the beginning if that's the case.
        .replace(/(^goog.*)/g, "pd-$1")
        // Must start with a letter, otherwise we add `pd-` at the beginning.
        .replace(/^(?![a-zA-Z]+)/, "pd-")
        // Only certain characters are allowed, the rest will be replaced with a `-`.
        .replace(/[^a-zA-Z0-9_\-.~+%]+/g, "-");
    },
  },
  hooks: {
    async activate() {
      const sdkParams = this.googleCloud.sdkParams();
      const pubSubClient = new PubSub(sdkParams);

      const currentTopic = {
        name: this.topic,
      };
      if (this.topicType === "new") {
        const topicName = this.convertNameToValidPubSubTopicName(this.topic);
        console.log(`Creating Pub/Sub topic ${topicName}`);
        const [
          topic,
        ] = await pubSubClient.createTopic(topicName);
        currentTopic.name = topic.name;
      }
      this._setTopicName(currentTopic.name);

      const pushEndpoint = this.http.endpoint;
      const subscriptionName = this.convertNameToValidPubSubTopicName(pushEndpoint);
      const subscriptionOptions = {
        pushConfig: {
          pushEndpoint,
        },
      };
      console.log(
        `Subscribing this source's URL to the Pub/Sub topic: ${pushEndpoint}
        (under name ${subscriptionName}).`,
      );
      const [
        subscriptionResult,
      ] = await pubSubClient
        .topic(currentTopic.name)
        .createSubscription(subscriptionName, subscriptionOptions);
      this._setSubscriptionName(subscriptionResult.name);
    },
    async deactivate() {
      const sdkParams = this.googleCloud.sdkParams();
      const pubSubClient = new PubSub(sdkParams);

      const subscriptionName = this._getSubscriptionName();
      if (subscriptionName) {
        await pubSubClient.subscription(subscriptionName).delete();
      }

      if (this.topicType === "new") {
        const topicName = this._getTopicName();
        if (topicName) {
          await pubSubClient.topic(topicName).delete();
        }
      }
    },
  },
  async run(event) {
    const {
      data,
      messageId,
      publishTime,
    } = event.body.message;

    if (!data) {
      console.warn("No message present, exiting");
      return;
    }
    const dataString = Buffer.from(data, "base64").toString("utf-8");
    const metadata = {
      id: messageId,
      summary: dataString,
      ts: +new Date(publishTime),
    };

    let dataObj;
    try {
      dataObj = JSON.parse(dataString);
    } catch (err) {
      console.error(
        `Couldn't parse message as JSON. Emitting raw message. Error: ${err}`,
      );
      dataObj = {
        rawMessage: dataString,
      };
    }
    this.$emit(dataObj, metadata);
  },
};

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.

Label	Prop	Type	Description
Google Cloud	`googleCloud`	`app`	This component uses the Google Cloud app.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Type	`topicType`	`string`	Select a value from the drop down menu:`existingnew`

Trigger Authentication#

Google Cloud uses API keys for authentication. When you connect your Google Cloud account, Pipedream securely stores the keys so you can easily authenticate to Google Cloud APIs in both code and no-code steps.

Create a service account in GCP and set the permissions you need for Pipedream workflows.
Generate a service account key
Download the key details in JSON format
Upload the key below.

About Google Cloud#

The Google Cloud Platform, including BigQuery

Action#

Add Note on Pipedrive

Description:Adds a new note. For info on [adding an note in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Notes#addNote)

Version:0.0.3

Key:pipedrive-add-note

View on GitHub

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";

export default {
  key: "pipedrive-add-note",
  name: "Add Note",
  description: "Adds a new note. For info on [adding an note in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Notes#addNote)",
  version: "0.0.3",
  type: "action",
  props: {
    pipedriveApp,
    content: {
      propDefinition: [
        pipedriveApp,
        "content",
      ],
    },
    dealId: {
      propDefinition: [
        pipedriveApp,
        "dealId",
      ],
      description: "The ID of the deal the note will be attached to. This property is required unless one of (lead_id/person_id/org_id) is specified.",
    },
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
      description: "The ID of the person this note will be attached to. This property is required unless one of (deal_id/lead_id/org_id) is specified.",
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
      description: "The ID of the organization this note will be attached to. This property is required unless one of (deal_id/lead_id/person_id) is specified.",
    },
    userId: {
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
      description: "The ID of the user who will be marked as the author of the note. Only an admin can change the author.",
    },
    addTime: {
      propDefinition: [
        pipedriveApp,
        "addTime",
      ],
    },
    pinnedToDealFlag: {
      propDefinition: [
        pipedriveApp,
        "pinnedToDealFlag",
      ],
      optional: true,
    },
    pinnedToOrgFlag: {
      propDefinition: [
        pipedriveApp,
        "pinnedToOrgFlag",
      ],
      optional: true,
    },
    pinnedToPersonFlag: {
      propDefinition: [
        pipedriveApp,
        "pinnedToPersonFlag",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      content,
      dealId,
      personId,
      organizationId,
      userId,
      addTime,
      pinnedToLeadFlag,
      pinnedToDealFlag,
      pinnedToOrgFlag,
      pinnedToPersonFlag,
    } = this;

    try {
      const resp =
        await this.pipedriveApp.addNote({
          content,
          deal_id: dealId,
          person_id: personId,
          org_id: organizationId,
          user_id: userId,
          add_time: addTime,
          pinned_to_lead_flag: pinnedToLeadFlag,
          pinned_to_deal_flag: pinnedToDealFlag,
          pinned_to_organization_flag: pinnedToOrgFlag,
          pinned_to_person_flag: pinnedToPersonFlag,
        });

      $.export("$summary", "Successfully added note");

      return resp;
    } catch (error) {
      console.error(error.context?.body || error);
      throw error;
    }
  },
};

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.

Label	Prop	Type	Description
Pipedrive	`pipedriveApp`	`app`	This component uses the Pipedrive app.
Content	`content`	`string`	The content of the note in HTML format. Subject to sanitization on the back-end.
Deal ID	`dealId`	`string`	Select a value from the drop down menu.
Person ID	`personId`	`integer`	Select a value from the drop down menu.
Organization ID	`organizationId`	`integer`	Select a value from the drop down menu.
User ID	`userId`	`integer`	Select a value from the drop down menu.
Add Time	`addTime`	`string`	Optional creation date & time of the deal in UTC. Requires admin user API token. Format: `YYYY-MM-DD HH:MM:SS`
Pinned To Deal Flag	`pinnedToDealFlag`	`boolean`	If set, the results are filtered by note to deal pinning state (deal_id is also required)
Pinned To Organization Flag	`pinnedToOrgFlag`	`boolean`	If set, the results are filtered by note to organization pinning state (org_id is also required)
Pinned To Person Flag	`pinnedToPersonFlag`	`boolean`	If set, the results are filtered by note to person pinning state (person_id is also required)

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.

More Ways to Connect Pipedrive + Google Cloud#

Other Popular Integrations#

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Add Note with Pipedrive API on New Pub/Sub Messages from Google Cloud API

Pipedream makes it easy to connect APIs for Pipedrive, Google Cloud and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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