Add Deal with Pipedrive API on New Email Event (Instant) from Microsoft Outlook API

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New Email Event (Instant) from the Microsoft Outlook API

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Add Deal with the Pipedrive API

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Getting Started#

This integration creates a workflow with a Microsoft Outlook 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 Email Event (Instant) trigger
1. Connect your Microsoft Outlook account
2. Configure Webhook renewal timer
Configure the Add Deal action
1. Connect your Pipedrive account
2. Configure Title
3. Optional- Configure Value
4. Optional- Configure Currency
5. Optional- Select a User ID
6. Optional- Select a Person ID
7. Optional- Select a Organization ID
8. Optional- Select a Stage ID
9. Optional- Select a Status
10. Optional- Configure Probability
11. Optional- Configure Lost Reason
12. Optional- Select a Visible To
13. Optional- Configure Add Time
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 Email Event (Instant) on Microsoft Outlook

Description:Emit new event when an email received

Version:0.0.9

Key:microsoft_outlook-new-email

View on GitHub

Microsoft Outlook Overview#

The Microsoft Outlook API on Pipedream allows you to automate email-related tasks, manage calendars, and handle contacts effortlessly. With the API, you can trigger workflows on new emails, send emails programmatically, and synchronize calendars across platforms, among other functions. Pipedream's serverless platform facilitates the connection between Outlook and a myriad of other apps for efficient automation workflows.

Trigger Code#

import common from "../common.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "microsoft_outlook-new-email",
  name: "New Email Event (Instant)",
  description: "Emit new event when an email received",
  version: "0.0.9",
  type: "source",
  hooks: {
    ...common.hooks,
    async activate() {
      await this.activate({
        changeType: "created",
        resource: "/me/mailfolders('inbox')/messages",
      });
    },
    async deactivate() {
      await this.deactivate();
    },
  },
  methods: {
    ...common.methods,
    async getSampleEvents({ pageSize }) {
      return this.microsoftOutlook.listMessages({
        params: {
          $top: pageSize,
          $orderby: "createdDateTime desc",
        },
      });
    },
    emitEvent(item) {
      this.$emit({
        email: item,
      }, this.generateMeta(item));
    },
    generateMeta(item) {
      return {
        id: item.id,
        summary: `New email (ID:${item.id})`,
        ts: Date.parse(item.createdDateTime),
      };
    },
  },
  async run(event) {
    await this.run({
      event,
      emitFn: async ({ resourceId } = {}) => {
        const item = await this.microsoftOutlook.getMessage({
          messageId: resourceId,
        });
        this.emitEvent(item);
      },
    });
  },
  sampleEmit,
};

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
Microsoft Outlook	`microsoftOutlook`	`app`	This component uses the Microsoft Outlook 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.
Webhook renewal timer	`timer`	`$.interface.timer`	Graph API expires Outlook notifications in 3 days, we auto-renew them in 2 days, see

Trigger Authentication#

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

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

User.Reademailoffline_accessopenidprofileMail.ReadWriteMail.SendMailboxSettings.ReadWriteIMAP.AccessAsUser.AllPOP.AccessAsUser.AllSMTP.SendCalendars.ReadWriteContacts.ReadWrite

About Microsoft Outlook#

Microsoft Outlook lets you bring all your email accounts and calendars in one convenient spot.

Action#

Add Deal on Pipedrive

Description:Adds a new deal. See the Pipedrive API docs for Deals [here](https://developers.pipedrive.com/docs/api/v1/Deals#addDeal)

Version:0.1.5

Key:pipedrive-add-deal

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-deal",
  name: "Add Deal",
  description: "Adds a new deal. See the Pipedrive API docs for Deals [here](https://developers.pipedrive.com/docs/api/v1/Deals#addDeal)",
  version: "0.1.5",
  type: "action",
  props: {
    pipedriveApp,
    title: {
      propDefinition: [
        pipedriveApp,
        "dealTitle",
      ],
    },
    value: {
      propDefinition: [
        pipedriveApp,
        "dealValue",
      ],
    },
    currency: {
      propDefinition: [
        pipedriveApp,
        "dealCurrency",
      ],
    },
    userId: {
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
    },
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
    },
    stageId: {
      propDefinition: [
        pipedriveApp,
        "stageId",
      ],
    },
    status: {
      propDefinition: [
        pipedriveApp,
        "status",
      ],
    },
    probability: {
      propDefinition: [
        pipedriveApp,
        "probability",
      ],
    },
    lostReason: {
      propDefinition: [
        pipedriveApp,
        "lostReason",
      ],
    },
    visibleTo: {
      propDefinition: [
        pipedriveApp,
        "visibleTo",
      ],
    },
    addTime: {
      propDefinition: [
        pipedriveApp,
        "addTime",
      ],
    },
  },
  async run({ $ }) {
    const {
      title,
      value,
      currency,
      userId,
      personId,
      organizationId,
      stageId,
      status,
      probability,
      lostReason,
      visibleTo,
      addTime,
    } = this;

    try {
      const resp =
        await this.pipedriveApp.addDeal({
          title,
          value,
          currency,
          user_id: userId,
          person_id: personId,
          org_id: organizationId,
          stage_id: stageId,
          status,
          probability,
          lost_reason: lostReason,
          visible_to: visibleTo,
          add_time: addTime,
        });

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

      return resp;
    } catch (error) {
      console.error(error.context?.body || error);
      throw error.context?.body?.error || "Failed to add deal";
    }
  },
};

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.
Title	`title`	`string`	Deal title
Value	`value`	`string`	Value of the deal. If omitted, value will be set to 0.
Currency	`currency`	`string`	Currency of the deal. Accepts a 3-character currency code. If omitted, currency will be set to the default currency of the authorized user.
User ID	`userId`	`integer`	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.
Stage ID	`stageId`	`integer`	Select a value from the drop down menu.
Status	`status`	`string`	Select a value from the drop down menu:`openwonlostdeleted`
Probability	`probability`	`integer`	Deal success probability percentage. Used/shown only when `deal_probability` for the pipeline of the deal is enabled.
Lost Reason	`lostReason`	`string`	Optional message about why the deal was lost (to be used when status=lost)
Visible To	`visibleTo`	`string`	Select a value from the drop down menu:`{ "label": "Owner & followers (private)", "value": "1" }{ "label": "Entire company (shared)", "value": "3" }`
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`

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:

Add Deal with Pipedrive API on New Email Event (Instant) from Microsoft Outlook API

Pipedream makes it easy to connect APIs for Pipedrive, Microsoft Outlook 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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