← Miro Developer App + Pipedrive integrations

Add Lead with Pipedrive API on Item Position Changed from Miro Developer App API

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Item Position Changed from the Miro Developer App API
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Developers Pipedream

Getting Started

This integration creates a workflow with a Miro Developer App 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 Item Position Changed trigger
    1. Connect your Miro Developer App account
    2. Configure timer
    3. Optional- Configure Team ID
    4. Select a Board ID
  3. Configure the Add Lead action
    1. Connect your Pipedrive account
    2. Configure Title
    3. Optional- Select a Person ID
    4. Optional- Select a Organization ID
    5. Optional- Select a User ID
    6. Optional- Select one or more Lead Label IDs
    7. Optional- Configure Value
    8. Optional- Configure Expected Close Date
    9. Optional- Select a Visible To
    10. Optional- Configure Was Seen
    11. Optional- Configure Note
  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 an item's position changes in a Miro Custom App.
Version:0.0.2
Key:miro_custom_app-item-position-changed

Miro Developer App Overview

The Miro Developer App API lets you extend the functionality of Miro, an online collaborative whiteboarding platform. On Pipedream, you can automate interactions with Miro boards, such as creating or updating content, and extracting data for reporting or integration purposes. This can streamline collaboration and project management by automating repetitive tasks and connecting Miro with other tools and services.

Trigger Code

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

export default {
  ...common,
  key: "miro_custom_app-item-position-changed",
  name: "Item Position Changed",
  description: "Emit new event when an item's position changes in a Miro Custom App.",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    _getPositions() {
      return this.db.get("positions") || {};
    },
    _setPositions(positions) {
      this.db.set("positions", positions);
    },
    generateMeta(item) {
      const ts = Date.parse(item.modifiedAt);
      return {
        id: `${item.id}-${ts}`,
        summary: `Item ${item.id} position changed`,
        ts,
      };
    },
  },
  async run() {
    const positions = this._getPositions();
    const newPositions = {};
    const items = this.paginate({
      resourceFn: this.miro.listItems,
      args: {
        boardId: this.boardId,
      },
    });
    for await (const item of items) {
      const position = JSON.stringify(item.position);
      if (positions[item.id] && positions[item.id] !== position) {
        const meta = this.generateMeta(item);
        this.$emit(item, meta);
      }
      newPositions[item.id] = position;
    }

    this._setPositions(newPositions);
  },
};

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
Miro Developer AppmiroappThis component uses the Miro Developer App app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Team IDteamIdstring

The team_id for which you want to retrieve the list of boards.

Board IDboardIdstringSelect a value from the drop down menu.

Trigger Authentication

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

Connecting a Miro app to Pipedream

With this connection you can build your own Miro App and connect it to Pipedream.

Follow the REST API app quickstart guide on Miro to create an app that can interact with your Miro team over the Miro REST API.

This will produce a unique Access Token for accessing your boards. Once you have finished those steps, paste that Access Token in to the field below.

About Miro Developer App

The Visual Collaboration Platform for Every Team.

Action

Description:Create a new lead in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Leads#addLead)
Version:0.0.13
Key:pipedrive-add-lead

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 { ConfigurationError } from "@pipedream/platform";
import { parseObject } from "../../common/utils.mjs";
import pipedrive from "../../pipedrive.app.mjs";

export default {
  key: "pipedrive-add-lead",
  name: "Add Lead",
  description: "Create a new lead in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Leads#addLead)",
  version: "0.0.13",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    pipedrive,
    title: {
      type: "string",
      label: "Title",
      description: "The name of the lead",
    },
    personId: {
      propDefinition: [
        pipedrive,
        "personId",
      ],
      description: "The ID of a person which this lead will be linked to. If the person does not exist yet, it needs to be created first. This property is required unless organization_id is specified.",
    },
    organizationId: {
      propDefinition: [
        pipedrive,
        "organizationId",
      ],
      description: "The ID of an organization which this lead will be linked to. If the organization does not exist yet, it needs to be created first. This property is required unless person_id is specified.",
    },
    ownerId: {
      propDefinition: [
        pipedrive,
        "userId",
      ],
      description: "The ID of the user which will be the owner of the created lead. If not provided, the user making the request will be used.",
    },
    leadLabelIds: {
      propDefinition: [
        pipedrive,
        "leadLabelIds",
      ],
    },
    value: {
      type: "object",
      label: "Value",
      description: "Potential value of the lead, e.g. `{ \"amount\": 200, \"currency\": \"EUR\" }`",
      optional: true,
    },
    expectedCloseDate: {
      type: "string",
      label: "Expected Close Date",
      description: "The date of when the deal which will be created from the lead is expected to be closed. In ISO 8601 format: YYYY-MM-DD.",
      optional: true,
    },
    visibleTo: {
      type: "string",
      label: "Visible To",
      description: "The visibility of the lead. If omitted, the visibility will be set to the default visibility setting of this item type for the authorized user. Read more about visibility groups [here](https://support.pipedrive.com/en/article/visibility-groups).",
      options: [
        {
          label: "Essential / Advanced plan - Owner & followers, Professional / Enterprise plan - Owner only",
          value: "1",
        },
        {
          label: "Essential / Advanced plan - Entire company, Professional / Enterprise plan - Owner's visibility group",
          value: "3",
        },
        {
          label: "Professional / Enterprise plan - Owner's visibility group and sub-groups",
          value: "5",
        },
        {
          label: "Professional / Enterprise plan - Entire company",
          value: "7",
        },
      ],
      optional: true,
    },
    wasSeen: {
      type: "boolean",
      label: "Was Seen",
      description: "A flag indicating whether the lead was seen by someone in the Pipedrive UI",
      optional: true,
    },
    note: {
      type: "string",
      label: "Note",
      description: "A note to add to the lead",
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.organizationId && !this.personId) {
      throw new ConfigurationError("Either organizationId or personId is required");
    }

    const response = await this.pipedrive.addLead({
      title: this.title,
      person_id: this.personId,
      organization_id: this.organizationId,
      owner_id: this.ownerId,
      label_ids: this.leadLabelIds,
      value: parseObject(this.value),
      expected_close_date: this.expectedCloseDate,
      visible_to: this.visibleTo,
      was_seen: this.wasSeen,
    });

    if (this.note) {
      await this.pipedrive.addNote({
        content: this.note,
        lead_id: response.data?.id,
      });
    }

    $.export("$summary", `Successfully created lead: ${response.data?.title || response.data?.id}`);
    return response;
  },
};

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
PipedrivepipedriveappThis component uses the Pipedrive app.
Titletitlestring

The name of the lead

Person IDpersonIdintegerSelect a value from the drop down menu.
Organization IDorganizationIdintegerSelect a value from the drop down menu.
User IDownerIdintegerSelect a value from the drop down menu.
Lead Label IDsleadLabelIdsstring[]Select a value from the drop down menu.
Valuevalueobject

Potential value of the lead, e.g. { "amount": 200, "currency": "EUR" }

Expected Close DateexpectedCloseDatestring

The date of when the deal which will be created from the lead is expected to be closed. In ISO 8601 format: YYYY-MM-DD.

Visible TovisibleTostringSelect a value from the drop down menu:{ "label": "Essential / Advanced plan - Owner & followers, Professional / Enterprise plan - Owner only", "value": "1" }{ "label": "Essential / Advanced plan - Entire company, Professional / Enterprise plan - Owner's visibility group", "value": "3" }{ "label": "Professional / Enterprise plan - Owner's visibility group and sub-groups", "value": "5" }{ "label": "Professional / Enterprise plan - Entire company", "value": "7" }
Was SeenwasSeenboolean

A flag indicating whether the lead was seen by someone in the Pipedrive UI

Notenotestring

A note to add to the lead

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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