Search Notes with Pipedrive API on New Column from MySQL API

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New Column from the MySQL API

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Search Notes with the Pipedrive API

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Getting Started#

This integration creates a workflow with a MySQL 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 Column trigger
1. Connect your MySQL account
2. Configure timer
3. Select a Table
Configure the Search Notes action
1. Connect your Pipedrive account
2. Optional- Configure Search Term
3. Optional- Select a Lead ID
4. Optional- Select a Deal ID
5. Optional- Select a Person ID
6. Optional- Select a Organization ID
7. Optional- Select a User ID
8. Optional- Select a Project ID
9. Optional- Select a Sort Field
10. Optional- Select a Sort Direction
11. Optional- Configure Start Date
12. Optional- Configure End Date
13. Optional- Configure Pinned to Lead Flag
14. Optional- Configure Pinned to Deal Flag
15. Optional- Configure Pinned to Organization Flag
16. Optional- Configure Pinned to Person Flag
17. Optional- Configure Pinned to Project Flag
18. Optional- Configure Max Results
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 Column on MySQL

Description:Emit new event when you add a new column to a table. [See the docs here](https://dev.mysql.com/doc/refman/8.0/en/show-columns.html)

Version:2.0.6

Key:mysql-new-column

View on GitHub

MySQL Overview#

The MySQL application on Pipedream enables direct interaction with your MySQL databases, allowing you to perform CRUD operations—create, read, update, delete—on your data with ease. You can leverage these capabilities to automate data synchronization, report generation, and event-based triggers that kick off workflows in other apps. With Pipedream's serverless platform, you can connect MySQL to hundreds of other services without managing infrastructure, crafting complex code, or handling authentication.

Trigger Code#

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

export default {
  ...common,
  key: "mysql-new-column",
  name: "New Column",
  description:
    "Emit new event when you add a new column to a table. [See the docs here](https://dev.mysql.com/doc/refman/8.0/en/show-columns.html)",
  type: "source",
  version: "2.0.6",
  dedupe: "unique",
  props: {
    ...common.props,
    db: "$.service.db",
  },
  methods: {
    ...common.methods,
    _getPreviousColumns() {
      return this.db.get("previousColumns");
    },
    _setPreviousColumns(previousColumns) {
      this.db.set("previousColumns", previousColumns);
    },
    async listResults() {
      const { table } = this;
      let previousColumns = this._getPreviousColumns() || [];
      const columns = await this.mysql.listNewColumns({
        table,
        previousColumns,
      });
      this.iterateAndEmitEvents(columns);

      const newColumnNames = columns
        .map((column) => column.Field)
        .filter((c) => !previousColumns.includes(c));

      previousColumns = previousColumns.concat(newColumnNames);
      this._setPreviousColumns(previousColumns);
    },
    generateMeta(column) {
      const columnName = column.Field;
      return {
        id: `${columnName}${this.table}`,
        summary: columnName,
        ts: Date.now(),
      };
    },
  },
};

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
MySQL	`mysql`	`app`	This component uses the MySQL app.
	`timer`	`$.interface.timer`
Table	`table`	`string`	Select a value from the drop down menu.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

Connecting to Restricted Databases

Either enable the shared static IP for this account below, or configure a VPC to deploy any workflow in your workspace to a private network with a dedicated static IP. Learn more in our docs

SSL Setup

Configure SSL on your MySQL database by providing the CA (Certificate Authority), and choosing between Full Verification, Verify Certificate Authority (CA), or Skip Verification. Skipping verification is not recommended as this has serious security implications

About MySQL#

MySQL is an open-source relational database management system.

Action#

Search Notes on Pipedrive

Description:Search for notes in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Notes#getNotes)

Version:0.0.7

Key:pipedrive-search-notes

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-search-notes",
  name: "Search Notes",
  description: "Search for notes in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Notes#getNotes)",
  version: "0.0.7",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: true,
  },
  type: "action",
  props: {
    pipedriveApp,
    searchTerm: {
      type: "string",
      label: "Search Term",
      description: "The term to search for in the note content",
      optional: true,
    },
    leadId: {
      propDefinition: [
        pipedriveApp,
        "leadId",
      ],
      description: "The ID of the lead that the note is attached to",
    },
    dealId: {
      propDefinition: [
        pipedriveApp,
        "dealId",
      ],
      description: "The ID of the deal that the note is attached to",
    },
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
      description: "The ID of the person that the note is attached to",
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
      description: "The ID of the organization that the note is attached to",
    },
    userId: {
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
      description: "The ID of the user that the note is attached to",
    },
    projectId: {
      propDefinition: [
        pipedriveApp,
        "projectId",
      ],
      description: "The ID of the project that the note is attached to",
    },
    sortField: {
      type: "string",
      label: "Sort Field",
      description: "The field name to sort by",
      options: [
        "id",
        "user_id",
        "deal_id",
        "org_id",
        "person_id",
        "content",
        "add_time",
        "update_time",
      ],
      optional: true,
    },
    sortDirection: {
      type: "string",
      label: "Sort Direction",
      description: "The direction to sort the results in",
      options: [
        "ASC",
        "DESC",
      ],
      default: "DESC",
      optional: true,
    },
    startDate: {
      type: "string",
      label: "Start Date",
      description: "The date in format of YYYY-MM-DD from which notes to fetch",
      optional: true,
    },
    endDate: {
      type: "string",
      label: "End Date",
      description: "The date in format of YYYY-MM-DD until which notes to fetch to",
      optional: true,
    },
    pinnedToLeadFlag: {
      type: "boolean",
      label: "Pinned to Lead Flag",
      description: "If `true`, the results are filtered by note to lead pinning state",
      optional: true,
    },
    pinnedToDealFlag: {
      type: "boolean",
      label: "Pinned to Deal Flag",
      description: "If `true`, the results are filtered by note to deal pinning state",
      optional: true,
    },
    pinnedToOrganizationFlag: {
      type: "boolean",
      label: "Pinned to Organization Flag",
      description: "If `true`, the results are filtered by note to organization pinning state",
      optional: true,
    },
    pinnedToPersonFlag: {
      type: "boolean",
      label: "Pinned to Person Flag",
      description: "If `true`, the results are filtered by note to person pinning state",
      optional: true,
    },
    pinnedToProjectFlag: {
      type: "boolean",
      label: "Pinned to Project Flag",
      description: "If `true`, the results are filtered by note to project pinning state",
      optional: true,
    },
    maxResults: {
      type: "integer",
      label: "Max Results",
      description: "The maximum number of results to return",
      optional: true,
    },
  },
  async run({ $ }) {
    let notes = await this.pipedriveApp.getPaginatedResources({
      fn: this.pipedriveApp.getNotes,
      params: {
        user_id: this.userId,
        lead_id: this.leadId,
        deal_id: this.dealId,
        person_id: this.personId,
        org_id: this.organizationId,
        project_id: this.projectId,
        sort: this.sortField
          ? `${this.sortField} ${this.sortDirection}`
          : undefined,
        pinned_to_lead_flag: this.pinnedToLeadFlag === true
          ? 1
          : undefined,
        pinned_to_deal_flag: this.pinnedToDealFlag === true
          ? 1
          : undefined,
        pinned_to_organization_flag: this.pinnedToOrganizationFlag === true
          ? 1
          : undefined,
        pinned_to_person_flag: this.pinnedToPersonFlag === true
          ? 1
          : undefined,
        pinned_to_project_flag: this.pinnedToProjectFlag === true
          ? 1
          : undefined,
        start_date: this.startDate,
        end_date: this.endDate,
      },
      max: this.maxResults,
    });

    if (this.searchTerm) {
      notes = notes.filter((note) =>
        note.content?.toLowerCase().includes(this.searchTerm.toLowerCase()));
    }

    $.export("$summary", `Successfully found ${notes.length} note${notes.length === 1
      ? ""
      : "s"}`);
    return notes;
  },
};

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.
Search Term	`searchTerm`	`string`	The term to search for in the note content
Lead ID	`leadId`	`string`	Select a value from the drop down menu.
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.
Project ID	`projectId`	`string`	Select a value from the drop down menu.
Sort Field	`sortField`	`string`	Select a value from the drop down menu:`iduser_iddeal_idorg_idperson_idcontentadd_timeupdate_time`
Sort Direction	`sortDirection`	`string`	Select a value from the drop down menu:`ASCDESC`
Start Date	`startDate`	`string`	The date in format of YYYY-MM-DD from which notes to fetch
End Date	`endDate`	`string`	The date in format of YYYY-MM-DD until which notes to fetch to
Pinned to Lead Flag	`pinnedToLeadFlag`	`boolean`	If `true`, the results are filtered by note to lead pinning state
Pinned to Deal Flag	`pinnedToDealFlag`	`boolean`	If `true`, the results are filtered by note to deal pinning state
Pinned to Organization Flag	`pinnedToOrganizationFlag`	`boolean`	If `true`, the results are filtered by note to organization pinning state
Pinned to Person Flag	`pinnedToPersonFlag`	`boolean`	If `true`, the results are filtered by note to person pinning state
Pinned to Project Flag	`pinnedToProjectFlag`	`boolean`	If `true`, the results are filtered by note to project pinning state
Max Results	`maxResults`	`integer`	The maximum number of results to return

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: