← Pipedrive

Add Note with Pipedrive API

Pipedream makes it easy to connect APIs for Pipedrive and 1000+ other apps remarkably fast.

Trigger workflow on
HTTP requests, schedules and app events
Next, do this
Add Note with the Pipedrive API
No credit card required
Into to Pipedream
Watch us build a workflow
Watch us build a workflow
7 min
Watch now ➜

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

Adyen logo
Brex logo
Carta logo
Checkr logo
Chameleon logo
DevRev logo
LinkedIn logo
Netflix logo
New Relic logo
OnDeck logo
Replicated logo
Scale AI logo
Teamwork logo
Warner Bros. logo
Xendit logo

Developers Pipedream

Getting Started

Create a workflow to Add Note with the Pipedrive API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. 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
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Add Note with Pipedrive API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Pipedrive
 
Try it
Add Note with Pipedrive API on New Submission from Typeform API
Typeform + Pipedrive
 
Try it
Add Note with Pipedrive API on Custom Events from Zoom API
Zoom + Pipedrive
 
Try it
Add Note with Pipedrive API on New Submission (Instant) from Jotform API
Jotform + Pipedrive
 
Try it
Add Note with Pipedrive API on New Custom Webhook Events from Stripe API
Stripe + Pipedrive
 
Try it

Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is 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.

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

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;
    }
  },
};

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
PipedrivepipedriveAppappThis component uses the Pipedrive app.
Contentcontentstring

The content of the note in HTML format. Subject to sanitization on the back-end.

Deal IDdealIdstringSelect a value from the drop down menu.
Person IDpersonIdintegerSelect a value from the drop down menu.
Organization IDorganizationIdintegerSelect a value from the drop down menu.
User IDuserIdintegerSelect a value from the drop down menu.
Add TimeaddTimestring

Optional creation date & time of the deal in UTC. Requires admin user API token. Format: YYYY-MM-DD HH:MM:SS

Pinned To Deal FlagpinnedToDealFlagboolean

If set, the results are filtered by note to deal pinning state (deal_id is also required)

Pinned To Organization FlagpinnedToOrgFlagboolean

If set, the results are filtered by note to organization pinning state (org_id is also required)

Pinned To Person FlagpinnedToPersonFlagboolean

If set, the results are filtered by note to person pinning state (person_id is also required)

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

Sales CRM & Pipeline Management Software

More Ways to Use Pipedrive

Triggers

New Deal from the Pipedrive API

Emit new event when a new deal is created.

 
Try it
New Person from the Pipedrive API

Emit new event when a new person is created.

 
Try it
Updated Deal from the Pipedrive API

Emit new event when a deal is updated.

 
Try it
Updated Person from the Pipedrive API

Emit new event when a person is updated.

 
Try it

Actions

Add Activity with the Pipedrive API

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

 
Try it
Add Deal with the Pipedrive API

Adds a new deal. See the Pipedrive API docs for Deals here

 
Try it
Add Organization with the Pipedrive API

Adds a new organization. See the Pipedrive API docs for Organizations here

 
Try it
Add Person with the Pipedrive API

Adds a new person. See the Pipedrive API docs for People here

 
Try it
Search persons with the Pipedrive API

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

 
Try it