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Update Deal with Pipedrive API

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Update Deal with the Pipedrive API
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Getting Started

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

  1. Configure the Update Deal action
    1. Connect your Pipedrive account
    2. Select a Deal ID
    3. Optional- Configure Title
    4. Optional- Configure Value
    5. Optional- Configure Currency
    6. Optional- Select a User ID
    7. Optional- Select a Person ID
    8. Optional- Select a Organization ID
    9. Optional- Select a Stage ID
    10. Optional- Select a Status
    11. Optional- Configure Probability
    12. Optional- Configure Lost Reason
    13. Optional- Select a Visible To
  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

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Update Deal with Pipedrive API on New Message In Channels from Slack API
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Update Deal with Pipedrive API on New Message in Channel from Discord Bot API
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Details

This is a pre-built, open source 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.

Update Deal on Pipedrive
Description:Updates the properties of a deal. See the Pipedrive API docs for Deals [here](https://developers.pipedrive.com/docs/api/v1/Deals#updateDeal)
Version:0.1.5
Key:pipedrive-update-deal

Code

import pipedriveApp from "../../pipedrive.app.mjs";

export default {
  key: "pipedrive-update-deal",
  name: "Update Deal",
  description: "Updates the properties of a deal. See the Pipedrive API docs for Deals [here](https://developers.pipedrive.com/docs/api/v1/Deals#updateDeal)",
  version: "0.1.5",
  type: "action",
  props: {
    pipedriveApp,
    dealId: {
      description: "ID of the deal",
      optional: false,
      propDefinition: [
        pipedriveApp,
        "dealId",
      ],
    },
    title: {
      propDefinition: [
        pipedriveApp,
        "dealTitle",
      ],
      optional: true,
    },
    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",
      ],
    },
  },
  async run({ $ }) {
    const {
      dealId,
      title,
      value,
      currency,
      userId,
      personId,
      organizationId,
      stageId,
      status,
      probability,
      lostReason,
      visibleTo,
    } = this;

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

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

      return resp;

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

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.
Deal IDdealIdstringSelect a value from the drop down menu.
Titletitlestring

Deal title

Valuevaluestring

Value of the deal. If omitted, value will be set to 0.

Currencycurrencystring

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 IDuserIdintegerSelect 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.
Stage IDstageIdintegerSelect a value from the drop down menu.
StatusstatusstringSelect a value from the drop down menu:openwonlostdeleted
Probabilityprobabilityinteger

Deal success probability percentage. Used/shown only when deal_probability for the pipeline of the deal is enabled.

Lost ReasonlostReasonstring

Optional message about why the deal was lost (to be used when status=lost)

Visible TovisibleTostringSelect a value from the drop down menu:{ "label": "Owner & followers (private)", "value": "1" }{ "label": "Entire company (shared)", "value": "3" }

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

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Triggers

New Deal from the Pipedrive API

Emit new event when a new deal is created.

 
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New Person from the Pipedrive API

Emit new event when a new person is created.

 
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Updated Deal from the Pipedrive API

Emit new event when a deal is updated.

 
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Updated Person from the Pipedrive API

Emit new event when a person is updated.

 
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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

 
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Add Deal with the Pipedrive API

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

 
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Add Note with the Pipedrive API

Adds a new note. For info on adding an note in Pipedrive

 
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Add Organization with the Pipedrive API

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

 
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Add Person with the Pipedrive API

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

 
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