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with Pipedrive and ERPNext?
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Popular Pipedrive and ERPNext Actions#
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
Overview of Pipedrive#
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.
Connect Pipedrive#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pipedrive: {
type: "app",
app: "pipedrive",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.pipedrive.$auth.api_domain}/users/me`,
headers: {
Authorization: `Bearer ${this.pipedrive.$auth.oauth_access_token}`,
},
})
},
})
Overview of ERPNext#
ERPNext is an open-source enterprise resource planning (ERP) software that integrates core business functions like accounting, inventory, sales, purchase, and HR management into a single system. With the ERPNext API, you can automate these functions by triggering actions in ERPNext or syncing data with other systems. Pipedream can be a powerful partner here, as it allows you to set up complex integrations and workflows without the need for a dedicated backend. By using Pipedream, you can connect ERPNext with numerous other apps to streamline processes, react to events in real-time, and automate data transfers.
Connect ERPNext#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
erpnext: {
type: "app",
app: "erpnext",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.erpnext.$auth.base_url}/api/method/frappe.auth.get_logged_user`,
auth: {
username: `${this.erpnext.$auth.api_key}`,
password: `${this.erpnext.$auth.api_secret}`,
},
})
},
})
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