Append Text with Google Docs API on New Deal from Pipedrive API

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New Deal from the Pipedrive API

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Append Text with the Google Docs API

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Getting Started#

This integration creates a workflow with a Pipedrive trigger and Google Docs action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Deal trigger
1. Connect your Pipedrive account
2. Configure Polling schedule
Configure the Append Text action
1. Connect your Google Docs account
2. Select a Document
3. Configure Text
4. Optional- Configure Append at Beginning
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 Deal on Pipedrive

Description:Emit new event when a new deal is created.

Version:0.0.5

Key:pipedrive-new-deal

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.

Trigger Code#

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

export default {
  ...common,
  key: "pipedrive-new-deal",
  name: "New Deal",
  description: "Emit new event when a new deal is created.",
  version: "0.0.5",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getFieldsFn() {
      return this.app.getDealFields;
    },
    getResourceFn() {
      return this.app.getDeals;
    },
    getResourceFnArgs() {
      return {
        filter_id: this.getFilterId(),
        sort: `${this.getFieldKey()} DESC, id DESC`,
      };
    },
    getFieldKey() {
      return constants.FIELD.ADD_TIME;
    },
    getEventObject() {
      return constants.EVENT_OBJECT.DEAL;
    },
    getEventAction() {
      return constants.EVENT_ACTION.ADDED;
    },
    getTimestamp(resource) {
      return Date.parse(resource.add_time);
    },
    getFilterArgs({
      fieldId, value = "3_months_ago",
    } = {}) {
      return {
        type: constants.FILTER_TYPE.DEALS,
        name: "Pipedream: Deals created later than specific value",
        conditions: this.getConditions({
          fieldId,
          value,
        }),
      };
    },
  },
};

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
Pipedrive	`app`	`app`	This component uses the Pipedrive app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the Pipedrive API

Trigger 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.

Action#

Append Text on Google Docs

Description:Append text to an existing document. [See the documentation](https://developers.google.com/docs/api/reference/rest/v1/documents/request#InsertTextRequest)

Version:0.1.3

Key:google_docs-append-text

View on GitHub

Google Docs Overview#

The Google Docs API allows you to create, read, and update Google Docs programmatically, enabling a wide range of automations and integrations with other apps and services. With Pipedream, you can harness this API to craft custom serverless workflows that trigger on various events, like form submissions, emails, or scheduled times, and perform actions like updating a document, extracting content, or even generating templated reports.

Action Code#

import googleDocs from "../../google_docs.app.mjs";

export default {
  key: "google_docs-append-text",
  name: "Append Text",
  description: "Append text to an existing document. [See the documentation](https://developers.google.com/docs/api/reference/rest/v1/documents/request#InsertTextRequest)",
  version: "0.1.3",
  type: "action",
  props: {
    googleDocs,
    docId: {
      propDefinition: [
        googleDocs,
        "docId",
      ],
    },
    text: {
      propDefinition: [
        googleDocs,
        "text",
      ],
    },
    appendAtBeginning: {
      propDefinition: [
        googleDocs,
        "appendAtBeginning",
      ],
    },
  },
  async run({ $ }) {
    await this.googleDocs.insertText(this.docId, {
      text: this.text,
    }, this.appendAtBeginning);
    const doc = this.googleDocs.getDocument(this.docId);
    $.export("$summary", `Successfully appended text to document with ID: ${this.docId}`);
    return doc;
  },
};

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
Google Docs	`googleDocs`	`app`	This component uses the Google Docs app.
Document	`docId`	`string`	Select a value from the drop down menu.
Text	`text`	`string`	Enter static text (e.g., `hello world`) or a reference to a string exported by a previous step (e.g., `{{steps.foo.$return_value}}`).
Append at Beginning	`appendAtBeginning`	`boolean`	Whether to append at the beginning (`true`) of the document or at the end (`false`). Defaults to `false`

Action Authentication#

Google Docs uses OAuth authentication. When you connect your Google Docs account, Pipedream will open a popup window where you can sign into Google Docs and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Google Docs API.

Pipedream requests the following authorization scopes when you connect your account:

https://www.googleapis.com/auth/drive

About Google Docs#

Use Google Docs to create, edit and collaborate on online documents.

More Ways to Connect Google Docs + Pipedrive#

Other Popular Integrations#

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Append Text with Google Docs API on New Deal from Pipedrive API

Pipedream makes it easy to connect APIs for Google Docs, Pipedrive and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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