← Pipedrive + Microsoft Outlook Calendar integrations

Update Calendar Event with Microsoft Outlook Calendar API on New Person from Pipedrive API

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New Person from the Pipedrive API
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Update Calendar Event with the Microsoft Outlook Calendar API
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Getting Started

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

  1. Select this integration
  2. Configure the New Person trigger
    1. Connect your Pipedrive account
    2. Configure Polling schedule
  3. Configure the Update Calendar Event action
    1. Connect your Microsoft Outlook Calendar account
    2. Select a Event ID
    3. Optional- Configure Subject
    4. Optional- Select a Content Type
    5. Optional- Configure Content
    6. Optional- Select a Time Zone
    7. Optional- Configure Start
    8. Optional- Configure End
    9. Optional- Configure Attendees
    10. Optional- Configure Location
    11. Optional- Configure Is Online Meeting
    12. Optional- Configure Expand
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a new person is created.
Version:0.0.5
Key:pipedrive-new-person

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-person",
  name: "New Person",
  description: "Emit new event when a new person is created.",
  version: "0.0.5",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getFieldsFn() {
      return this.app.getPersonFields;
    },
    getResourceFn() {
      return this.app.getPersons;
    },
    getResourceFnArgs() {
      return {
        filter_id: this.getFilterId(),
        sort: `${this.getFieldKey()} DESC, id DESC`,
      };
    },
    getFieldKey() {
      return constants.FIELD.ADD_TIME;
    },
    getEventObject() {
      return constants.EVENT_OBJECT.PERSON;
    },
    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.PEOPLE,
        name: "Pipedream: Persons 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.
LabelPropTypeDescription
PipedriveappappThis component uses the Pipedrive app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling scheduletimer$.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

Description:Update an event in the user's default calendar. [See the documentation](https://learn.microsoft.com/en-us/graph/api/event-update?view=graph-rest-1.0&tabs=http)
Version:0.0.1
Key:microsoft_outlook_calendar-update-calendar-event

Microsoft Outlook Calendar Overview

The Microsoft Outlook Calendar API provides programmatic access to a user's calendar events, allowing for the creation, retrieval, update, and deletion of events within Outlook calendars. With Pipedream, you can integrate these calendar operations into workflows that automate tasks involving scheduling, event management, and coordination with other services. Whether it's triggering actions when new events are created, syncing calendar events with other scheduling tools, or managing attendees, Pipedream's serverless platform enables you to build custom automations with minimal overhead.

Action Code

import microsoftOutlook from "../../microsoft_outlook_calendar.app.mjs";

export default {
  type: "action",
  key: "microsoft_outlook_calendar-update-calendar-event",
  version: "0.0.1",
  name: "Update Calendar Event",
  description: "Update an event in the user's default calendar. [See the documentation](https://learn.microsoft.com/en-us/graph/api/event-update?view=graph-rest-1.0&tabs=http)",
  props: {
    microsoftOutlook,
    eventId: {
      propDefinition: [
        microsoftOutlook,
        "eventId",
      ],
    },
    subject: {
      label: "Subject",
      description: "Subject of the event",
      type: "string",
      optional: true,

    },
    contentType: {
      propDefinition: [
        microsoftOutlook,
        "contentType",
      ],
      optional: true,
    },
    content: {
      propDefinition: [
        microsoftOutlook,
        "content",
      ],
      description: "Content",
      optional: true,
    },
    timeZone: {
      propDefinition: [
        microsoftOutlook,
        "timeZone",
      ],
      optional: true,
    },
    start: {
      propDefinition: [
        microsoftOutlook,
        "start",
      ],
      optional: true,
    },
    end: {
      propDefinition: [
        microsoftOutlook,
        "end",
      ],
      optional: true,
    },
    attendees: {
      propDefinition: [
        microsoftOutlook,
        "attendees",
      ],
      optional: true,
    },
    location: {
      propDefinition: [
        microsoftOutlook,
        "location",
      ],
      optional: true,
    },
    isOnlineMeeting: {
      propDefinition: [
        microsoftOutlook,
        "isOnlineMeeting",
      ],
      optional: true,
    },
    expand: {
      propDefinition: [
        microsoftOutlook,
        "expand",
      ],
      description: "Additional event details, [See object definition](https://docs.microsoft.com/en-us/graph/api/resources/event)",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      subject: this.subject,
      isOnlineMeeting: this.isOnlineMeeting,
      ...this.expand,
    };

    if (this.location) {
      data.location = {
        displayName: this.location,
      };
    }

    if (this.contentType && this.content) {
      data.body = {
        contentType: this.contentType ?? "HTML",
        content: this.content,
      };
    }

    if (this.start && this.timeZone) {
      data.start = {
        dateTime: this.start,
        timeZone: this.timeZone,

      };
    }
    if (this.end && this.timeZone) {
      data.end = {
        dateTime: this.end,
        timeZone: this.timeZone,
      };
    }

    if (this.attendees) {
      data.attendees = this.attendees.map((at) => ({
        emailAddress: {
          address: at,
        },
      }));
    }

    const response = await this.microsoftOutlook.updateCalendarEvent({
      $,
      eventId: this.eventId,
      data,
    });

    $.export("$summary", `Successfully updated calendar event with ID ${response.id}`);

    return response;
  },
};

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.

LabelPropTypeDescription
Microsoft Outlook CalendarmicrosoftOutlookappThis component uses the Microsoft Outlook Calendar app.
Event IDeventIdstringSelect a value from the drop down menu.
Subjectsubjectstring

Subject of the event

Content TypecontentTypestringSelect a value from the drop down menu:texthtml
Contentcontentstring

Content

Time ZonetimeZonestringSelect a value from the drop down menu.
Startstartstring

Start date-time (yyyy-MM-ddThh:mm:ss) e.g. '2022-04-15T11:20:00'

Endendstring

End date-time (yyyy-MM-ddThh:mm:ss) e.g. '2022-04-15T13:30:00'

Attendeesattendeesstring[]

Array of email addresses

Locationlocationstring

Location of the event

Is Online MeetingisOnlineMeetingboolean

If it is online meeting or not

Expandexpandobject

Additional event details, See object definition

Action Authentication

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

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

User.Reademailoffline_accessopenidprofileCalendars.ReadWrite

About Microsoft Outlook Calendar

The calendar and scheduling component of Outlook that is fully integrated with email, contacts, and other features

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