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Popular Pipedrive and Square Triggers#
Popular Pipedrive and Square 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
Creates a new customer for a business. Must provide at least one of the following: Given Name, Family Name, Company Name, Email Address, or Phone Number. See the docs
Creates a draft invoice for an order. You must send (publish) the invoice before Square can process it. See the documentation
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 Square#
The Square API opens up a realm of possibilities for merchants to effortlessly manage their sales, inventory, customers, and payments. With Pipedream, you can automate actions based on events in Square, such as new transactions, updated orders, or customer profile changes. Craft custom workflows that react in real-time, sync data across platforms, or streamline reporting. Through Pipedream's serverless platform, you can connect Square with countless other apps without writing extensive code, turning manual tasks into automated, efficient processes.
Connect Square#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
square: {
type: "app",
app: "square",
}
},
async run({steps, $}) {
return await axios($, {
method: "post",
url: `https://connect.squareup.com/oauth2/token/status`,
headers: {
Authorization: `Bearer ${this.square.$auth.oauth_access_token}`,
},
})
},
})
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