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New Deal from Pipedrive API

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New Deal from the Pipedrive API
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Getting Started

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

  1. Configure the New Deal trigger
    1. Connect your Pipedrive account
    2. Configure Polling schedule
  2. Add steps to connect to 900+ APIs using code and no-code building blocks
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

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Create Multiple Records with Airtable API on New Deal from Pipedrive API
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Custom Request with HTTP / Webhook API on New Deal from Pipedrive 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.

New Deal on Pipedrive
Description:Triggers when a new deal is created.
Version:0.0.1
Key:pipedrive-new-deal

Code

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

export default {
  ...common,
  key: "pipedrive-new-deal",
  name: "New Deal",
  description: "Triggers when a new deal is created.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.pipedriveApp.getDeals;
    },
    getResourceFnArgs() {
      return {
        sort: "id DESC",
      };
    },
    getResourceProperty() {
      return "id";
    },
    getEventObject() {
      return constants.EVENT_OBJECT.DEAL;
    },
    getEventAction() {
      return constants.EVENT_ACTION.ADDED;
    },
    getTimestamp(resource) {
      return Date.parse(resource.add_time);
    },
  },
};

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.
N/Adb$.service.dbThis component uses $.service.db to maintain state between component invocations.
Polling scheduletimer$.interface.timer

How often to poll the Pipedrive API

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 Person from the Pipedrive API

Triggers when a new person is created.

 
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Updated Deal from the Pipedrive API

Triggers when a deal is updated.

 
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Updated Person from the Pipedrive API

Triggers 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 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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Search persons with the Pipedrive API

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

 
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