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.

Configure the New Deal trigger
1. Connect your Pipedrive account
2. Configure Polling schedule
Add steps to connect to 1,600+ APIs using code and no-code building blocks
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

Send Message with Discord Webhook API on New Deal from Pipedrive API

Pipedrive + Discord Webhook

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Add Multiple Rows with Google Sheets API on New Deal from Pipedrive API

Pipedrive + Google Sheets

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Get Film with SWAPI - Star Wars API on New Deal from Pipedrive API

Pipedrive + SWAPI - Star Wars

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Create Multiple Records with Airtable API on New Deal from Pipedrive API

Pipedrive + Airtable (API Key)

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Custom Request with HTTP / Webhook API on New Deal from Pipedrive API

Pipedrive + HTTP / Webhook

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Details#

This is a pre-built, source-available 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:Emit new event when a new deal is created.

Version:0.0.5

Key:pipedrive-new-deal

View on GitHub

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,
        }),
      };
    },
  },
};

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

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

More Ways to Use Pipedrive#

Triggers#

New Person from the Pipedrive API

Emit new event when a new person is created.

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Updated Deal from the Pipedrive API

Emit new event when a deal is updated.

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Updated Person from the Pipedrive API

Emit new event 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 Note with the Pipedrive API

Adds a new note. For info on adding an note in Pipedrive

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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