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← Schedule + Pipedrive integrations

Add Deal with Pipedrive API on Custom Interval from Schedule API

Pipedream makes it easy to connect APIs for Pipedrive, Schedule and 1000+ other apps remarkably fast.

Trigger workflow on
Custom Interval from the Schedule API
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Add Deal with the Pipedrive API
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Getting Started

This integration creates a workflow with a Schedule trigger and Pipedrive 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 Custom Interval trigger
    1. Connect your Schedule account
    2. Configure Cron Schedule
  3. Configure the Add Deal action
    1. Connect your Pipedrive account
    2. Configure Title
    3. Optional- Configure Value
    4. Optional- Configure Currency
    5. Optional- Select a User ID
    6. Optional- Select a Person ID
    7. Optional- Select a Organization ID
    8. Optional- Select a Stage ID
    9. Optional- Select a Status
    10. Optional- Configure Probability
    11. Optional- Configure Lost Reason
    12. Optional- Select a Visible To
    13. Optional- Configure Add Time
  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

Custom Interval on Schedule
Description:Trigger your workflow every N hours, minutes or seconds.
Version:0.0.2
Key:schedule-custom-interval

Schedule Overview

With Schedule - A trigger provided by Pipedream - You can easily build
automated workflows that run on regular times or intervals. Some examples of
things that you can build using the Schedule API include:

  • Automated data retrieval from a third-party service, like pulling stats from
    your Salesforce account on a set schedule.
  • Uploading new data sets to a database with a predetermined interval.
  • Automatic emails to customers or leads at a certain time of the day.
  • Automating data analysis based on a set schedule.
  • Automatically optimizing social media postings according to a specified
    timeline.
  • Updating webpages at a certain interval with newly available content.
  • Re-running reports on a periodic basis.
  • Refreshing a cache of data at a given frequency.

Trigger Code

import schedule from "../../schedule.app.mjs";

export default {
  name: "Custom Interval",
  version: "0.0.2",
  key: "schedule-custom-interval",
  type: "source",
  description: "Trigger your workflow every N hours, minutes or seconds.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
    },
  },
};

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
SchedulescheduleappThis component uses the Schedule app.
Cron Schedulecron$.interface.timer

Enter a cron expression

Trigger Authentication

The Schedule API does not require authentication.

About Schedule

Trigger workflows on an interval or cron schedule.

Action

Add Deal on Pipedrive
Description:Adds a new deal. See the Pipedrive API docs for Deals [here](https://developers.pipedrive.com/docs/api/v1/Deals#addDeal)
Version:0.1.5
Key:pipedrive-add-deal

Pipedrive Overview

Action Code

import pipedriveApp from "../../pipedrive.app.mjs";

export default {
  key: "pipedrive-add-deal",
  name: "Add Deal",
  description: "Adds a new deal. See the Pipedrive API docs for Deals [here](https://developers.pipedrive.com/docs/api/v1/Deals#addDeal)",
  version: "0.1.5",
  type: "action",
  props: {
    pipedriveApp,
    title: {
      propDefinition: [
        pipedriveApp,
        "dealTitle",
      ],
    },
    value: {
      propDefinition: [
        pipedriveApp,
        "dealValue",
      ],
    },
    currency: {
      propDefinition: [
        pipedriveApp,
        "dealCurrency",
      ],
    },
    userId: {
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
    },
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
    },
    stageId: {
      propDefinition: [
        pipedriveApp,
        "stageId",
      ],
    },
    status: {
      propDefinition: [
        pipedriveApp,
        "status",
      ],
    },
    probability: {
      propDefinition: [
        pipedriveApp,
        "probability",
      ],
    },
    lostReason: {
      propDefinition: [
        pipedriveApp,
        "lostReason",
      ],
    },
    visibleTo: {
      propDefinition: [
        pipedriveApp,
        "visibleTo",
      ],
    },
    addTime: {
      propDefinition: [
        pipedriveApp,
        "addTime",
      ],
    },
  },
  async run({ $ }) {
    const {
      title,
      value,
      currency,
      userId,
      personId,
      organizationId,
      stageId,
      status,
      probability,
      lostReason,
      visibleTo,
      addTime,
    } = this;

    try {
      const resp =
        await this.pipedriveApp.addDeal({
          title,
          value,
          currency,
          user_id: userId,
          person_id: personId,
          org_id: organizationId,
          stage_id: stageId,
          status,
          probability,
          lost_reason: lostReason,
          visible_to: visibleTo,
          add_time: addTime,
        });

      $.export("$summary", "Successfully added deal");

      return resp;
    } catch (error) {
      console.error(error.context?.body || error);
      throw error.context?.body?.error || "Failed to add deal";
    }
  },
};

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
PipedrivepipedriveAppappThis component uses the Pipedrive app.
Titletitlestring

Deal title

Valuevaluestring

Value of the deal. If omitted, value will be set to 0.

Currencycurrencystring

Currency of the deal. Accepts a 3-character currency code. If omitted, currency will be set to the default currency of the authorized user.

User IDuserIdintegerSelect a value from the drop down menu.
Person IDpersonIdintegerSelect a value from the drop down menu.
Organization IDorganizationIdintegerSelect a value from the drop down menu.
Stage IDstageIdintegerSelect a value from the drop down menu.
StatusstatusstringSelect a value from the drop down menu:openwonlostdeleted
Probabilityprobabilityinteger

Deal success probability percentage. Used/shown only when deal_probability for the pipeline of the deal is enabled.

Lost ReasonlostReasonstring

Optional message about why the deal was lost (to be used when status=lost)

Visible TovisibleTostringSelect a value from the drop down menu:{ "label": "Owner & followers (private)", "value": "1" }{ "label": "Entire company (shared)", "value": "3" }
Add TimeaddTimestring

Optional creation date & time of the deal in UTC. Requires admin user API token. Format: YYYY-MM-DD HH:MM:SS

Action 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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Popular Triggers

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Popular 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

 
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