Remove Duplicate Notes with Pipedrive API on New Form Response (Instant) from ServiceM8 API

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New Form Response (Instant) from the ServiceM8 API

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Remove Duplicate Notes with the Pipedrive API

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Getting Started#

This integration creates a workflow with a ServiceM8 trigger and Pipedrive action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Form Response (Instant) trigger
1. Connect your ServiceM8 account
Configure the Remove Duplicate Notes action
1. Connect your Pipedrive account
2. Optional- Select a Lead ID
3. Optional- Select a Deal ID
4. Optional- Select a Person ID
5. Optional- Select a Organization ID
6. Optional- Select a User ID
7. Optional- Select a Project ID
8. Optional- Configure Keyword
Deploy the workflow
Send a test event to validate your setup
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#

New Form Response (Instant) on ServiceM8

Description:Emit new event when a new Form Response is created.

Version:0.0.2

Key:servicem8-new-form-response

View on GitHub

ServiceM8 Overview#

The ServiceM8 API allows businesses to streamline their field service management by automating tasks and integrating with other tools. Through Pipedream, you can harness this API to create custom workflows that trigger actions within ServiceM8 or sync data with other apps. Automate job scheduling, dispatching, invoicing, and more by reacting to events in real-time. Enhance productivity by connecting ServiceM8 to CRMs, accounting software, or custom databases, ensuring consistent and updated information across platforms.

Trigger Code#

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

export default {
  ...common,
  name: "New Form Response (Instant)",
  key: "servicem8-new-form-response",
  description: "Emit new event when a new Form Response is created.",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getMeta({ entry }) {
      if (entry) {
        const {
          uuid, time,
        } = entry[0];

        const eventTime = time || new Date().getTime();

        return {
          id: uuid,
          summary: `New Form Response created with uuid: ${uuid}`,
          ts: eventTime,
        };
      }
    },
    getParams() {
      return {
        object: "Formresponse",
        fields: "uuid",
      };
    },
  },
};

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.

Label	Prop	Type	Description
ServiceM8	`servicem8`	`app`	This component uses the ServiceM8 app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.

Trigger Authentication#

ServiceM8 uses OAuth authentication. When you connect your ServiceM8 account, Pipedream will open a popup window where you can sign into ServiceM8 and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any ServiceM8 API.

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

staff_locationsstaff_activitypublish_smspublish_emailvendorvendor_logovendor_emailread_locationsmanage_locationsread_staffmanage_staffread_customersmanage_customersread_customer_contactsmanage_customer_contactsread_jobsmanage_jobscreate_jobsread_job_contactsmanage_job_contactsread_job_materialsmanage_job_materialsread_job_categoriesmanage_job_categoriesread_job_queuesmanage_job_queuesread_tasksmanage_tasksread_schedulemanage_scheduleread_inventorymanage_inventoryread_job_notespublish_job_notesread_job_photospublish_job_photosread_job_attachmentspublish_job_attachmentsread_inboxread_messagesmanage_notificationsmanage_templatesmanage_badgesread_assetsmanage_assets

About ServiceM8#

Field service software

Action#

Remove Duplicate Notes on Pipedrive

Description:Remove duplicate notes from an object in Pipedrive. See the documentation for [getting notes](https://developers.pipedrive.com/docs/api/v1/Notes#getNotes) and [deleting notes](https://developers.pipedrive.com/docs/api/v1/Notes#deleteNote)

Version:0.0.4

Key:pipedrive-remove-duplicate-notes

View on GitHub

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.

Action Code#

import { decode } from "html-entities";
import pipedriveApp from "../../pipedrive.app.mjs";

export default {
  key: "pipedrive-remove-duplicate-notes",
  name: "Remove Duplicate Notes",
  description: "Remove duplicate notes from an object in Pipedrive. See the documentation for [getting notes](https://developers.pipedrive.com/docs/api/v1/Notes#getNotes) and [deleting notes](https://developers.pipedrive.com/docs/api/v1/Notes#deleteNote)",
  version: "0.0.4",
  type: "action",
  props: {
    pipedriveApp,
    leadId: {
      propDefinition: [
        pipedriveApp,
        "leadId",
      ],
      description: "The ID of the lead that the notes are attached to",
    },
    dealId: {
      propDefinition: [
        pipedriveApp,
        "dealId",
      ],
      description: "The ID of the deal that the notes are attached to",
    },
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
      description: "The ID of the person that the notes are attached to",
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
      description: "The ID of the organization that the notes are attached to",
    },
    userId: {
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
      description: "The ID of the user that the notes are attached to",
    },
    projectId: {
      propDefinition: [
        pipedriveApp,
        "projectId",
      ],
      description: "The ID of the project that the notes are attached to",
    },
    keyword: {
      type: "string",
      label: "Keyword",
      description: "Only remove duplicate notes that contain the specified keyword(s)",
      optional: true,
    },
  },
  methods: {
    getDuplicateNotes(notes) {
      const seenContent = new Map();
      const uniqueNotes = [];
      const duplicates = [];

      // Sort notes by add_time (ascending) to keep the oldest duplicate
      const sortedNotes = notes.sort((a, b) => {
        const dateA = new Date(a.add_time);
        const dateB = new Date(b.add_time);
        return dateA - dateB;
      });

      for (const note of sortedNotes) {
        // Normalize content by removing extra whitespace and converting to lowercase
        const decodedContent = decode(note.content || "");
        const normalizedContent = decodedContent?.replace(/^\s*<br\s*\/?>|<br\s*\/?>\s*$/gi, "").trim()
          .toLowerCase();

        if (!normalizedContent) {
          // Skip notes with empty content
          continue;
        }

        if (seenContent.has(normalizedContent)) {
          // This is a duplicate
          duplicates.push({
            duplicate: note,
            original: seenContent.get(normalizedContent),
          });
        } else {
          // This is the first occurrence
          seenContent.set(normalizedContent, note);
          uniqueNotes.push(note);
        }
      }

      return {
        uniqueNotes,
        duplicates,
        duplicateCount: duplicates.length,
      };
    },
  },
  async run({ $ }) {
    let notes = await this.pipedriveApp.getPaginatedResources({
      fn: this.pipedriveApp.getNotes,
      params: {
        user_id: this.userId,
        lead_id: this.leadId,
        deal_id: this.dealId,
        person_id: this.personId,
        org_id: this.organizationId,
        project_id: this.projectId,
      },
    });

    if (this.keyword) {
      notes = notes.filter((note) =>
        note.content?.toLowerCase().includes(this.keyword.toLowerCase()));
    }

    let result = {
      notes,
      totalNotes: notes.length,
    };

    const {
      uniqueNotes, duplicates, duplicateCount,
    } = this.getDuplicateNotes(notes);

    for (const note of duplicates) {
      await this.pipedriveApp.deleteNote(note.duplicate.id);
    }

    result = {
      notes: uniqueNotes,
      totalNotes: uniqueNotes.length,
      duplicatesFound: duplicateCount,
      duplicates: duplicates,
      originalCount: notes.length,
    };

    $.export("$summary", `Found ${notes.length} total note(s), removed ${duplicateCount} duplicate(s), returning ${uniqueNotes.length} unique note(s)`);

    return result;
  },
};

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.

Label	Prop	Type	Description
Pipedrive	`pipedriveApp`	`app`	This component uses the Pipedrive app.
Lead ID	`leadId`	`string`	Select a value from the drop down menu.
Deal ID	`dealId`	`string`	Select a value from the drop down menu.
Person ID	`personId`	`integer`	Select a value from the drop down menu.
Organization ID	`organizationId`	`integer`	Select a value from the drop down menu.
User ID	`userId`	`integer`	Select a value from the drop down menu.
Project ID	`projectId`	`string`	Select a value from the drop down menu.
Keyword	`keyword`	`string`	Only remove duplicate notes that contain the specified keyword(s)

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#

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

More Ways to Connect Pipedrive + ServiceM8#

Other Popular Integrations#

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Remove Duplicate Notes with Pipedrive API on New Form Response (Instant) from ServiceM8 API

Pipedream makes it easy to connect APIs for Pipedrive, ServiceM8 and 2,700+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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