Search Notes with Pipedrive API on New Table from Snowflake API

Pipedream makes it easy to connect APIs for Pipedrive, Snowflake and 2,800+ other apps remarkably fast.

Trigger workflow on

New Table from the Snowflake API

Next, do this

Search Notes with the Pipedrive API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Snowflake 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 Table trigger
1. Connect your Snowflake account
2. Configure timer
Configure the Search Notes action
1. Connect your Pipedrive account
2. Optional- Configure Search Term
3. Optional- Select a Lead ID
4. Optional- Select a Deal ID
5. Optional- Select a Person ID
6. Optional- Select a Organization ID
7. Optional- Select a User ID
8. Optional- Select a Project ID
9. Optional- Select a Sort Field
10. Optional- Select a Sort Direction
11. Optional- Configure Start Date
12. Optional- Configure End Date
13. Optional- Configure Pinned to Lead Flag
14. Optional- Configure Pinned to Deal Flag
15. Optional- Configure Pinned to Organization Flag
16. Optional- Configure Pinned to Person Flag
17. Optional- Configure Pinned to Project Flag
18. Optional- Configure Max Results
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 Table on Snowflake

Description:Emit new event when a table is created

Version:0.1.3

Key:snowflake-new-table

View on GitHub

Snowflake Overview#

Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture

Getting Started

1. Create a user, role and warehouse in Snowflake

Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

2. Enter those details in Pipedream

Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.

You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.

3. Build your first workflow

Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.

Learn more at Pipedream University

Trigger Code#

import common from "../common.mjs";
import { v4 as uuidv4 } from "uuid";

export default {
  ...common,
  type: "source",
  key: "snowflake-new-table",
  name: "New Table",
  description: "Emit new event when a table is created",
  version: "0.1.3",
  methods: {
    ...common.methods,
    alwaysRunInSingleProcessMode() {
      return true;
    },
    updateLastExecutionTime() {
      this.db.set("lastExecutionTime", Date.now());
    },
    getLastExecutionTime() {
      return this.db.get("lastExecutionTime");
    },
    generateMeta({
      row,
      timestamp: ts,
    }) {
      return {
        id: uuidv4(),
        summary: `${row.TABLE_SCHEMA}.${row.TABLE_NAME}`,
        ts,
      };
    },
    getStatement() {
      const lastExecutionTime = this.getLastExecutionTime();
      if (lastExecutionTime) {
        return {
          sqlText: "select * from INFORMATION_SCHEMA.TABLES where CREATED > ? order by CREATED ASC",
          binds: [
            new Date(lastExecutionTime),
          ],
        };
      }
      return {
        sqlText: "select * from INFORMATION_SCHEMA.TABLES order by CREATED ASC",
      };
    },
    additionalProccessing() {
      this.updateLastExecutionTime();
    },
  },
};

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
Snowflake	`snowflake`	`app`	This component uses the Snowflake app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`	Watch for changes on this schedule

Trigger Authentication#

Snowflake uses API keys for authentication. When you connect your Snowflake account, Pipedream securely stores the keys so you can easily authenticate to Snowflake APIs in both code and no-code steps.

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

About Snowflake#

A data warehouse built for the cloud

Action#

Search Notes on Pipedrive

Description:Search for notes in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Notes#getNotes)

Version:0.0.4

Key:pipedrive-search-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 pipedriveApp from "../../pipedrive.app.mjs";

export default {
  key: "pipedrive-search-notes",
  name: "Search Notes",
  description: "Search for notes in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Notes#getNotes)",
  version: "0.0.4",
  type: "action",
  props: {
    pipedriveApp,
    searchTerm: {
      type: "string",
      label: "Search Term",
      description: "The term to search for in the note content",
      optional: true,
    },
    leadId: {
      propDefinition: [
        pipedriveApp,
        "leadId",
      ],
      description: "The ID of the lead that the note is attached to",
    },
    dealId: {
      propDefinition: [
        pipedriveApp,
        "dealId",
      ],
      description: "The ID of the deal that the note is attached to",
    },
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
      description: "The ID of the person that the note is attached to",
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
      description: "The ID of the organization that the note is attached to",
    },
    userId: {
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
      description: "The ID of the user that the note is attached to",
    },
    projectId: {
      propDefinition: [
        pipedriveApp,
        "projectId",
      ],
      description: "The ID of the project that the note is attached to",
    },
    sortField: {
      type: "string",
      label: "Sort Field",
      description: "The field name to sort by",
      options: [
        "id",
        "user_id",
        "deal_id",
        "org_id",
        "person_id",
        "content",
        "add_time",
        "update_time",
      ],
      optional: true,
    },
    sortDirection: {
      type: "string",
      label: "Sort Direction",
      description: "The direction to sort the results in",
      options: [
        "ASC",
        "DESC",
      ],
      default: "DESC",
      optional: true,
    },
    startDate: {
      type: "string",
      label: "Start Date",
      description: "The date in format of YYYY-MM-DD from which notes to fetch",
      optional: true,
    },
    endDate: {
      type: "string",
      label: "End Date",
      description: "The date in format of YYYY-MM-DD until which notes to fetch to",
      optional: true,
    },
    pinnedToLeadFlag: {
      type: "boolean",
      label: "Pinned to Lead Flag",
      description: "If `true`, the results are filtered by note to lead pinning state",
      optional: true,
    },
    pinnedToDealFlag: {
      type: "boolean",
      label: "Pinned to Deal Flag",
      description: "If `true`, the results are filtered by note to deal pinning state",
      optional: true,
    },
    pinnedToOrganizationFlag: {
      type: "boolean",
      label: "Pinned to Organization Flag",
      description: "If `true`, the results are filtered by note to organization pinning state",
      optional: true,
    },
    pinnedToPersonFlag: {
      type: "boolean",
      label: "Pinned to Person Flag",
      description: "If `true`, the results are filtered by note to person pinning state",
      optional: true,
    },
    pinnedToProjectFlag: {
      type: "boolean",
      label: "Pinned to Project Flag",
      description: "If `true`, the results are filtered by note to project pinning state",
      optional: true,
    },
    maxResults: {
      type: "integer",
      label: "Max Results",
      description: "The maximum number of results to return",
      optional: true,
    },
  },
  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,
        sort: this.sortField
          ? `${this.sortField} ${this.sortDirection}`
          : undefined,
        pinned_to_lead_flag: this.pinnedToLeadFlag === true
          ? 1
          : undefined,
        pinned_to_deal_flag: this.pinnedToDealFlag === true
          ? 1
          : undefined,
        pinned_to_organization_flag: this.pinnedToOrganizationFlag === true
          ? 1
          : undefined,
        pinned_to_person_flag: this.pinnedToPersonFlag === true
          ? 1
          : undefined,
        pinned_to_project_flag: this.pinnedToProjectFlag === true
          ? 1
          : undefined,
        start_date: this.startDate,
        end_date: this.endDate,
      },
      max: this.maxResults,
    });

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

    $.export("$summary", `Successfully found ${notes.length} note${notes.length === 1
      ? ""
      : "s"}`);
    return notes;
  },
};

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.
Search Term	`searchTerm`	`string`	The term to search for in the note content
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.
Sort Field	`sortField`	`string`	Select a value from the drop down menu:`iduser_iddeal_idorg_idperson_idcontentadd_timeupdate_time`
Sort Direction	`sortDirection`	`string`	Select a value from the drop down menu:`ASCDESC`
Start Date	`startDate`	`string`	The date in format of YYYY-MM-DD from which notes to fetch
End Date	`endDate`	`string`	The date in format of YYYY-MM-DD until which notes to fetch to
Pinned to Lead Flag	`pinnedToLeadFlag`	`boolean`	If `true`, the results are filtered by note to lead pinning state
Pinned to Deal Flag	`pinnedToDealFlag`	`boolean`	If `true`, the results are filtered by note to deal pinning state
Pinned to Organization Flag	`pinnedToOrganizationFlag`	`boolean`	If `true`, the results are filtered by note to organization pinning state
Pinned to Person Flag	`pinnedToPersonFlag`	`boolean`	If `true`, the results are filtered by note to person pinning state
Pinned to Project Flag	`pinnedToProjectFlag`	`boolean`	If `true`, the results are filtered by note to project pinning state
Max Results	`maxResults`	`integer`	The maximum number of results to return

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 + Snowflake#

Other Popular Integrations#

Insert Row with Snowflake API on New Deal from Pipedrive API

Pipedrive + Snowflake