← Trustpilot (Customer) + Pipedrive integrations

Search Notes with Pipedrive API on New Service Review Replies from Trustpilot (Customer) API

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New Service Review Replies from the Trustpilot (Customer) API
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Search Notes with the Pipedrive API
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Getting Started

This integration creates a workflow with a Trustpilot (Customer) 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 New Service Review Replies trigger
    1. Connect your Trustpilot (Customer) account
    2. Configure timer
    3. Optional- Select a Business Unit ID
  3. 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
  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

Description:Emit new event when a business replies to a service review on Trustpilot. This source periodically polls the Trustpilot API to detect new replies to service reviews. Each event includes the reply text, creation timestamp, and associated review details (star rating, review title, consumer info). Essential for tracking business engagement with customer feedback, monitoring response times, and ensuring all service reviews receive appropriate attention.
Version:0.0.3
Key:trustpilot-new-service-review-replies

Trustpilot (Customer) Overview

The Trustpilot (Customer) API lets you tap into the rich pool of customer review data on Trustpilot. You can use it to automate the process of collecting and managing reviews, responding to feedback, and analyzing customer sentiment. With Pipedream's integration, you can trigger workflows based on new reviews, aggregate review data for analysis, and sync Trustpilot data with other services like CRMs, support tickets, and marketing tools.

Trigger Code

import {
  SORT_OPTIONS,
  SOURCE_TYPES,
} from "../../common/constants.mjs";
import common from "../common/polling.mjs";

export default {
  ...common,
  key: "trustpilot-new-service-review-replies",
  name: "New Service Review Replies",
  description: "Emit new event when a business replies to a service review on Trustpilot. This source periodically polls the Trustpilot API to detect new replies to service reviews. Each event includes the reply text, creation timestamp, and associated review details (star rating, review title, consumer info). Essential for tracking business engagement with customer feedback, monitoring response times, and ensuring all service reviews receive appropriate attention.",
  version: "0.0.3",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getSourceType() {
      return SOURCE_TYPES.NEW_REPLIES;
    },
    getPollingMethod() {
      return "getServiceReviews";
    },
    getPollingParams() {
      return {
        businessUnitId: this.businessUnitId,
        limit: 100,
        sortBy: SORT_OPTIONS.UPDATED_AT_DESC, // Use updated to catch new replies
        offset: 0,
      };
    },
    async fetchItems() {
      const result = await this.trustpilot.getServiceReviews(this.getPollingParams());

      // Filter for reviews that have replies and extract the replies
      const repliesWithReviews = [];

      if (result.reviews) {
        for (const review of result.reviews) {
          if (review.company?.reply) {
            // Create a pseudo-reply object that includes review context
            repliesWithReviews.push({
              id: `reply_${review.id}`,
              reviewId: review.id,
              text: review.company.reply.text,
              createdAt: review.company.reply.createdAt,
              updatedAt: review.company.reply.createdAt, // Replies don't get updated
              review: {
                id: review.id,
                title: review.title,
                stars: review.stars,
                consumer: review.consumer,
              },
            });
          }
        }
      }

      return repliesWithReviews;
    },
    generateSummary(item) {
      const reviewTitle = item.review?.title || "Review";
      const consumerName = item.review?.consumer?.displayName || "Anonymous";
      const replyPreview = item.text?.substring(0, 50) || "";
      const preview = replyPreview.length > 50
        ? `${replyPreview}...`
        : replyPreview;

      return `New reply to "${reviewTitle}" by ${consumerName}: "${preview}"`;
    },
  },
};

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
Trustpilot (Customer)trustpilotappThis component uses the Trustpilot (Customer) app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Business Unit IDbusinessUnitIdstringSelect a value from the drop down menu.

Trigger Authentication

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

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

About Trustpilot (Customer)

Read reviews. Write reviews. Find companies you can trust.

Action

Description:Search for notes in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Notes#getNotes)
Version:0.0.7
Key:pipedrive-search-notes

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: "0.0.7",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: true,
  },
  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.

LabelPropTypeDescription
PipedrivepipedriveAppappThis component uses the Pipedrive app.
Search TermsearchTermstring

The term to search for in the note content

Lead IDleadIdstringSelect a value from the drop down menu.
Deal IDdealIdstringSelect 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.
User IDuserIdintegerSelect a value from the drop down menu.
Project IDprojectIdstringSelect a value from the drop down menu.
Sort FieldsortFieldstringSelect a value from the drop down menu:iduser_iddeal_idorg_idperson_idcontentadd_timeupdate_time
Sort DirectionsortDirectionstringSelect a value from the drop down menu:ASCDESC
Start DatestartDatestring

The date in format of YYYY-MM-DD from which notes to fetch

End DateendDatestring

The date in format of YYYY-MM-DD until which notes to fetch to

Pinned to Lead FlagpinnedToLeadFlagboolean

If true, the results are filtered by note to lead pinning state

Pinned to Deal FlagpinnedToDealFlagboolean

If true, the results are filtered by note to deal pinning state

Pinned to Organization FlagpinnedToOrganizationFlagboolean

If true, the results are filtered by note to organization pinning state

Pinned to Person FlagpinnedToPersonFlagboolean

If true, the results are filtered by note to person pinning state

Pinned to Project FlagpinnedToProjectFlagboolean

If true, the results are filtered by note to project pinning state

Max ResultsmaxResultsinteger

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.

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