← Google Drive + Pipedrive integrations

Add Activity with Pipedrive API on New Files (Instant) from Google Drive API

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New Files (Instant) from the Google Drive API
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Add Activity with the Pipedrive API
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Getting Started

This integration creates a workflow with a Google Drive 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 Files (Instant) trigger
    1. Connect your Google Drive account
    2. Select a Drive
    3. Optional- Configure Watch for changes to file properties
    4. Configure Push notification renewal schedule
    5. Optional- Select one or more Folders
  3. Configure the Add Activity action
    1. Connect your Pipedrive account
    2. Configure Subject
    3. Optional- Select a Done
    4. Select a Type
    5. Optional- Configure Due Date
    6. Optional- Configure Due Time
    7. Optional- Configure Duration
    8. Optional- Select a User ID
    9. Optional- Select a Deal ID
    10. Optional- Select a Person ID
    11. Optional- Select one or more Participants
    12. Optional- Select a Organization ID
    13. Optional- Configure Note
    14. Optional- Configure Location
    15. Optional- Configure Public Description
    16. Optional- Configure Busy Flag
    17. Optional- Select one or more Attendees
  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 any time a new file is added in your linked Google Drive
Version:0.1.4
Key:google_drive-new-files-instant

Google Drive Overview

Using the Google Drive API, you can build applications that:

  • Create and manage files and folders
  • Download and upload files
  • Share and organize files
  • Search for files
  • Track changes to files
  • And much more!

Trigger Code

import common from "../common-webhook.mjs";
import sampleEmit from "./test-event.mjs";
import {
  GOOGLE_DRIVE_NOTIFICATION_ADD,
  GOOGLE_DRIVE_NOTIFICATION_CHANGE,
} from "../../constants.mjs";

export default {
  ...common,
  key: "google_drive-new-files-instant",
  name: "New Files (Instant)",
  description: "Emit new event any time a new file is added in your linked Google Drive",
  version: "0.1.4",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    folders: {
      type: "string[]",
      label: "Folders",
      description:
        "(Optional) The folders you want to watch for changes. Leave blank to watch for any new file in the Drive.",
      optional: true,
      default: [],
      options({ prevContext }) {
        const { nextPageToken } = prevContext;
        const baseOpts = {
          q: "mimeType = 'application/vnd.google-apps.folder' and trashed = false",
        };
        const opts = this.isMyDrive()
          ? baseOpts
          : {
            ...baseOpts,
            corpora: "drive",
            driveId: this.getDriveId(),
            includeItemsFromAllDrives: true,
            supportsAllDrives: true,
          };
        return this.googleDrive.listFilesOptions(nextPageToken, opts);
      },
    },
  },
  hooks: {
    async deploy() {
      const daysAgo = new Date();
      daysAgo.setDate(daysAgo.getDate() - 30);
      const timeString = daysAgo.toISOString();

      const args = this.getListFilesOpts({
        q: `mimeType != "application/vnd.google-apps.folder" and createdTime > "${timeString}" and trashed = false`,
        orderBy: "createdTime desc",
        fields: "*",
        pageSize: 25,
      });

      const { files } = await this.googleDrive.listFilesInPage(null, args);

      this.emitFiles(files);
    },
    ...common.hooks,
    async activate() {
      await common.hooks.activate.bind(this)();
      this._setLastFileCreatedTime(Date.now());
    },
  },
  methods: {
    ...common.methods,
    _getLastFileCreatedTime() {
      return this.db.get("lastFileCreatedTime");
    },
    _setLastFileCreatedTime(lastFileCreatedTime) {
      this.db.set("lastFileCreatedTime", lastFileCreatedTime);
    },
    shouldProcess(file) {
      const watchedFolders = new Set(this.folders);
      return (
        watchedFolders.size == 0 ||
        (file.parents && file.parents.some((p) => watchedFolders.has(p)))
      );
    },
    getUpdateTypes() {
      return [
        GOOGLE_DRIVE_NOTIFICATION_ADD,
        GOOGLE_DRIVE_NOTIFICATION_CHANGE,
      ];
    },
    emitFiles(files) {
      for (const file of files) {
        if (!this.shouldProcess(file)) {
          continue;
        }
        this.$emit(file, {
          summary: `New File: ${file.name}`,
          id: file.id,
          ts: Date.parse(file.createdTime),
        });
      }
    },
    async processChanges() {
      const lastFileCreatedTime = this._getLastFileCreatedTime();
      const timeString = new Date(lastFileCreatedTime).toISOString();

      const args = this.getListFilesOpts({
        q: `mimeType != "application/vnd.google-apps.folder" and createdTime > "${timeString}" and trashed = false`,
        orderBy: "createdTime desc",
        fields: "*",
      });

      const { files } = await this.googleDrive.listFilesInPage(null, args);

      if (!files?.length) {
        return;
      }

      this.emitFiles(files);

      this._setLastFileCreatedTime(Date.parse(files[0].createdTime));
    },
  },
  sampleEmit,
};

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
Google DrivegoogleDriveappThis component uses the Google Drive app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.
DrivedrivestringSelect a value from the drop down menu.
Watch for changes to file propertieswatchForPropertiesChangesboolean

Watch for changes to file properties
in addition to changes to content. Defaults to false, watching for only changes to content.

Push notification renewal scheduletimer$.interface.timer

The Google Drive API requires occasional renewal of push notification subscriptions. This runs in the background, so you should not need to modify this schedule.

Foldersfoldersstring[]Select a value from the drop down menu.

Trigger Authentication

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

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

emailprofilehttps://www.googleapis.com/auth/drivehttps://www.googleapis.com/auth/drive.readonly

About Google Drive

Google Drive is a file storage and synchronization service which allows you to create and share your work online, and access your documents from anywhere.

Action

Description: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](https://developers.pipedrive.com/docs/api/v1/#!/Activities). For info on [adding an activity in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Activities#addActivity)
Version:0.1.5
Key:pipedrive-add-activity

Action Code

import constants from "../../common/constants.mjs";
import utils from "../../common/utils.mjs";
import pipedriveApp from "../../pipedrive.app.mjs";

export default {
  key: "pipedrive-add-activity",
  name: "Add Activity",
  description: "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](https://developers.pipedrive.com/docs/api/v1/#!/Activities). For info on [adding an activity in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Activities#addActivity)",
  version: "0.1.5",
  type: "action",
  props: {
    pipedriveApp,
    subject: {
      type: "string",
      label: "Subject",
      description: "Subject of the activity",
    },
    done: {
      type: "string",
      label: "Done",
      description: "Whether the activity is done or not. 0 = Not done, 1 = Done",
      optional: true,
      options: [
        {
          label: "Not done",
          value: "0",
        },
        {
          label: "Done",
          value: "1",
        },
      ],
    },
    type: {
      type: "string",
      label: "Type",
      description: "Type of the activity. This is in correlation with the `key_string` parameter of ActivityTypes.",
      async options() {
        const { data: activityTypes } = await this.pipedriveApp.getActivityTypes();
        return activityTypes.map(({
          key_string: value, name,
        }) => ({
          label: name,
          value,
        }));
      },
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Due date of the activity. Format: `YYYY-MM-DD`",
      optional: true,
    },
    dueTime: {
      type: "string",
      label: "Due Time",
      description: "Due time of the activity in UTC. Format: `HH:MM`",
      optional: true,
    },
    duration: {
      type: "string",
      label: "Duration",
      description: "Duration of the activity. Format: `HH:MM`",
      optional: true,
    },
    userId: {
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
      description: "ID of the user whom the activity will be assigned to. If omitted, the activity will be assigned to the authorized user.",
    },
    dealId: {
      propDefinition: [
        pipedriveApp,
        "dealId",
      ],
    },
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
      description: "ID of the person this activity will be associated with",
    },
    participants: {
      type: "string[]",
      label: "Participants",
      description: "List of multiple persons (participants) this activity will be associated with. If omitted, single participant from `person_id` field is used. It requires a structure as follows: `[{\"person_id\":1,\"primary_flag\":true}]`",
      optional: true,
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
      description: "ID of the organization this activity will be associated with",
    },
    note: {
      type: "string",
      label: "Note",
      description: "Note of the activity (HTML format)",
      optional: true,
    },
    location: {
      type: "string",
      label: "Location",
      description: "The address of the activity. Pipedrive will automatically check if the location matches a geo-location on Google maps.",
      optional: true,
    },
    publicDescription: {
      type: "string",
      label: "Public Description",
      description: "Additional details about the activity that will be synced to your external calendar. Unlike the note added to the activity, the description will be publicly visible to any guests added to the activity.",
      optional: true,
    },
    busyFlag: {
      type: "boolean",
      label: "Busy Flag",
      description: "Set the activity as 'Busy' or 'Free'. If the flag is set to true, your customers will not be able to book that time slot through any Scheduler links",
      optional: true,
    },
    attendees: {
      type: "string[]",
      label: "Attendees",
      description: "Attendees of the activity. This can be either your existing Pipedrive contacts or an external email address. It requires a structure as follows: `[{\"email_address\":\"mail@example.org\"}]` or `[{\"person_id\":1, \"email_address\":\"mail@example.org\"}]`",
      optional: true,
      async options({ prevContext }) {
        const {
          moreItemsInCollection,
          start,
        } = prevContext;

        if (moreItemsInCollection === false) {
          return [];
        }

        const {
          data: persons,
          additional_data: additionalData,
        } = await this.pipedriveApp.getPersons({
          start,
          limit: constants.DEFAULT_PAGE_LIMIT,
        });

        const options =
          persons?.flatMap(({
            name, email,
          }) => email?.map(({ value }) => ({
            label: name,
            value,
          })).filter((option) => option?.value));

        return {
          options,
          context: {
            moreItemsInCollection: additionalData.pagination.more_items_in_collection,
            start: additionalData.pagination.next_start,
          },
        };
      },
    },
  },
  async run({ $ }) {
    const {
      subject,
      type,
      dueDate,
      dueTime,
      duration,
      userId,
      dealId,
      personId,
      organizationId,
      note,
      location,
      publicDescription,
      busyFlag,
    } = this;

    const participants = utils.parseOrUndefined(this.participants);
    const attendees = utils.parseOrUndefined(this.attendees);
    const done = utils.parseOrUndefined(this.done);

    try {
      const resp =
        await this.pipedriveApp.addActivity({
          subject,
          done,
          type,
          due_date: dueDate,
          due_time: dueTime,
          duration,
          user_id: userId,
          deal_id: dealId,
          person_id: personId,
          participants: participants?.map((value, idx) => ({
            person_id: value,
            primary_flag: !idx,
          })),
          org_id: organizationId,
          note,
          location,
          public_description: publicDescription,
          busy_flag: busyFlag,
          attendees: attendees?.map((value) => ({
            email_address: value,
          })),
        });

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

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

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.
Subjectsubjectstring

Subject of the activity

DonedonestringSelect a value from the drop down menu:{ "label": "Not done", "value": "0" }{ "label": "Done", "value": "1" }
TypetypestringSelect a value from the drop down menu.
Due DatedueDatestring

Due date of the activity. Format: YYYY-MM-DD

Due TimedueTimestring

Due time of the activity in UTC. Format: HH:MM

Durationdurationstring

Duration of the activity. Format: HH:MM

User IDuserIdintegerSelect 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.
Participantsparticipantsstring[]Select a value from the drop down menu.
Organization IDorganizationIdintegerSelect a value from the drop down menu.
Notenotestring

Note of the activity (HTML format)

Locationlocationstring

The address of the activity. Pipedrive will automatically check if the location matches a geo-location on Google maps.

Public DescriptionpublicDescriptionstring

Additional details about the activity that will be synced to your external calendar. Unlike the note added to the activity, the description will be publicly visible to any guests added to the activity.

Busy FlagbusyFlagboolean

Set the activity as 'Busy' or 'Free'. If the flag is set to true, your customers will not be able to book that time slot through any Scheduler links

Attendeesattendeesstring[]Select a value from the drop down menu.

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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