Add Deal with Pipedrive API on New Comment Created from MeisterTask API

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Trigger workflow on

New Comment Created from the MeisterTask API

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Add Deal with the Pipedrive API

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Getting Started#

This integration creates a workflow with a MeisterTask 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 Comment Created trigger
1. Connect your MeisterTask account
2. Configure timer
3. Optional- Select a Project
4. Optional- Select a Section
5. Select a Task
Configure the Add Deal action
1. Connect your Pipedrive account
2. Configure Title
3. Optional- Select a User ID
4. Optional- Select a Person ID
5. Optional- Select a Organization ID
6. Optional- Select a Pipeline ID
7. Optional- Select a Stage ID
8. Optional- Configure Value
9. Optional- Configure Currency
10. Optional- Select a Status
11. Optional- Configure Probability
12. Optional- Configure Lost Reason
13. Optional- Select a Visible To
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 Comment Created on MeisterTask

Description:Emit new event when a new comment is created. [See the docs](https://developers.meistertask.com/reference/get-task-comments)

Version:0.0.1

Key:meistertask-new-comment-created

View on GitHub

MeisterTask Overview#

MeisterTask's API enables automation of task management processes, offering a programmatic way to interact with your tasks and projects. By leveraging the API with Pipedream, you can create powerful, serverless workflows that react to events in MeisterTask, manipulate tasks and projects, or synchronize data across multiple platforms. It's a robust tool for enhancing productivity and streamlining project collaboration.

Trigger Code#

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

export default {
  ...common,
  key: "meistertask-new-comment-created",
  name: "New Comment Created",
  description: "Emit new event when a new comment is created. [See the docs](https://developers.meistertask.com/reference/get-task-comments)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    projectId: {
      propDefinition: [
        common.props.meistertask,
        "projectId",
      ],
      optional: true,
    },
    sectionId: {
      propDefinition: [
        common.props.meistertask,
        "sectionId",
        (c) => ({
          projectId: c.projectId,
        }),
      ],
      optional: true,
    },
    taskId: {
      propDefinition: [
        common.props.meistertask,
        "taskId",
        (c) => ({
          projectId: c.projectId,
          sectionId: c.sectionId,
        }),
      ],
    },
  },
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.meistertask.listComments;
    },
    getArgs() {
      return {
        params: {
          sort: "-created_at",
        },
        taskId: this.taskId,
      };
    },
    generateMeta(comment) {
      return {
        id: comment.id,
        summary: comment.text,
        ts: Date.parse(comment.created_at),
      };
    },
  },
};

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
MeisterTask	`meistertask`	`app`	This component uses the MeisterTask app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Project	`projectId`	`string`	Select a value from the drop down menu.
Section	`sectionId`	`string`	Select a value from the drop down menu.
Task	`taskId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

userinfo.profileuserinfo.emailmeistertask

About MeisterTask#

Task Management for Teams

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:0.1.7

Key:pipedrive-add-deal

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 { ConfigurationError } from "@pipedream/platform";
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: "0.1.7",
  type: "action",
  props: {
    pipedriveApp,
    title: {
      propDefinition: [
        pipedriveApp,
        "dealTitle",
      ],
    },
    ownerId: {
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
    },
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
    },
    orgId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
    },
    pipelineId: {
      propDefinition: [
        pipedriveApp,
        "pipelineId",
      ],
      optional: true,
    },
    stageId: {
      propDefinition: [
        pipedriveApp,
        "stageId",
      ],
    },
    value: {
      propDefinition: [
        pipedriveApp,
        "dealValue",
      ],
    },
    currency: {
      propDefinition: [
        pipedriveApp,
        "dealCurrency",
      ],
    },
    status: {
      propDefinition: [
        pipedriveApp,
        "status",
      ],
    },
    probability: {
      propDefinition: [
        pipedriveApp,
        "probability",
      ],
    },
    lostReason: {
      propDefinition: [
        pipedriveApp,
        "lostReason",
      ],
    },
    visibleTo: {
      propDefinition: [
        pipedriveApp,
        "visibleTo",
      ],
    },
  },
  async run({ $ }) {
    try {
      const resp =
        await this.pipedriveApp.addDeal({
          title: this.title,
          owner_id: this.ownerId,
          person_id: this.personId,
          org_id: this.orgId,
          pipeline_id: this.pipelineId,
          stage_id: this.stageId,
          value: this.value,
          currency: this.currency,
          status: this.status,
          probability: this.probability,
          lost_reason: this.lostReason,
          visible_to: this.visibleTo,
        });

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

      return resp;
    }  catch ({ error }) {
      throw new ConfigurationError(error);
    }
  },
};

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.
Title	`title`	`string`	Deal title
User ID	`ownerId`	`integer`	Select a value from the drop down menu.
Person ID	`personId`	`integer`	Select a value from the drop down menu.
Organization ID	`orgId`	`integer`	Select a value from the drop down menu.
Pipeline ID	`pipelineId`	`string`	Select a value from the drop down menu.
Stage ID	`stageId`	`integer`	Select a value from the drop down menu.
Value	`value`	`string`	Value of the deal. If omitted, value will be set to 0.
Currency	`currency`	`string`	Currency of the deal. Accepts a 3-character currency code. If omitted, currency will be set to the default currency of the authorized user.
Status	`status`	`string`	Select a value from the drop down menu:`openwonlostdeleted`
Probability	`probability`	`integer`	Deal success probability percentage. Used/shown only when `deal_probability` for the pipeline of the deal is enabled.
Lost Reason	`lostReason`	`string`	Optional message about why the deal was lost (to be used when status=lost)
Visible To	`visibleTo`	`integer`	Select a value from the drop down menu:`{ "label": "Owner & followers (private)", "value": 1 }{ "label": "Entire company (shared)", "value": 3 }`

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:

Add Deal with Pipedrive API on New Comment Created from MeisterTask API

Pipedream makes it easy to connect APIs for Pipedrive, MeisterTask and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

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