Add Deal with Pipedrive API on New Transaction from GoCardless Bank Account Data (formerly Nordigen) API

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New Transaction from the GoCardless Bank Account Data (formerly Nordigen) API

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Add Deal with the Pipedrive API

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Getting Started#

This integration creates a workflow with a GoCardless Bank Account Data (formerly Nordigen) 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 Transaction trigger
1. Connect your GoCardless Bank Account Data (formerly Nordigen) account
2. Configure Timer
3. Select a Requisition Id
4. Select a AccountId
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
14. Optional- Configure Is Deleted
15. Optional- Configure Is Archived
16. Optional- Configure Archive Time
17. Optional- Configure Close Time
18. Optional- Configure Won Time
19. Optional- Configure Lost Time
20. Optional- Configure Expected Close Date
21. Optional- Select one or more Label IDs
22. Optional- Configure Custom Fields
23. Optional- Configure Note
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 Transaction on GoCardless Bank Account Data (formerly Nordigen)

Description:Emit new event when a transaction occurs

Version:1.0.0

Key:nordigen-new-transaction

View on GitHub

GoCardless Bank Account Data (formerly Nordigen) Overview#

The GoCardless Bank Account Data API furnishes you with the ability to access enriched banking data, enabling the creation of financial insights and streamlining customer verification processes. By integrating this API with Pipedream, you can automate various tasks involving bank account transactions and customer data analysis. For instance, you might set up workflows to monitor transactions for accounting purposes, verify customer account details for KYC compliance, or aggregate financial data to provide personalized financial advice.

Trigger Code#

import nordigen from "../../nordigen.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "nordigen-new-transaction",
  name: "New Transaction",
  description: "Emit new event when a transaction occurs",
  version: "1.0.0",
  type: "source",
  dedupe: "unique",
  props: {
    db: "$.service.db",
    nordigen,
    timer: {
      type: "$.interface.timer",
      label: "Timer",
      description: "When should the source check for a new event",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    requisitionId: {
      propDefinition: [
        nordigen,
        "requisitionId",
      ],
    },
    accountId: {
      propDefinition: [
        nordigen,
        "accountId",
        (c) => ({
          requisitionId: c.requisitionId,
        }),
      ],
    },
  },
  methods: {
    _getLastTransactionDate() {
      return this.db.get("lastTransactionDate");
    },
    _setLastTransactionDate(lastTransactionDate) {
      this.db.set("lastTransactionDate", lastTransactionDate);
    },
  },
  async run() {
    let lastTransactionDate = this._getLastTransactionDate();
    const args = lastTransactionDate
      ? {
        params: {
          date_from: lastTransactionDate,
        },
      }
      : {};
    const transactions = await this.nordigen.listTransactions(this.accountId, args);

    transactions.forEach((transaction) => {
      if (!lastTransactionDate
        || Date.parse(transaction.bookingDate) > Date.parse(lastTransactionDate)) {
        lastTransactionDate = transaction.bookingDate;
      }
      this.$emit(transaction, {
        summary: `${transaction.transactionAmount.amount} ${transaction.transactionAmount.currency} - ${transaction.valueDate}`,
        id: transaction.transactionId,
        ts: new Date(),
      });
    });

    this._setLastTransactionDate(lastTransactionDate);
  },
};

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
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
GoCardless Bank Account Data (formerly Nordigen)	`nordigen`	`app`	This component uses the GoCardless Bank Account Data (formerly Nordigen) app.
Timer	`timer`	`$.interface.timer`	When should the source check for a new event
Requisition Id	`requisitionId`	`string`	Select a value from the drop down menu.
AccountId	`accountId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

About GoCardless Bank Account Data (formerly Nordigen)#

The Nordigen product has now been relaunched as GoCardless Bank Account Data.

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:0.1.20

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";
import { parseObject } from "../../common/utils.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: "0.1.20",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  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",
      ],
    },
    isDeleted: {
      propDefinition: [
        pipedriveApp,
        "isDeleted",
      ],
    },
    isArchived: {
      propDefinition: [
        pipedriveApp,
        "isArchived",
      ],
    },
    archiveTime: {
      propDefinition: [
        pipedriveApp,
        "archiveTime",
      ],
    },
    closeTime: {
      propDefinition: [
        pipedriveApp,
        "closeTime",
      ],
    },
    wonTime: {
      propDefinition: [
        pipedriveApp,
        "wonTime",
      ],
    },
    lostTime: {
      propDefinition: [
        pipedriveApp,
        "lostTime",
      ],
    },
    expectedCloseDate: {
      propDefinition: [
        pipedriveApp,
        "expectedCloseDate",
      ],
    },
    labelIds: {
      propDefinition: [
        pipedriveApp,
        "labelIds",
      ],
    },
    customFields: {
      propDefinition: [
        pipedriveApp,
        "customFields",
      ],
    },
    note: {
      type: "string",
      label: "Note",
      description: "The content of a note to be attached to the deal. The note will be created after the deal is successfully added.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      pipedriveApp,
      title,
      ownerId,
      personId,
      orgId,
      pipelineId,
      stageId,
      value,
      currency,
      status,
      probability,
      lostReason,
      visibleTo,
      isDeleted,
      isArchived,
      archiveTime,
      closeTime,
      wonTime,
      lostTime,
      expectedCloseDate,
      labelIds,
      customFields,
      note,
    } = this;

    try {
      const resp = await pipedriveApp.addDeal({
        title,
        owner_id: ownerId,
        person_id: personId,
        org_id: orgId,
        pipeline_id: pipelineId,
        stage_id: stageId,
        value,
        currency,
        status,
        probability,
        lost_reason: lostReason,
        visible_to: visibleTo,
        is_deleted: isDeleted,
        is_archived: isArchived,
        archive_time: archiveTime,
        close_time: closeTime,
        won_time: wonTime,
        lost_time: lostTime,
        expected_close_date: expectedCloseDate,
        label_ids: parseObject(labelIds),
        custom_fields: parseObject(customFields),
      });

      if (note) {
        await pipedriveApp.addNote({
          content: note,
          deal_id: resp.data?.id,
        });
      }

      $.export("$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`	`integer`	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 }`
Is Deleted	`isDeleted`	`boolean`	Whether the deal is deleted or not
Is Archived	`isArchived`	`boolean`	Whether the deal is archived or not
Archive Time	`archiveTime`	`string`	The optional date and time of archiving the deal in UTC. Format: `YYYY-MM-DD HH:MM:SS`. If omitted and Is Archived is `true`, it will be set to the current date and time.
Close Time	`closeTime`	`string`	The date and time of closing the deal. Can only be set if deal status is won or lost. Format: `YYYY-MM-DD HH:MM:SS`
Won Time	`wonTime`	`string`	The date and time of changing the deal status as won. Can only be set if deal status is won. Format: `YYYY-MM-DD HH:MM:SS`
Lost Time	`lostTime`	`string`	The date and time of changing the deal status as lost. Can only be set if deal status is lost. Format: `YYYY-MM-DD HH:MM:SS`
Expected Close Date	`expectedCloseDate`	`string`	The expected close date of the deal. Format: `YYYY-MM-DD`
Label IDs	`labelIds`	`integer[]`	Select a value from the drop down menu.
Custom Fields	`customFields`	`object`	An object where each key represents a custom field. All custom fields are referenced as randomly generated 40-character hashes
Note	`note`	`string`	The content of a note to be attached to the deal. The note will be created after the deal is successfully added.

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 Transaction from GoCardless Bank Account Data (formerly Nordigen) API

Pipedream makes it easy to connect APIs for Pipedrive, GoCardless Bank Account Data (formerly Nordigen) and 3,000+ other apps remarkably fast.

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

Developers ♥ Pipedream

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