Add Note with Pipedrive API on New Row Added from Supabase API

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New Row Added from the Supabase API

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Add Note with the Pipedrive API

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Getting Started#

This integration creates a workflow with a Supabase 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 Row Added trigger
1. Connect your Supabase account
2. Configure Table
3. Optional- Configure Row Identifier
4. Optional- Configure Column
5. Optional- Select a Filter
6. Optional- Configure Value
7. Configure Order By
8. Optional- Select a Sort Order
9. Configure timer
Configure the Add Note action
1. Connect your Pipedrive account
2. Configure Content
3. Optional- Select a Deal ID
4. Optional- Select a Person ID
5. Optional- Select a Organization ID
6. Optional- Select a User ID
7. Optional- Configure Add Time
8. Optional- Configure Pinned To Deal Flag
9. Optional- Configure Pinned To Organization Flag
10. Optional- Configure Pinned To Person Flag
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 Row Added on Supabase

Description:Emit new event for every new row added in a table. [See documentation here](https://supabase.com/docs/reference/javascript/select)

Version:0.0.4

Key:supabase-new-row-added

View on GitHub

Supabase Overview#

Supabase is a real-time backend-as-a-service that provides developers with a suite of tools to quickly build and scale their applications. It offers database storage, authentication, instant APIs, and real-time subscriptions. With the Supabase API, you can perform CRUD operations on your database, manage users, and listen to database changes in real time. When integrated with Pipedream, you can automate workflows that react to these database events, synchronize data across multiple services, or streamline user management processes.

Trigger Code#

import base from "../common/base.mjs";
import {
  DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
  ConfigurationError,
} from "@pipedream/platform";
import constants from "../../common/constants.mjs";

export default {
  key: "supabase-new-row-added",
  name: "New Row Added",
  description: "Emit new event for every new row added in a table. [See documentation here](https://supabase.com/docs/reference/javascript/select)",
  version: "0.0.4",
  type: "source",
  props: {
    ...base.props,
    column: {
      propDefinition: [
        base.props.supabase,
        "column",
      ],
      optional: true,
    },
    filter: {
      propDefinition: [
        base.props.supabase,
        "filter",
      ],
      optional: true,
    },
    value: {
      propDefinition: [
        base.props.supabase,
        "value",
      ],
      optional: true,
    },
    orderBy: {
      propDefinition: [
        base.props.supabase,
        "column",
      ],
      label: "Order By",
      description: "Column name to order by",
    },
    sortOrder: {
      propDefinition: [
        base.props.supabase,
        "sortOrder",
      ],
    },
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  methods: {
    _getOffset() {
      return this.db.get("offset") || 0;
    },
    _setOffset(offset) {
      this.db.set("offset", offset);
    },
  },
  async run() {
    const {
      table,
      column,
      filter,
      value,
      orderBy,
      sortOrder,
      rowIdentifier,
    } = this;

    if ((column || filter || value) && !(column && filter && value)) {
      throw new ConfigurationError("If `column`, `filter`, or `value` is used, all three must be entered");
    }

    const offset = this._getOffset();
    const client = await this.supabase._client();
    const query = client
      .from(table)
      .select()
      .order(orderBy, {
        ascending: sortOrder,
      })
      .range(offset, offset + constants.MAX_OFFSET);

    if (filter) {
      const filterMethod = this.supabase[filter];
      filterMethod(query, column, value);
    }

    const { data } = await query;
    this._setOffset(offset + data.length);

    for (const row of data) {
      let summary = "New row in table";
      if (row[rowIdentifier]) {
        summary = `${summary}: ${row[rowIdentifier]}`;
      }
      this.$emit(row, {
        summary,
      });
    }
  },
};

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
Supabase	`supabase`	`app`	This component uses the Supabase app.
Table	`table`	`string`	The name of the table to watch for new rows
Row Identifier	`rowIdentifier`	`string`	The column name to use as the row identifier
Column	`column`	`string`	Column name to search by
Filter	`filter`	`string`	Select a value from the drop down menu:`{ "label": "Equal", "value": "equalTo" }{ "label": "Not Equal", "value": "notEqualTo" }{ "label": "Greater Than", "value": "greaterThan" }{ "label": "Greater Than or Equal To", "value": "greaterThanOrEqualTo" }{ "label": "Less Than", "value": "lessThan" }{ "label": "Less Than or Equal To", "value": "lessThanOrEqualTo" }{ "label": "Contains (Case Sensitive)", "value": "patternMatch" }{ "label": "Contains (Case Insensitive)", "value": "patternMatchCaseInsensitive" }`
Value	`value`	`string`	Value of the column specified to search for
Order By	`orderBy`	`string`	Column name to order by
Sort Order	`sortOrder`	`string`	Select a value from the drop down menu:`ascendingdescending`
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

Supabase provides a Service Key to get started. You can find the service_role in the API Settings page.

Finding the Supabase subdomain

About Supabase#

Supabase is an open source Firebase alternative.

Action#

Add Note on Pipedrive

Description:Adds a new note. For info on [adding an note in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Notes#addNote)

Version:0.0.3

Key:pipedrive-add-note

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-add-note",
  name: "Add Note",
  description: "Adds a new note. For info on [adding an note in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Notes#addNote)",
  version: "0.0.3",
  type: "action",
  props: {
    pipedriveApp,
    content: {
      propDefinition: [
        pipedriveApp,
        "content",
      ],
    },
    dealId: {
      propDefinition: [
        pipedriveApp,
        "dealId",
      ],
      description: "The ID of the deal the note will be attached to. This property is required unless one of (lead_id/person_id/org_id) is specified.",
    },
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
      description: "The ID of the person this note will be attached to. This property is required unless one of (deal_id/lead_id/org_id) is specified.",
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
      description: "The ID of the organization this note will be attached to. This property is required unless one of (deal_id/lead_id/person_id) is specified.",
    },
    userId: {
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
      description: "The ID of the user who will be marked as the author of the note. Only an admin can change the author.",
    },
    addTime: {
      propDefinition: [
        pipedriveApp,
        "addTime",
      ],
    },
    pinnedToDealFlag: {
      propDefinition: [
        pipedriveApp,
        "pinnedToDealFlag",
      ],
      optional: true,
    },
    pinnedToOrgFlag: {
      propDefinition: [
        pipedriveApp,
        "pinnedToOrgFlag",
      ],
      optional: true,
    },
    pinnedToPersonFlag: {
      propDefinition: [
        pipedriveApp,
        "pinnedToPersonFlag",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      content,
      dealId,
      personId,
      organizationId,
      userId,
      addTime,
      pinnedToLeadFlag,
      pinnedToDealFlag,
      pinnedToOrgFlag,
      pinnedToPersonFlag,
    } = this;

    try {
      const resp =
        await this.pipedriveApp.addNote({
          content,
          deal_id: dealId,
          person_id: personId,
          org_id: organizationId,
          user_id: userId,
          add_time: addTime,
          pinned_to_lead_flag: pinnedToLeadFlag,
          pinned_to_deal_flag: pinnedToDealFlag,
          pinned_to_organization_flag: pinnedToOrgFlag,
          pinned_to_person_flag: pinnedToPersonFlag,
        });

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

      return resp;
    } catch (error) {
      console.error(error.context?.body || error);
      throw 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.
Content	`content`	`string`	The content of the note in HTML format. Subject to sanitization on the back-end.
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.
Add Time	`addTime`	`string`	Optional creation date & time of the deal in UTC. Requires admin user API token. Format: `YYYY-MM-DD HH:MM:SS`
Pinned To Deal Flag	`pinnedToDealFlag`	`boolean`	If set, the results are filtered by note to deal pinning state (deal_id is also required)
Pinned To Organization Flag	`pinnedToOrgFlag`	`boolean`	If set, the results are filtered by note to organization pinning state (org_id is also required)
Pinned To Person Flag	`pinnedToPersonFlag`	`boolean`	If set, the results are filtered by note to person pinning state (person_id is also required)

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 + Supabase#

Other Popular Integrations#

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Pipedrive + Supabase

Add Note with Pipedrive API on New Row Added from Supabase API

Pipedream makes it easy to connect APIs for Pipedrive, Supabase and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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