← Pipedrive + Data Stores integrations

Add or update a single record with Data Stores API on New Deal from Pipedrive API

Pipedream makes it easy to connect APIs for Data Stores, Pipedrive and 1000+ other apps remarkably fast.

Trigger workflow on
New Deal from the Pipedrive API
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Add or update a single record with the Data Stores API
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Getting Started

This integration creates a workflow with a Pipedrive trigger and Data Stores 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 Deal trigger
    1. Connect your Pipedrive account
    2. Configure Polling schedule
  3. Configure the Add or update a single record action
    1. Connect your Data Stores account
    2. Configure Data Store
    3. Select a Key
    4. Configure Value
  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 new deal is created.
Version:0.0.5
Key:pipedrive-new-deal

Trigger Code

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

export default {
  ...common,
  key: "pipedrive-new-deal",
  name: "New Deal",
  description: "Emit new event when a new deal is created.",
  version: "0.0.5",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getFieldsFn() {
      return this.app.getDealFields;
    },
    getResourceFn() {
      return this.app.getDeals;
    },
    getResourceFnArgs() {
      return {
        filter_id: this.getFilterId(),
        sort: `${this.getFieldKey()} DESC, id DESC`,
      };
    },
    getFieldKey() {
      return constants.FIELD.ADD_TIME;
    },
    getEventObject() {
      return constants.EVENT_OBJECT.DEAL;
    },
    getEventAction() {
      return constants.EVENT_ACTION.ADDED;
    },
    getTimestamp(resource) {
      return Date.parse(resource.add_time);
    },
    getFilterArgs({
      fieldId, value = "3_months_ago",
    } = {}) {
      return {
        type: constants.FILTER_TYPE.DEALS,
        name: "Pipedream: Deals created later than specific value",
        conditions: this.getConditions({
          fieldId,
          value,
        }),
      };
    },
  },
};

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
PipedriveappappThis component uses the Pipedrive app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling scheduletimer$.interface.timer

How often to poll the Pipedrive API

Trigger 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

Sales CRM & Pipeline Management Software

Action

Description:Add or update a single record in your [Pipedream Data Store](https://pipedream.com/data-stores/).
Version:0.0.8
Key:data_stores-add-update-record

Data Stores Overview

With the Data Stores API, you can build applications that:

  • Store data for later retrieval
  • Retrieve data from a store
  • Update data in a store
  • Delete data from a store

Action Code

import app from "../../data_stores.app.mjs";

export default {
  key: "data_stores-add-update-record",
  name: "Add or update a single record",
  description: "Add or update a single record in your [Pipedream Data Store](https://pipedream.com/data-stores/).",
  version: "0.0.8",
  type: "action",
  props: {
    app,
    dataStore: {
      propDefinition: [
        app,
        "dataStore",
      ],
    },
    key: {
      propDefinition: [
        app,
        "key",
        ({ dataStore }) => ({
          dataStore,
        }),
      ],
      description: "Enter a key for the record you'd like to create or select an existing key to update.",
    },
    value: {
      propDefinition: [
        app,
        "value",
      ],
    },
  },
  async run({ $ }) {
    const {
      key,
      value,
    } = this;
    const exists = await this.dataStore.has(key);
    const parsedValue = this.app.parseValue(value);
    await this.dataStore.set(key, parsedValue);
    // eslint-disable-next-line multiline-ternary
    $.export("$summary", `Successfully ${exists ? "updated the record for" : "added a new record with the"} key, \`${key}\`.`);
    return {
      key,
      value: parsedValue,
    };
  },
};

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
Data StoresappappThis component uses the Data Stores app.
Data StoredataStoredata_store

Select an existing Data Store or create a new one.

KeykeystringSelect a value from the drop down menu.
Valuevalueany

Enter a string, object, or array.

Action Authentication

The Data Stores API does not require authentication.

About Data Stores

Use Pipedream Data Stores to manage state throughout your workflows.

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