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.

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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.

Select this integration
Configure the New Deal trigger
1. Connect your Pipedrive account
2. Configure Polling schedule
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
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 Deal on Pipedrive

Description:Emit new event when a new deal is created.

Version:0.0.5

Key:pipedrive-new-deal

View on GitHub

Pipedrive Overview#

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.

Label	Prop	Type	Description
Pipedrive	`app`	`app`	This component uses the Pipedrive app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.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#

Add or update a single record on Data Stores

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

View on GitHub

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.

Label	Prop	Type	Description
Data Stores	`app`	`app`	This component uses the Data Stores app.
Data Store	`dataStore`	`data_store`	Select an existing Data Store or create a new one.
Key	`key`	`string`	Select a value from the drop down menu.
Value	`value`	`any`	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.

More Ways to Connect Data Stores + Pipedrive#

Other Popular Integrations#

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Popular Triggers#

New Deal from the Pipedrive API

Emit new event when a new deal is created.

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New Person from the Pipedrive API

Emit new event when a new person is created.

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Updated Deal from the Pipedrive API

Emit new event when a deal is updated.

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Updated Person from the Pipedrive API

Emit new event when a person is updated.

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Popular Actions#

Add Activity with the Pipedrive API

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. For info on adding an activity in Pipedrive

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Add Deal with the Pipedrive API

Adds a new deal. See the Pipedrive API docs for Deals here

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Add Note with the Pipedrive API

Adds a new note. For info on adding an note in Pipedrive

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Add Organization with the Pipedrive API

Adds a new organization. See the Pipedrive API docs for Organizations here

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Add Person with the Pipedrive API

Adds a new person. See the Pipedrive API docs for People here