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

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New Deal (Instant) 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 (Instant) trigger
1. Connect your Pipedrive account
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
5. Optional- Configure Time to Live (TTL)
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 (Instant) on Pipedrive

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

Version:0.0.3

Key:pipedrive-new-deal-instant

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.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "pipedrive-new-deal-instant",
  name: "New Deal (Instant)",
  description: "Emit new event when a new deal is created.",
  version: "0.0.3",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getExtraData() {
      return {
        event_action: "create",
        event_object: "deal",
      };
    },
    getSummary(body) {
      return `New Deal successfully created: ${body.data.id}`;
    },
  },
  sampleEmit,
};

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	`pipedrive`	`app`	This component uses the Pipedrive app.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

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#

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

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:0.0.10

Key:data_stores-add-update-record

View on GitHub

Data Stores Overview#

Data Stores are a key-value store that allow you to persist state and share data across workflows. You can perform CRUD operations, enabling dynamic data management within your serverless architecture. Use it to save results from API calls, user inputs, or interim data; then read, update, or enrich this data in subsequent steps or workflows. Data Stores simplify stateful logic and cross-workflow communication, making them ideal for tracking process statuses, aggregating metrics, or serving as a simple configuration 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: "0.0.10",
  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",
      ],
    },
    ttl: {
      propDefinition: [
        app,
        "ttl",
      ],
    },
  },
  async run({ $ }) {
    const {
      key,
      value,
      ttl,
    } = this;
    const exists = await this.dataStore.has(key);
    const parsedValue = this.app.parseValue(value);

    if (ttl) {
      await this.dataStore.set(key, parsedValue, {
        ttl,
      });
    } else {
      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}\`${ttl ? ` (expires in ${this.app.formatTtl(ttl)})` : ""}.`);
    return {
      key,
      value: parsedValue,
      ttl: ttl || null,
    };
  },
};

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.
Time to Live (TTL)	`ttl`	`integer`	The number of seconds until this record expires and is automatically deleted. Examples: 3600 (1 hour), 86400 (1 day), 604800 (1 week). Leave blank for records that should not expire.

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#

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Popular Triggers#

New Deal (Instant) from the Pipedrive API

Emit new event when a new deal is created.

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New Deal Update (Instant) from the Pipedrive API

Emit new event when a deal is updated.

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New Person (Instant) from the Pipedrive API

Emit new event when a new person is created.

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Updated Person (Instant) 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