← Pipedrive + Data Stores integrations

Add or update multiple records with Data Stores API on New Deal from Pipedrive API

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Trigger workflow on
New Deal from the Pipedrive API
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Add or update multiple records 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 multiple records action
    1. Connect your Data Stores account
    2. Configure Data Store
    3. Configure Data
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, open source 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:0.0.4
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: "0.0.4",
  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 $.service.db to maintain state between component invocations.
Polling scheduletimer$.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 multiple records to your [Pipedream Data Store](https://pipedream.com/data-stores/).
Version:0.0.5
Key:data_stores-add-update-multiple-records

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-multiple-records",
  name: "Add or update multiple records",
  description: "Add or update multiple records to your [Pipedream Data Store](https://pipedream.com/data-stores/).",
  version: "0.0.5",
  type: "action",
  props: {
    app,
    dataStore: {
      propDefinition: [
        app,
        "dataStore",
      ],
    },
    data: {
      label: "Data",
      type: "object",
      description: "Enter data you'd like to add as key-value pairs, or reference an object from a previous step using a custom expression (e.g., `{{steps.data.$return_value}}`). Note that any keys that are duplicated will get overwritten with the last value entered (so `[{jerry: \"constanza\", jerry: \"seinfeld\"}]` will get stored as `[{jerry: \"seinfeld\"}]`).",
    },
  },
  methods: {
    /**
     * Tries to convert a string to a JSON object or a primitive value.
     * @param {any} value Value to be converted
     * @returns The converted value
     */
    convertString(value) {
      // If type is already primitive non string, return it
      const primitives = [
        "boolean",
        "number",
      ];
      if (primitives.includes(typeof value)) {
        return value;
      }

      // Tries to convert string to possible other primitive types
      if (typeof value === "string") {
        // Convert boolean
        if (value.toLowerCase() === "true") {
          return true;
        }
        if (value.toLowerCase() === "false") {
          return false;
        }

        // Convert number
        if (!isNaN(value)) {
          return parseFloat(value);
        }
      }

      return this.app.evaluate(value);
    },
    /**
     * Add all the key-value pairs in the map object to be used in the data store
     * @param {*} data Data to be parsed
     * @param {Map} map Hashmap to be updated
     */
    populateHashMapOfData(data, map) {
      if (!Array.isArray(data) && typeof(data) === "object") {
        Object.keys(data).forEach((key) => map[key] = this.convertString(data[key]));
        return;
      }

      if (Array.isArray(data)) {
        for (const item of data) {
          this.populateHashMapOfData(item, map);
        }
      }
    },
    getHashMapOfData(data) {
      const map = {};
      this.populateHashMapOfData(data, map);
      return map;
    },
  },
  async run({ $ }) {
    if (typeof this.data === "string") {
      this.data = this.app.evaluate(this.data);
    }
    const map = this.getHashMapOfData(this.data);
    const keys = Object.keys(map);
    const promises = Object.keys(map).map((key) => this.dataStore.set(key, map[key]));
    await Promise.all(promises);
    if (keys.length === 0) {
      $.export("$summary", "No data was added to the data store.");
    } else {
      // eslint-disable-next-line multiline-ternary
      $.export("$summary", `Successfully added or updated ${keys.length} record${keys.length === 1 ? "" : "s"}`);
    }
    return map;
  },
};

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.

Datadataobject

Enter data you'd like to add as key-value pairs, or reference an object from a previous step using a custom expression (e.g., {{steps.data.$return_value}}). Note that any keys that are duplicated will get overwritten with the last value entered (so [{jerry: "constanza", jerry: "seinfeld"}] will get stored as [{jerry: "seinfeld"}]).

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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