← Schedule + Pipedrive integrations

Add Organization with Pipedrive API on Custom Interval from Schedule API

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Trigger workflow on
Custom Interval from the Schedule API
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Add Organization with the Pipedrive API
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Getting Started

This integration creates a workflow with a Schedule trigger and Pipedrive 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 Custom Interval trigger
    1. Connect your Schedule account
    2. Configure Cron Schedule
  3. Configure the Add Organization action
    1. Connect your Pipedrive account
    2. Configure Name
    3. Optional- Select a Owner ID
    4. Optional- Select a Visible To
    5. Optional- Configure Add Time
  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:Trigger your workflow every N hours, minutes or seconds.
Version:0.0.2
Key:schedule-custom-interval

Schedule Overview

With Schedule - A trigger provided by Pipedream - You can easily build
automated workflows that run on regular times or intervals. Some examples of
things that you can build using the Schedule API include:

  • Automated data retrieval from a third-party service, like pulling stats from
    your Salesforce account on a set schedule.
  • Uploading new data sets to a database with a predetermined interval.
  • Automatic emails to customers or leads at a certain time of the day.
  • Automating data analysis based on a set schedule.
  • Automatically optimizing social media postings according to a specified
    timeline.
  • Updating webpages at a certain interval with newly available content.
  • Re-running reports on a periodic basis.
  • Refreshing a cache of data at a given frequency.

Trigger Code

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

export default {
  name: "Custom Interval",
  version: "0.0.2",
  key: "schedule-custom-interval",
  type: "source",
  description: "Trigger your workflow every N hours, minutes or seconds.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
    },
  },
};

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
SchedulescheduleappThis component uses the Schedule app.
Cron Schedulecron$.interface.timer

Enter a cron expression

Trigger Authentication

The Schedule API does not require authentication.

About Schedule

Trigger workflows on an interval or cron schedule.

Action

Description:Adds a new organization. See the Pipedrive API docs for Organizations [here](https://developers.pipedrive.com/docs/api/v1/Organizations#addOrganization)
Version:0.1.5
Key:pipedrive-add-organization

Action Code

import pipedriveApp from "../../pipedrive.app.mjs";

export default {
  key: "pipedrive-add-organization",
  name: "Add Organization",
  description: "Adds a new organization. See the Pipedrive API docs for Organizations [here](https://developers.pipedrive.com/docs/api/v1/Organizations#addOrganization)",
  version: "0.1.5",
  type: "action",
  props: {
    pipedriveApp,
    name: {
      type: "string",
      label: "Name",
      description: "Organization name",
    },
    ownerId: {
      label: "Owner ID",
      description: "ID of the user who will be marked as the owner of this organization. When omitted, the authorized user ID will be used.",
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
    },
    visibleTo: {
      propDefinition: [
        pipedriveApp,
        "visibleTo",
      ],
      description: "Visibility of the organization. If omitted, visibility will be set to the default visibility setting of this item type for the authorized user.",
    },
    addTime: {
      propDefinition: [
        pipedriveApp,
        "addTime",
      ],
      description: "Optional creation date & time of the organization in UTC. Requires admin user API token. Format: `YYYY-MM-DD HH:MM:SS`",
    },
  },
  async run({ $ }) {
    const {
      name,
      ownerId,
      visibleTo,
      addTime,
    } = this;

    try {
      const resp =
        await this.pipedriveApp.addOrganization({
          name,
          owner_id: ownerId,
          visible_to: visibleTo,
          add_time: addTime,
        });

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

      return resp;
    } catch (error) {
      console.error(error.context?.body || error);
      throw error.context?.body?.error || "Failed to add organization";
    }
  },
};

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
PipedrivepipedriveAppappThis component uses the Pipedrive app.
Namenamestring

Organization name

Owner IDownerIdintegerSelect a value from the drop down menu.
Visible TovisibleTostringSelect a value from the drop down menu:{ "label": "Owner & followers (private)", "value": "1" }{ "label": "Entire company (shared)", "value": "3" }
Add TimeaddTimestring

Optional creation date & time of the organization in UTC. Requires admin user API token. Format: YYYY-MM-DD HH:MM:SS

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

Sales CRM & Pipeline Management Software

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