Add Person 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 Person 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.

Select this integration
Configure the Custom Interval trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Add Person action
1. Connect your Pipedrive account
2. Configure Name
3. Optional- Select a Owner ID
4. Optional- Select a Organization ID
5. Optional- Configure Emails
6. Optional- Configure Phones
7. Optional- Select a Visible To
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#

Custom Interval on Schedule

Description:Trigger your workflow every N hours, minutes or seconds.

Version:0.0.2

Key:schedule-custom-interval

View on GitHub

Schedule Overview#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

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.

Label	Prop	Type	Description
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.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#

Add Person on Pipedrive

Description:Adds a new person. See the Pipedrive API docs for People [here](https://developers.pipedrive.com/docs/api/v1/Persons#addPerson)

Version:0.1.7

Key:pipedrive-add-person

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.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import { parseObject } from "../../common/utils.mjs";
import pipedriveApp from "../../pipedrive.app.mjs";

export default {
  key: "pipedrive-add-person",
  name: "Add Person",
  description: "Adds a new person. See the Pipedrive API docs for People [here](https://developers.pipedrive.com/docs/api/v1/Persons#addPerson)",
  version: "0.1.7",
  type: "action",
  props: {
    pipedriveApp,
    name: {
      type: "string",
      label: "Name",
      description: "Person name",
    },
    ownerId: {
      label: "Owner ID",
      description: "ID of the user who will be marked as the owner of this person. When omitted, the authorized user ID will be used.",
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
      description: "ID of the organization this person will belong to.",
    },
    emails: {
      type: "string[]",
      label: "Emails",
      description: "Email addresses (one or more) associated with the person, presented in the same manner as received by GET request of a person. **Example: {\"value\":\"email1@email.com\", \"primary\":true, \"label\":\"work\"}**",
      optional: true,
    },
    phones: {
      type: "string[]",
      label: "Phones",
      description: "Phone numbers (one or more) associated with the person, presented in the same manner as received by GET request of a person. **Example: {\"value\":\"12345\", \"primary\":true, \"label\":\"work\"}**",
      optional: true,
    },
    visibleTo: {
      propDefinition: [
        pipedriveApp,
        "visibleTo",
      ],
      description: "Visibility of the person. If omitted, visibility will be set to the default visibility setting of this item type for the authorized user.",
    },
  },
  async run({ $ }) {
    try {
      const resp =
        await this.pipedriveApp.addPerson({
          name: this.name,
          owner_id: this.ownerId,
          org_id: this.organizationId,
          emails: parseObject(this.emails),
          phones: parseObject(this.phones),
          visible_to: this.visibleTo,
        });

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

      return resp;

    } catch ({ error }) {
      throw new ConfigurationError(error);
    }
  },
};

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
Pipedrive	`pipedriveApp`	`app`	This component uses the Pipedrive app.
Name	`name`	`string`	Person name
Owner ID	`ownerId`	`integer`	Select a value from the drop down menu.
Organization ID	`organizationId`	`integer`	Select a value from the drop down menu.
Emails	`emails`	`string[]`	Email addresses (one or more) associated with the person, presented in the same manner as received by GET request of a person. Example: {"value":"email1@email.com", "primary":true, "label":"work"}
Phones	`phones`	`string[]`	Phone numbers (one or more) associated with the person, presented in the same manner as received by GET request of a person. Example: {"value":"12345", "primary":true, "label":"work"}
Visible To	`visibleTo`	`integer`	Select a value from the drop down menu:`{ "label": "Owner & followers (private)", "value": 1 }{ "label": "Entire company (shared)", "value": 3 }`

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#

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

More Ways to Connect Pipedrive + Schedule#

Other Popular Integrations#

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Add Person with Pipedrive API on Custom Interval from Schedule API

Pipedream makes it easy to connect APIs for Pipedrive, Schedule and 2,500+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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