← Pipedrive + Google Sheets integrations

Add Single Row with Google Sheets API on New Deal from Pipedrive API

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New Deal from the Pipedrive API
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Add Single Row with the Google Sheets API
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Getting Started

This integration creates a workflow with a Pipedrive trigger and Google Sheets 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 Single Row action
    1. Connect your Google Sheets account
    2. Optional- Select a Drive
    3. Select a Spreadsheet
    4. Select one or more Worksheet(s)
    5. Configure Does the first row of the sheet have headers?
  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:Emit new event when a new deal is created.
Version:0.0.5
Key:pipedrive-new-deal

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 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.
LabelPropTypeDescription
PipedriveappappThis component uses the Pipedrive app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling scheduletimer$.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

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

Description:Add a single row of data to Google Sheets. [See the documentation](https://developers.google.com/sheets/api/reference/rest/v4/spreadsheets.values/append)
Version:2.1.11
Key:google_sheets-add-single-row

Google Sheets Overview

The Google Sheets API allows for the creation, reading, updating, and deletion of data within Google Sheets, enabling a robust platform for spreadsheet management and data manipulation. Through Pipedream, you can craft serverless workflows that respond to various triggers, such as webhook events, emails, or scheduled times, to interact with Google Sheets. This synergy can automate reporting, synchronize data across applications, manage inventory, track leads in a CRM, or even conduct survey analysis by updating and retrieving sheet data on the fly.

Action Code

import common from "../common/worksheet.mjs";
import { ConfigurationError } from "@pipedream/platform";
import { parseArray } from "../../common/utils.mjs";
import { isDynamicExpression } from "../common/worksheet.mjs";

const { googleSheets } = common.props;

export default {
  ...common,
  key: "google_sheets-add-single-row",
  name: "Add Single Row",
  description: "Add a single row of data to Google Sheets. [See the documentation](https://developers.google.com/sheets/api/reference/rest/v4/spreadsheets.values/append)",
  version: "2.1.11",
  type: "action",
  props: {
    googleSheets,
    drive: {
      propDefinition: [
        googleSheets,
        "watchedDrive",
      ],
    },
    sheetId: {
      propDefinition: [
        googleSheets,
        "sheetID",
        (c) => ({
          driveId: googleSheets.methods.getDriveId(c.drive),
        }),
      ],
      reloadProps: true,
    },
    worksheetId: {
      propDefinition: [
        googleSheets,
        "worksheetIDs",
        (c) => ({
          sheetId: c.sheetId?.value || c.sheetId,
        }),
      ],
      description: "Select a worksheet or enter a custom expression. When referencing a spreadsheet dynamically, you must provide a custom expression for the worksheet.",
      async options({ sheetId }) {
        // If sheetId is a dynamic reference, don't load options
        if (isDynamicExpression(sheetId)) {
          return [];
        }

        // Otherwise, call the original options function with the correct context
        const origOptions = googleSheets.propDefinitions.worksheetIDs.options;
        return origOptions.call(this, {
          sheetId,
        });
      },
      reloadProps: true,
    },
    hasHeaders: common.props.hasHeaders,
  },
  async additionalProps() {
    const {
      sheetId,
      worksheetId,
      hasHeaders,
    } = this;

    // If using dynamic expressions for either sheetId or worksheetId, return only array input
    if (isDynamicExpression(sheetId) || isDynamicExpression(worksheetId)) {
      return {
        myColumnData: {
          type: "string[]",
          label: "Values",
          description: "Provide a value for each cell of the row. Google Sheets accepts strings, numbers and boolean values for each cell. To set a cell to an empty value, pass an empty string.",
        },
      };
    }

    const props = {};
    if (hasHeaders) {
      try {
        const worksheet = await this.getWorksheetById(sheetId, worksheetId);
        const { values } = await this.googleSheets.getSpreadsheetValues(sheetId, `${worksheet?.properties?.title}!1:1`);

        if (!values?.[0]?.length) {
          throw new ConfigurationError("Could not find a header row. Please either add headers and click \"Refresh fields\" or set 'Does the first row of the sheet have headers?' to false.");
        }

        for (let i = 0; i < values[0]?.length; i++) {
          props[`col_${i.toString().padStart(4, "0")}`] = {
            type: "string",
            label: values[0][i],
            optional: true,
          };
        }
        props.allColumns = {
          type: "string",
          hidden: true,
          default: JSON.stringify(values),
        };
      } catch (err) {
        console.error("Error fetching headers:", err);
        // Fallback to basic column input if headers can't be fetched
        return {
          headerError: {
            type: "string",
            label: "Header Fetch Error",
            description: `Unable to fetch headers: ${err.message}. Using simple column input instead.`,
            optional: true,
            hidden: true,
          },
          myColumnData: {
            type: "string[]",
            label: "Values",
            description: "Provide a value for each cell of the row. Google Sheets accepts strings, numbers and boolean values for each cell. To set a cell to an empty value, pass an empty string.",
          },
        };
      }
    } else {
      props.myColumnData = {
        type: "string[]",
        label: "Values",
        description: "Provide a value for each cell of the row. Google Sheets accepts strings, numbers and boolean values for each cell. To set a cell to an empty value, pass an empty string.",
      };
    }
    return props;
  },
  async run({ $ }) {
    const {
      sheetId,
      worksheetId,
    } = this;

    const { name: sheetName } = await this.googleSheets.getFile(sheetId, {
      fields: "name",
    });

    const worksheet = await this.getWorksheetById(sheetId, worksheetId);

    let cells;
    if (this.hasHeaders
      && !isDynamicExpression(sheetId)
      && !isDynamicExpression(worksheetId)
      && this.allColumns
    ) {
      const rows = JSON.parse(this.allColumns);
      const [
        headers,
      ] = rows;
      cells = headers
        .map((_, i) => `col_${i.toString().padStart(4, "0")}`)
        .map((column) => this[column] ?? "");
    } else {
      // For dynamic references or no headers, use the array input
      cells = this.googleSheets.sanitizedArray(this.myColumnData);
    }

    // Validate input
    if (!cells || !cells.length) {
      throw new ConfigurationError("Please enter an array of elements in `Cells / Column Values`.");
    }
    cells = parseArray(cells);
    if (!cells) {
      throw new ConfigurationError("Cell / Column data is not an array. Please enter an array of elements in `Cells / Column Values`.");
    } else if (Array.isArray(cells[0])) {
      throw new ConfigurationError("Cell / Column data is a multi-dimensional array. A one-dimensional is expected. If you're trying to send multiple rows to Google Sheets, search for the action to add multiple rows to Sheets.");
    }

    const {
      arr: sanitizedCells,
      convertedIndexes,
    } = this.googleSheets.arrayValuesToString(cells);

    const data = await this.googleSheets.addRowsToSheet({
      spreadsheetId: sheetId,
      range: worksheet?.properties?.title,
      rows: [
        sanitizedCells,
      ],
    });

    let summary = `Added 1 row to [${sheetName || sheetId} (${data.updatedRange})](https://docs.google.com/spreadsheets/d/${sheetId}).`;
    if (convertedIndexes.length > 0) {
      summary += " We detected something other than a string/number/boolean in at least one of the fields and automatically converted it to a string.";
    }
    $.export("$summary", summary);

    return data;
  },
};

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
Google SheetsgoogleSheetsappThis component uses the Google Sheets app.
DrivedrivestringSelect a value from the drop down menu.
SpreadsheetsheetIdstringSelect a value from the drop down menu.
Worksheet(s)worksheetIdstring[]Select a value from the drop down menu.
Does the first row of the sheet have headers?hasHeadersboolean

If the first row of your document has headers, we'll retrieve them to make it easy to enter the value for each column. Note: When using a dynamic reference for the worksheet ID (e.g. {{steps.foo.$return_value}}), this setting is ignored.

Action Authentication

Google Sheets uses OAuth authentication. When you connect your Google Sheets account, Pipedream will open a popup window where you can sign into Google Sheets and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Google Sheets API.

Pipedream requests the following authorization scopes when you connect your account:

emailprofilehttps://www.googleapis.com/auth/drive

About Google Sheets

Use Google Sheets to create and edit online spreadsheets. Get insights together with secure sharing in real-time and from any device.

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