Add Activity with Pipedrive API on New Scheduled Tasks from AWS API

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New Scheduled Tasks from the AWS API

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Add Activity with the Pipedrive API

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Getting Started#

This integration creates a workflow with a AWS 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 New Scheduled Tasks trigger
1. Connect your AWS account
2. Select a AWS Region
3. Optional- Configure Secret
Configure the Add Activity action
1. Connect your Pipedrive account
2. Configure Subject
3. Optional- Select a Done
4. Select a Type
5. Optional- Configure Due Date
6. Optional- Configure Due Time
7. Optional- Configure Duration
8. Optional- Select a User ID
9. Optional- Select a Deal ID
10. Optional- Select a Person ID
11. Optional- Select one or more Participants
12. Optional- Select a Organization ID
13. Optional- Configure Note
14. Optional- Configure Location
15. Optional- Configure Public Description
16. Optional- Configure Busy Flag
17. Optional- Select one or more Attendees
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 Scheduled Tasks on AWS

Description:Creates a Step Function State Machine to publish a message to an SNS topic at a specific timestamp. The SNS topic delivers the message to this Pipedream source, and the source emits it as a new event.

Version:0.4.2

Key:aws-new-scheduled-tasks

View on GitHub

AWS Overview#

The AWS API unlocks endless possibilities for automation with Pipedream. With this powerful combo, you can manage your AWS services and resources, automate deployment workflows, process data, and react to events across your AWS infrastructure. Pipedream offers a serverless platform for creating workflows triggered by various events that can execute AWS SDK functions, making it an efficient tool to integrate, automate, and orchestrate tasks across AWS services and other apps.

Trigger Code#

import base from "../common/scheduled.mjs";
import { toSingleLineString } from "../../common/utils.mjs";

export default {
  ...base,
  key: "aws-new-scheduled-tasks",
  name: "New Scheduled Tasks",
  description: toSingleLineString(`
    Creates a Step Function State Machine to publish a message
    to an SNS topic at a specific timestamp. The SNS topic delivers
    the message to this Pipedream source, and the source emits it as a new event.
  `),
  version: "0.4.2",
  type: "source",
  dedupe: "unique", // Dedupe on SNS message ID
  methods: {
    ...base.methods,
    getStateMachineDefinition() {
      const { PD_COMPONENT: componentId } = process.env;
      const topicArn = this.getTopicArn();
      return {
        Comment: `Task Scheduler for Pipedream component ${componentId}`,
        StartAt: "Wait",
        States: {
          Wait: {
            Comment: "Wait until specified timestamp",
            Type: "Wait",
            TimestampPath: "$.timestamp",
            Next: "SendMessageToSNS",
          },
          SendMessageToSNS: {
            Type: "Task",
            Resource: "arn:aws:states:::sns:publish",
            Parameters: {
              "TopicArn": topicArn,
              "Message.$": "$",
            },
            End: true,
          },
        },
      };
    },
    getStateMachinePermissions() {
      const topicArn = this.getTopicArn();
      const document = {
        Version: "2012-10-17",
        Statement: [
          {
            Effect: "Allow",
            Action: [
              "sns:Publish",
            ],
            Resource: [
              topicArn,
            ],
          },
        ],
      };
      const name = "publish-messages-to-pipedream-sns-topic";
      return {
        document,
        name,
      };
    },
  },
};

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
AWS	`aws`	`app`	This component uses the AWS app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
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.
AWS Region	`region`	`string`	Select a value from the drop down menu.
Secret	`secret`	`string`	Optional but recommended: if you enter a secret here, you must pass this value in the `secret` parameter of each HTTP POST request

Trigger Authentication#

AWS uses API keys for authentication. When you connect your AWS account, Pipedream securely stores the keys so you can easily authenticate to AWS APIs in both code and no-code steps.

Follow the AWS Instructions for creating an IAM user with an associated access and secret key.

As a best practice, attach the minimum set of IAM permissions necessary to perform the specific task in Pipedream. If your workflow only needs to perform a single API call, you should create a user and associate an IAM group / policy with permission to do only that task. You can create as many linked AWS accounts in Pipedream as you'd like.

Enter your access and secret key below.

About AWS#

Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.

Action#

Add Activity on Pipedrive

Description: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](https://developers.pipedrive.com/docs/api/v1/#!/Activities). For info on [adding an activity in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Activities#addActivity)

Version:0.1.5

Key:pipedrive-add-activity

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 constants from "../../common/constants.mjs";
import utils from "../../common/utils.mjs";
import pipedriveApp from "../../pipedrive.app.mjs";

export default {
  key: "pipedrive-add-activity",
  name: "Add Activity",
  description: "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](https://developers.pipedrive.com/docs/api/v1/#!/Activities). For info on [adding an activity in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Activities#addActivity)",
  version: "0.1.5",
  type: "action",
  props: {
    pipedriveApp,
    subject: {
      type: "string",
      label: "Subject",
      description: "Subject of the activity",
    },
    done: {
      type: "string",
      label: "Done",
      description: "Whether the activity is done or not. 0 = Not done, 1 = Done",
      optional: true,
      options: [
        {
          label: "Not done",
          value: "0",
        },
        {
          label: "Done",
          value: "1",
        },
      ],
    },
    type: {
      type: "string",
      label: "Type",
      description: "Type of the activity. This is in correlation with the `key_string` parameter of ActivityTypes.",
      async options() {
        const { data: activityTypes } = await this.pipedriveApp.getActivityTypes();
        return activityTypes.map(({
          key_string: value, name,
        }) => ({
          label: name,
          value,
        }));
      },
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Due date of the activity. Format: `YYYY-MM-DD`",
      optional: true,
    },
    dueTime: {
      type: "string",
      label: "Due Time",
      description: "Due time of the activity in UTC. Format: `HH:MM`",
      optional: true,
    },
    duration: {
      type: "string",
      label: "Duration",
      description: "Duration of the activity. Format: `HH:MM`",
      optional: true,
    },
    userId: {
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
      description: "ID of the user whom the activity will be assigned to. If omitted, the activity will be assigned to the authorized user.",
    },
    dealId: {
      propDefinition: [
        pipedriveApp,
        "dealId",
      ],
    },
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
      description: "ID of the person this activity will be associated with",
    },
    participants: {
      type: "string[]",
      label: "Participants",
      description: "List of multiple persons (participants) this activity will be associated with. If omitted, single participant from `person_id` field is used. It requires a structure as follows: `[{\"person_id\":1,\"primary_flag\":true}]`",
      optional: true,
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
      description: "ID of the organization this activity will be associated with",
    },
    note: {
      type: "string",
      label: "Note",
      description: "Note of the activity (HTML format)",
      optional: true,
    },
    location: {
      type: "string",
      label: "Location",
      description: "The address of the activity. Pipedrive will automatically check if the location matches a geo-location on Google maps.",
      optional: true,
    },
    publicDescription: {
      type: "string",
      label: "Public Description",
      description: "Additional details about the activity that will be synced to your external calendar. Unlike the note added to the activity, the description will be publicly visible to any guests added to the activity.",
      optional: true,
    },
    busyFlag: {
      type: "boolean",
      label: "Busy Flag",
      description: "Set the activity as 'Busy' or 'Free'. If the flag is set to true, your customers will not be able to book that time slot through any Scheduler links",
      optional: true,
    },
    attendees: {
      type: "string[]",
      label: "Attendees",
      description: "Attendees of the activity. This can be either your existing Pipedrive contacts or an external email address. It requires a structure as follows: `[{\"email_address\":\"mail@example.org\"}]` or `[{\"person_id\":1, \"email_address\":\"mail@example.org\"}]`",
      optional: true,
      async options({ prevContext }) {
        const {
          moreItemsInCollection,
          start,
        } = prevContext;

        if (moreItemsInCollection === false) {
          return [];
        }

        const {
          data: persons,
          additional_data: additionalData,
        } = await this.pipedriveApp.getPersons({
          start,
          limit: constants.DEFAULT_PAGE_LIMIT,
        });

        const options =
          persons?.flatMap(({
            name, email,
          }) => email?.map(({ value }) => ({
            label: name,
            value,
          })).filter((option) => option?.value));

        return {
          options,
          context: {
            moreItemsInCollection: additionalData.pagination.more_items_in_collection,
            start: additionalData.pagination.next_start,
          },
        };
      },
    },
  },
  async run({ $ }) {
    const {
      subject,
      type,
      dueDate,
      dueTime,
      duration,
      userId,
      dealId,
      personId,
      organizationId,
      note,
      location,
      publicDescription,
      busyFlag,
    } = this;

    const participants = utils.parseOrUndefined(this.participants);
    const attendees = utils.parseOrUndefined(this.attendees);
    const done = utils.parseOrUndefined(this.done);

    try {
      const resp =
        await this.pipedriveApp.addActivity({
          subject,
          done,
          type,
          due_date: dueDate,
          due_time: dueTime,
          duration,
          user_id: userId,
          deal_id: dealId,
          person_id: personId,
          participants: participants?.map((value, idx) => ({
            person_id: value,
            primary_flag: !idx,
          })),
          org_id: organizationId,
          note,
          location,
          public_description: publicDescription,
          busy_flag: busyFlag,
          attendees: attendees?.map((value) => ({
            email_address: value,
          })),
        });

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

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

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.
Subject	`subject`	`string`	Subject of the activity
Done	`done`	`string`	Select a value from the drop down menu:`{ "label": "Not done", "value": "0" }{ "label": "Done", "value": "1" }`
Type	`type`	`string`	Select a value from the drop down menu.
Due Date	`dueDate`	`string`	Due date of the activity. Format: `YYYY-MM-DD`
Due Time	`dueTime`	`string`	Due time of the activity in UTC. Format: `HH:MM`
Duration	`duration`	`string`	Duration of the activity. Format: `HH:MM`
User ID	`userId`	`integer`	Select a value from the drop down menu.
Deal ID	`dealId`	`string`	Select a value from the drop down menu.
Person ID	`personId`	`integer`	Select a value from the drop down menu.
Participants	`participants`	`string[]`	Select a value from the drop down menu.
Organization ID	`organizationId`	`integer`	Select a value from the drop down menu.
Note	`note`	`string`	Note of the activity (HTML format)
Location	`location`	`string`	The address of the activity. Pipedrive will automatically check if the location matches a geo-location on Google maps.
Public Description	`publicDescription`	`string`	Additional details about the activity that will be synced to your external calendar. Unlike the note added to the activity, the description will be publicly visible to any guests added to the activity.
Busy Flag	`busyFlag`	`boolean`	Set the activity as 'Busy' or 'Free'. If the flag is set to true, your customers will not be able to book that time slot through any Scheduler links
Attendees	`attendees`	`string[]`	Select a value from the drop down menu.

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 + AWS#

Other Popular Integrations#

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Pipedream makes it easy to connect APIs for Pipedrive, AWS and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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