Create Table Record with ServiceNow API on Updated Deal from Pipedrive API

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Updated Deal from the Pipedrive API

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Create Table Record with the ServiceNow API

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Getting Started#

This integration creates a workflow with a Pipedrive trigger and ServiceNow action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Updated Deal trigger
1. Connect your Pipedrive account
2. Configure Polling schedule
Configure the Create Table Record action
1. Connect your ServiceNow account
2. Configure table_name
3. Configure table_record
4. Optional- Select a api_version
5. Optional- Select a request_format
6. Optional- Select a response_format
7. Optional- Configure x_no_response_body
8. Optional- Select a sysparm_display_value
9. Optional- Configure sysparm_exclude_reference_link
10. Optional- Configure sysparm_fields
11. Optional- Configure sysparm_input_display_value
12. Optional- Select a sysparm_view
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#

Updated Deal on Pipedrive

Description:Emit new event when a deal is updated.

Version:0.0.5

Key:pipedrive-updated-deal

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.

Trigger Code#

import constants from "../../common/constants.mjs";
import common from "../common/base.mjs";

export default {
  ...common,
  key: "pipedrive-updated-deal",
  name: "Updated Deal",
  description: "Emit new event when a deal is updated.",
  version: "0.0.5",
  type: "source",
  dedupe: "greatest",
  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.UPDATE_TIME;
    },
    getEventObject() {
      return constants.EVENT_OBJECT.DEAL;
    },
    getEventAction() {
      return constants.EVENT_ACTION.UPDATED;
    },
    getMetaId(resource) {
      return this.getTimestamp(resource);
    },
    getTimestamp(resource) {
      return Date.parse(resource.update_time);
    },
    getFilterArgs({
      fieldId, value = "3_months_ago",
    } = {}) {
      return {
        type: constants.FILTER_TYPE.DEALS,
        name: "Pipedream: Deals updated 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.

Label	Prop	Type	Description
Pipedrive	`app`	`app`	This component uses the Pipedrive app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.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#

Create Table Record on ServiceNow

Description:Inserts one record in the specified table.

Version:0.1.1

Key:servicenow-create-table-record

View on GitHub

ServiceNow Overview#

The ServiceNow API enables developers to tap into the robust capabilities of ServiceNow's IT service management platform. With the API, you can create, read, update, and delete records, manage workflows, and integrate with other services. By leveraging these capabilities, you can automate routine tasks, sync data across multiple platforms, and enhance operational efficiencies.

Action Code#

// legacy_hash_id: a_k6irW7
import { axios } from "@pipedream/platform";

export default {
  key: "servicenow-create-table-record",
  name: "Create Table Record",
  description: "Inserts one record in the specified table.",
  version: "0.1.1",
  type: "action",
  props: {
    servicenow: {
      type: "app",
      app: "servicenow",
    },
    table_name: {
      type: "string",
      description: "The name of the table where the record will be created.",
    },
    table_record: {
      type: "object",
      description: "The table record object. Use name-value pairs for each field of the record.",
    },
    api_version: {
      type: "string",
      description: "API version number. Version numbers identify the endpoint version that a URI accesses. By specifying a version number in your URIs, you can ensure that future updates to the REST API do not negatively impact your integration. Use `lastest` to use the latest REST endpoint for your instance version.",
      optional: true,
      options: [
        "lastest",
        "v1",
        "v2",
      ],
    },
    request_format: {
      type: "string",
      description: "Format of REST request body",
      optional: true,
      options: [
        "application/json",
        "application/xml",
      ],
    },
    response_format: {
      type: "string",
      description: "Format of REST response body.",
      optional: true,
      options: [
        "application/json",
        "application/xml",
      ],
    },
    x_no_response_body: {
      type: "boolean",
      description: "By default, responses include body content detailing the modified record. Set this request header to true to suppress the response body.",
      optional: true,
    },
    sysparm_display_value: {
      type: "string",
      description: "Return field display values (true), actual values (false), or both (all) (default: false).",
      optional: true,
      options: [
        "true",
        "false",
        "all",
      ],
    },
    sysparm_exclude_reference_link: {
      type: "boolean",
      description: "Flag that indicates whether to exclude Table API links for reference fields.\n* `true`: Exclude Table API links for reference fields.\n* `false`: Include Table API links for reference fields.",
      optional: true,
    },
    sysparm_fields: {
      type: "string",
      description: "A comma-separated list of fields to return in the response.",
      optional: true,
    },
    sysparm_input_display_value: {
      type: "boolean",
      description: "Flag that indicates whether to set field values using the display value or the actual value.\n* `true`: Treats input values as display values and they are manipulated so they can be stored properly in the database.\n* `false`: Treats input values as actual values and stored them in the database without manipulation.",
      optional: true,
    },
    sysparm_view: {
      type: "string",
      description: "Render the response according to the specified UI view (overridden by sysparm_fields).",
      optional: true,
      options: [
        "desktop",
        "mobile",
        "both",
      ],
    },
  },
  async run({ $ }) {
  // See the API docs: https://docs.servicenow.com/bundle/paris-application-development/page/integrate/inbound-rest/concept/c_TableAPI.html#table-POST

    if (!this.table_name || !this.table_record) {
      throw new Error("Must provide table_name, and table_record parameters.");
    }

    var apiVersion = "";
    if (this.api_version == "v1" || this.api_version == "v2") {
      apiVersion = this.api_version + "/";
    }

    return await axios($, {
      method: "post",
      url: `https://${this.servicenow.$auth.instance_name}.service-now.com/api/now/${apiVersion}table/${this.table_name}`,
      headers: {
        "Authorization": `Bearer ${this.servicenow.$auth.oauth_access_token}`,
        "Accept": this.request_format || "application/json",
        "Content-Type": this.response_format || "application/json",
        "X-no-response-body": this.x_no_response_body,
      },
      params: {
        sysparm_display_value: this.sysparm_display_value,
        sysparm_exclude_reference_link: this.sysparm_exclude_reference_link,
        sysparm_fields: this.sysparm_fields,
        sysparm_input_display_value: this.sysparm_input_display_value,
        sysparm_view: this.sysparm_view,
      },
      data: this.table_record,
    });
  },
};

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
ServiceNow	`servicenow`	`app`	This component uses the ServiceNow app.
table_name	`table_name`	`string`	The name of the table where the record will be created.
table_record	`table_record`	`object`	The table record object. Use name-value pairs for each field of the record.
api_version	`api_version`	`string`	Select a value from the drop down menu:`lastestv1v2`
request_format	`request_format`	`string`	Select a value from the drop down menu:`application/jsonapplication/xml`
response_format	`response_format`	`string`	Select a value from the drop down menu:`application/jsonapplication/xml`
x_no_response_body	`x_no_response_body`	`boolean`	By default, responses include body content detailing the modified record. Set this request header to true to suppress the response body.
sysparm_display_value	`sysparm_display_value`	`string`	Select a value from the drop down menu:`truefalseall`
sysparm_exclude_reference_link	`sysparm_exclude_reference_link`	`boolean`	Flag that indicates whether to exclude Table API links for reference fields. `true`: Exclude Table API links for reference fields. `false`: Include Table API links for reference fields.
sysparm_fields	`sysparm_fields`	`string`	A comma-separated list of fields to return in the response.
sysparm_input_display_value	`sysparm_input_display_value`	`boolean`	Flag that indicates whether to set field values using the display value or the actual value. `true`: Treats input values as display values and they are manipulated so they can be stored properly in the database. `false`: Treats input values as actual values and stored them in the database without manipulation.
sysparm_view	`sysparm_view`	`string`	Select a value from the drop down menu:`desktopmobileboth`

Action Authentication#

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

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

About ServiceNow#

The smarter way to workflow

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Popular Triggers#

New Deal from the Pipedrive API

Emit new event when a new deal is created.

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New Person from the Pipedrive API

Emit new event when a new person is created.

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Updated Deal from the Pipedrive API

Emit new event when a deal is updated.

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Updated Person from the Pipedrive API

Emit new event when a person is updated.

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Popular Actions#

Add Activity with the Pipedrive API

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. For info on adding an activity in Pipedrive

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Add Deal with the Pipedrive API

Adds a new deal. See the Pipedrive API docs for Deals here

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Add Note with the Pipedrive API

Adds a new note. For info on adding an note in Pipedrive

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Add Organization with the Pipedrive API

Adds a new organization. See the Pipedrive API docs for Organizations here

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Add Person with the Pipedrive API

Adds a new person. See the Pipedrive API docs for People here