Create Thread with Plain API on Deal Updated (Instant) from Pipedrive API

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Deal Updated (Instant) from the Pipedrive API

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Create Thread with the Plain API

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Getting Started#

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

Select this integration
Configure the Deal Updated (Instant) trigger
1. Connect your Pipedrive account
Configure the Create Thread action
1. Connect your Plain account
2. Select a Customer ID
3. Configure Title
4. Configure Text
5. Optional- Select one or more Label Type IDs
6. Optional- Select a Assignee ID
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#

Deal Updated (Instant) on Pipedrive

Description:Emit new event when a deal is updated.

Version:0.1.5

Key:pipedrive-updated-deal-instant

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 { parseData } from "../../common/utils.mjs"; import common from "../common/base.mjs"; import sampleEmit from "./test-event.mjs"; export default { ...common, key: "pipedrive-updated-deal-instant", name: "Deal Updated (Instant)", description: "Emit new event when a deal is updated.", version: "0.1.5", type: "source", dedupe: "unique", methods: { ...common.methods, getExtraData() { return { event_action: "change", event_object: "deal", }; }, getSummary(body) { return `Deal successfully updated: ${body.data.id}`; }, async parseData(body) { return await parseData({ fn: this.pipedrive.getDealCustomFields, body, }); }, }, sampleEmit, };

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	`pipedrive`	`app`	This component uses the Pipedrive app.
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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

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 Thread on Plain

Description:Creates a new thread with a given customer. [See the documentation](https://www.plain.com/docs/api-reference/graphql/threads/create)

Version:0.0.2

Key:plain-create-thread

View on GitHub

Plain Overview#

The Plain API provides functionality for automating customer support tasks, such as managing conversations, customers, and team inboxes. Within Pipedream, you can leverage these features to create custom workflows that respond to events from your app or external services, triggering actions in Plain. By integrating the Plain API with Pipedream, you can enhance customer support efficiency, streamline communication, and keep customer data synchronized across platforms.

Action Code#

import plain from "../../plain.app.mjs"; import mutations from "../../common/mutations.mjs"; export default { key: "plain-create-thread", name: "Create Thread", description: "Creates a new thread with a given customer. [See the documentation](https://www.plain.com/docs/api-reference/graphql/threads/create)", version: "0.0.2", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, type: "action", props: { plain, customerId: { propDefinition: [ plain, "customerId", ], }, title: { type: "string", label: "Title", description: "Title of the thread", }, text: { type: "string", label: "Text", description: "Text message to start the thread", }, labelTypeIds: { propDefinition: [ plain, "labelTypeIds", ], }, assigneeId: { propDefinition: [ plain, "userId", ], label: "Assignee ID", }, }, async run({ $ }) { const variables = { input: { title: this.title, customerIdentifier: { customerId: this.customerId, }, components: [ { componentText: { text: this.text, }, }, ], labelTypeIds: this.labelTypeIds, assignedTo: this.assigneeId ? { userId: this.assigneeId, } : undefined, }, }; const { data } = await this.plain.post({ $, data: { query: mutations.createThread, variables, }, }); $.export("$summary", `Successfully created thread with ID ${data.createThread.thread.id}`); 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.

Label	Prop	Type	Description
Plain	`plain`	`app`	This component uses the Plain app.
Customer ID	`customerId`	`string`	Select a value from the drop down menu.
Title	`title`	`string`	Title of the thread
Text	`text`	`string`	Text message to start the thread
Label Type IDs	`labelTypeIds`	`string[]`	Select a value from the drop down menu.
Assignee ID	`assigneeId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

To get an API key, follow the following instructions: https://www.plain.com/docs/api-reference/graphql/authentication

About Plain#

Customer support for modern tools. Fast, flexible and extendable.

More Ways to Connect Plain + Pipedrive#

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Create Thread with Plain API on Deal Updated (Instant) from Pipedrive API

Pipedream makes it easy to connect APIs for Plain, Pipedrive and 2,800+ other apps remarkably fast.

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

Developers ♥ Pipedream

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