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@robinpath/pipedrive

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@robinpath/pipedrive - npm Package Compare versions

Comparing version
0.1.2
to
0.3.0
+6
dist/index.d.ts
import type { ModuleAdapter } from "@robinpath/core";
declare const PipedriveModule: ModuleAdapter;
export default PipedriveModule;
export { PipedriveModule };
export { PipedriveFunctions, PipedriveFunctionMetadata, PipedriveModuleMetadata, PipedriveCredentialTypes, configurePipedrive, } from "./pipedrive.js";
//# sourceMappingURL=index.d.ts.map
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import { PipedriveFunctions, PipedriveFunctionMetadata, PipedriveModuleMetadata, PipedriveCredentialTypes, configurePipedrive, } from "./pipedrive.js";
const PipedriveModule = {
name: "pipedrive",
functions: PipedriveFunctions,
functionMetadata: PipedriveFunctionMetadata,
moduleMetadata: PipedriveModuleMetadata,
credentialTypes: PipedriveCredentialTypes,
configure: configurePipedrive,
global: false,
};
export default PipedriveModule;
export { PipedriveModule };
export { PipedriveFunctions, PipedriveFunctionMetadata, PipedriveModuleMetadata, PipedriveCredentialTypes, configurePipedrive, } from "./pipedrive.js";
//# sourceMappingURL=index.js.map
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/**
* RobinPath Pipedrive Module (Node port)
*
* Pipedrive CRM integration via API v1 — deals and persons. Mirror of
* packages/php/pipedrive/src/index.php for the WordPress plugin; shares the
* same credential contract, metadata shape, and error taxonomy so the visual
* editor can render both identically.
*
* Pipedrive uses simple API token authentication, but every account lives at
* its own subdomain (`https://{company}.pipedrive.com`). The `pipedrive_api_key`
* credential therefore stores both the token and the company-domain slug.
*
* Authentication is passed as the `?api_token=` query parameter on every
* request — Pipedrive API v1 does not support a Bearer header. The module
* resolves the token + domain at call time from the credential vault via the
* injected ModuleHost.
*
* Credential type declared by this module:
* - pipedrive_api_key : { apiKey, companyDomain }
*/
import type { BuiltinHandler, CredentialTypeSchema, FunctionMetadata, ModuleHost, ModuleMetadata } from "@robinpath/core";
export declare function configurePipedrive(h: ModuleHost): void;
export declare const PipedriveFunctions: Record<string, BuiltinHandler>;
export declare const PipedriveCredentialTypes: CredentialTypeSchema[];
export declare const PipedriveFunctionMetadata: Record<string, FunctionMetadata>;
export declare const PipedriveModuleMetadata: ModuleMetadata;
//# sourceMappingURL=pipedrive.d.ts.map
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/**
* RobinPath Pipedrive Module (Node port)
*
* Pipedrive CRM integration via API v1 — deals and persons. Mirror of
* packages/php/pipedrive/src/index.php for the WordPress plugin; shares the
* same credential contract, metadata shape, and error taxonomy so the visual
* editor can render both identically.
*
* Pipedrive uses simple API token authentication, but every account lives at
* its own subdomain (`https://{company}.pipedrive.com`). The `pipedrive_api_key`
* credential therefore stores both the token and the company-domain slug.
*
* Authentication is passed as the `?api_token=` query parameter on every
* request — Pipedrive API v1 does not support a Bearer header. The module
* resolves the token + domain at call time from the credential vault via the
* injected ModuleHost.
*
* Credential type declared by this module:
* - pipedrive_api_key : { apiKey, companyDomain }
*/
// ── Module-local state (populated by configure hook) ────────────────────
const state = {};
function host() {
if (!state.host) {
throw new Error("Pipedrive module not initialized. Pass the adapter to rp.registerModule() via loadModule so its configure() hook runs first.");
}
return state.host;
}
export function configurePipedrive(h) {
state.host = h;
}
// ── Constants ──────────────────────────────────────────────────────────
const CREDENTIAL_TYPE = "pipedrive_api_key";
function errorReturn(error, code, extra = {}) {
return { error, code, ...extra };
}
// ── Credential resolver (mirrors PHP resolveCredential) ────────────────
async function resolveCredential(credentialSlug) {
if (!credentialSlug) {
return errorReturn("Credential slug is required.", "credential_not_found");
}
let fields;
try {
fields = await host().credentials.get(credentialSlug);
}
catch (e) {
return errorReturn(e instanceof Error ? e.message : String(e), "credential_not_found");
}
if (!fields) {
return errorReturn(`Credential '${credentialSlug}' not found.`, "credential_not_found");
}
const apiKey = String(fields.apiKey ?? "");
if (!apiKey) {
return errorReturn(`Credential '${credentialSlug}' has no \`apiKey\` field.`, "api_key_missing");
}
let domain = String(fields.companyDomain ?? "");
if (!domain) {
return errorReturn(`Credential '${credentialSlug}' has no \`companyDomain\` field.`, "company_domain_missing");
}
// Defensive: strip any accidental https:// or .pipedrive.com the user pasted.
domain = domain.replace(/^https?:\/\//, "");
domain = domain.replace(/\.pipedrive\.com.*$/, "");
domain = domain.replace(/^\/+|\/+$/g, "");
return { apiKey, domain };
}
// ── HTTP helper (normalized envelope, never throws for API errors) ─────
async function http(apiKey, domain, method, pathAndQuery, body) {
const baseUrl = `https://${domain}.pipedrive.com/api/v1/`;
let url = baseUrl + pathAndQuery.replace(/^\/+/, "");
const separator = url.indexOf("?") === -1 ? "?" : "&";
url += `${separator}api_token=${encodeURIComponent(apiKey)}`;
const headers = {
Accept: "application/json",
};
if (body !== undefined && body !== null) {
headers["Content-Type"] = "application/json";
}
const init = { method, headers };
if (body !== undefined && body !== null) {
init.body = JSON.stringify(body);
}
let response;
try {
response = await fetch(url, init);
}
catch (e) {
return errorReturn(e instanceof Error ? e.message : String(e), "transport");
}
const raw = await response.text();
if (response.status === 204 || raw === "") {
if (response.status >= 200 && response.status < 300) {
return { success: true };
}
}
let decoded;
try {
decoded = raw ? JSON.parse(raw) : null;
}
catch {
decoded = { raw: raw.slice(0, 500) };
}
if (response.status >= 200 && response.status < 300) {
if (decoded && typeof decoded === "object")
return decoded;
return { raw };
}
const decodedObj = decoded && typeof decoded === "object"
? decoded
: { raw: typeof raw === "string" ? raw.slice(0, 500) : "" };
let message = `Pipedrive returned HTTP ${response.status}.`;
if (typeof decodedObj.error === "string") {
message = decodedObj.error;
}
else if (typeof decodedObj.message === "string") {
message = decodedObj.message;
}
let code = "pipedrive_error";
if (response.status === 401)
code = "unauthorized";
else if (response.status === 404)
code = "not_found";
else if (response.status === 429)
code = "rate_limited";
return errorReturn(message, code, {
status: response.status,
pipedrive_error: decodedObj,
});
}
/**
* Shared caller — resolves the credential, invokes http(), passes through.
*/
async function call(cred, method, path, body) {
const resolved = await resolveCredential(cred);
if ("error" in resolved)
return resolved;
return http(resolved.apiKey, resolved.domain, method, path, body);
}
// ── Internal helpers ───────────────────────────────────────────────────
function isPlainObject(v) {
return !!v && typeof v === "object" && !Array.isArray(v);
}
/**
* Map our camelCase deal-option keys to Pipedrive's snake_case API fields.
* Unknown keys are passed through verbatim (use snake_case for those).
*/
function mapDealFields(opts) {
const map = {
value: "value",
currency: "currency",
personId: "person_id",
orgId: "org_id",
stageId: "stage_id",
pipelineId: "pipeline_id",
status: "status",
expectedCloseDate: "expected_close_date",
ownerId: "user_id",
visibleTo: "visible_to",
title: "title",
};
const out = {};
for (const [k, v] of Object.entries(opts)) {
if (k === "extras" && isPlainObject(v)) {
for (const [ek, ev] of Object.entries(v)) {
out[ek] = ev;
}
continue;
}
if (map[k] !== undefined) {
out[map[k]] = v;
}
else {
// Unknown keys (e.g. custom field hashes) pass through verbatim.
out[k] = v;
}
}
return out;
}
/**
* Map person-option keys to API fields. Email and phone are auto-wrapped
* into Pipedrive's `[{value, primary, label}, ...]` shape if a plain
* string or string-array is provided.
*/
function mapPersonFields(opts) {
const map = {
name: "name",
orgId: "org_id",
ownerId: "owner_id",
visibleTo: "visible_to",
label: "label",
};
const out = {};
for (const [k, v] of Object.entries(opts)) {
if (k === "extras" && isPlainObject(v)) {
for (const [ek, ev] of Object.entries(v)) {
out[ek] = ev;
}
continue;
}
if (k === "email" || k === "phone") {
out[k] = wrapContactValue(v);
continue;
}
if (map[k] !== undefined) {
out[map[k]] = v;
}
else {
out[k] = v;
}
}
return out;
}
/**
* Normalize a string, string[], or already-shaped array into Pipedrive's
* `[{value, primary, label}, ...]` format used for emails and phones.
*/
function wrapContactValue(value) {
if (typeof value === "string") {
return [{ value, primary: true, label: "work" }];
}
if (!Array.isArray(value)) {
if (isPlainObject(value) && "value" in value) {
return [value];
}
return [];
}
// Already in object shape (assoc array with `value`)?
const arr = value;
const out = [];
let first = true;
for (const entry of arr) {
if (typeof entry === "string") {
out.push({ value: entry, primary: first, label: "work" });
}
else if (isPlainObject(entry) && "value" in entry) {
out.push(entry);
}
first = false;
}
return out;
}
function buildQueryString(params) {
const keys = Object.keys(params);
if (keys.length === 0)
return "";
const sp = new URLSearchParams();
for (const k of keys)
sp.set(k, params[k]);
return sp.toString();
}
// ── Handlers: Deals ────────────────────────────────────────────────────
const createDeal = async (args) => {
const cred = String(args[0] ?? "");
const title = String(args[1] ?? "");
const opts = (isPlainObject(args[2]) ? args[2] : {});
if (!title) {
return { error: "`title` is required." };
}
const body = {
title,
...mapDealFields(opts),
};
return (await call(cred, "POST", "deals", body));
};
const updateDeal = async (args) => {
const cred = String(args[0] ?? "");
const id = Number(args[1] ?? 0) | 0;
const fields = (isPlainObject(args[2]) ? args[2] : {});
if (id <= 0) {
return { error: "`dealId` is required." };
}
if (Object.keys(fields).length === 0) {
return { error: "`fields` is required." };
}
return (await call(cred, "PUT", `deals/${id}`, mapDealFields(fields)));
};
const getDeal = async (args) => {
const cred = String(args[0] ?? "");
const id = Number(args[1] ?? 0) | 0;
if (id <= 0) {
return { error: "`dealId` is required." };
}
return (await call(cred, "GET", `deals/${id}`, null));
};
const listDeals = async (args) => {
const cred = String(args[0] ?? "");
const opts = (isPlainObject(args[1]) ? args[1] : {});
const query = {};
query.status = opts.status !== undefined ? String(opts.status) : "all_not_deleted";
if (opts.limit !== undefined) {
const n = Math.max(1, Math.min(500, Number(opts.limit) | 0));
query.limit = String(n);
}
if (opts.start !== undefined) {
const n = Math.max(0, Number(opts.start) | 0);
query.start = String(n);
}
if (opts.ownerId !== undefined) {
query.user_id = String(Number(opts.ownerId) | 0);
}
if (opts.filterId !== undefined) {
query.filter_id = String(Number(opts.filterId) | 0);
}
if (opts.sort !== undefined) {
query.sort = String(opts.sort);
}
const qs = buildQueryString(query);
const path = qs ? `deals?${qs}` : "deals";
return (await call(cred, "GET", path, null));
};
// ── Handlers: Persons ──────────────────────────────────────────────────
const createPerson = async (args) => {
const cred = String(args[0] ?? "");
const name = String(args[1] ?? "");
const opts = (isPlainObject(args[2]) ? args[2] : {});
if (!name) {
return { error: "`name` is required." };
}
const body = {
name,
...mapPersonFields(opts),
};
return (await call(cred, "POST", "persons", body));
};
const updatePerson = async (args) => {
const cred = String(args[0] ?? "");
const id = Number(args[1] ?? 0) | 0;
const fields = (isPlainObject(args[2]) ? args[2] : {});
if (id <= 0) {
return { error: "`personId` is required." };
}
if (Object.keys(fields).length === 0) {
return { error: "`fields` is required." };
}
return (await call(cred, "PUT", `persons/${id}`, mapPersonFields(fields)));
};
const getPerson = async (args) => {
const cred = String(args[0] ?? "");
const id = Number(args[1] ?? 0) | 0;
if (id <= 0) {
return { error: "`personId` is required." };
}
return (await call(cred, "GET", `persons/${id}`, null));
};
const searchPersons = async (args) => {
const cred = String(args[0] ?? "");
const term = String(args[1] ?? "");
const opts = (isPlainObject(args[2]) ? args[2] : {});
if (!term) {
return { error: "`term` is required." };
}
const query = { term };
if (opts.fields !== undefined) {
query.fields = String(opts.fields);
}
if (opts.exactMatch !== undefined) {
query.exact_match = opts.exactMatch ? "true" : "false";
}
if (opts.organizationId !== undefined) {
query.organization_id = String(Number(opts.organizationId) | 0);
}
if (opts.includeFields !== undefined) {
query.include_fields = String(opts.includeFields);
}
if (opts.limit !== undefined) {
const n = Math.max(1, Math.min(500, Number(opts.limit) | 0));
query.limit = String(n);
}
if (opts.start !== undefined) {
const n = Math.max(0, Number(opts.start) | 0);
query.start = String(n);
}
const qs = buildQueryString(query);
const path = qs ? `persons/search?${qs}` : "persons/search";
return (await call(cred, "GET", path, null));
};
// ── Exports: functions map ─────────────────────────────────────────────
export const PipedriveFunctions = {
// Deals.
createDeal,
updateDeal,
getDeal,
listDeals,
// Persons.
createPerson,
updatePerson,
getPerson,
searchPersons,
};
// ── Exports: credential types ──────────────────────────────────────────
export const PipedriveCredentialTypes = [
{
slug: CREDENTIAL_TYPE,
title: "Pipedrive API Key",
icon: "key",
fields: [
{
name: "apiKey",
title: "API Token",
type: "password",
required: true,
placeholder: "a1b2c3d4e5f6...",
description: "Personal API token from Pipedrive. Find it under Settings → Personal preferences → API in the Pipedrive web app. The token is scoped to the issuing user — actions performed via the API will appear in audit logs as that user.",
},
{
name: "companyDomain",
title: "Company Domain",
type: "text",
required: true,
placeholder: "your-company",
description: "The slug portion of your Pipedrive URL: if you log in at `https://acme.pipedrive.com`, this value is `acme`. Do NOT include `https://` or `.pipedrive.com`.",
pattern: "^[a-zA-Z0-9-]+$",
},
],
},
];
// ── Shared parameter metadata ──────────────────────────────────────────
const credentialParam = {
name: "credential",
title: "Credential",
description: "Slug of a saved `pipedrive_api_key` credential. Resolves to the API token and company-domain slug at call time.",
dataType: "string",
formInputType: "resource",
required: true,
allowExpression: true,
placeholder: "my_pipedrive",
resource: {
type: "credential",
listFn: "credential.list",
modes: ["list", "expression"],
searchable: true,
filter: { type: CREDENTIAL_TYPE },
},
};
const dealIdParam = {
name: "dealId",
title: "Deal ID",
description: "Numeric Pipedrive deal ID (visible in the URL when viewing a deal in the web app).",
dataType: "number",
formInputType: "number",
required: true,
allowExpression: true,
placeholder: "123",
};
const personIdParam = {
name: "personId",
title: "Person ID",
description: "Numeric Pipedrive person ID.",
dataType: "number",
formInputType: "number",
required: true,
allowExpression: true,
placeholder: "456",
};
const envelopeSchema = {
type: "object",
properties: {
success: { type: "boolean", description: "Pipedrive-side success flag." },
data: { type: "object", description: "Created or fetched record." },
additional_data: {
type: "object",
description: "Pagination cursor and other metadata.",
},
},
};
const listEnvelopeSchema = {
type: "object",
properties: {
success: { type: "boolean" },
data: { type: "array", description: "Array of records." },
additional_data: {
type: "object",
description: "`pagination: {start, limit, more_items_in_collection, next_start}`.",
},
},
};
const commonErrors = {
credential_not_found: "No credential with that slug exists in the vault.",
api_key_missing: "The credential exists but has no `apiKey` field.",
company_domain_missing: "The credential exists but has no `companyDomain` field.",
transport: "Network failure calling the Pipedrive API.",
pipedrive_error: "Pipedrive returned an error — see `pipedrive_error` for the parsed response body.",
rate_limited: "Hit Pipedrive rate limits (HTTP 429). Slow down or upgrade your plan.",
not_found: "No record with that ID exists.",
unauthorized: "API token invalid or revoked — regenerate it in Pipedrive Settings.",
};
// ── Exports: function metadata ─────────────────────────────────────────
export const PipedriveFunctionMetadata = {
// ===================== DEALS =====================
createDeal: {
title: "Create deal",
summary: "Open a new deal in the pipeline",
description: "Calls `POST /deals`. Only `title` is strictly required. Pipedrive auto-assigns the deal to the default pipeline + first stage if `stageId` is omitted, and to the calling user as owner unless `ownerId` is set in `extras`.",
group: "deals",
action: "write",
icon: "dollar-sign",
capability: "manage_options",
sideEffects: ["makes_http_call"],
idempotent: false,
since: "1.0.0",
tags: ["pipedrive", "deal", "create", "sales"],
parameters: [
credentialParam,
{
name: "title",
title: "Title",
description: "Human-readable deal title shown in the pipeline cards.",
dataType: "string",
formInputType: "text",
required: true,
allowExpression: true,
placeholder: "Acme Q4 renewal",
},
{
name: "options",
title: "Options",
description: "Recognized keys:\n value : numeric monetary value\n currency : ISO 4217 code (e.g. 'USD', 'EUR'). Defaults to org default.\n personId : numeric Person ID to link\n orgId : numeric Organization ID to link\n stageId : numeric Stage ID (must belong to the chosen pipeline)\n pipelineId: numeric Pipeline ID\n status : 'open' (default) | 'won' | 'lost' | 'deleted'\n expectedCloseDate : ISO date `YYYY-MM-DD`\n ownerId : numeric User ID to assign to\n visibleTo : '1' owner, '3' owner+followers, '5' entire company, '7' shared\n extras : any other field — passed through verbatim to Pipedrive (use snake_case)",
dataType: "object",
formInputType: "json",
required: false,
allowExpression: true,
language: "json",
rows: 6,
},
],
returnType: "object",
returnDescription: "{success, data: {id, title, value, ...}}.",
returnSchema: envelopeSchema,
errors: commonErrors,
examples: [
{
title: "Create from a form submission",
code: 'pipedrive.createDeal "my_pipedrive" "{{ form.company }} trial" {\n value: 2500,\n currency: "USD",\n personId: {{ pdPerson.data.id }}\n}',
},
],
example: 'pipedrive.createDeal "my_pipedrive" "Acme renewal" {value: 25000, currency: "USD"}',
},
updateDeal: {
title: "Update deal",
summary: "Patch fields on an existing deal",
description: "Calls `PUT /deals/{id}`. Only the fields you supply are changed. Most common use: setting `status` to `won` or `lost`, or moving `stageId` to advance the deal through the pipeline.",
group: "deals",
action: "write",
icon: "trending-up",
capability: "manage_options",
sideEffects: ["makes_http_call"],
idempotent: true,
since: "1.0.0",
tags: ["pipedrive", "deal", "update", "stage"],
parameters: [
credentialParam,
dealIdParam,
{
name: "fields",
title: "Fields",
description: "Object of fields to patch. Recognized camelCase keys (mapped to snake_case for the API): `title`, `value`, `currency`, `personId`, `orgId`, `stageId`, `pipelineId`, `status`, `expectedCloseDate`, `ownerId`, `visibleTo`. Any other keys are passed through verbatim — use snake_case for those.",
dataType: "object",
formInputType: "json",
required: true,
allowExpression: true,
language: "json",
rows: 5,
},
],
returnType: "object",
returnDescription: "{success, data: updated deal}.",
returnSchema: envelopeSchema,
errors: commonErrors,
examples: [
{
title: "Mark won",
code: 'pipedrive.updateDeal "my_pipedrive" 123 {status: "won"}',
},
{
title: "Move stage",
code: 'pipedrive.updateDeal "my_pipedrive" 123 {stageId: 5}',
},
],
example: 'pipedrive.updateDeal "my_pipedrive" 123 {status: "won"}',
},
getDeal: {
title: "Get deal",
summary: "Fetch a single deal by ID",
description: "Calls `GET /deals/{id}`. Returns the full deal record including computed fields like `formatted_value`, `weighted_value`, `stage_change_time`, etc.",
group: "deals",
action: "read",
icon: "dollar-sign",
capability: "manage_options",
sideEffects: ["makes_http_call"],
idempotent: true,
since: "1.0.0",
tags: ["pipedrive", "deal", "lookup"],
parameters: [credentialParam, dealIdParam],
returnType: "object",
returnDescription: '{success, data: deal} or `{error: "not_found"}`.',
returnSchema: envelopeSchema,
errors: commonErrors,
example: 'pipedrive.getDeal "my_pipedrive" 123',
},
listDeals: {
title: "List deals",
summary: "Page through deals filtered by status",
description: "Calls `GET /deals`. Pipedrive uses offset-based pagination via `start` (zero-based) and `limit` (max 500). Read `additional_data.pagination.more_items_in_collection` and `.next_start` to walk the result set.",
group: "deals",
action: "query",
icon: "list",
capability: "manage_options",
sideEffects: ["makes_http_call"],
idempotent: true,
since: "1.0.0",
tags: ["pipedrive", "deal", "list", "paginate"],
parameters: [
credentialParam,
{
name: "options",
title: "Options",
description: "Recognized keys:\n status : 'open' | 'won' | 'lost' | 'deleted' | 'all_not_deleted' (default 'all_not_deleted')\n limit : 1–500 (default 100)\n start : zero-based offset for pagination (default 0)\n ownerId: filter to deals owned by a specific user\n filterId : numeric saved filter ID\n sort : sort spec, e.g. 'add_time DESC'",
dataType: "object",
formInputType: "json",
required: false,
allowExpression: true,
language: "json",
rows: 5,
advanced: true,
},
],
returnType: "object",
returnDescription: "{success, data: [deals], additional_data: {pagination}}.",
returnSchema: listEnvelopeSchema,
errors: commonErrors,
examples: [
{
title: "Open deals",
code: 'pipedrive.listDeals "my_pipedrive" {status: "open", limit: 50}',
},
{
title: "Won this quarter",
code: 'pipedrive.listDeals "my_pipedrive" {status: "won", limit: 100, sort: "won_time DESC"}',
},
],
example: 'pipedrive.listDeals "my_pipedrive" {status: "open"}',
},
// ===================== PERSONS =====================
createPerson: {
title: "Create person",
summary: "Add a new person to the CRM",
description: "Calls `POST /persons`. `name` is required. Email and phone are arrays of `{value, primary, label}` objects in Pipedrive — for convenience this module accepts simple strings and wraps them automatically.",
group: "persons",
action: "write",
icon: "user-plus",
capability: "manage_options",
sideEffects: ["makes_http_call"],
idempotent: false,
since: "1.0.0",
tags: ["pipedrive", "person", "contact", "create"],
parameters: [
credentialParam,
{
name: "name",
title: "Name",
description: "Full name of the person.",
dataType: "string",
formInputType: "text",
required: true,
allowExpression: true,
placeholder: "Ada Lovelace",
},
{
name: "options",
title: "Options",
description: "Recognized keys:\n email : string OR array of strings OR Pipedrive-shape array of `{value, primary, label}`\n phone : same as email\n orgId : numeric Organization ID to link\n ownerId : numeric User ID owner\n visibleTo : '1' owner, '3' owner+followers, '5' entire company, '7' shared\n label : numeric label ID\n extras : any other field — pass-through to the API",
dataType: "object",
formInputType: "json",
required: false,
allowExpression: true,
language: "json",
rows: 5,
},
],
returnType: "object",
returnDescription: "{success, data: created person}.",
returnSchema: envelopeSchema,
errors: commonErrors,
examples: [
{
title: "From a form submission",
code: 'pipedrive.createPerson "my_pipedrive" {{ form.full_name }} {\n email: {{ form.email }},\n phone: {{ form.phone }}\n}',
},
],
example: 'pipedrive.createPerson "my_pipedrive" "Ada Lovelace" {email: "ada@example.com"}',
},
updatePerson: {
title: "Update person",
summary: "Patch fields on an existing person",
description: "Calls `PUT /persons/{id}`. Only the fields you supply are changed.",
group: "persons",
action: "write",
icon: "user-check",
capability: "manage_options",
sideEffects: ["makes_http_call"],
idempotent: true,
since: "1.0.0",
tags: ["pipedrive", "person", "update"],
parameters: [
credentialParam,
personIdParam,
{
name: "fields",
title: "Fields",
description: "Object of fields to patch. Recognized camelCase keys: `name`, `email`, `phone`, `orgId`, `ownerId`, `visibleTo`, `label`. Email/phone strings are auto-wrapped. Other keys pass through verbatim.",
dataType: "object",
formInputType: "json",
required: true,
allowExpression: true,
language: "json",
rows: 5,
},
],
returnType: "object",
returnDescription: "{success, data: updated person}.",
returnSchema: envelopeSchema,
errors: commonErrors,
example: 'pipedrive.updatePerson "my_pipedrive" 456 {phone: "+1-555-0100"}',
},
getPerson: {
title: "Get person",
summary: "Fetch a single person by ID",
description: "Calls `GET /persons/{id}`. Returns the full person record including all email/phone entries, label, owner, etc.",
group: "persons",
action: "read",
icon: "user",
capability: "manage_options",
sideEffects: ["makes_http_call"],
idempotent: true,
since: "1.0.0",
tags: ["pipedrive", "person", "lookup"],
parameters: [credentialParam, personIdParam],
returnType: "object",
returnDescription: '{success, data: person} or `{error: "not_found"}`.',
returnSchema: envelopeSchema,
errors: commonErrors,
example: 'pipedrive.getPerson "my_pipedrive" 456',
},
searchPersons: {
title: "Search persons",
summary: "Full-text search across persons",
description: "Calls `GET /persons/search`. Matches against name, email, phone, custom fields, and notes (configurable via `fields`). Returns a result set with relevance scoring — read `data.items[].item` for the actual person records.",
group: "persons",
action: "query",
icon: "search",
capability: "manage_options",
sideEffects: ["makes_http_call"],
idempotent: true,
since: "1.0.0",
tags: ["pipedrive", "person", "search"],
parameters: [
credentialParam,
{
name: "term",
title: "Search term",
description: "Free-text search string. Minimum 2 characters (or 1 with `exactMatch: true`).",
dataType: "string",
formInputType: "text",
required: true,
allowExpression: true,
placeholder: "ada@example.com",
},
{
name: "options",
title: "Options",
description: "Recognized keys:\n fields : comma-separated 'name,email,phone,notes,custom_fields'\n exactMatch : bool — require an exact match (default false)\n organizationId : restrict to persons under this organization\n includeFields : comma-separated extra fields to include in results\n limit : 1–500 (default 100)\n start : zero-based offset",
dataType: "object",
formInputType: "json",
required: false,
allowExpression: true,
language: "json",
rows: 5,
advanced: true,
},
],
returnType: "object",
returnDescription: "{success, data: {items: [{result_score, item: person}]}}.",
errors: commonErrors,
examples: [
{
title: "By email",
code: 'pipedrive.searchPersons "my_pipedrive" "ada@example.com"',
},
{
title: "Exact name",
code: 'pipedrive.searchPersons "my_pipedrive" "Ada Lovelace" {exactMatch: true}',
},
],
example: 'pipedrive.searchPersons "my_pipedrive" "ada@example.com"',
},
};
// ── Exports: module metadata ───────────────────────────────────────────
export const PipedriveModuleMetadata = {
slug: "pipedrive",
title: "Pipedrive",
summary: "Manage deals and persons in your Pipedrive sales pipeline",
description: "Sync form submissions into Pipedrive persons, create and advance deals through your pipeline, look up records, and search contacts — all from RobinPath scripts.\n\nAuthenticated with a personal API token plus your company domain (the `acme` in `acme.pipedrive.com`). Both are stored together in a `pipedrive_api_key` credential and resolved at call time. The token is passed as a `?api_token=` query parameter (Pipedrive API v1 does not support Bearer headers).\n\nResponses are returned with Pipedrive's standard envelope intact: `{success, data, additional_data?}` — read `data.id`, `data[].title`, `additional_data.pagination.next_start`, etc.",
category: "crm",
icon: "icon.svg",
color: "#1A1A1A",
version: "0.2.0",
docsUrl: "https://docs.robinpath.com/modules/pipedrive",
status: "stable",
requires: [],
minNodeVersion: "18.0.0",
credentialsType: CREDENTIAL_TYPE,
operationGroups: {
deals: {
title: "Deals",
description: "Sales opportunities moving through a pipeline.",
order: 1,
},
persons: {
title: "Persons",
description: "Individual contacts in the CRM.",
order: 2,
},
},
methods: Object.keys(PipedriveFunctions),
};
//# sourceMappingURL=pipedrive.js.map
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+19
-8
{
"name": "@robinpath/pipedrive",
"version": "0.1.2",
"version": "0.3.0",
"publishConfig": {

@@ -23,12 +23,17 @@ "access": "public"

"peerDependencies": {
"@robinpath/core": ">=0.20.0"
"@robinpath/core": ">=0.40.0"
},
"devDependencies": {
"@robinpath/core": "^0.30.1",
"@robinpath/core": "^0.40.0",
"typescript": "^5.6.0"
},
"description": "Pipedrive module for RobinPath.",
"description": "Pipedrive CRM integration via API v1 — manage deals and persons in your sales pipeline. Uses the encrypted credential vault for API tokens scoped to a company domain.",
"keywords": [
"pipedrive",
"crm"
"crm",
"sales",
"deal",
"person",
"pipeline",
"api"
],

@@ -38,7 +43,13 @@ "license": "MIT",

"category": "crm",
"type": "integration",
"auth": "api-key",
"type": "module",
"auth": "credential-vault",
"functionCount": 21,
"baseUrl": "https://api.pipedrive.com"
"baseUrl": "https://api.pipedrive.com",
"language": "nodejs",
"platforms": [
"cloud",
"cli",
"desktop"
]
}
}

@@ -22,3 +22,3 @@ # @robinpath/pipedrive

```bash
npm install @robinpath/pipedrive
robinpath add @robinpath/pipedrive
```

@@ -25,0 +25,0 @@