pipedrive-client-nodejs-rhases-fork

Pipedrive client for NodeJS based apps

Pipedrive is a sales pipeline software that gets you organized. It's a powerful sales CRM with effortless sales pipeline management. See www.pipedrive.com for details.

This is the official Pipedrive API wrapper-client for NodeJS based apps, distributed by Pipedrive Inc freely under the MIT licence. It provides you with basic functionality for operating with objects such as Deals, Persons, Organizations, Products and much more, without having to worry about the underlying networking stack and actual HTTPS requests.

Install

npm install pipedrive

Usage

With a pre-set API token:

var Pipedrive = require('pipedrive');
var pipedrive = new Pipedrive.Client('YOUR_API_TOKEN_HERE', { strictMode: true });

A simple "Hello world" that lists some deals

Here's a quick example that will list some deals from your Pipedrive account:

var Pipedrive = require('pipedrive');
var pipedrive = new Pipedrive.Client('YOUR_API_TOKEN_HERE', { strictMode: true });

pipedrive.Deals.getAll({}, function(err, deals) {
	if (err) throw err;
	for (var i = 0; i < deals.length; i++) {
		console.log(deals[i].title + ' (worth ' + deals[i].value + ' ' + deals[i].currency + ')');
	}
});

Supported objects

• Activities
• ActivityTypes
• Authorizations
• Currencies
• Deals
• DealFields
• Files
• Filters
• Notes
• Organizations
• OrganizationFields
• Persons
• PersonFields
• Pipelines
• Products
• ProductFields
• SearchResults
• Stages
• Users

Authorization against email and password

Pipedrive.authenticate({ email: '[e-mail]', password: 'example' }, [fn callback]);

Fetches the possible API tokens for the given user against email and password, passing error, data, additionalData to the callback function. You can use the API tokens returned by this method to instantiate the API client by issuing var pipedrive = new Pipedrive.Client('API_TOKEN_HERE', { strictMode: true }).

Supported operations for object collections

pipedrive.{Object}.add (data, [fn callback])

Add an object. Returns error, data to the callback where data contains the id property of the newly created item.

pipedrive.{Object}.get (id, [fn callback])

Get specific object. Returns error, object

pipedrive.{Object}.update (id, data, [fn callback])

Update an object. Returns error in case of an error to the callback.

pipedrive.{Object}.getAll (params, [fn callback])

Get all objects, optionally passing additional parameters (such as filter_id in case of deals, persons and organizations). Returns error, objects to the callback function where objects is a collection (array) of objects.

pipedrive.{Object}.remove (id, [fn callback])

Delete an object with a specifc ID. Returns error in case of an error to the callback.

pipedrive.{Object}.removeMany ([Array ids], [fn callback])

Delete multiple objects using an array of IDs. Returns error in case of an error to the callback.

pipedrive.{Object}.merge (whichId, withId, [fn callback])

Merge two objects of the same kind. Returns error in case of an error to the callback. Merge is only supported for the following objects:

• Persons
• Organizations

pipedrive.{Object}.find (params, [fn callback])

Find objects of certain kind by their name/title, using term property supplied inside params object. Supported for:

• Deals
• Persons
• Organizations
• Users

Supported operations for each object

{object}.get(fieldName)

Returns the value of [fieldName] of the object.

{object}.set(fieldName, newValue)

Sets a new value of [fieldName] of the object. Returns {object}.

{object}.save([fn callback])

Updates the state of the {object} in Pipedrive via the API. Returns {object}.

{object}.remove([fn callback])

Deletes the {object} in Pipedrive via the API. Returns error in case of an error to the callback.

{object}.merge(withId, [fn callback])

Merges the {object} with another object of the same kind with the ID given as withId. Returns error in case of error to the callback. Merge is only supported for the following objects:

• Persons
• Organizations

Operations with nested objects

Adding a product to a deal

To add a product to a deal, simply invoke the addProduct method on a deal object.

pipedrive.Deals.get(1, function(err, deal) {
	if (err) throw err;
	deal.addProduct({ product_id: 1, quantity: 5, discount: 20 }, function(addErr, addData) {
		if (addErr) throw addErr;
		console.log('Product 1 was added to deal 1', addData);
	});
})

You can add multiple products with a single request, too.

To add multiple products with a single request, make the first argument of deal's addProduct method (as shown above) an array, e.g. [{ product_id: 1, quantity: 5, discount: 0 }, { product_id: 1, quantity: 2, discount: 20 }]. This will add two product rows to a deal — one with a quantity of 5 and with no discount, the latter will add a separate row for the same product but with a quantity of 2 and no discount.

Updating a deal product

pipedrive.Deals.get(deal_id, function(err, deal) {
	if (err) throw err;
	deal.getProducts(function(productsErr, attachedProducts) {
		if (productsErr) throw productsErr;
		attachedProducts.forEach(function(attachedProduct) {
			deal.updateProduct({ id: attachedProduct.id, quantity: 5, discount: 20  }, function(updateErr, updateData) {
				if (updateErr) throw updateErr;
                console.log('Product was updated', updateData);
			});
		});
	});
})

Updating multiple deal products in one request is not supported yet.

Delete a product from a deal

pipedrive.Deals.get(deal_id, function(err, deal) {
	if (err) throw err;
	deal.getProducts(function(productsErr, attachedProducts) {
		if (productsErr) throw productsErr;
		attachedProducts.forEach(function(attachedProduct) {
			deal.deleteProduct({ id: attachedProduct.id }, function(removeErr, removeSuccess) {
				if (!removeErr) console.log('Removed product ' + attachedProduct.product_id + ' from deal 1');
			});
		});
	});
})

Search for field value matches

There is an additional method to perform the SearchResults/field search. This can be used for field-value searches.

The following example searches for deals that match the condition where org_id=123

pipedrive.SearchResults.field({
	term: "123",
	exact_match: true,
	field_key: "org_id",
	field_type: "dealField",
	return_item_ids: true
}), callback);

• term — the string you are searching for from field values
• exact_match (optional, default false) — whether the term you supply is the entire and exact match you are looking for (if set to false, partial results are also considered a match)
• field_key — name of the field you are searching from
• field_type — type of the field you are searching from (supported types: dealField, personField, organizationField, productField)
• return_item_ids (optional, default false) — if set to true, individual items that have the matching term in the given field are given; if set to false, the different distinct values that match your search term across all different values in the gievn field are given. Usually you would want this to be set to true. However, for searching across autocomplete_text type fields (such as lost_reason of dealFields), you might want to show different values that pre-exist already.
• start (optional, default 0) – results pagination start
• limit (optional, default 100) — results pagination limit

Retrieve all records for a given object type:

You can request all entries for an valid object using getAll(object, callback)

pipedrive.getAll('Organizatons', function (err, collection) {
	// collection contains all Organizations
});

pipedrive.getAll('Persons', function (err, collection) {
	// collection contains all Persons
});

Examples

Get 15 first deals using the first deals filter

var Pipedrive = require('pipedrive');
var pipedrive = new Pipedrive.Client('PUT_YOUR_API_TOKEN_HERE', { strictMode: true });

pipedrive.Filters.getAll({ type: 'deals' }, function(filtersListErr, filtersList) {

	if (filtersList.length > 0) {
		pipedrive.Deals.getAll({ filter_id: filtersList[0].get('id'), start: 0, limit: 15 }, function(dealsListErr, dealsList) {

			dealsList.forEach(function(deal) {
				console.log(deal.get('title') + ' (worth ' + deal.get('value') + ' ' + deal.get('currency') + ')');
			});

		})
	}

});

Ad hoc data change event listeneres (beta)

The API client lets you create event listeners to specific data changes in your Pipedrive account. This is very similar to Webhooks, except the listeners are bound on an ad hoc basis and will only be executed during the lifecycle of your application. For example (see below) you may want to execute a callback every time a new deal is added to Pipedrive. Note that this callback will execute not only when you create the deal through this API client but regardless of where the deal was added from — a mobile app, the web app or through the Pipedrive API by some other integration.

var Pipedrive = require('pipedrive');
var pipedrive = new Pipedrive.Client('PUT_YOUR_API_TOKEN_HERE', { strictMode: true });

pipedrive.on('deal.added', function(event, data) {
	console.log('A deal was added! ' + data.current.title + ' (' + data.current.value + ' ' + data.current.currency + ')');
});

Supported event names consist of object type (deal, person, organization, ...) and type of change (added, deleted, updated or merged), joined by a dot. The list of supported object types are listed in the Pipedrive Webhooks documentation.

To read more about ad hoc data change event listeners, check out examples/live-updates.js.

API Documentation

The Pipedrive REST API documentation can be found at https://developers.pipedrive.com/v1

#Testing To run unit tests, execute npm run tests

Licence

This Pipedrive API client is distributed under the MIT licence.