PipedrivePUT

PipedrivePUT

Status

Travis CI Build Status

Installation

Add this line to your application's Gemfile:

gem 'PipedrivePUT'

#Needed for some http commands.

gem 'httparty'

And then execute:

$ bundle install

Or install it yourself as:

$ gem install PipedrivePUT

To install config file

  rails g pipedrive_p_u_t:config

This will install a config file in config/initializers/pipedriveput.rb Make sure to change the value inside of this file

  PipedrivePUT.key('your_api_key_goes_here')

Organizations

Get all organizations from your account at Pipedrive

  PipedrivePUT::Organizations.getAllOrgs

Get Organization by ID

  PipedrivePUT::Organizations.getOrganization(< id >)

Add an organization

  PipedrivePUT::Organizations.addOrganization(< Name of new Organization >)

You can also add various other parameters based on values in Pipedrive or custom keys when creating a organization!

  PipedrivePUT::Organizations.addOrganization(< Name of new Organization >, < :optionArgument => "value" > )

NOTE: the options must be in hash format

Example:

  PipedrivePUT::Organizations.addOrganization("Jacob Programming Test", :address => "South Jasmine Street")

You can aso add ANY custom key from Pipedrive to this to input values into those fields

Example:

  PipedrivePUT::Organizations.addOrganization("Jacob Programming Test", :'3df8474115f948137b3f98a0ff651d0edbbd2f54' => "JMD", :address => "South Jasmine Street")

Find Organization by term

  PipedrivePUT::Organizations.findOrganizationByName(< Term >)

Find Persons in an Organization

  PipedrivePUT::Organizations.getPersonsOfOrganization(< id >)

Update an organization

  PipedrivePUT::Organizations.updateOrganization(< id >, < optional params >)

Example

  PipedrivePUT::Organizations.updateOrganization(1, :name => "New Organization Name")

Deals

Get Specific Deal with ID

  PipedrivePUT::Deal.getDeal(<id>)

Get All Deals

PipedrivePUT::Deal.getAllDeals

Deal Fields

Get All Deal Fields

  PipedrivePUT::DealFields.getAllDealFields

Search

Search entire Pipedrive (Deals, Organizations, Product, File, Person)

  PipedrivePUT::Search.search(< Term >)

Search Specific Item type in Pipedrive (Deals, Organizations, Product, File, Person)

  PipedrivePUT::Search.search(< Term >, < item_type >)

Example:

  PipedrivePUT::Search.search("UPMC", "organization")

Users

Get All users for your company

  PipedrivePUT::Users.getAllUsers

Persons

Get all persons from Pipedrive

  PipedrivePUT::Persons.getAllPersons

Get specifi Person from Pipedrive

  PipedrivePUT::Persons.detailsOfPerson(< id >)

Add a person to Pipedrive

  PipedrivePUT::Persons.addPerson(< Name of Person >, < additional params >)

Example:

  PipedrivePUT::Persons.addPerson("Programming Test Person", {:org_id => 15367, :phone => [{:value=>'555-555-3340',:label=>'work'},{:value=>'555-111-1111',:label=>'home'}]})

NOTE: The option arguments do not be put in as strings. As of right now that is not working in irb console. I will attempt to see if that plays a factor in rails its self.

Delete a persons from Pipedrive

  PipedrivePUT::Persons.deletePerson(< id >)

Update a persons from Pipedrive

  PipedrivePUT::Persons.updatePerson(< id >, < additional params >)

Example

  PipedrivePUT::Persons.updatePerson(10, :email => "[e-mail]")

Activities

Get all Activites per user

  PipedrivePUT::Activity.getActivity(< user_id >)

Get all Activites for a specific organization

   PipedrivePUT::Activity.getOrgActivities(< org_id >)

Add an Activity

   PipedrivePUT::Activity.addActivity(<subject>, <type>, <:options => "value">)

Activity Types

Get all Activity Types

  PipedrivePUT::Activity.getActivity_type

Filters

Get all filters

  PipedrivePUT::Filters.getFilters

Files

Get all files

  PipedrivePUT::Files.getAllFiles

Download a specific file

  PipedrivePUT::Files.downloadFile(< file_id >)

^This will download the specific file and place it in the root dir of your current dir

Currencies

Get all Currencies

  PipedrivePUT::Currencies.getAllCurr

Search for Currencies based off currency name

  PipedrivePUT::Currencies.getCurr(< currency_name >)

If you want to get fancy and calculate exchange rates I added method in for that as well :)

   PipedrivePUT::Currencies.getExchangeRate(< currency_name >, < options = {} >)
   #this uses the gem 'money' and 'google_currency'
   #The options for this method are :amount and :ex_code
   # :amount needs to look like this wholenumber_change so $100.80 would look like 100_80 
   # :ex_code will be the currency code you want to calculate the exchange rate for
   #Ex: 
   PipedrivePUT::Currencies.getExchangeRate('Australian Dollar', :amount => "100_80", :ex_code => "USD")
   #=> "$72.72"

Pipelines

Get all Pipelines

  PipedrivePUT::Pipelines.getAllPipelines

Get one Pipeline

  PipedrivePUT::Pipelines.getOnePipeline(< id >)

Recents

Get all Recent changes from Pipedrive based on a specific time

  PipedrivePUT::Recents.getRecent(< Time.now >)

Organization Fields

Get all fields that are able to be used in an organization

  PipedrivePUT::OrganizationFields.getAllOrganizationFields

NOTE: This searches for everything in Pipedrive (deal, organization, user, state, product, etc.)

I hope to add additional support to break this down at a later time.

Add Organization Field

  PipedrivePUT::OrganizationFields.addOrganizationField(< Field Name>, <Field Type>, { <options> } )

Field types: " ", varchar, varchar_auto, text, double, monetary, date, set, enum, user, org, people, phone, time, timerange, daterange

NOTE: The field type for Pipedrive is required. However, it can also be left as empty.

Example:

  PipedrivePUT::OrganizationFields.addOrganizationField("Total Ordered in September", "monetary", {:important_flag => 'true'})

Data is returned in JSON format.

This can be easily customized. I needed something quickly and easily for my own personal project.

This is my first attempt at a ruby gem so I appoligize if things are unorthodox.

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

To do List

1. Add support for additional arguments when creating a deal

2. Add ability to search for recent changes by specific types onle (deal, organization, user, state, etc.)

3. Many other Pipedrive API Calls

Contributing

1. Fork it ( https://github.com/jakepens71/RailsPipedriveGem/fork )
2. Create your feature branch (git checkout -b my-new-feature)
3. Commit your changes (git commit -am 'Add some feature')
4. Push to the branch (git push origin my-new-feature)
5. Create a new Pull Request