17171 action new trigger action new lead update instant in pipedrive (#17199)

luancazarine · GTFalcao · web-flow · commit 2de091413a72 · 2025-06-24T18:16:08.000-03:00
* [ACTION] New Trigger action "New Lead Update (Instant)" in Pipedrive #17171 Sources - Updated Lead (Instant) * pnpm update * Refactor names for Pipedrive updated sources to improve clarity: changed "New Deal Update" to "Deal Updated", "Updated Lead" to "Lead Updated", and "Updated Person" to "Person Updated". * pnpm update * pnpm update * Remove the "Search Quotes" action from Jobber component, cleaning up unused code. * Update components/pipedrive/sources/updated-person-instant/updated-person-instant.mjs * Add custom fields retrieval methods and enhance data parsing in Pipedrive sources - Introduced `getDealCustomFields` and `getPersonCustomFields` methods in the Pipedrive app for fetching custom fields. - Implemented `parseCustomFields` utility to map custom fields to their respective names. - Updated `parseData` method in common utilities to handle custom fields for both deals and persons. - Enhanced `parseData` methods in updated deal and person sources to utilize the new parsing logic. - Bumped version for updated deal and person sources to 0.1.0. * Enhance Pipedrive updated lead source with data parsing functionality - Added `parseData` method to process lead data using custom fields. - Updated version from 0.0.1 to 0.1.0 to reflect new functionality. * pnpm update * pnpm update * fix push error * pnpm update * Update @pipedream/platform dependency to version 3.1.0 in Pipedrive component * pnpm update * remove uncommited package.json --------- Co-authored-by: Guilherme Falcão <48412907+GTFalcao@users.noreply.github.com>
diff --git a/components/pipedrive/actions/add-activity/add-activity.mjs b/components/pipedrive/actions/add-activity/add-activity.mjs
@@ -7,7 +7,7 @@ export default {
   key: "pipedrive-add-activity",
   name: "Add Activity",
   description: "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](https://developers.pipedrive.com/docs/api/v1/#!/Activities). For info on [adding an activity in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Activities#addActivity)",
-  version: "0.1.10",
+  version: "0.1.11",
   type: "action",
   props: {
     pipedriveApp,
diff --git a/components/pipedrive/actions/add-deal/add-deal.mjs b/components/pipedrive/actions/add-deal/add-deal.mjs
@@ -5,7 +5,7 @@ export default {
   key: "pipedrive-add-deal",
   name: "Add Deal",
   description: "Adds a new deal. See the Pipedrive API docs for Deals [here](https://developers.pipedrive.com/docs/api/v1/Deals#addDeal)",
-  version: "0.1.10",
+  version: "0.1.11",
   type: "action",
   props: {
     pipedriveApp,
diff --git a/components/pipedrive/actions/add-lead/add-lead.mjs b/components/pipedrive/actions/add-lead/add-lead.mjs
@@ -1,12 +1,12 @@
-import pipedrive from "../../pipedrive.app.mjs";
 import { ConfigurationError } from "@pipedream/platform";
 import { parseObject } from "../../common/utils.mjs";
+import pipedrive from "../../pipedrive.app.mjs";
 
 export default {
   key: "pipedrive-add-lead",
   name: "Add Lead",
   description: "Create a new lead in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Leads#addLead)",
-  version: "0.0.4",
+  version: "0.0.5",
   type: "action",
   props: {
     pipedrive,
diff --git a/components/pipedrive/actions/add-note/add-note.mjs b/components/pipedrive/actions/add-note/add-note.mjs
@@ -5,7 +5,7 @@ export default {
   key: "pipedrive-add-note",
   name: "Add Note",
   description: "Adds a new note. For info on [adding an note in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Notes#addNote)",
-  version: "0.0.8",
+  version: "0.0.9",
   type: "action",
   props: {
     pipedriveApp,
diff --git a/components/pipedrive/actions/add-organization/add-organization.mjs b/components/pipedrive/actions/add-organization/add-organization.mjs
@@ -5,7 +5,7 @@ export default {
   key: "pipedrive-add-organization",
   name: "Add Organization",
   description: "Adds a new organization. See the Pipedrive API docs for Organizations [here](https://developers.pipedrive.com/docs/api/v1/Organizations#addOrganization)",
-  version: "0.1.10",
+  version: "0.1.11",
   type: "action",
   props: {
     pipedriveApp,
diff --git a/components/pipedrive/actions/add-person/add-person.mjs b/components/pipedrive/actions/add-person/add-person.mjs
@@ -6,7 +6,7 @@ export default {
   key: "pipedrive-add-person",
   name: "Add Person",
   description: "Adds a new person. See the Pipedrive API docs for People [here](https://developers.pipedrive.com/docs/api/v1/Persons#addPerson)",
-  version: "0.1.10",
+  version: "0.1.11",
   type: "action",
   props: {
     pipedriveApp,
diff --git a/components/pipedrive/actions/remove-duplicate-notes/remove-duplicate-notes.mjs b/components/pipedrive/actions/remove-duplicate-notes/remove-duplicate-notes.mjs
@@ -1,11 +1,11 @@
-import pipedriveApp from "../../pipedrive.app.mjs";
 import { decode } from "html-entities";
+import pipedriveApp from "../../pipedrive.app.mjs";
 
 export default {
   key: "pipedrive-remove-duplicate-notes",
   name: "Remove Duplicate Notes",
   description: "Remove duplicate notes from an object in Pipedrive. See the documentation for [getting notes](https://developers.pipedrive.com/docs/api/v1/Notes#getNotes) and [deleting notes](https://developers.pipedrive.com/docs/api/v1/Notes#deleteNote)",
-  version: "0.0.1",
+  version: "0.0.2",
   type: "action",
   props: {
     pipedriveApp,
diff --git a/components/pipedrive/actions/search-notes/search-notes.mjs b/components/pipedrive/actions/search-notes/search-notes.mjs
@@ -4,7 +4,7 @@ export default {
   key: "pipedrive-search-notes",
   name: "Search Notes",
   description: "Search for notes in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Notes#getNotes)",
-  version: "0.0.1",
+  version: "0.0.2",
   type: "action",
   props: {
     pipedriveApp,
diff --git a/components/pipedrive/actions/search-persons/search-persons.mjs b/components/pipedrive/actions/search-persons/search-persons.mjs
@@ -7,7 +7,7 @@ export default {
   key: "pipedrive-search-persons",
   name: "Search persons",
   description: "Searches all Persons by `name`, `email`, `phone`, `notes` and/or custom fields. This endpoint is a wrapper of `/v1/itemSearch` with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs [here](https://developers.pipedrive.com/docs/api/v1/Persons#searchPersons)",
-  version: "0.1.10",
+  version: "0.1.11",
   type: "action",
   props: {
     pipedriveApp,
diff --git a/components/pipedrive/actions/update-deal/update-deal.mjs b/components/pipedrive/actions/update-deal/update-deal.mjs
@@ -5,7 +5,7 @@ export default {
   key: "pipedrive-update-deal",
   name: "Update Deal",
   description: "Updates the properties of a deal. See the Pipedrive API docs for Deals [here](https://developers.pipedrive.com/docs/api/v1/Deals#updateDeal)",
-  version: "0.1.12",
+  version: "0.1.13",
   type: "action",
   props: {
     pipedriveApp,
diff --git a/components/pipedrive/actions/update-person/update-person.mjs b/components/pipedrive/actions/update-person/update-person.mjs
@@ -6,7 +6,7 @@ export default {
   key: "pipedrive-update-person",
   name: "Update Person",
   description: "Updates an existing person in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Persons#updatePerson)",
-  version: "0.0.2",
+  version: "0.0.3",
   type: "action",
   props: {
     pipedriveApp,
diff --git a/components/pipedrive/common/utils.mjs b/components/pipedrive/common/utils.mjs
@@ -22,3 +22,26 @@ export const parseObject = (obj) => {
   }
   return obj;
 };
+
+const parseCustomFields = async (data, customFields) => {
+  if (data.custom_fields) {
+    const newCustomFields = {};
+    for (const field of Object.keys(data.custom_fields)) {
+      const customField = customFields.find(({ key }) => key === field);
+      if (customField) {
+        newCustomFields[customField.name] = data.custom_fields[field]?.value;
+      }
+    }
+    return newCustomFields;
+  }
+  return data.custom_fields;
+};
+
+export const parseData = async ({
+  fn, body,
+}) => {
+  const { data: customFields } = await fn();
+  body.data.custom_fields = await parseCustomFields(body.data, customFields);
+  body.previous.custom_fields = await parseCustomFields(body.previous, customFields);
+  return body;
+};
diff --git a/components/pipedrive/package.json b/components/pipedrive/package.json
@@ -1,6 +1,6 @@
 {
   "name": "@pipedream/pipedrive",
-  "version": "0.6.0",
+  "version": "0.7.0",
   "description": "Pipedream Pipedrive Components",
   "main": "pipedrive.app.mjs",
   "keywords": [
@@ -14,7 +14,7 @@
     "access": "public"
   },
   "dependencies": {
-    "@pipedream/platform": "^3.0.3",
+    "@pipedream/platform": "^3.1.0",
     "html-entities": "^2.6.0",
     "pipedrive": "^24.1.1"
   }
diff --git a/components/pipedrive/pipedrive.app.mjs b/components/pipedrive/pipedrive.app.mjs
@@ -359,6 +359,14 @@ export default {
       const notesApi = this.api("NotesApi");
       return notesApi.getNotes(opts);
     },
+    getDealCustomFields(opts) {
+      const dealCustomFieldsApi = this.api("DealFieldsApi");
+      return dealCustomFieldsApi.getDealFields(opts);
+    },
+    getPersonCustomFields(opts) {
+      const personCustomFieldsApi = this.api("PersonFieldsApi");
+      return personCustomFieldsApi.getPersonFields(opts);
+    },
     addActivity(opts = {}) {
       const activityApi = this.api("ActivitiesApi", "v2");
       return activityApi.addActivity({
diff --git a/components/pipedrive/sources/common/base.mjs b/components/pipedrive/sources/common/base.mjs
@@ -16,6 +16,9 @@ export default {
     getExtraData() {
       return {};
     },
+    parseData(data) {
+      return data;
+    },
   },
   hooks: {
     async activate() {
@@ -35,7 +38,7 @@ export default {
   async run({ body }) {
     const ts = Date.parse(body.meta.timestamp);
 
-    this.$emit(body, {
+    this.$emit(await this.parseData(body), {
       id: `${body.data.id}-${ts}`,
       summary: this.getSummary(body),
       ts,
diff --git a/components/pipedrive/sources/new-deal-instant/new-deal-instant.mjs b/components/pipedrive/sources/new-deal-instant/new-deal-instant.mjs
@@ -6,7 +6,7 @@ export default {
   key: "pipedrive-new-deal-instant",
   name: "New Deal (Instant)",
   description: "Emit new event when a new deal is created.",
-  version: "0.0.6",
+  version: "0.0.7",
   type: "source",
   dedupe: "unique",
   methods: {
diff --git a/components/pipedrive/sources/new-person-instant/new-person-instant.mjs b/components/pipedrive/sources/new-person-instant/new-person-instant.mjs
@@ -6,7 +6,7 @@ export default {
   key: "pipedrive-new-person-instant",
   name: "New Person (Instant)",
   description: "Emit new event when a new person is created.",
-  version: "0.0.6",
+  version: "0.0.7",
   type: "source",
   dedupe: "unique",
   methods: {
diff --git a/components/pipedrive/sources/updated-deal-instant/updated-deal-instant.mjs b/components/pipedrive/sources/updated-deal-instant/updated-deal-instant.mjs
@@ -1,12 +1,13 @@
+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: "New Deal Update (Instant)",
+  name: "Deal Updated (Instant)",
   description: "Emit new event when a deal is updated.",
-  version: "0.0.6",
+  version: "0.1.0",
   type: "source",
   dedupe: "unique",
   methods: {
@@ -20,6 +21,12 @@ export default {
     getSummary(body) {
       return `Deal successfully updated: ${body.data.id}`;
     },
+    async parseData(body) {
+      return await parseData({
+        fn: this.pipedrive.getDealCustomFields,
+        body,
+      });
+    },
   },
   sampleEmit,
 };
diff --git a/components/pipedrive/sources/updated-lead-instant/test-event.mjs b/components/pipedrive/sources/updated-lead-instant/test-event.mjs
@@ -0,0 +1,56 @@
+export default {
+  "data": {
+    "add_time": "2025-06-19T16:07:08.597Z",
+    "channel": null,
+    "channel_id": null,
+    "creator_id": 12345678,
+    "custom_fields": {},
+    "expected_close_date": null,
+    "id": "123456789-1234-1234-1234-123456789012",
+    "is_archived": false,
+    "label_ids": [
+      "123456789-1234-1234-1234-123456789012",
+      "123456789-1234-1234-1234-123456789012",
+      "123456789-1234-1234-1234-123456789012"
+    ],
+    "next_activity_id": null,
+    "organization_id": null,
+    "origin": "ManuallyCreated",
+    "origin_id": null,
+    "owner_id": 12345678,
+    "person_id": 12,
+    "source_name": "Manually created",
+    "title": "Lead Title",
+    "update_time": "2025-06-19T16:07:36.753Z",
+    "was_seen": true,
+    "value": {
+      "amount": 123,
+      "currency": "BRL"
+    }
+  },
+  "previous": {
+    "update_time": "2025-06-19T16:07:30.029Z",
+    "value": null
+  },
+  "meta": {
+    "action": "change",
+    "company_id": "12345678",
+    "correlation_id": "123456789-1234-1234-1234-123456789012",
+    "entity_id": "123456789-1234-1234-1234-123456789012",
+    "entity": "lead",
+    "id": "123456789-1234-1234-1234-123456789012",
+    "is_bulk_edit": false,
+    "timestamp": "2025-06-19T16:07:36.754Z",
+    "type": "application",
+    "user_id": "12345678",
+    "version": "2.0",
+    "webhook_id": "12345678",
+    "webhook_owner_id": "12345678",
+    "change_source": "app",
+    "permitted_user_ids": [
+      "12345678"
+    ],
+    "attempt": 1,
+    "host": "pd.pipedrive.com"
+  }
+}
diff --git a/components/pipedrive/sources/updated-lead-instant/updated-lead-instant.mjs b/components/pipedrive/sources/updated-lead-instant/updated-lead-instant.mjs
@@ -0,0 +1,32 @@
+import { parseData } from "../../common/utils.mjs";
+import common from "../common/base.mjs";
+import sampleEmit from "./test-event.mjs";
+
+export default {
+  ...common,
+  key: "pipedrive-updated-lead-instant",
+  name: "Lead Updated (Instant)",
+  description: "Emit new event when a lead is updated.",
+  version: "0.1.0",
+  type: "source",
+  dedupe: "unique",
+  methods: {
+    ...common.methods,
+    getExtraData() {
+      return {
+        event_action: "change",
+        event_object: "lead",
+      };
+    },
+    getSummary(body) {
+      return `Lead successfully updated: ${body.data.id}`;
+    },
+    async parseData(body) {
+      return await parseData({
+        fn: this.pipedrive.getDealCustomFields,
+        body,
+      });
+    },
+  },
+  sampleEmit,
+};
diff --git a/components/pipedrive/sources/updated-person-instant/updated-person-instant.mjs b/components/pipedrive/sources/updated-person-instant/updated-person-instant.mjs
@@ -1,12 +1,13 @@
+import { parseData } from "../../common/utils.mjs";
 import common from "../common/base.mjs";
 import sampleEmit from "./test-event.mjs";
 
 export default {
   ...common,
   key: "pipedrive-updated-person-instant",
-  name: "Updated Person (Instant)",
+  name: "Person Updated (Instant)",
   description: "Emit new event when a person is updated.",
-  version: "0.0.6",
+  version: "0.1.0",
   type: "source",
   dedupe: "unique",
   methods: {
@@ -20,6 +21,12 @@ export default {
     getSummary(body) {
       return `Person successfully updated: ${body.data.id}`;
     },
+    async parseData(body) {
+      return await parseData({
+        fn: this.pipedrive.getPersonCustomFields,
+        body,
+      });
+    },
   },
   sampleEmit,
 };
diff --git a/pnpm-lock.yaml b/pnpm-lock.yaml
