Workflow credentials
Pipedrive credentials
You can use these credentials to authenticate the following nodes:
The Pipedrive node also supports Custom API calls. Add relevant scopes for whatever custom API calls you intend to make.
Refer to Scopes and permissions explanations for more information.
- Pipedrive
- Pipedrive Trigger
Supported authentication methods
- API token
- OAuth2
Related resources
Refer to Pipedrive’s developer documentation for more information about the service.Using API token
To configure this credential, you’ll need a Pipedrive account and:- An API Token
- Open your API Personal Preferences.
- Copy Your personal API token and enter it in your credential.
- Select your account name and be sure you’re viewing the correct company.
- Then select Company Settings.
- Select Personal Preferences.
- Select the API tab.
- Copy Your personal API token and enter it in your credential.
Using OAuth2
To configure this credential, you’ll need a Pipedrive developer sandbox account and:- A Client ID
- A Client Secret
- Select your profile name in the upper right corner.
-
Find the company name of your sandbox account and select Developer Hub.
If you don’t see Developer Hub in your account dropdown, sign up for a developer sandbox account.
- Select Create an app.
- Select Create public app. The app’s Basic info tab opens.
- Enter an App name for your app.
- Copy the OAuth Redirect URL add it as the app’s Callback URL.
- Select Save. The app’s OAuth & access scopes tab opens.
- Turn on appropriate Scopes for your app. Refer to Pipedrive node scopes and Pipedrive Trigger node scopes below for more guidance.
- Copy the Client ID and enter it in your credential.
- Copy the Client Secret and enter it in your credential.
Pipedrive node scopes
The scopes you add to your app depend on which node(s) you want to use it for and what actions you want to complete with those. Scopes you may need for the Pipedrive node:| Object | Node action | UI scope | Actual scope |
|---|---|---|---|
| Activity | Get data of an activity Get data of all activities | Activities: Read only or Activities: Full Access | activities:read or activities:full |
| Activity | Create Delete Update | Activities: Full Access | activities:full |
| Deal | Get data of a deal Get data of all deals Search a deal | Deals: Read only or Deals: Full Access | deals:read or deals:full |
| Deal | Create Delete Duplicate Update | Deals: Full Access | deals:full |
| Deal Activity | Get all activities of a deal | Activities: Read only or Activities: Full Access | activities:read or activities:full |
| Deal Product | Get all products in a deal | Products: Read Only or Products: Full Access | products:read or products:full |
| File | Download Get data of a file | Refer to note below | Refer to note below |
| File | Create Delete | Refer to note below | Refer to note below |
| Lead | Get data of a lead Get data of all leads | Leads: Read only or Leads: Full access | leads:read or leads:full |
| Lead | Create Delete Update | Leads: Full access | leads:full |
| Note | Get data of a note Get data of all notes | Refer to note below | Refer to note below |
| Note | Create Delete Update | Refer to note below | Refer to note below |
| Organization | Get data of an organization Get data of all organizations Search | Contacts: Read Only or Contacts: Full Access | contacts:read or contacts:full |
| Organization | Create Delete Update | Contacts: Full Access | contacts:full |
| Person | Get data of a person Get data of all persons Search | Contacts: Read Only or Contacts: Full Access | contacts:read or contacts:full |
| Person | Create Delete Update | Contacts: Full Access | contacts:full |
| Product | Get data of all products | Products: Read Only | products:read |
The scopes for Files and Notes depend on which object they relate to:
- Files relate to Deals, Activities, or Contacts.
- Notes relate to Deals or Contacts.
Pipedrive Trigger node scopes
The Pipedrive Trigger node requires the Webhooks: Full access (webhooks:full) scope.