PluginsPlugin PipedrivePipedrive Deals

Create​Create

Create a new deal in Pipedrive CRM

Creates a new deal (opportunity) in your Pipedrive account with the specified details.

yaml
type: "io.kestra.plugin.pipedrive.deals.Create"

Create a deal with basic information

yaml
id: pipedrive_create_deal
namespace: company.team

tasks:
  - id: create_deal
    type: io.kestra.plugin.pipedrive.deals.Create
    apiToken: "{{ secret('PIPEDRIVE_API_TOKEN') }}"
    title: "Enterprise Software License"
    value: 50000
    currency: "USD"

Create a deal linked to a person

yaml
id: pipedrive_create_deal_with_person
namespace: company.team

tasks:
  - id: create_deal
    type: io.kestra.plugin.pipedrive.deals.Create
    apiToken: "{{ secret('PIPEDRIVE_API_TOKEN') }}"
    title: "Cloud Services Contract"
    value: 100000
    currency: "USD"
    personId: 123
    stageId: 1
    expectedCloseDate: "2024-12-31"
Properties

Pipedrive API token

Your Pipedrive API token for authentication.

Deal title

Title of the deal

Default https://api.pipedrive.com/api/v2

Pipedrive API URL

Base URL for the Pipedrive API. Override for testing purposes.

Currency

Currency code (e.g., USD, EUR, GBP)

Custom fields

Map of custom field keys and values

Expected close date

Expected close date in YYYY-MM-DD format

Organization ID

ID of the organization this deal is associated with

Person ID

ID of the person this deal is associated with

Probability

Deal success probability percentage (0-100)

Stage ID

ID of the stage this deal will be placed in a pipeline

Status

Status of the deal. Valid values: 'open', 'won', 'lost', 'deleted'

User ID

ID of the user who will be marked as the owner of this deal

Deal value

Value of the deal

Visibility

Visibility of the deal. Valid values: '1' (owner only), '3' (entire company), or '5' (owner and followers)

Creation time

Timestamp when the deal was created

Deal ID

The ID of the created deal in Pipedrive

Last update time

Timestamp when the deal was last updated