Hey guys, I'm an absolute newbee. I want to read information about pipelines via the Pipedrive API and display it in a dashboard.
Unfortunately, I'm already failing at how to add the data source and then query the deals, for example.
Can someone please help me? As detailed as possible.
Thank you!
Since Retool doesn't have a pre-built integration with Pipedrive at this time, but it does have an API, you'll want to use a REST API resource.
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To create one, sign in to your Retool organization and navigate to the Resources tab. Click Create new > Resource, then select REST API.
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​You'll need a Pipedrive API token. This article from Pipedrive shows how to find it: https://pipedrive.readme.io/docs/how-to-find-the-api-token
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In the Configure REST API dialog, you only need 4 things.
1. Name your resource ("Pipedrive" in the screenshot below)
2. Base URL (your signed-in Pipedrive url + /api/vi)
3. "x-api-token" in the left box under "Headers"
4. Your API token in the right box under "Headers"
After you've successfully created the resource, you'll want to create a Retool app and query your new resource. You can follow this Retool tutorial, but using your Pipedrive resource.
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You may also find this API reference from Pipedrive helpful: https://developers.pipedrive.com/docs/api/v1/Deals
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