Pipedrive Resellers Portal
The Pipedrive Resellers Portal modules enable you to create, update, retrieve, delete, suspend, or restore subscriptions or manage users in your Pipedrive Resellers Portal.
Getting Started with Pipedrive Resellers Portal
Prerequisites
A Pipedrive Partner account — you can create one at partners.pipedrive.com.
Note
The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!
Connecting Pipedrive Resellers Portal to Make
To connect your Pipedrive Resellers Portal account to Make, you need to retrieve the API Key from the Subscription settings in your Pipedrive Partners portal.
Log in to Pipedrive Resellers Portal.
Navigate to Settings.
Copy the provided API Token to the clipboard.
Log in to your Make account, add any Pipedrive Resellers Portal module to your scenario, and click Create a connection.
Optional: In the Connection name field, enter a name for your connection.
In the API Key field, enter the details copied in Step 3 and click Save.
The connection has been established. You can proceed with setting up the module.
Subscriptions
Retrieves the list of existing subscriptions.
Connection | |
Limit | Set the maximum number of subscriptions Make will return during one execution cycle. |
Retrieves subscription details.
Connection | |
Subscription ID | Enter (map) the ID of the subscription or select the subscription you want to retrieve details for. |
Creates a new subscription.
Primary User
Set the first user that will be automatically invited to the newly created account.
Enter the email address of the user. | |
Full Name | Enter the user's first and last name. |
Company
Add company related information.
Country | Enter the two-letter country code. |
Name | Enter the name of the company. |
Order
Set specifics of the purchased subscription.
Seats | Enter the number of seats. |
Subscription Plan | Select the Subscription plan (or a plan in the Plan ID field below). |
Plan ID | Select the plan (or a Subscription plan in the Subscription Plan field above). |
User Self Management |
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Packages | Enable desired addons for the subscription. |
With Trial Period | Select the Yes option to set this subscription as a TRIAL. |
Updates an existing subscription.
Connection | |
Subscription ID | Enter (map) the ID of the subscription or select the subscription you want to update. |
Please find the descriptions of the fields in the Create a Subscription section above.
Deletes a subscription.
Connection | |
Subscription ID | Enter (map) the ID of the subscription or select the subscription you want to delete. |
Suspends a subscription.
Connection | |
Subscription ID | Enter (map) the ID of the subscription or select the subscription you want to suspend. |
Restores an existing subscription.
Connection | |
Subscription ID | Enter (map) the ID of the subscription or select the subscription you want to restore. |
Subscription Users
Updates user details of the subscription user.
Connection | |
Subscription ID | Enter (map) the ID of the subscription or select the subscription you want to update a user for. |
User ID | Enter (map) the ID of the user or select the user you want to update. |
Enter the user's email address. | |
Full Name | Enter the user's full name. |
Adds a user to a company/subscription.
Connection | |
Subscription ID | Enter (map) the ID of the subscription or select the subscription to where you want to add a user. |
Enter the user's email address. | |
Full Name | Enter the user's full name. |
Removes a user from the company/subscription. Users in Pipedrive are unique so the user will not be deleted. The same user can be added to a new account.
Connection | |
Subscription ID | Enter (map) the ID of the subscription or select the subscription where you want to remove a user from. |
User ID | Enter (map) the ID of the user or select the user you want to remove from the company/subscription. |
Other
Retrieves general information on available plans and packages.
Connection | |
Subscription ID | Enter (map) the ID of the subscription or select the subscription you want to retrieve available plans and packages for. |
Allows you to perform a custom API call.
Connection | |
URL | Enter a path relative to For example NoteFor the list of available endpoints, refer to the Pipedrive Company Subscriptions Management v1 API Documentation. |
Method | Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry. |
Headers | Enter the desired request headers. You don't have to add authorization headers; we added those for you. |
Query String | Enter the request query string. |
Body | Enter the body content for your API call. |
The following API call returns all subscriptions in your Pipedrive Resellers Portal account:
URL:
/subscriptions
Method:
GET
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The result can be found in the module's Output under Bundle > Body.
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