Power BI Connector for Pipedrive

Build 24.0.9060

Notes

Returns all notes.

Select

The connector will use the Pipedrive API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.

  • Id supports the '=' operator.
  • UserId supports the '=' operator.
  • LeadId supports the '=' operator.
  • DealId supports the '=' operator.
  • PersonId supports the '=' operator.
  • OrgId supports the '=' operator.
  • PinnedToLeadFlag supports the '=' operator.
  • PinnedToDealFlag supports the '=' operator.
  • PinnedToOrganizationFlag supports the '=' operator.
  • PinnedToPersonFlag supports the '=' operator.

For example, the following query is processed server side:

SELECT * FROM Notes WHERE Id = 9                  

INSERT

Insert can be executed by specifying the Content and PersonId columns. The columns that are not required can be inserted optionally. For example:

INSERT INTO Notes (ActiveFlag, Content, PersonId, AddTime) VALUES ('true', 'this is frist notes', '8', '2021-12-31')

UPDATE

Update can be executed by specifying the Id in the WHERE Clause. The columns that are not read-only can be Updated. For example:

UPDATE Notes SET Content = 'I am updating content' WHERE id = 7

DELETE

Delete can be executed by specifying the Id in the WHERE Clause. For example:

DELETE FROM Notes WHERE Id = 5

Columns

Name Type ReadOnly Description
Id [KEY] Integer True

ID of the note.

ActiveFlag Boolean False

ActiveFlag.

AddTime Datetime False

AddTime.

Content String False

Content.

DealTitle String True

DealTitle.

DealId Integer False

The ID of the deal which notes to fetch.

LastUpdateUserId Integer True

LastUpdateUserId.

LeadId String False

The ID of the lead which notes to fetch.

OrgId Integer False

The ID of the organization which notes to fetch.

OrganizationName String True

OrganizationName.

PersonName String True

PersonName.

PersonId Integer False

The ID of the person whose notes to fetch.

PinnedToDealFlag Boolean False

If set, then results are filtered by note to deal pinning state.

The allowed values are 0, 1.

PinnedToLeadFlag Boolean False

If set, then results are filtered by note to lead pinning state.

The allowed values are 0, 1.

PinnedToOrganizationFlag Boolean False

If set, then results are filtered by note to organization pinning state.

The allowed values are 0, 1.

PinnedToPersonFlag Boolean False

If set, then results are filtered by note to person pinning state.

The allowed values are 0, 1.

UpdateTime Datetime True

UpdateTime.

UserEmail String True

UserEmail.

UserIconUrl String True

UserIconUUserNamerl.

UserIsYou Boolean True

UserIsYouUserName.

UserName String True

UserName.

UserId Integer True

The ID of the user whose notes to fetch.

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Build 24.0.9060