Tableau Connector for Pipedrive

Build 24.0.9060

Filters

Returns data about all filters.

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.
  • Type supports the '=' operator.

For example, the following query is processed server side:

SELECT * FROM Filters WHERE Id = 39

INSERT

Insert can be executed by specifying the Name, Conditions and Type columns. The columns that are not required can be inserted optionally. For example:

INSERT INTO Filters (Name, Conditions, Type) VALUES ('Indias Filter', '{"glue": "and","conditions": [{"glue": "and","conditions": [{"object": "organization","field_id": "4020"}]}]}', 'deals')

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 Filters SET Name = 'Updating Pipedrive filters', Conditions = '{"glue": "and","conditions": [{"glue": "or","conditions": [{"object": "organization123","field_id": "4021"}]}]}' WHERE Id = 39

DELETE

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

DELETE FROM Filters WHERE Id = 10

Columns

Name Type ReadOnly Description
Id [KEY] Integer True

The ID of the filter.

ActiveFlag Boolean True

ActiveFlag.

AddTime Datetime True

AddTime.

CustomViewId String True

CustomViewId.

Name String False

The name of the filter.

TemporaryFlag String True

TemporaryFlag.

Type String False

The types of filters to fetch.

The allowed values are deals, org, people, products, activity.

UpdateTime String True

UpdateTime.

UserId Integer True

UserId.

VisibleTo Integer True

VisibleTo.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
Conditions String

The conditions of the filter as a JSON object.

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Build 24.0.9060