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Working with Organizations in Pipedrive



Overview

The following operations allow you to work with organizations . Click an operation name to see details on how to use it.

For a sample proxy service that illustrates how to work with organizations , see Sample configuration

OperationDescription

createOrganization

Adds a new organization.

listOrganizationsRetrieves all organizations.
searchOrganizationsSearches all organizations by their name.

Operation details

This section provides further details on the operations related to organizations .

Adding a new organization

The createOrganization operation adds a new organization.

createOrganization
<pipedrive.createOrganization>
    <addedTime>{$ctx:addedTime}</addedTime>
    <visibility>{$ctx:visibility}</visibility>
    <customFields>{$ctx:customFields}</customFields>
    <prettyOutput>{$ctx:prettyOutput}</prettyOutput>
    <ownerId>{$ctx:ownerId}</ownerId>
    <name>{$ctx:name}</name>
	<fields>{$ctx:fields}</fields>
</pipedrive.createOrganization>
Properties
  • addedTime: Optional creation date and time of the organization in UTC. Requires admin user API token. Format: YYYY-MM-DD HH:MM:SS.
  • visibility: Visibility of the organization. If omitted, visibility will be set to the default visibility, possible values are 0,1,2.
  • customFields: JSON object specifying the values for the organization's custom fields created in the account, keys for the object are the 40-character hashes assigned for the respective custom fields.
  • prettyOutput: If the prettyOutput is specified as 1, will return an indented response of the output.
  • ownerId: The ID of the user who will be marked as the owner of this organization.
  • name: The name of the organization.
  • fields: The array of fields to be returned in the output.
Sample request

Following is a sample REST/JSON request that can be handled by the createOrganization operation.

Sample Request for createOrganization
{
	"apiToken":"7ccee3fe30e479ae845169ec8601ba8b4ab2be0d",
	"apiUrl":"https://api.pipedrive.com",
	"addedTime":"2015-01-01 10:30:22",
	"visibility":0,
	"customFields":{"2a647187c61990632d8cd86c3037bd8fc076b595":"testValue1", "29443e8cba4d62d2b080098ff7d072dd0ffa054f":"testValue2"},
	"prettyOutput":1,
	"ownerId":589352,
	"name":"Org1",
	"fields":["id", "name"]
}
Related Pipedrive documentation

https://developers.pipedrive.com/v1#methods-Organizations

Retrieving all organizations

The listOrganizations operation retrieves all organizations.

listOrganizations
<pipedrive.listOrganizations>
    <limit>{$ctx:limit}</limit>
    <sort>{$ctx:sort}</sort>
    <filterId>{$ctx:filterId}</filterId>
    <start>{$ctx:start}</start>
    <prettyOutput>{$ctx:prettyOutput}</prettyOutput>
	<fields>{$ctx:fields}</fields>
</pipedrive.listOrganizations>
Properties
  • limit: The number of items shown per page.
  • sort: The field names and sorting mode separated by comma(i.e.,field_name_1 ASC, field_name_2 DESC).
  • filterId: The unique identifier of the filter to be used.
  • start: The start of the pagination.
  • prettyOutput: If the prettyOutput is specified as 1, will return an indented response of the output.
  • fields: The array of fields to be returned in the output.
Sample request

Following is a sample REST/JSON request that can be handled by the listOrganizations operation.

Sample Request for listOrganizations
{
	"apiToken":"7ccee3fe30e479ae845169ec8601ba8b4ab2be0d",
	"apiUrl":"https://api.pipedrive.com",
	"limit":10,
	"sort":["id DESC"],
	"filterId":12,
	"start":0,
	"prettyOutput":1,
	"fields":["id","name","open_deals_count"]
}
Related Pipedrive documentation

https://developers.pipedrive.com/v1#methods-Organizations

Searching all organizations by their name

The searchOrganizations operation searches for all organizations by their name.

searchOrganizations
<pipedrive.searchOrganizations>
	<term>{$ctx:term}</term>
	<prettyOutput>{$ctx:prettyOutput}</prettyOutput>
	<fields>{$ctx:fields}</fields>
	<start>{$ctx:start}</start>
	<limit>{$ctx:limit}</limit>
</pipedrive.searchOrganizations>
Properties
  • term: The search term to look for organizations.
  • prettyOutput: If the prettyOutput is specified as 1, will return an indented response of the output.
  • fields: The array of fields to be returned in the output.
  • start: Specifies the pagination start index.
  • limit: Specifies the number of items returned per page.
Sample request

Following is a sample REST/JSON request that can be handled by the searchOrganizations operation.

Sample Request for searchOrganizations
{
	"apiToken":"39126d07e28ce7e3a62bc49b50ad51adc82b5f91",
	"apiUrl":"https://api.pipedrive.com",
	"term":"test",
	"prettyOutput" : 1,
	"fields" : ["id", "name"],
	"start" : 0,
	"limit" : 10
}
Related Pipedrive documentation

https://developers.pipedrive.com/v1#methods-Organizations

Sample configuration

Following is a sample proxy service that illustrates how to connect to Pipedrive with the init operation and use the createOrganization operation. The sample request for this proxy can be found in the createOrganization  sample request. You can use this sample as a template for using other operations in this category.

Sample Proxy
<?xml version="1.0" encoding="UTF-8"?>
	<proxy xmlns="http://ws.apache.org/ns/synapse" name="pipedrive_createOrganization" transports="https,http" statistics="disable" trace="disable" startOnLoad="true">
	 <target>
	 <inSequence>
      <property name="apiToken" expression="json-eval($.apiToken)"/>
      <property name="apiUrl" expression="json-eval($.apiUrl)"/>
      <property name="addedTime" expression="json-eval($.addedTime)"/>
      <property name="visibility" expression="json-eval($.visibility)"/>
      <property name="customFields" expression="json-eval($.customFields)"/>
      <property name="prettyOutput" expression="json-eval($.prettyOutput)"/>
      <property name="ownerId" expression="json-eval($.ownerId)"/>
      <property name="name" expression="json-eval($.name)"/>
      <property name="fields" expression="json-eval($.fields)"/>
      <pipedrive.init>
         <apiToken>{$ctx:apiToken}</apiToken>
         <apiUrl>{$ctx:apiUrl}</apiUrl>
      </pipedrive.init>
      <pipedrive.createOrganization>
         <addedTime>{$ctx:addedTime}</addedTime>
         <visibility>{$ctx:visibility}</visibility>
         <customFields>{$ctx:customFields}</customFields>
         <prettyOutput>{$ctx:prettyOutput}</prettyOutput>
         <ownerId>{$ctx:ownerId}</ownerId>
         <name>{$ctx:name}</name>
         <fields>{$ctx:fields}</fields>
      </pipedrive.createOrganization>
	   <respond/>
	 </inSequence>
	  <outSequence>
	   <send/>
	  </outSequence>
	 </target>
   <description/>
  </proxy>