Pipedrive and Fakturownia integration - c-534/templates GitHub Wiki

How to create an integration between Pipedrive and Fakturownia?

This example shows you how to create a simple integration between Pipedrive and Fakturowania using c-534.io platform.

This example integration allows you to automatically add one Contact in Fakturownia after Person will be created in Pipedrive.

To perform this integration you must create one Microservice on c-534.io platform. If you want to know what a Microservice is, please go ahead and read about it on our wiki page!

What you'll need to proceed:

Let's begin!

Fakturownia setup

From Fakturownia you will need:

  • Fakturownia API url
  • Fakturownia API token

If you looking for information about how to obtain API token, see API token guide. You also need API url, in this case it will be:

https://YOUR_DOMAIN.fakturownia.pl/clients.json

Remember to replace "YOUR_DOMAIN", by name chosen when signed up Fakturowania. After you prepare all of this information, you can move to next step.

c-534.io setup

To get started with this integration you will need a Microservice. To create Microservice in c-534.io, follow these steps:

  1. Import a ready Microservice code from our GitHub repository to your c-534.io account just by clicking this link. This Microservice task will be to create new Contact in Fakturownia when new Person would be crated in Pipedrive. Fill below all the data you obtaind during Fakturownia setup ( as outlined by the green box):

  1. Click "Save".
  2. After clicking the "Save" button the url in your browsers' bar will be updated with url of newly created Microservice. You will need the last part of this url (it's called "urlsafe"), e.g.:
https://app.c534.io/microservice/config/YOU_WILL_NEED_THIS_PART

Copy your urlsafe for later use. It will be needed during Pipedrive setup.

Now you are all set in c-534.io!

Pipedrive setup

In Pipedrive you will need to setup a notification to c-534.io for an event when a new Person is added in Pipedrive. So let's get started!

  1. Go to your Pipedrive settings page.
  2. Choose "Push notifications" from the left panel.
  3. Click "Create new notification".
  4. In the field "URL" paste this prepared URL:
http://app.c-534.io/rest-json/HERE_URLSAFE_WHICH_YOU_OBTAINED_DURING_C-534_SETUP
  1. In the field "Events" paste this event type:
``` added.person ``` ![](https://github.com/c-534/templates/blob/master/_img/pipedrive_create_new_push_notifications.png)
  1. Click "Save"

Now you have everything configured in Pipedrive!

Now you have completed all the required steps!

Now, you can get the benefits of your newly created integration. Add a new Contact in Pipedrive, and in a few seconds, it will appear on Fakturownia. If something went wrong don't hesitate and contact us. We will be glad to give you a hand!

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