GitHub - pipedrive/app-extensions-sdk: SDK for Pipedrive app extensions

App extensions SDK

This SDK provides interactivity between custom UI extensions and Pipedrive.

Learn more about custom UI extensions from Developer documentation.

npm install --save @pipedrive/app-extensions-sdk

Initialization

In order to display a custom UI extension to a user, this SDK has to be initialized. In the iframe request, query id attribute is passed, which has to be provided to the SDK constructor. The SDK will try to read it from the URL query. If the URL is modified (e.g. with redirects), then it has to be passed manually.

import AppExtensionsSDK from '@pipedrive/app-extensions-sdk';

// SDK detects identifier from URL and uses default custom UI size
const sdk = await new AppExtensionsSDK().initialize();

// Pass in id manually and provide custom UI size
const sdk = await new AppExtensionsSDK({ identifier: '123abc' })
  .initialize({ size: { height: 500 } });

Without module bundler

Initialization without a module bundler is possible by adding the following script to your HTML page from jsDelivr CDN:

<head>
  <script src="https://cdn.jsdelivr.net/npm/@pipedrive/app-extensions-sdk@0/dist/index.umd.js"></script>
</head>

NB: Pay attention to the package version in the URL - app-extensions-sdk@0. While you can also use version range, ensure you do not omit the version completely in production. This is to avoid any issues.

After this, the global AppExtensionsSDK will be available. Initialization can be then done the same way below in the HTML body:

<body>
  <script>
    (async function() {
      const sdk = await new AppExtensionsSDK().initialize();
    })();
  </script>
</body>

User settings

Contains an object with user settings, such as theme interface preference, and is accessible directly as a property of an instance of AppExtensionsSDK.

Properties

Parameter	Type	Description
theme	String	Selected theme interface preference. Possible values: light dark

Example

sdk.userSettings.theme can be used to set data-theme attribute to html tag of the iframe page with specific CSS for different themes.

[data-theme="dark"] body {
    // custom CSS for dark theme
}

import AppExtensionsSDK from '@pipedrive/app-extensions-sdk';

const sdk = new AppExtensionsSDK();

document.documentElement.setAttribute('data-theme', sdk.userSettings.theme);

await sdk.initialize();

See also USER_SETTINGS_CHANGE event to implement an immediate update of styles in case of user preference change.

Commands

Commands can be invoked with the execute method. On successful command execution, promise resolves. On error, it rejects.

sdk.execute(/* ... */)
  .then((data) => {
    // handle data
  })
  .catch((err) => {
    // handle error
  });

try {
  const data = await sdk.execute(/* ... */);
} catch (err) {
  // handle error
}

Show snackbar

Shows snackbar with provided message and link

Parameters

Parameter	Type	Description	Notes
message	String	Message displayed in snackbar	required
link	Object	Link displayed next to the message	optional
link.url	string	URL for link displayed in snackbar	required
link.label	string	Label for link displayed in snackbar	required

Example

await sdk.execute(Command.SHOW_SNACKBAR, {
  message: 'Action completed',
  link: {
    url: 'https://app.pipedrive.com',
    label: 'View',
  },
});

Show confirmation dialog

Shows confirmation dialog with provided title and description

Parameters

Parameter	Type	Description	Notes
title	String		required
description	String	Longer description of what is confirmed	optional
okText	String	Confirm button text	optional, default is "OK"
cancelText	String	Cancel button text	optional, default is "Cancel"
okColor	Color	Color of the confirmation button	optional, default is Color.NEGATIVE. Available colors: Color.PRIMARY (green) Color.SECONDARY (white) Color.NEGATIVE (red)

Response

Parameter	Type	Description	Notes
confirmed	Boolean	Result of confirmation

Example

const { confirmed } = await sdk.execute(Command.SHOW_CONFIRMATION, {
  title: 'Confirm',
  description: 'Are you sure you want to complete this action?',
});

Resize

Resizes custom UI extension with provided height and width

Custom panel - only height can be changed and the value must be between 100px and 750px.

Custom modal - both height and width can be changed. The minimum height is 120px and the minimum width is 320px . The maximum height and width are limited to the user's browser dimensions.

Custom floating window - both height and width can be changed. The minimum height is 70px and the maximum height is 700px. The minimum width is 200px and the maximum width is 800px.

Parameters

Parameter	Type	Description	Notes
height	Number	Height of the custom UI extension	optional
width	Number	Width of the custom UI extension	optional

Example

await sdk.execute(Command.RESIZE, { height: 500 });

Get signed token

A new JSON Web Token (JWT) that is valid for 5 minutes will be generated. It can be verified using the JWT secret which you can add from Marketplace Manager when configuring a custom UI extension. If it's not specified, use app's client secret instead. JWT contains Pipedrive user and company ids.

JWT can be used to ensure that the custom UI extension is loaded by Pipedrive. It can be passed to your API requests and be verified on the server side. As JWT expires in 5 minutes, you can use this command to get a new one.

Response

Parameter	Type	Description	Notes
token	String

Example

const { token } = await sdk.execute(Command.GET_SIGNED_TOKEN);

Open modal

Opens a JSON modal, custom modal or a new Pipedrive Deal, Organization, Person or Activity modal

JSON modal action

Parameters for JSON modal

Parameter	Type	Description	Notes
type	Modal		required
action_id	String	JSON modal action id or name	required

Response

Parameter	Type	Description	Notes
status	String	Indicates if modal was submitted or closed

Example

const { status } = await sdk.execute(Command.OPEN_MODAL, {
  type: Modal.JSON_MODAL,
  action_id: 'Open settings',
});

Custom modal

Parameters for custom modal

Parameter	Type	Description	Notes
type	Modal		required
action_id	String	Custom modal id or name	required
data	Object	Object to be passed as stringified JSON to iframe, should be used with caution taking into account the maximum length of HTTP GET request	optional

Response

Parameter	Type	Description	Notes
status	String	Indicates if modal was submitted or closed

Example

const { status } = await sdk.execute(Command.OPEN_MODAL, {
  type: Modal.CUSTOM_MODAL,
  action_id: 'Open settings',
  data: {
    item: 'xyz',
  },
});

New deal modal

Parameters for new deal modal

Parameter	Type	Description	Notes
type	Modal		required
prefill	Object	Object to prefill some deal modal fields	optional
prefill.title	String	Deal title	optional
prefill.organization	String	Organization name to whom the deal belongs	optional
prefill.person	String	Person name to whom the deal belongs	optional

Response

Parameter	Type	Description	Notes
status	String	Indicates if modal was submitted or closed
id	Number	ID of created deal if it was submitted	optional

Example

const { status, id } = await sdk.execute(Command.OPEN_MODAL, {
  type: Modal.DEAL,
  prefill: {
    title: 'Important deal',
  },
});

New person modal

Parameters for new person modal

Parameter	Type	Description	Notes
type	Modal		required
prefill	Object	Object to prefill some new person modal fields	optional
prefill.name	String	Person name	optional
prefill.organization	String	Organization name to whom the person belongs	optional

Response

Parameter	Type	Description	Notes
status	String	Indicates if modal was submitted or closed
id	Number	ID of added person if it was submitted	optional

Example

const { status, id } = await sdk.execute(Command.OPEN_MODAL, {
  type: Modal.PERSON,
  prefill: {
    name: 'Some name',
    organization: 'Some organization',
  },
});

New organization modal

Parameters for new organization modal

Parameter	Type	Description	Notes
type	Modal		required
prefill	Object	Object to prefill some new organization modal fields	optional
prefill.name	String	Organization name	optional

Response

Parameter	Type	Description	Notes
status	String	Indicates if modal was submitted or closed
id	Number	ID of added organization if it was submitted	optional

Example

const { status, id } = await sdk.execute(Command.OPEN_MODAL, {
  type: Modal.ORGANIZATION,
  prefill: {
    name: 'Some organization',
  },
});

New activity modal

Parameters for new activity modal

Parameter	Type	Description	Notes
type	Modal		required
prefill	Object	Object to prefill some new activity modal fields	optional
prefill.subject	String	Activity subject	optional
prefill.dueDate	String	Activity due date in yyyy-MM-dd format (UTC)	optional
prefill.dueTime	String	Activity due time in HH:mm format	optional
prefill.duration	String	Activity duration in HH:mm format	optional
prefill.note	String	Note, supports formatting with HTML `ul, li, b, u, i` tags	optional
prefill.description	String	Activity description, supports formatting with HTML `ul, li, b, u, i` tags	optional
prefill.deal	Number	Deal id that will be connected to the activity	optional
prefill.organization	Number	Organization id that will be connected to the activity	optional

Response

Parameter	Type	Description	Notes
status	String	Indicates if modal was submitted or closed
id	Number	ID of added activity if it was submitted	optional

Example

const { status, id } = await sdk.execute(Command.OPEN_MODAL, {
  type: Modal.ACTIVITY,
  prefill: {
    subject: 'Follow-up phone call',
    dueDate: '2022-12-18',
    dueTime: '13:00',
    duration: '00:30',
    note: 'Ask about <b>deal next steps</b>',
    description: 'Discussion about deal specifics',
    deal: 10,
    organization: 2,
  },
});

Close modal

Closes an active modal window; applicable only for custom modal.

Example

await sdk.execute(Command.CLOSE_MODAL);

Redirect to

Redirects user to specified view.

Parameters

Parameter	Type	Description	Notes
view	View	View where the user will be redirected to	required Supported views: View.DEALS View.LEADS View.ORGANIZATIONS View.CONTACTS View.CAMPAIGNS View.PROJECTS View.SETTINGS - redirects to custom settings page
id	String/Number	ID of the entity where the user will be redirected. If not provided, the user will be redirected to list view that's specified by the `view` property	optional

Example

await sdk.execute(Command.REDIRECT_TO, { view: View.DEALS, id: 1 });

Show floating window

Opens floating window and triggers Event.VISIBILITY with an optional context parameter that is dependent on your app's use case (see Visibility for details).

Parameters

Parameter	Type	Description	Notes
context	Object	Object to be passed as JSON to event handler	optional

Example

await sdk.execute(Command.SHOW_FLOATING_WINDOW, {
  context: {
    person_id: 42,
  },
});

Hide floating window

Closes floating window and triggers Event.VISIBILITY with an optional context parameter that is dependent on your app's use case (see Visibility for details).

Parameters

Parameter	Type	Description	Notes
context	Object	Object to be passed as JSON to event handler	optional

Example

await sdk.execute(Command.HIDE_FLOATING_WINDOW, {
  context: {
    person_id: 42,
  },
});

Set notification

For apps with floating window, display or remove notifications badge in apps dock. Not specifying the number or setting it to 0 removes the notification badge. Specifying a number greater than 0 displays a badge with that number.

Parameters

Parameter	Type	Description	Notes
number	Number	Number of notifications	optional

Example

await sdk.execute(Command.SET_NOTIFICATION, {
  number: 3,
});

Set focus mode

For apps with a floating window, you can enable or disable focus mode. When the focus mode is enabled, the close button in the window header is hidden.

This should only be used to avoid users accidentally closing the window while an action is in progress, e.g., a phone call. There should be a clear call-to-action to disable the focus mode, e.g., the end call button.

This command only accepts a boolean as the second parameter, and the floating window must be visible before using this command.

Example

await sdk.execute(Command.SET_FOCUS_MODE, true);

Get metadata

Retrieves metadata information about the main window.

Response

Parameter	Type	Description	Notes
windowHeight	Number	Height of the main window (px).
windowWidth	Number	Width of the main window (px).

Example

const { windowWidth, windowHeight } = await sdk.execute(Command.GET_METADATA);

Events

Subscribe to events triggered by users.

const stopReceivingEvents = sdk.listen(event, ({ error, data }) => {
  // if error is present, handle error
  // handle data
});

stopReceivingEvents(); // Call this function to stop receiving events

Visibility

Subscribe to visibility changes that are triggered by the user or an SDK command.

Custom panel

Event is triggered when the user collapses or expands the panel.

context parameter is not included.

Floating window

Event is triggered when the floating window is displayed or gets hidden.

context property may consist of data passed from Command.SHOW_FLOATING_WINDOW or Command.HIDE_FLOATING_WINDOW command and will always contain invoker with possible values command or user.

Response

Parameter	Type	Description	Notes
is_visible	Boolean	Specifies if the extension is visible to the user	required
context	Object	Contains properties specific to extension	optional
context.invoker	String	Describes if the event was triggered by an SDK command or the user	optional

Example

sdk.listen(Event.VISIBILITY, ({ error, data }) => {
  // handle event
});

Close custom modal

Subscribe to custom modal events that are triggered by this SDK's CLOSE_MODAL command or user interaction with the custom modal.

Custom panel - user closes the custom modal

Example

sdk.listen(Event.CLOSE_CUSTOM_MODAL, () => {
  // handle event
});

User settings change

This event lets you get an update if any user settings have changed.

Response

Parameter	Type	Description
theme	String	The selected theme interface preference. Possible values: light dark

Example

sdk.listen(Event.USER_SETTINGS_CHANGE, ({ data }) => {
  // handle data
});

Page visibility state

Subscribe to the page visibility event that is triggered when the value of the visibilityState property changes. This event enables you to find out if the page your app extension will be loaded in is visible/in the background or hidden.

Parameter	Type	Description	Notes
state	String	Indicates if the page is visible for the user	required

Possible state values

visible The page is at least partially visible to the user. In practice this means that the page is the foreground tab of a non-minimized window.

hidden The page is not visible to the user. In practice this means that the page is either a background tab or part of a minimized window, or the OS screen lock is active.

Example

const stopReceivingPageStateEvent = sdk.listen(Event.PAGE_VISIBILITY_STATE, ({ data }) => {
  // handle data
});

stopReceivingPageStateEvent() // Call this function to stop receiving event

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App extensions SDK

Table of contents

Initialization

Without module bundler

User settings

Example

Commands

Show snackbar

Show confirmation dialog

Resize

Get signed token

Open modal

JSON modal action

Custom modal

New deal modal

New person modal

New organization modal

New activity modal

Close modal

Redirect to

Show floating window

Hide floating window

Set notification

Set focus mode

Get metadata

Events

Visibility

Custom panel

Floating window

Close custom modal

User settings change

Page visibility state

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