Pipedrive 凭据(Pipedrive credentials)#
你可以使用以下凭据验证以下节点：
🌐 You can use these credentials to authenticate the following nodes:
支持的身份验证方法(Supported authentication methods)#
- API 令牌
- OAuth2
相关资源(Related resources)#
有关该服务的更多信息，请参阅 Pipedrive 开发者文档。
🌐 Refer to Pipedrive's developer documentation for more information about the service.
使用 API 令牌(Using API token)#
要配置此凭证，你需要一个 Pipedrive 账户以及：
🌐 To configure this credential, you'll need a Pipedrive account and:
- 一个 API 令牌
获取 API 令牌：
🌐 To get your API token:
- 打开你的 API 个人偏好。
- 复制 你的个人 API 令牌 并将其输入到你的 n8n 凭证中。
如果你有多家公司，请先选择正确的公司：
🌐 If you have multiple companies, you'll need to select the correct company first:
- 选择你的账户名称，并确保你正在查看正确的公司。
- 然后选择公司设置。
- 选择 个人偏好。
- 选择 API 选项卡。
- 复制 你的个人 API 令牌 并将其输入到你的 n8n 凭证中。
有关更多信息，请参阅 如何查找 API 令牌。
🌐 Refer to How to find the API token for more information.
使用 OAuth2(Using OAuth2)#
要配置此凭证，你需要一个 Pipedrive 开发者沙箱账户 以及：
🌐 To configure this credential, you'll need a Pipedrive developer sandbox account and:
- 客户端 ID
- 客户端密钥
要同时获取 API 密钥和应用 ID，你需要注册一个新应用：
🌐 To get both, you'll need to register a new app:
- 选择右上角的个人资料名称。
-
找到你的沙盒账户的公司名称并选择 开发者中心。
没有开发者中心
如果你在账户下拉菜单中看不到开发者中心，请注册一个开发者沙箱账户。
-
选择 创建应用。
- 选择 创建公开应用。应用的 基本信息 标签会打开。
- 为你的应用输入一个应用名称，例如
n8n integration。 - 从 n8n 复制 OAuth 重定向 URL 并将其添加为应用的 回调 URL。
- 选择 保存。应用的 OAuth 和访问权限 标签页将打开。
- 为你的应用开启适当的权限范围。请参阅下方的 Pipedrive 节点权限范围 和 Pipedrive 触发节点权限范围 获取更多指导。
- 复制 客户端 ID 并将其输入到你的 n8n 凭证中。
- 复制 客户端密钥 并将其输入到你的 n8n 凭证中。
有关更多信息，请参阅注册公共应用。
🌐 Refer to Registering a public app for more information.
Pipedrive 节点作用域(Pipedrive node scopes)#
你添加到应用的作用域取决于你希望在 n8n 中将其用于哪些节点以及你希望使用这些节点完成哪些操作。
🌐 The scopes you add to your app depend on which node(s) you want to use it for in n8n and what actions you want to complete with those.
你可能需要为 Pipedrive 节点使用的权限范围：
🌐 Scopes you may need for the Pipedrive node:
| Object | Node action | UI scope | Actual scope |
|---|---|---|---|
| Activity | Get data of an activity Get data of all activities |
Activities: Read only or Activities: Full Access |
activities:read or activities:full |
| Activity | Create Delete Update |
Activities: Full Access | activities:full |
| Deal | Get data of a deal Get data of all deals Search a deal |
Deals: Read only or Deals: Full Access |
deals:read or deals:full |
| Deal | Create Delete Duplicate Update |
Deals: Full Access | deals:full |
| Deal Activity | Get all activities of a deal | Activities: Read only or Activities: Full Access |
activities:read or activities:full |
| Deal Product | Get all products in a deal | Products: Read Only or Products: Full Access |
products:read or products:full |
| File | Download Get data of a file |
Refer to note below | Refer to note below |
| File | Create Delete |
Refer to note below | Refer to note below |
| Lead | Get data of a lead Get data of all leads |
Leads: Read only or Leads: Full access |
leads:read or leads:full |
| Lead | Create Delete Update |
Leads: Full access | leads:full |
| Note | Get data of a note Get data of all notes |
Refer to note below | Refer to note below |
| Note | Create Delete Update |
Refer to note below | Refer to note below |
| Organization | Get data of an organization Get data of all organizations Search |
Contacts: Read Only or Contacts: Full Access |
contacts:read or contacts:full |
| Organization | Create Delete Update |
Contacts: Full Access | contacts:full |
| Person | Get data of a person Get data of all persons Search |
Contacts: Read Only or Contacts: Full Access |
contacts:read or contacts:full |
| Person | Create Delete Update |
Contacts: Full Access | contacts:full |
| Product | Get data of all products | Products: Read Only | products:read |
文件和注意
文件和注意的范围取决于它们关联的对象：
- 文件关联于交易、活动或联系人。
- 注意关联于交易或联系人。
请参考这些对象的范围。
Pipedrive 节点也支持自定义 API 调用。为你打算进行的任何自定义 API 调用添加相关权限范围。
🌐 The Pipedrive node also supports Custom API calls. Add relevant scopes for whatever custom API calls you intend to make.
有关更多信息，请参阅 范围和权限说明。
🌐 Refer to Scopes and permissions explanations for more information.
Pipedrive 触发器节点作用域(Pipedrive Trigger node scopes)#
Pipedrive 触发器 节点需要 Webhooks：完全访问 (webhooks:full) 权限。
🌐 The Pipedrive Trigger node requires the Webhooks: Full access (webhooks:full) scope.