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Documentation Library
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Have questions about this site?
What is this site?
- This website is Hornbill's new product documentation website and is currently under development.
- It is intended that all existing and future public-facing documentation we produce will be available to search, browse and share.
- Hornbill's current documentation is available at Hornbill Wiki but over time this content will be migrated to this documentation site.
- Please feel free to have a look around at any time.
Why has Hornbill created this site?
- Hornbill's products have moved on considerably since we introduced it almost 10 years ago. At the time, the MediaWiki tool was sufficient, but we have outgrown it.
- Our customers are more enterprise focused and more self-sufficient than ever before, so for 2023 and beyond we have established a new documentation platform and team to drive our documentation initiative forwards.
- We are aiming to deprecate the use of Hornbill Wiki for most Hornbill related documentation.
- We want to enable our growing partner network with product resources and information, documentation beyond our Wiki approach is required.
- We could definitely do with some help, and may even pay for some! If you have domain knowledge and would like to help, please check out our Hornbill Docs Contributor Guide and contact the Hornbill docs team at docs@hornbill.com.
What will this site be good for?
- Community contribution will be facilitated, encouraged, and most welcome.
- High quality documentation, will be kept up to date as rapidly as our products evolve.
- Real-time content search and discovery.
- Articles organized into books, books into libraries, creating a more natural and logical structure to our documentation.
- Legacy API documentation and various other documentation sources will all be consolidated into a single unified documentation system.
- Documentation available in browser as well as printable/viewable as PDF on demand.
- Personalized documentation experience, allowing dark/light mode, article subscriptions, social media sharing and other useful features.
- Almost all publicly available documentation on docs.hornbill.com will be open-source and available to fork on GitHub, allowing customers to derive their own custom documentation around Hornbill products should they wish to.
What is the timeline for this site?
- We have taken the decision to publish and make available early, there is very little content at this time.
- As and when we have completed/usable documentation, it will be published here.
- We have a host of additional features we wish to add over time, so please watch this space.
- We expect most of our existing documentation should be reviewed/migrated to docs.hornbill.com over the coming months.
- The documentation project will be ongoing, will continue to expand, evolve and improve day-by-day.
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Operation Information
Merges a pair of Pipedrive Deals.
This is a Premium Integration.
Authentication
This operation requires authentication, the details of which can be securely stored on your instance in a KeySafe Key of type API Key.
To create a key of this type:
- In the Configuration area of your Hornbill instance, navigate to Platform Configuration > Security > KeySafe;
- Click on the + Create New Key button;
- On the resulting Create New Key form, choose API Key in the Type pick list;
- Give the API Key KeySafe key a Title (this is the name / identifier for the API Key account as you will see it when using the cloud automation node in your workflows);
- Optionally populate the Description field;
- Populate the following fields accordingly, then click the Create Key button to create your new key:
Name | Type | Description |
---|---|---|
ApiKey | string |
Authentication Key |
API Endpoint | string |
Optional API Endpoint |
Tip
The API Endpoint field is not required to be populated for this integration - just an API Key for your Pipedrive account.
Revoking Access
If at any point you wish to revoke access to any of the above accounts from your Hornbill instance, just delete the relevant KeySafe key(s) from the KeySafe list.
Warning
This will revoke the rights of any existing Cloud Automation Node in your Hornbill Workflows that are using the revoked API Key account, so you will need to manage these workflows accordingly.
Input Parameters
Display Name | ID | Type | Description | Required | Supported Values |
---|---|---|---|---|---|
Deal ID | id |
number |
ID of the deal | Yes | None provided |
Deal to merge ID | mergeId |
number |
ID of the deal you want to merge with | Yes | None provided |
Output Parameters
Display Name | ID | Type | Description |
---|---|---|---|
Deal ID | id |
number |
None provided |
Creator User ID | creator_user_id |
number |
User ID for the creator of the deal |
User ID | user_id |
number |
User ID for the owner of the deal |
Person ID | person_id |
number |
User ID for the person associated to the deal |
Organization ID | org_id |
number |
None provided |
Stage ID | stage_id |
number |
None provided |
Deal Title | title |
string |
None provided |
Deal Value | value |
number |
None provided |
Currency | currency |
string |
3 character code for the currency |
Add Time | add_time |
string |
None provided |
Update Time | update_time |
string |
None provided |
Stage Change Time | stage_change_time |
string |
None provided |
Deal Active? | active |
boolean |
None provided |
Deal Deleted? | deleted |
boolean |
None provided |
Deal Status | status |
string |
None provided |
Next Activity Date | next_activity_date |
string |
None provided |
Next Activity Time | next_activity_time |
string |
None provided |
Next Activity ID | next_activity_id |
number |
None provided |
Last Activity ID | last_activity_id |
number |
None provided |
Last Activity Date | last_activity_date |
string |
None provided |
Lost Reason | lost_reason |
string |
The reason that the deal was lost |
Visible To | visible_to |
string |
The number of users the deal is visible to |
Close Time | close_time |
string |
None provided |
Pipeline ID | pipeline_id |
number |
None provided |
Won Time | won_time |
string |
None provided |
First Won Time | first_won_time |
string |
None provided |
Lost Time | lost_time |
string |
None provided |
Products Count | products_count |
number |
None provided |
Files Count | files_count |
number |
None provided |
Notes COunt | notes_count |
number |
None provided |
Followers Count | followers_count |
number |
None provided |
Email Messages Count | email_messages_count |
number |
None provided |
Activities Count | activities_count |
number |
None provided |
Done Activities Count | done_activities_count |
number |
None provided |
Undone Activities Count | undone_activities_count |
number |
None provided |
Reference Activities Count | reference_activities_count |
string |
None provided |
Participants Count | participants_count |
number |
None provided |
Expected Close Date | expected_close_date |
string |
None provided |
Last Incoming Mail Time | last_incoming_mail_time |
string |
None provided |
Last Outgoing Mail Time | last_outgoing_mail_time |
string |
None provided |
Stage Order NR | stage_order_nr |
number |
None provided |
Person Name | person_name |
string |
None provided |
Organization Name | org_name |
string |
None provided |
Next Activity Subject | next_activity_subject |
string |
None provided |
Next Activity Type | next_activity_type |
string |
None provided |
Next Activity Duration | next_activity_duration |
string |
None provided |
Next Activity Note | next_activity_note |
string |
None provided |
Formatted Value | formatted_value |
string |
None provided |
Rotten Time | rotten_time |
string |
None provided |
Weighted Value | weighted_value |
number |
None provided |
Formatted Weighted Value | formatted_weighted_value |
string |
None provided |
Owner Name | owner_name |
string |
None provided |
CC Email | cc_email |
string |
None provided |
Organization Hidden | org_hidden |
boolean |
None provided |
Person Hidden | person_hidden |
boolean |
None provided |
Merge What ID | merge_what_id |
number |
None provided |
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