Pipedrive API + Zapier | Find the most recent open Deal ID or unarchived Lead ID of a given contact person's ID

find-most-recent-deal-or-lead-by-contact-person-id-pipedrive.js

// Convert the personId from input data to a number (needed for comparison later)
// inputData.personId is a value passed into this step from a previous step in the Zap
const personId = parseInt(inputData.personId, 10);

// Check if personId is provided; if not, stop the process with an error
if (!personId) {
	callback('Error: personId is required but not provided in inputData.');
	return;
}

// Your Pipedrive API token, used to authenticate requests to Pipedrive
const pipedriveApiToken = 'xxxxxxx';

// Define the URL to fetch deals from Pipedrive
// This URL fetches all deals associated with the authenticated account
const dealsUrl = `https://api.pipedrive.com/v1/deals?api_token=${pipedriveApiToken}`;

// Define the URL to fetch leads from Pipedrive
// This URL filters leads to include only those associated with the personId
// and that are not archived (still active)
const leadsUrl = `https://api.pipedrive.com/v1/leads?api_token=${pipedriveApiToken}&archived_status=not_archived&person_id=${personId}&sort=add_time`;

// Step 1: Fetch deals and check if there are any open deals for this person
fetch(dealsUrl)
	.then((response) => response.json()) // Convert the response to JSON format
	.then((data) => {
		if (data && data.data) {
			// Filter the list of deals to find "open" deals for the given personId
			const openDeals = data.data.filter(
				(deal) => deal.person_id && deal.person_id.value === personId && deal.status === 'open'
			);

			if (openDeals.length > 0) {
				// Sort the open deals by the time they were added (newest first)
				const sortedDeals = openDeals.sort((a, b) => new Date(b.add_time) - new Date(a.add_time));

				// Pick the most recent deal (the first item in the sorted list)
				const mostRecentDeal = sortedDeals[0];

				// Create a comma-separated list of all deal IDs found
				const allDealIDs = openDeals.map(deal => deal.id).join(', ');

				// Provide a message based on how many deals were found
				const message = openDeals.length > 1 ?
					'Multiple open deals found. Returning the most recent one.' :
					'One open deal found.';

				// Return information about the most recent deal
				callback(null, {
					message,
					mostRecentDeal: {
						id: mostRecentDeal.id,
						title: mostRecentDeal.title,
						status: mostRecentDeal.status,
						value: mostRecentDeal.value,
						currency: mostRecentDeal.currency,
						add_time: mostRecentDeal.add_time
					},
					allDealIDs
				});
				return; // Exit since we found an open deal
			}
		}

		// Step 2: If no open deals are found, proceed to fetch leads
		return fetch(leadsUrl)
			.then((response) => response.json()) // Convert the response to JSON format
			.then((leadData) => {
				// Extract the list of leads from the response
				const rawLeadsData = leadData && leadData.data ? leadData.data : [];

				if (rawLeadsData.length > 0) {
					// Since the API already sorted the leads by add_time, take the first one
					const mostRecentLead = rawLeadsData[0];

					// Create a comma-separated list of all lead IDs found
					const allLeadIDs = rawLeadsData.map(lead => lead.id).join(', ');

					// Provide a message based on how many leads were found
					const message = rawLeadsData.length > 1 ?
						'No open deals found. Returning the most recent lead.' :
						'No open deals found. One lead found.';

					// Return information about the most recent lead
					callback(null, {
						message,
						mostRecentLead: {
							id: mostRecentLead.id,
							title: mostRecentLead.title,
							add_time: mostRecentLead.add_time
						},
						allLeadIDs
					});
				} else {
					// If no leads are found, provide a message indicating no matches
					callback(null, {
						message: 'No open deals or leads found.',
						mostRecentDeal: null,
						mostRecentLead: null,
						allDealIDs: '',
						allLeadIDs: ''
					});
				}
			});
	})
	.catch((error) => {
		// If something goes wrong during the API calls, return an error message
		callback(`Error: ${error.message}`);
	});