About filter_id and user_id on /v1/deals/summary endpoint

API
1

I need to get the summary on a GET request that brings the user_id related to the deals according to a filter (this filter is related to a start_date and end_date). However, the documentation says that

  • filter_id: user_id will not be considered. Only deals matching the given filter will be returned.

  • user_id: Only deals matching the given user will be returned. user_id will not be considered if you use filter_id

So, if I use any of them, one is exclude from it

What would be the best approach for that? I know I could put everything I need on a filter and bring it to my application. But as there are many users using pipedrive, I would have to create many filters for that.

Is there something I could do about?

2

You could add a condition on the filter to only return by a specific user, then update the filter via the api for each user you need to process. Or make filters with the condition, one for each user.

You could also make a filter with the condition that the deal owner (i am assuming thats what you are filtering by, but can use the same following logic for other user specific things) is the current user. Then, you could compile a list of all of the api keys for all of your users, and swap out the api key as needed… I am not certain that the api key of the user will be registered as the ‘current user’ via the api, but it would make sense that it would.