I am trying to get my use case to work in order to make a custom sidebar sidepanel, but even with examples from Github, the Pipedrive documentation, and a lot of trial and error, (and even ChatGPT/Claude) I am not getting anywhere.
All I really need is to know how I can :
1.) Use the existing Pipedrive (SDK?) to obtain a value from a custom field so I can send it to my external API to retrieve results
2.) Display these results from my API in the custom sidebar sidepanel like this :
First Name: John Surname: Doe Company: John Doe Company
Why is this so difficult? The docs say I can only use the SDK to interact with the main Pipedrive Window. How do I get the custom field value ? Why can’t I just use SDK.data.organization.id or something similar and then :
1.) Authenticate with Pipedrive
2.) I am able to see test results on my external URL
What I don’t have
1.) Way to get custom field data for that specific deal/contact to use in my external URL
2.) Way to display the response from my external URL in the custom sidebar sidepanel
Really would be glad and appreciate assistance on how I can accomplish this, without referencing the same docs and examples I have already gone through - or let me know that my use case is not possible to do with Pipedrive.
If you’re planning to display only text data in the format of key-value pairs, I’d recommend you to setup JSON Panels instead of Custom UI extensions JSON panels. This way you don’t need to build UI on your side and can use only JSON API.
For the example you provided, you would need to create a JSON data structure with 3 text fields and upload it in Developer Hub (see documentation here: Adding a JSON panel) with URL to your API endpoint.
We have pretty extensive documentation about JSON Panels, but do not hesitate to ask me any questions if you need.
Might you be able to perhaps tell me how to retrieve the custom field value from Pipedrive ?
Let’s say I am in organization/contacts. For contacts, there is a custom field “ABC”, which has an ID of “831564d6f8465486451” for example. I need to get that ID to obtain the value of it and send it to my API. No problem sending the value and processing it, nor setting up the JSON panel, but rather how to get that to be used.
Now, I believe it is possible to make a HTTP request to the Pipedrive API to get that value and there’s definitely an endpoint for that, but imho that is a workaround, and that’s why I thought it would be easier to somehow get the value from Pipedrive itself directly. Since some sort of connection was established to Pipedrive, shouldn’t there be a direct way to access the data of the current contact / current deal of the one I have opened?
What do you think would be the best way to approach this?
Might you be able to perhaps tell me how to retrieve the custom field value from Pipedrive ?
Let’s say I am in organization/contacts. For contacts, there is a custom field “ABC”, which has an ID of “831564d6f8465486451” for example. I need to get that ID to obtain the value of it and send it to my API. No problem sending the value and processing it, nor setting up the JSON panel, but rather how to get that to be used.
Now, I believe it is possible to make a HTTP request to the Pipedrive API to get that value and there’s definitely an endpoint for that, but imho that is a workaround, and that’s why I thought it would be easier to somehow get the value from Pipedrive itself directly. Since some sort of connection was established to Pipedrive, shouldn’t there be a direct way to access the data of the current contact / current deal of the one I have opened?
What do you think would be the best way to approach this?