Pipedrive Resellers Portal

The Pipedrive Resellers Portal modules enable you to create, update, retrieve, delete, suspend, or restore subscriptions, or manage users in your Pipedrive Resellers Portal.

Getting Started with Pipedrive Resellers Portal

Prerequisites

A Pipedrive Partner account — you can create one at partners.pipedrive.com.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Pipedrive Resellers Portal to Integromat

To connect your Pipedrive Resellers Portal account to Integromat you need to retrieve the API Key from the Subscription settings in your Pipedrive Partners portal.

1. Log in to Pipedrive Resellers Portal.

2. Navigate to Settings.

3. Copy the provided API Token to the clipboard.

4. Go to Integromat and open the Pipedrive Resellers Portal module's Create a connection dialog.

5. Enter the API Key you have copied in step 3 to the respective field and click the Continue button to establish the connection.

2021-03-05_11_45_56-Integration_Pipedrive_Resellers_Portal___Integromat.png

The connection has been established. You can proceed with setting up the module.

Subscriptions

List Subscriptions

Retrieves the list of existing subscriptions.

Connection	Establish a connection to your Pipedrive Resellers account.
Limit	Set the maximum number of subscriptions Integromat will return during one execution cycle.

Get a Subscription

Retrieves subscription details.

Connection	Establish a connection to your Pipedrive Resellers account.
Subscription ID	Enter (map) the ID of the subscription or select the subscription you want to retrieve details for.

Create a Subscription

Creates a new subscription.

Connection

Establish a connection to your Pipedrive Resellers account.

Primary User

Set the first user that will be automatically invited to the newly created account.

Email	Enter the email address of the user.
Full Name	Enter the user's first and last name.

Company

Add company related information.

Country	Enter the two-letter country code.
Name	Enter the name of the company.

Order

Set specifics of the purchased subscription.

Seats	Enter the number of seats.
Subscription Plan	Select the Subscription plan (or a plan in the Plan ID field below).
Plan ID	Select the plan (or a Subscription plan in the Subscription Plan field above).
User Self Management	Disabled – Your customer cannot add users or seats. Partial – Partial seat management allows your customer to add/remove users within their account settings but doesn't allow them to change the number of seats. Full – Customer with full seat management can add both users and seats, but removal of seats is not allowed.
Packages	Enable desired addons for the subscription.

With Trial Period

Select the Yes option to set this subscription as a TRIAL.

Update a Subscription

Updates an existing subscription.

Connection	Establish a connection to your Pipedrive Resellers account.
Subscription ID	Enter (map) the ID of the subscription or select the subscription you want to update.

Please find the descriptions of the fields in the Create a Subscription section above.

Delete a Subscription

Deletes a subscription.

Connection	Establish a connection to your Pipedrive Resellers account.
Subscription ID	Enter (map) the ID of the subscription or select the subscription you want to delete.

Suspend a Subscription

Suspends a subscription.

Connection	Establish a connection to your Pipedrive Resellers account.
Subscription ID	Enter (map) the ID of the subscription or select the subscription you want to suspend.

Restore a Subscription

Restores an existing subscription.

Connection	Establish a connection to your Pipedrive Resellers account.
Subscription ID	Enter (map) the ID of the subscription or select the subscription you want to restore.

Subscription Users

Update a Subscription User

Updates user details of the subscription user.

Connection	Establish a connection to your Pipedrive Resellers account.
Subscription ID	Enter (map) the ID of the subscription or select the subscription you want to update a user for.
User ID	Enter (map) the ID of the user or select the user you want to update.
Email	Enter the user's email address.
Full Name	Enter the user's full name.

Add a User to a Subscription

Adds a user to a company/subscription.

Connection	Establish a connection to your Pipedrive Resellers account.
Subscription ID	Enter (map) the ID of the subscription or select the subscription to where you want to add a user.
Email	Enter the user's email address.
Full Name	Enter the user's full name.

Remove a User from a Subscription

Removes a user from the company/subscription. Users in Pipedrive are unique so the user will not be deleted. The same user can be added to a new account.

Connection	Establish a connection to your Pipedrive Resellers account.
Subscription ID	Enter (map) the ID of the subscription or select the subscription where you want to remove a user from.
User ID	Enter (map) the ID of the user or select the user you want to remove from the company/subscription.

Other

Get Available Plans and Packages

Retrieves general information on available plans and packages.

Connection	Establish a connection to your Pipedrive Resellers account.
Subscription ID	Enter (map) the ID of the subscription or select the subscription you want to retrieve available plans and packages for.

Make an API Call

Allows you to perform a custom API call.

Connection	Establish a connection to your Pipedrive Resellers account.
URL	Enter a path relative to `https://resellers.pipedrive.com/reseller/public-api`. For example `/subscriptions/` For the list of available endpoints, refer to the Pipedrive Company Subscriptions Management v1 API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we added those for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.