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

Note

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

Connecting Pipedrive Resellers Portal to Make

To connect your Pipedrive Resellers Portal account to Make 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.

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  3. Copy the provided API Token to the clipboard.

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  4. Go to Make 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.

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

Subscriptions

Retrieves the list of existing subscriptions.

Connection

Establish a connection to your Pipedrive Resellers account.

Limit

Set the maximum number of subscriptions Make will return during one execution cycle.

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.

Creates a new subscription.

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.

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.

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.

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.

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

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.

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.

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

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.

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/

Note

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.

The following API call returns all subscriptions in your Pipedrive Resellers Portal account:

URL:

/subscriptions

Method:

GET

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The result can be found in the module's Output under Bundle > Body.

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