A simple todo app where you can manage list of items and mark them as done.

This example app covers following Pipedrive app capabilities:

• OAuth flow with Pipedrive
• Custom UI extensions
• Embedded actions
• Pipedrive API client

⚠️ Disclaimer

This repository contains non-production code.
Sensitive information, such as tokens or credentials, should always be securely encrypted and stored according to best practices. Do not use hardcoded or plaintext tokens in production.

Recommended Node.js version is 16.

Install dependencies with command npm install

Use ngrok or some alternative tunneling service to get publicly accessible HTTPS URL for port 3000.

ngrok http 3000 --host-header=localhost

1. Create an app in Pipedrive Developer Hub.
2. Add Callback URL which is ngrok URL with /callback route.
3. Under "App extensions" section create:
   3.1 "Custom panel" for deal details view. For URL provide the ngrok URL. Choose a JWT secret for the extension.
   3.2 "JSON modal" for deal details view. For URL provide the ngrok URL with route /embedded-action. Choose a JWT secret for the embedded action. Upload embedded-action-schema.json as the embedded action schema.
4. Save the app. Retrieve client id and secret from the "OAuth & access scopes" section.
5. Open config.js and replace default values with your app specific values.
6. Start the server with command npm run start.
7. In the Developer Hub preview your app and press the "Install & test" button and go through OAuth flow.
8. Go to deal details view and the Custom UI Extensions should load.