Add a Note to Pipedrive Contact When a Pull Request is Added on GitHub

This n8n workflow automates the process of adding a note to a Pipedrive contact whenever a new pull request is opened on a specified GitHub repository. This helps sales and CRM teams stay updated on development activities related to their contacts, providing valuable context for outreach and follow-up.

What it does

1. Listens for GitHub Pull Request Events: The workflow is triggered whenever a new pull request is opened on a configured GitHub repository.
2. Filters for "opened" action: It checks if the pull request event's action is "opened". This ensures that notes are only added when a PR is initially created, not on subsequent updates or closures.
3. Adds a Note to Pipedrive: If the action is "opened", it then adds a note to a Pipedrive contact. The note includes details about the GitHub pull request.

Prerequisites/Requirements

• GitHub Account: With access to the repository you wish to monitor.
• Pipedrive Account: With API access to add notes to contacts.
• n8n Instance: Running and accessible.

Setup/Usage

1. Import the workflow: Download the provided JSON and import it into your n8n instance.
2. Configure GitHub Trigger:
   • Click on the "Github Trigger" node.
   • Select your GitHub credential or create a new one.
   • Choose the "Pull Request" resource and "Opened" event.
   • Specify the GitHub repository you want to monitor.
   • Save the changes.
3. Configure Pipedrive Node:
   • Click on the "Pipedrive" node.
   • Select your Pipedrive credential or create a new one.
   • Set the "Resource" to "Note".
   • For the "Content" field, you can use an expression to dynamically include details from the GitHub pull request, e.g., New Pull Request opened by {{ $json.sender.login }}: {{ $json.pull_request.title }} - {{ $json.pull_request.html_url }}.
   • For "Person ID", you will need to determine how to link the GitHub user to a Pipedrive person. This might require an additional step (e.g., a "Pipedrive" node to search for a person by email or name based on the GitHub user's email if available, or a "Code" node for custom logic). For a basic setup, you might hardcode a person ID for testing, or assume the GitHub username maps directly to a Pipedrive contact field.
   • Save the changes.
4. Activate the Workflow: Toggle the workflow to "Active" in the top right corner of the n8n editor.

The workflow will now automatically add a note to your Pipedrive contact whenever a new pull request is opened on your configured GitHub repository.