Who is this workflow for? This automated workflow streamlines the OAuth 2.0 token management for Pipedrive CRM using Supabase. It eliminates the need for manual token refreshes by securely storing and automatically updating access tokens, ensuring uninterrupted integration and enhanced control over your authentication process..

What does this workflow do?

Prerequisites

  • Database Setup: A database with a table for storing authentication tokens. Supabase is used in this example, but a self-hosted MySQL database is also compatible.
  • Client Application: Create a client app for Pipedrive or the chosen application you intend to access via the API.

Steps to Implement

  • Set Up the Database:
  • Use Supabase or MySQL to create a table for storing OAuth tokens and related information.
  • Refer to this quick setup video for guidance on configuring the Supabase table.
  • Create the Client App:
  • Register a client application with Pipedrive or your target service to obtain the necessary credentials for OAuth 2.0.
  • Duplicate the Workflow Template:
  • Duplicate the provided n8n workflow template to your n8n instance.
  • Configure Database Credentials:
  • Add your database credentials to the workflow.
  • Connect the DB nodes across all three workflows to ensure seamless token management.
  • Enable and Publish Workflow 1:
  • Activate the first workflow titled “1. Generate and Save Pipedrive tokens to Database.”
  • This workflow captures the authorization_code, generates the access_token, refreshes the token when necessary, and saves the tokens to your database.
  • Authenticate the Client App:
  • Open your client application and follow Pipedrive’s authentication instructions.
  • Click on Install and test to initiate the authentication process.
  • This action will save your initial refresh_token and access_token to the database.
  • Review the Demonstration:
  • Watch this YouTube video for a comprehensive demonstration of the workflow in action.

Workflow Components

  • Workflow 1: Captures the authorization_code, generates and refreshes the access_token, and stores the tokens in the database.
  • Workflow 2: Serves as the primary workflow for fetching or posting data to/from Pipedrive. It includes logic to detect token errors and triggers Workflow 3 for token refreshes when needed.
  • Workflow 3: Manages the token refresh process by retrieving the necessary tokens from the database using a unique ID sent to a webhook.

🤖 Why Use This Automation Workflow?

  • Automated Token Management: Automatically refreshes OAuth 2.0 tokens, reducing manual intervention.
  • Enhanced Control and Visibility: Offers better oversight of authentication tokens compared to n8n’s native OAuth flow.
  • Flexible Integration: Compatible with any application requiring the authorization_code for token access, not limited to Pipedrive.

👨‍💻 Who is This Workflow For?

This workflow is ideal for developers and integration specialists who use n8n to connect Pipedrive CRM with other applications. It is particularly beneficial for those seeking a more controlled and reliable OAuth 2.0 token management system within their automated workflows.

🎯 Use Cases

  1. Seamless Data Synchronization: Ensure continuous data flow between Pipedrive CRM and other services without authentication interruptions.
  2. Reliable API Access: Maintain stable connections to Pipedrive APIs by automatically handling token expirations and refreshes.
  3. Custom Application Integrations: Integrate Pipedrive with bespoke applications that require secure and consistent OAuth 2.0 authorization.

TL;DR

This OAuth 2.0 workflow for Pipedrive CRM integrates seamlessly with Supabase to automate token management, enhancing control and ensuring continuous API access. By implementing this workflow, developers can achieve a more reliable and maintainable authentication process, facilitating efficient and uninterrupted integrations within their n8n automation environment.

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