Installments or Payments associated to Deals via API

Robby J

Hi, I'm trying to build automations around creating invoices based on products in a Deal for the case where it's a project that's split into multiple invoices based on milestones.

I can capture this in Pipedrive using either Installments on the Products listed in the Deal or via Payments on the Deal. I can't find Installments or Payments information in the API documentation though. There's some information on the Subscription endpoints but these are marked as depreciated.

Has anyone been able to retrieve Installement or Payments information for a given deal via API?

Helio

Hello @Robby J,

I hope you are doing well today!

With our API v2, you can retrieve a list of installments added to specific deals (you’ll need the deal ID) using this endpoint: Get Installments.

If you also need to list products attached to a deal, you can use this endpoint: Get Deal Products. Hope this helps! 🚀

Is this what you were looking for?

Robby J

Thanks Helio this is great, one follow up question. Is there anyway to tell via the Deal or Products API that there's instalments associated?

Pedro Manuel Gonçalves Franco

Hi @Robby J,

Pedro Franco, Engineering Manager from products feature. At the moment, only by using Get Installments it is possible to determine through API if a deal has installments or not.

Other API endpoints (Deals, Products) won't give installment related information.

Robby J

Thanks Pedro :)
For the future, but if any instalments info could appear in the products object on the deal response that would be 🔥. Or being able to test for Instalments existing against a Deal in Pipedrive automations. Save me a bunch of API calls.

Pedro Manuel Gonçalves Franco

Thanks @Robby J for the feedback. I will forward it internally.