Installments or Payments associated to Deals via API

Robby J
Robby J Member Posts: 4 NEW MEMBER
First Comment
edited March 26 in Workflow Automation #1

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?

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Answers

  • Helio
    Helio Pipedrive Team Posts: 156 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments First Answer 5 Likes
    #2

    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
    Robby J Member Posts: 4 NEW MEMBER
    First Comment
    #3

    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?

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