Create Appointment with Aero Workflow API on New Deal Updated from HubSpot API

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New Deal Updated from the HubSpot API

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Create Appointment with the Aero Workflow API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Aero Workflow action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Deal Updated trigger
1. Connect your HubSpot account
2. Configure timer
3. Optional- Select a Pipeline
4. Optional- Select a Stage
Configure the Create Appointment action
1. Connect your Aero Workflow account
2. Select a Assigned To
3. Select a Aero Type
4. Optional- Select a Contact
5. Optional- Select a Company
6. Optional- Select a Project
7. Optional- Select a Hat
8. Configure Scheduled Start Date
9. Configure Scheduled Total Hours
10. Configure Scheduled Hours
11. Configure Scheduled Minutes
12. Configure Subject
13. Select a Priority
14. Configure Due Date
15. Select a Status
16. Optional- Configure Description
17. Optional- Configure Billable
18. Optional- Configure Fixed Fee
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Deal Updated on HubSpot

Description:Emit new event each time a deal is updated. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)

Version:0.0.18

Key:hubspot-new-deal-updated

View on GitHub

HubSpot Overview#

The HubSpot API enables developers to integrate into HubSpots CRM, CMS, Conversations, and other features. It allows for automated management of contacts, companies, deals, and marketing campaigns, enabling custom workflows, data synchronization, and task automation. This streamlines operations and boosts customer engagement, with real-time updates for rapid response to market changes.

Trigger Code#

import common from "../common/common.mjs";

export default {
  ...common,
  key: "hubspot-new-deal-updated",
  name: "New Deal Updated",
  description: "Emit new event each time a deal is updated. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)",
  version: "0.0.18",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
      description: "Filter deals by pipeline",
      optional: true,
    },
    stage: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
      type: "string",
      label: "Stage",
      description: "Filter deals by stage",
      optional: true,
    },
  },
  hooks: {},
  methods: {
    ...common.methods,
    getTs(deal) {
      return Date.parse(deal.updatedAt);
    },
    generateMeta(deal) {
      const {
        id,
        properties,
      } = deal;
      const ts = this.getTs(deal);
      return {
        id: `${id}${ts}`,
        summary: properties.dealname,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return this.getTs(deal) > updatedAfter;
    },
    getParams() {
      const params = {
        limit: 100,
        sorts: [
          {
            propertyName: "hs_lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        object: "deals",
      };
      if (this.pipeline) {
        params.filters = [
          {
            propertyName: "pipeline",
            operator: "EQ",
            value: this.pipeline,
          },
        ];
        if (this.stage) {
          params.filters.push({
            propertyName: "dealstage",
            operator: "EQ",
            value: this.stage,
          });
        }
      }
      return params;
    },
    async processResults(after, params) {
      await this.searchCRM(params, after);
    },
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
HubSpot	`hubspot`	`app`	This component uses the HubSpot app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Stage	`stage`	`string`	Select a value from the drop down menu.

Trigger Authentication#

HubSpot uses OAuth authentication. When you connect your HubSpot account, Pipedream will open a popup window where you can sign into HubSpot and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any HubSpot API.

Pipedream requests the following authorization scopes when you connect your account:

business-intelligencecrm.lists.readcrm.lists.writecrm.objects.companies.readcrm.objects.companies.writecrm.objects.contacts.readcrm.objects.contacts.writecrm.objects.deals.readcrm.objects.deals.writecrm.objects.quotes.readcrm.objects.quotes.writecrm.objects.owners.readcrm.schemas.companies.readcrm.schemas.companies.writecrm.schemas.contacts.readcrm.schemas.contacts.writecrm.schemas.deals.readcrm.schemas.deals.writecrm.schemas.quotes.readconversations.readcrm.importfilesformsforms-uploaded-filesintegration-syncoauthtimeline

About HubSpot#

HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.

Action#

Create Appointment on Aero Workflow

Description:Creates an appointment [See the docs here](https://api.aeroworkflow.com/swagger/index.html)

Version:0.0.1

Key:aero_workflow-create-appointment

View on GitHub

Aero Workflow Overview#

The Aero Workflow API enables the automation of task management and workflow optimization for professional service firms. Using Pipedream, you can harness this API to create powerful automations that streamline the tasks and procedures within your business. This can significantly reduce manual input, error rates, and increase overall efficiency.

Action Code#

import app from "../../aero_workflow.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "aero_workflow-create-appointment",
  version: "0.0.1",
  type: "action",
  name: "Create Appointment",
  description: "Creates an appointment [See the docs here](https://api.aeroworkflow.com/swagger/index.html)",
  props: {
    app,
    assignedTo: {
      propDefinition: [
        app,
        "assignedTo",
      ],
    },
    aeroType: {
      propDefinition: [
        app,
        "aeroType",
      ],
    },
    contact: {
      propDefinition: [
        app,
        "contact",
      ],
      optional: true,
    },
    company: {
      propDefinition: [
        app,
        "company",
      ],
      optional: true,
    },
    fullProjectName: {
      propDefinition: [
        app,
        "project",
      ],
      optional: true,
    },
    hat: {
      propDefinition: [
        app,
        "hat",
      ],
      optional: true,
    },
    scheduledStartDate: {
      propDefinition: [
        app,
        "scheduledStartDate",
      ],
    },
    scheduledTotalHours: {
      propDefinition: [
        app,
        "scheduledTotalHours",
      ],
    },
    scheduledHours: {
      propDefinition: [
        app,
        "scheduledHours",
      ],
    },
    scheduledMinutes: {
      propDefinition: [
        app,
        "scheduledMinutes",
      ],
    },
    subject: {
      propDefinition: [
        app,
        "subject",
      ],
    },
    priority: {
      propDefinition: [
        app,
        "priority",
      ],
    },
    dueDate: {
      propDefinition: [
        app,
        "dueDate",
      ],
    },
    status: {
      propDefinition: [
        app,
        "status",
      ],
    },
    description: {
      type: "string",
      label: "Description",
      description: "Description",
      optional: true,
    },
    billable: {
      propDefinition: [
        app,
        "billable",
      ],
    },
    fixedFee: {
      propDefinition: [
        app,
        "fixedFee",
      ],
    },
  },
  async run ({ $ }) {
    const data = utils.extractProps(this);
    const resp = await this.app.createAppointment({
      $,
      data,
    });
    $.export("$summary", `The appointment(ID: ${resp.id}) has been created successfully.`);
    return resp;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Aero Workflow	`app`	`app`	This component uses the Aero Workflow app.
Assigned To	`assignedTo`	`string`	Select a value from the drop down menu.
Aero Type	`aeroType`	`string`	Select a value from the drop down menu.
Contact	`contact`	`string`	Select a value from the drop down menu.
Company	`company`	`string`	Select a value from the drop down menu.
Project	`fullProjectName`	`string`	Select a value from the drop down menu.
Hat	`hat`	`string`	Select a value from the drop down menu.
Scheduled Start Date	`scheduledStartDate`	`string`	Scheduled start date. Must be in ISO format, e.g. `2023-03-30T11:35:07.983Z`
Scheduled Total Hours	`scheduledTotalHours`	`integer`	Scheduled total hours, max `24`
Scheduled Hours	`scheduledHours`	`integer`	Scheduled hours, max `23`
Scheduled Minutes	`scheduledMinutes`	`integer`	Scheduled minutes, max `59`
Subject	`subject`	`string`	Subject
Priority	`priority`	`string`	Select a value from the drop down menu:`elevatedcriticalnormal`
Due Date	`dueDate`	`string`	Due date. Must be in ISO format, e.g. `2023-03-30T11:35:07.983Z`
Status	`status`	`string`	Select a value from the drop down menu:`inprogressnotstartedcanceledcompleted`
Description	`description`	`string`	Description
Billable	`billable`	`boolean`	Is billable
Fixed Fee	`fixedFee`	`boolean`	Is fixed fee

Action Authentication#

Aero Workflow uses API keys for authentication. When you connect your Aero Workflow account, Pipedream securely stores the keys so you can easily authenticate to Aero Workflow APIs in both code and no-code steps.

To get your API Key and Account Number, navigate to Account Settings > Account Profile.

If you've already created an API Key it will be listed on this screen.
If there is no API Key listed, click the Generate new API Key button.
The Account Number (also sometimes called "Account ID") is listed below the API Key

Create Appointment with Aero Workflow API on New Deal Updated from HubSpot API

Pipedream makes it easy to connect APIs for Aero Workflow, HubSpot and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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