Send Template Signature with Boloforms API on New Company Property Change from HubSpot API

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New Company Property Change from the HubSpot API

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Send Template Signature with the Boloforms API

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Getting Started#

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

Select this integration
Configure the New Company Property Change trigger
1. Connect your HubSpot account
2. Configure timer
3. Select a Property
Configure the Send Template Signature action
1. Connect your Boloforms account
2. Select a Document ID
3. Configure Subject
4. Configure Message
5. Configure Receivers List
6. Optional- Configure Custom Variables
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 Company Property Change on HubSpot

Description:Emit new event when a specified property is provided or updated on a company. [See the documentation](https://developers.hubspot.com/docs/api/crm/companies)

Version:0.0.9

Key:hubspot-new-company-property-change

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";
import { DEFAULT_LIMIT } from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "hubspot-new-company-property-change",
  name: "New Company Property Change",
  description: "Emit new event when a specified property is provided or updated on a company. [See the documentation](https://developers.hubspot.com/docs/api/crm/companies)",
  version: "0.0.9",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    property: {
      type: "string",
      label: "Property",
      description: "The company property to watch for changes",
      async options() {
        const properties = await this.getWriteOnlyProperties("companies");
        return properties.map((property) => property.name);
      },
    },
  },
  methods: {
    ...common.methods,
    getTs(company) {
      const history = company.propertiesWithHistory[this.property];
      if (!history || !(history.length > 0)) {
        return;
      }
      return Date.parse(history[0].timestamp);
    },
    generateMeta(company) {
      const {
        id,
        properties,
      } = company;
      const ts = this.getTs(company);
      return {
        id: `${id}${ts}`,
        summary: properties[this.property],
        ts,
      };
    },
    isRelevant(company, updatedAfter) {
      return !updatedAfter || this.getTs(company) > updatedAfter;
    },
    getParams(after) {
      return {
        object: "companies",
        data: {
          limit: DEFAULT_LIMIT,
          properties: [
            this.property,
          ],
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          filterGroups: [
            {
              filters: [
                {
                  propertyName: this.property,
                  operator: "HAS_PROPERTY",
                },
                {
                  propertyName: "hs_lastmodifieddate",
                  operator: "GTE",
                  value: after,
                },
              ],
            },
          ],
        },
      };
    },
    batchGetCompanies(inputs) {
      return this.hubspot.batchGetObjects({
        objectType: "companies",
        data: {
          properties: [
            this.property,
          ],
          propertiesWithHistory: [
            this.property,
          ],
          inputs,
        },
      });
    },
    async processResults(after, params) {
      const properties = await this.getWriteOnlyProperties("companies");
      const propertyNames = properties.map((property) => property.name);

      if (!propertyNames.includes(this.property)) {
        throw new Error(`Property "${this.property}" not supported for Companies. See Hubspot's default company properties documentation - https://knowledge.hubspot.com/companies/hubspot-crm-default-company-properties`);
      }

      const updatedCompanies = await this.getPaginatedItems(this.hubspot.searchCRM, params);

      if (!updatedCompanies.length) {
        return;
      }

      const results = await this.processChunks({
        batchRequestFn: this.batchGetCompanies,
        chunks: this.getChunks(updatedCompanies),
      });

      this.processEvents(results, after);
    },
  },
  sampleEmit,
};

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`
Property	`property`	`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#

Send Template Signature on Boloforms

Description:Dispatch a predefined template to obtain a signature. [See the documentation](https://help.boloforms.com/en/articles/8557564-sending-for-signing)

Version:0.0.1

Key:boloforms-send-template-signature

View on GitHub

Boloforms Overview#

Boloforms is a powerful tool designed to handle form submissions without the need for a server. With the Boloforms API, you can dynamically process, store, and manage form submissions. By integrating Boloforms with Pipedream, you can automate workflows, trigger actions in other apps, and streamline data management, making it an excellent choice for businesses and developers looking to enhance their form handling capabilities. Pipedream's capabilities allow you to connect Boloforms data with numerous other services like email platforms, databases, and CRM systems to enhance functionality and automate routine tasks.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import boloforms from "../../boloforms.app.mjs";
import { parseObject } from "../../common/utils.mjs";

export default {
  key: "boloforms-send-template-signature",
  name: "Send Template Signature",
  description: "Dispatch a predefined template to obtain a signature. [See the documentation](https://help.boloforms.com/en/articles/8557564-sending-for-signing)",
  version: "0.0.1",
  type: "action",
  props: {
    boloforms,
    documentId: {
      propDefinition: [
        boloforms,
        "documentId",
        () => ({
          isStandAloneTemplate: true,
        }),
      ],
      type: "string",
    },
    subject: {
      propDefinition: [
        boloforms,
        "subject",
      ],
    },
    message: {
      propDefinition: [
        boloforms,
        "message",
      ],
    },
    receiversList: {
      type: "string[]",
      label: "Receivers List",
      description: "A list of receiver objects. **Format: {\"name\": \"Chirag Gupta\", \"email\": \"support@boloforms.com\", \"roleTitle\": \"Junior Doctor\", \"roleColour\": \"#8FB1C8\"}** `RoleTitle has to exactly same as the role you added otherwise it will not work properly`. `Give color to your role you can pass any hex code but it's necessary`.",
    },
    customVariables: {
      type: "string[]",
      label: "Custom Variables",
      description: "A list of custom variable objects. **Format: {\"varName\": \"[v1]\", \"varValue\": \"v1 value from api\" }**. `Variable name has to be in square barckets`. `If you don't pass customVariables then also the call would work, Boloforms will pass each variable as empty.`.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.boloforms.dispatchPDFTemplate({
      $,
      data: {
        documentId: this.documentId,
        mailData: {
          subject: this.subject,
          message: this.message,
        },
        receiversList: parseObject(this.receiversList),
        customVariables: parseObject(this.customVariables),
      },
    });

    if (response.error) {
      throw new ConfigurationError(response.error);
    }

    $.export("$summary", `Template dispatched successfully to ${parseObject(this.receiversList).length} receivers`);
    return response;
  },
};

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
Boloforms	`boloforms`	`app`	This component uses the Boloforms app.
Document ID	`documentId`	`string`	Select a value from the drop down menu.
Subject	`subject`	`string`	The subject will be sent.
Message	`message`	`string`	The message will be sent.
Receivers List	`receiversList`	`string[]`	A list of receiver objects. Format: {"name": "Chirag Gupta", "email": "support@boloforms.com", "roleTitle": "Junior Doctor", "roleColour": "#8FB1C8"} `RoleTitle has to exactly same as the role you added otherwise it will not work properly`. `Give color to your role you can pass any hex code but it's necessary`.
Custom Variables	`customVariables`	`string[]`	A list of custom variable objects. Format: {"varName": "[v1]", "varValue": "v1 value from api" }. `Variable name has to be in square barckets`. `If you don't pass customVariables then also the call would work, Boloforms will pass each variable as empty.`.

Action Authentication#

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

To retrieve your API Key and Workspace ID,

Navigate to your Boloforms account and sign in
Click the "Settings" menu on the left bottom.
Go to “API Key”.

Send Template Signature with Boloforms API on New Company Property Change from HubSpot API

Pipedream makes it easy to connect APIs for Boloforms, 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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