Issue Credential with Certifier API on Company Updated from HubSpot API

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Company Updated from the HubSpot API

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Issue Credential with the Certifier API

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Getting Started#

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

Select this integration
Configure the Company Updated trigger
1. Connect your HubSpot account
2. Configure timer
Configure the Issue Credential action
1. Connect your Certifier account
2. Select a Group ID
3. Configure Recipient Name
4. Configure Recipient Email
5. Configure Issue Credential
6. Configure Send Credential
7. Optional- Configure Issue Date
8. Optional- Configure Expiry Date
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#

Company Updated on HubSpot

Description:Emit new event each time a company is updated.

Version:0.0.13

Key:hubspot-company-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-company-updated",
  name: "Company Updated",
  description: "Emit new event each time a company is updated.",
  version: "0.0.13",
  dedupe: "unique",
  type: "source",
  hooks: {},
  methods: {
    ...common.methods,
    getTs(company) {
      return Date.parse(company.updatedAt);
    },
    generateMeta(company) {
      const {
        id,
        properties,
      } = company;
      const ts = this.getTs(company);
      return {
        id: `${id}${ts}`,
        summary: properties.name,
        ts,
      };
    },
    isRelevant(company, updatedAfter) {
      return this.getTs(company) > updatedAfter;
    },
    getParams() {
      return {
        limit: 100,
        sorts: [
          {
            propertyName: "hs_lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        object: "companies",
      };
    },
    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`

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#

Issue Credential on Certifier

Description:Create, issue and send a credential to a recipient. [See the documentation](https://developers.certifier.io/reference/create-issue-send-a-credential)

Version:0.0.2

Key:certifier-issue-credential

View on GitHub

Certifier Overview#

Certifier is a comprehensive SaaS platform that streamlines and automates the process of issuing and managing digital credentials. With its intuitive API, Certifier allows organizations to effortlessly generate, distribute, and monitor credentials, enhancing efficiency, security, and compliance in a variety of industries.

Action Code#

import certifier from "../../certifier.app.mjs";

export default {
  name: "Issue Credential",
  version: "0.0.2",
  key: "certifier-issue-credential",
  description:
    "Create, issue and send a credential to a recipient. [See the documentation](https://developers.certifier.io/reference/create-issue-send-a-credential)",
  props: {
    certifier,
    groupId: {
      propDefinition: [
        certifier,
        "groupId",
      ],
      // reloadProps is used so that customAttributes can be loaded
      // However, note that in the Certifier app custom attributes
      // are defined on a workspace level, not group
      reloadProps: true,
    },
    recipientName: {
      propDefinition: [
        certifier,
        "recipientName",
      ],
    },
    recipientEmail: {
      propDefinition: [
        certifier,
        "recipientEmail",
      ],
    },
    issueCredential: {
      propDefinition: [
        certifier,
        "issueCredential",
      ],
    },
    sendCredential: {
      propDefinition: [
        certifier,
        "sendCredential",
      ],
    },
    issueDate: {
      propDefinition: [
        certifier,
        "issueDate",
      ],
    },
    expiryDate: {
      propDefinition: [
        certifier,
        "expiryDate",
      ],
    },
  },
  async additionalProps() {
    const attributes = await this.certifier.searchAttributes();
    return attributes
      .filter((attribute) => !attribute.isDefault)
      .reduce(
        (acc, attribute) => ({
          ...acc,
          [attribute.tag]: {
            type: "string",
            label: `Custom Attribute: ${attribute.name}`,
            optional: true,
          },
        }),
        {},
      );
  },
  type: "action",
  methods: {},
  async run({ $ }) {
    const {
      certifier,
      groupId,
      recipientName,
      recipientEmail,
      issueCredential,
      sendCredential,
      issueDate,
      expiryDate,
    } = this;

    const customAttributes = Object.fromEntries(
      Object.entries(this).filter(([
        key,
      ]) => key.startsWith("custom.")),
    );

    let response = await certifier.createCredential({
      $,
      data: {
        groupId: groupId,
        recipient: {
          email: recipientEmail,
          name: recipientName,
        },
        customAttributes,
        ...(issueDate && {
          issueDate,
        }),
        ...(expiryDate && {
          expiryDate,
        }),
      },
    });

    console.log(`Successfully created credential with ID \`${response.id}\`.`);

    if (issueCredential) {
      response = await certifier.issueCredential(response.id, {
        $,
      });

      console.log(`Successfully issued credential with ID \`${response.id}\`.`);

      if (sendCredential) {
        response = await certifier.sendCredential(response.id, {
          $,
          data: {
            deliveryMethod: "email",
          },
        });

        console.log(`Successfully sent credential with ID \`${response.id}\`.`);
      }
    }

    $.export(
      "$summary",
      `Successfully created credential for ${response.recipient.name}`,
    );

    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
Certifier	`certifier`	`app`	This component uses the Certifier app.
Group ID	`groupId`	`string`	Select a value from the drop down menu.
Recipient Name	`recipientName`	`string`	The name of the credential’s recipient.
Recipient Email	`recipientEmail`	`string`	The email of the credential’s recipient.
Issue Credential	`issueCredential`	`boolean`	Whether to issue a credential (`true`) or create a draft (`false`) when the workflow is triggered (default `true`).
Send Credential	`sendCredential`	`boolean`	Whether to send a credential to a recipient via email (`true`) or not (`false`) when the workflow is triggered (default is `true`). This step is only applicable if "Issue Credential" is set to `true`.
Issue Date	`issueDate`	`string`	The date (in `YYYY-MM-DD` format) of your credential's issuance (by default this field is set to the day when the workflow is triggered).
Expiry Date	`expiryDate`	`string`	The date (in `YYYY-MM-DD` format) of your credential's expiration. If not provided, expiry date from the group settings will be used (by default this field is empty).

Action Authentication#

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

About Certifier#

Certifier is an award-winning digital credentialing platform trusted by over 1000 companies and organizations. Seamlessly create, issue, manage, and track certificates and badges to enhance participant engagement and recognition across educational programs, events, and training sessions.

More Ways to Connect Certifier + HubSpot#

Other Popular Integrations#

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Issue Credential with Certifier API on Company Updated from HubSpot API

Pipedream makes it easy to connect APIs for Certifier, HubSpot and 2,200+ other apps remarkably fast.

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

Developers ♥ Pipedream

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