Update User with Clerk API on New Deal Updated from HubSpot API

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New Deal Updated from the HubSpot API

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Update User with the Clerk API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Clerk 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 Update User action
1. Connect your Clerk account
2. Select a User Id
3. Optional- Configure External Id
4. Optional- Configure First Name
5. Optional- Configure Last Name
6. Optional- Select a Primary Email Address Id
7. Optional- Configure Notify Primary Email Address Changed
8. Optional- Select a Primary Phone Number Id
9. Optional- Select a Primary Web3 Wallet Id
10. Optional- Configure Username
11. Optional- Configure Profile Image Id
12. Optional- Configure Password
13. Optional- Configure Skip Password Checks
14. Optional- Configure Sign Out Of Other Sessions
15. Optional- Configure TOTP Secret
16. Optional- Configure Backup Codes
17. Optional- Configure Public Metadata
18. Optional- Configure Private Metadata
19. Optional- Configure Unsafe Metadata
20. Optional- Configure Delete Self Enable
21. Optional- Configure Create Organization Enabled
22. Optional- Configure Created At
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#

Update User on Clerk

Description:Update a user's attributes. You can set the user's primary contact identifiers (email address and phone numbers) by updating the `Primary Email Address Id` and `Primary Phone Number Id` attributes respectively. Both IDs should correspond to verified identifications that belong to the user. [See the documentation](https://clerk.com/docs/reference/backend-api/tag/Users#operation/CreateUser)

Version:0.0.1

Key:clerk-update-user

View on GitHub

Clerk Overview#

The Clerk API lets you manage user authentication and create secure, delightful user experiences in your apps. Within Pipedream's serverless platform, you can harness this API to automate workflows that trigger on user events, sync user data across apps, and maintain robust user management without the heavy lifting of building authentication infrastructure from scratch.

Action Code#

import clerk from "../../clerk.app.mjs";
import { parseObject } from "../../common/utils.mjs";

export default {
  key: "clerk-update-user",
  name: "Update User",
  version: "0.0.1",
  description: "Update a user's attributes. You can set the user's primary contact identifiers (email address and phone numbers) by updating the `Primary Email Address Id` and `Primary Phone Number Id` attributes respectively. Both IDs should correspond to verified identifications that belong to the user. [See the documentation](https://clerk.com/docs/reference/backend-api/tag/Users#operation/CreateUser)",
  type: "action",
  props: {
    clerk,
    userId: {
      propDefinition: [
        clerk,
        "userId",
      ],
    },
    externalId: {
      propDefinition: [
        clerk,
        "externalId",
      ],
      optional: true,
    },
    firstName: {
      propDefinition: [
        clerk,
        "firstName",
      ],
      optional: true,
    },
    lastName: {
      propDefinition: [
        clerk,
        "lastName",
      ],
      optional: true,
    },
    primaryEmailAddressId: {
      propDefinition: [
        clerk,
        "primaryEmailAddressId",
        ({ userId }) => ({
          userId,
        }),
      ],
      optional: true,
    },
    notifyPrimaryEmailAddressChanged: {
      type: "boolean",
      label: "Notify Primary Email Address Changed",
      description: "If set to `true`, the user will be notified that their primary email address has changed. By default, no notification is sent.",
      optional: true,
    },
    primaryPhoneNumberId: {
      propDefinition: [
        clerk,
        "primaryPhoneNumberId",
        ({ userId }) => ({
          userId,
        }),
      ],
      optional: true,
    },
    primaryWeb3WalletId: {
      propDefinition: [
        clerk,
        "primaryWeb3WalletId",
        ({ userId }) => ({
          userId,
        }),
      ],
      optional: true,
    },
    username: {
      propDefinition: [
        clerk,
        "username",
      ],
      optional: true,
    },
    profileImageId: {
      type: "string",
      label: "Profile Image Id",
      description: "The ID of the image to set as the user's profile image",
      optional: true,
    },
    password: {
      propDefinition: [
        clerk,
        "password",
      ],
      optional: true,
    },
    skipPasswordChecks: {
      propDefinition: [
        clerk,
        "skipPasswordChecks",
      ],
      optional: true,
    },
    signOutOfOtherSessions: {
      type: "boolean",
      label: "Sign Out Of Other Sessions",
      description: "Set to `true` to sign out the user from all their active sessions once their password is updated. This parameter can only be used when providing a `password`.",
      optional: true,
    },
    totpSecret: {
      propDefinition: [
        clerk,
        "totpSecret",
      ],
      optional: true,
    },
    backupCodes: {
      propDefinition: [
        clerk,
        "backupCodes",
      ],
      optional: true,
    },
    publicMetadata: {
      propDefinition: [
        clerk,
        "publicMetadata",
      ],
      optional: true,
    },
    privateMetadata: {
      propDefinition: [
        clerk,
        "privateMetadata",
      ],
      optional: true,
    },
    unsafeMetadata: {
      propDefinition: [
        clerk,
        "unsafeMetadata",
      ],
      optional: true,
    },
    deleteSelfEnable: {
      type: "boolean",
      label: "Delete Self Enable",
      description: "If `true`, the user can delete themselves with the Frontend API.",
      optional: true,
    },
    createOrganizationEnabled: {
      type: "boolean",
      label: "Create Organization Enabled",
      description: "If true, the user can create organizations with the Frontend API.",
      optional: true,
    },
    createdAt: {
      propDefinition: [
        clerk,
        "createdAt",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      clerk,
      userId,
    } = this;

    const response = await clerk.updateUser({
      $,
      userId,
      data: {
        external_id: this.externalId,
        first_name: this.firstName,
        last_name: this.lastName,
        primary_email_address_id: this.primaryEmailAddressId,
        notify_primary_email_address_changed: this.notifyPrimaryEmailAddressChanged,
        primary_phone_number_id: this.primaryPhoneNumberId,
        primary_web3_wallet_id: this.primaryWeb3WalletId,
        username: this.username,
        profile_image_id: this.profileImageId,
        password: this.password,
        skip_password_checks: this.skipPasswordChecks,
        sign_out_of_other_sessions: this.signOutOfOtherSessions,
        totp_secret: this.totpSecret,
        backup_codes: parseObject(this.backupCodes),
        public_metadata: parseObject(this.publicMetadata),
        private_metadata: parseObject(this.privateMetadata),
        unsafe_metadata: parseObject(this.unsafeMetadata),
        delete_self_enabled: this.deleteSelfEnable,
        create_organization_enabled: this.createOrganizationEnabled,
        created_at: this.createdAt,
      },
    });

    $.export("$summary", `The user with Id: ${userId} was successfully updated!`);
    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
Clerk	`clerk`	`app`	This component uses the Clerk app.
User Id	`userId`	`string`	Select a value from the drop down menu.
External Id	`externalId`	`string`	The ID of the user as used in your external systems or your previous authentication solution. Must be unique across your instance.
First Name	`firstName`	`string`	The first name to assign to the user.
Last Name	`lastName`	`string`	The last name to assign to the user.
Primary Email Address Id	`primaryEmailAddressId`	`string`	Select a value from the drop down menu.
Notify Primary Email Address Changed	`notifyPrimaryEmailAddressChanged`	`boolean`	If set to `true`, the user will be notified that their primary email address has changed. By default, no notification is sent.
Primary Phone Number Id	`primaryPhoneNumberId`	`string`	Select a value from the drop down menu.
Primary Web3 Wallet Id	`primaryWeb3WalletId`	`string`	Select a value from the drop down menu.
Username	`username`	`string`	The username to give to the user. It must be unique across your instance.
Profile Image Id	`profileImageId`	`string`	The ID of the image to set as the user's profile image
Password	`password`	`string`	The plaintext password to give to the user. Must be at least 8 characters long, and can not be in any list of hacked passwords.
Skip Password Checks	`skipPasswordChecks`	`boolean`	When set to `true` all password checks are skipped. It is recommended to use this method only when migrating plaintext passwords to Clerk. Upon migration the user base should be prompted to pick stronger password.
Sign Out Of Other Sessions	`signOutOfOtherSessions`	`boolean`	Set to `true` to sign out the user from all their active sessions once their password is updated. This parameter can only be used when providing a `password`.
TOTP Secret	`totpSecret`	`string`	In case TOTP is configured on the instance, you can provide the secret to enable it on the newly created user without the need to reset it.
Backup Codes	`backupCodes`	`string[]`	If Backup Codes are configured on the instance, you can provide them to enable it on the newly created user without the need to reset them. You must provide the backup codes in plain format or the corresponding bcrypt digest.
Public Metadata	`publicMetadata`	`object`	Metadata saved on the user, that is visible to both your Frontend and Backend APIs.
Private Metadata	`privateMetadata`	`object`	Metadata saved on the user, that is only visible to your Backend API.
Unsafe Metadata	`unsafeMetadata`	`object`	Metadata saved on the user, that can be updated from both the Frontend and Backend APIs. `Note: Since this data can be modified from the frontend, it is not guaranteed to be safe.`
Delete Self Enable	`deleteSelfEnable`	`boolean`	If `true`, the user can delete themselves with the Frontend API.
Create Organization Enabled	`createOrganizationEnabled`	`boolean`	If true, the user can create organizations with the Frontend API.
Created At	`createdAt`	`string`	A custom date/time denoting when the user signed up to the application, specified in RFC3339 format (e.g. `2012-10-20T07:15:20.902Z`).

Update User with Clerk API on New Deal Updated from HubSpot API

Pipedream makes it easy to connect APIs for Clerk, 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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