Insert Document Content with Dynalist API on New Deal Updated from HubSpot API

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New Deal Updated from the HubSpot API

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Insert Document Content with the Dynalist API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Dynalist 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 Insert Document Content action
1. Connect your Dynalist account
2. Select a Document ID
3. Select a Parent ID
4. Configure Index
5. Configure Content
6. Optional- Configure Note
7. Optional- Configure Checked
8. Optional- Configure Checkbox
9. Optional- Configure Heading
10. Optional- Configure Color
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#

Insert Document Content on Dynalist

Description:Inserts content to a specific document. If the document has existing content, the new content will be appended. [See the documentation](https://apidocs.dynalist.io/)

Version:0.0.1

Key:dynalist-insert-document-content

View on GitHub

Dynalist Overview#

The Dynalist API enables programmatic access to the powerful outlining and organizing features of Dynalist, a tool designed for structured note-taking and dynamic lists. With Pipedream, you can automate tasks, sync data, and connect Dynalist to other apps and services to enhance productivity. This could include creating new documents, updating lists, and extracting items for reporting or integration with project management tools.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import dynalist from "../../dynalist.app.mjs";

export default {
  key: "dynalist-insert-document-content",
  name: "Insert Document Content",
  description: "Inserts content to a specific document. If the document has existing content, the new content will be appended. [See the documentation](https://apidocs.dynalist.io/)",
  version: "0.0.1",
  type: "action",
  props: {
    dynalist,
    documentId: {
      propDefinition: [
        dynalist,
        "documentId",
      ],
    },
    parentId: {
      propDefinition: [
        dynalist,
        "parentId",
        ({ documentId }) => ({
          documentId,
        }),
      ],
    },
    index: {
      type: "integer",
      label: "Index",
      description: "This field is an integer that's the zero-indexed position you want the file to land in the parent folder, supply -1 to place it at the end, and 0 to place it at the top.",
    },
    content: {
      type: "string",
      label: "Content",
      description: "The new item title.",
    },
    note: {
      type: "string",
      label: "Note",
      description: "The new item note.",
      optional: true,
    },
    checked: {
      type: "boolean",
      label: "Checked",
      description: "The new item checked status.",
      optional: true,
    },
    checkbox: {
      type: "boolean",
      label: "Checkbox",
      description: "Whether the new item should be a checklist.",
      optional: true,
    },
    heading: {
      type: "integer",
      label: "Heading",
      description: "What heading level is new item, from level 1 to level 3. Default is 0",
      min: 1,
      max: 3,
      optional: true,
    },
    color: {
      type: "integer",
      label: "Color",
      description: "What color label does the new item have, from color 1 to 6. Default is 0.",
      min: 1,
      max: 6,
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.dynalist.insertContentToDocument({
      $,
      data: {
        file_id: this.documentId,
        changes: [
          {
            parent_id: this.parentId,
            action: "insert",
            index: this.index,
            content: this.content,
            note: this.note,
            checked: this.checked,
            checkbox: this.checkbox,
            heading: this.heading,
            color: this.color,
          },
        ],
      },
    });

    if (response._code != "Ok") {
      throw new ConfigurationError(response._msg);
    }

    $.export("$summary", `Successfully inserted content to document ${this.documentId}`);
    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
Dynalist	`dynalist`	`app`	This component uses the Dynalist app.
Document ID	`documentId`	`string`	Select a value from the drop down menu.
Parent ID	`parentId`	`string`	Select a value from the drop down menu.
Index	`index`	`integer`	This field is an integer that's the zero-indexed position you want the file to land in the parent folder, supply -1 to place it at the end, and 0 to place it at the top.
Content	`content`	`string`	The new item title.
Note	`note`	`string`	The new item note.
Checked	`checked`	`boolean`	The new item checked status.
Checkbox	`checkbox`	`boolean`	Whether the new item should be a checklist.
Heading	`heading`	`integer`	What heading level is new item, from level 1 to level 3. Default is 0
Color	`color`	`integer`	What color label does the new item have, from color 1 to 6. Default is 0.

Insert Document Content with Dynalist API on New Deal Updated from HubSpot API

Pipedream makes it easy to connect APIs for Dynalist, 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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