Create Customer with Formaloo API on New or Updated Line Item from HubSpot API

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New or Updated Line Item from the HubSpot API

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Create Customer with the Formaloo API

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Getting Started#

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

Select this integration
Configure the New or Updated Line Item trigger
1. Connect your HubSpot account
2. Configure timer
3. Configure info
4. Optional- Select one or more Additional properties to retrieve
5. Optional- Configure New Only
Configure the Create Customer action
1. Connect your Formaloo account
2. Optional- Configure Full Name
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Configure Username
6. Configure Email
7. Configure Phone Number
8. Optional- Configure Number Of Tags
9. Optional- Configure Score
10. Optional- Select a Country
11. Optional- Select a State
12. Optional- Select a City
13. Optional- Select a Language
14. Optional- Configure Customer Data
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 or Updated Line Item on HubSpot

Description:Emit new event for each new line item added or updated in Hubspot.

Version:0.0.3

Key:hubspot-new-or-updated-line-item

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, DEFAULT_LINE_ITEM_PROPERTIES,
} from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "hubspot-new-or-updated-line-item",
  name: "New or Updated Line Item",
  description: "Emit new event for each new line item added or updated in Hubspot.",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_LINE_ITEM_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "lineItemProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new line items",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(lineItem) {
      return this.newOnly
        ? Date.parse(lineItem.createdAt)
        : Date.parse(lineItem.updatedAt);
    },
    generateMeta(lineItem) {
      const { id } = lineItem;
      const ts = this.getTs(lineItem);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: `Line Item ID: ${id}`,
        ts,
      };
    },
    isRelevant(lineItem, updatedAfter) {
      return this.getTs(lineItem) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      return {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_LINE_ITEM_PROPERTIES,
            ...properties,
          ],
        },
        object: "line_items",
      };
    },
    async processResults(after, params) {
      await this.searchCRM(params, 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`
Additional properties to retrieve	`properties`	`string[]`	Select a value from the drop down menu.
New Only	`newOnly`	`boolean`	Emit events only for new line items

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 Customer on Formaloo

Description:Create a new customer on the current business. [See the documentation](https://www.formaloo.com/en/developers/)

Version:0.0.1

Key:formaloo-create-customer

View on GitHub

Formaloo Overview#

The Formaloo API lets you interact with your forms and data on Formaloo. You can create new forms, fetch responses, analyze submissions, and more, right within Pipedream. Pipedream's serverless platform facilitates the automation of these tasks, enabling you to integrate Formaloo with hundreds of other services to streamline workflows, analyze data, and synchronize across platforms.

Action Code#

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

export default {
  key: "formaloo-create-customer",
  name: "Create Customer",
  version: "0.0.1",
  description: "Create a new customer on the current business. [See the documentation](https://www.formaloo.com/en/developers/)",
  type: "action",
  props: {
    formaloo,
    fullName: {
      propDefinition: [
        formaloo,
        "fullName",
      ],
      optional: true,
    },
    firstName: {
      propDefinition: [
        formaloo,
        "firstName",
      ],
      optional: true,
    },
    lastName: {
      propDefinition: [
        formaloo,
        "lastName",
      ],
      optional: true,
    },
    username: {
      propDefinition: [
        formaloo,
        "username",
      ],
    },
    email: {
      propDefinition: [
        formaloo,
        "email",
      ],
    },
    phoneNumber: {
      propDefinition: [
        formaloo,
        "phoneNumber",
      ],
    },
    numberOfTags: {
      propDefinition: [
        formaloo,
        "numberOfTags",
      ],
      optional: true,
      reloadProps: true,
    },
    score: {
      propDefinition: [
        formaloo,
        "score",
      ],
      optional: true,
    },
    countrySlug: {
      propDefinition: [
        formaloo,
        "countrySlug",
      ],
      optional: true,
    },
    stateSlug: {
      propDefinition: [
        formaloo,
        "stateSlug",
        ({ countrySlug }) => ({
          countrySlug,
        }),
      ],
      optional: true,
    },
    city: {
      propDefinition: [
        formaloo,
        "city",
        ({ stateSlug }) => ({
          stateSlug,
        }),
      ],
      optional: true,
    },
    language: {
      propDefinition: [
        formaloo,
        "language",
      ],
      optional: true,
    },
    customerData: {
      propDefinition: [
        formaloo,
        "customerData",
      ],
      optional: true,
    },
  },
  async additionalProps() {
    return Array.from({
      length: this.numberOfTags,
    }).reduce((acc, _, index) => {
      const pos = index + 1;

      return {
        ...acc,
        [`tagSlug-${pos}`]: {
          type: "string",
          label: `Tag ${pos}`,
          description: "The tag you want to add.",
          options: async ({ page }) => {
            const { data } = await this.formaloo.listTags({
              params: {
                page: page + 1,
              },
            });
            return data?.tags.map(({
              slug: value, title: label,
            }) => ({
              label,
              value,
            }));
          },
        },
      };
    }, {});
  },
  methods: {
    getTag(index) {
      const pos = index + 1;
      const { [`tagSlug-${pos}`]: slug } = this;
      return {
        slug,
      };
    },
    getTags() {
      return Array.from({
        length: this.numberOfTags,
      }).map((_, index) => this.getTag(index));
    },
  },
  async run({ $ }) {
    const {
      formaloo,
      fullName,
      firstName,
      lastName,
      phoneNumber,
      customerData,
      ...data
    } = this;

    const response = await formaloo.createCustomer({
      $,
      data: {
        ...data,
        full_name: fullName,
        first_name: firstName,
        last_name: lastName,
        phone_number: phoneNumber,
        customer_data: customerData,
        tags: this.getTags(),
      },
    });

    $.export("$summary", `A new customer with Id: ${response?.data?.customer?.slug} was successfully created!`);
    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
Formaloo	`formaloo`	`app`	This component uses the Formaloo app.
Full Name	`fullName`	`string`	Customer's full name (in case it's not stored as the first name and last name).
First Name	`firstName`	`string`	Customer's first name.
Last Name	`lastName`	`string`	Customer's last name.
Username	`username`	`string`	Any username or identifier on your system which you use to identify the customer.
Email	`email`	`string`	Customer's primary email address.
Phone Number	`phoneNumber`	`string`	Customer's primary phone number.
Number Of Tags	`numberOfTags`	`integer`	The number of tags you want to add.
Score	`score`	`integer`	If you want the customer have an initial score.
Country	`countrySlug`	`string`	Select a value from the drop down menu.
State	`stateSlug`	`string`	Select a value from the drop down menu.
City	`city`	`string`	Select a value from the drop down menu.
Language	`language`	`string`	Select a value from the drop down menu.
Customer Data	`customerData`	`object`	Any data available on the customer in json format.

Action Authentication#

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

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

Create Customer with Formaloo API on New or Updated Line Item from HubSpot API

Pipedream makes it easy to connect APIs for Formaloo, 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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