Get Task Info with FTrack API on New or Updated Company from HubSpot API

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New or Updated Company from the HubSpot API

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Get Task Info with the FTrack API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and FTrack 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 Company 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 Get Task Info action
1. Connect your FTrack account
2. Select a Task ID
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 Company on HubSpot

Description:Emit new event for each new or updated company in Hubspot.

Version:0.0.3

Key:hubspot-new-or-updated-company

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

export default {
  ...common,
  key: "hubspot-new-or-updated-company",
  name: "New or Updated Company",
  description: "Emit new event for each new or updated company in Hubspot.",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_COMPANY_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "companyProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new companies",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(company) {
      return this.isNew
        ? Date.parse(company.createdAt)
        : Date.parse(company.updatedAt);
    },
    generateMeta(company) {
      const {
        id,
        properties,
      } = company;
      const ts = this.getTs(company);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: properties.name,
        ts,
      };
    },
    isRelevant(company, updatedAfter) {
      return this.getTs(company) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      return {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_COMPANY_PROPERTIES,
            ...properties,
          ],
        },
        object: "companies",
      };
    },
    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 companies

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#

Get Task Info on FTrack

Description:Get information about a task. [See the documentation](https://help.ftrack.com/en/articles/1040498-operations#query)

Version:0.0.1

Key:ftrack-get-task-info

View on GitHub

FTrack Overview#

The FTrack API is a powerhouse for creative project management, enabling users to automate and integrate a wide array of tasks related to project tracking, asset management, and team collaboration. With Pipedream, you can harness this API to create custom workflows that trigger actions within FTrack or connect it with other apps to streamline your creative operations. It's a toolset for improving efficiency by automating repetitive tasks, syncing data across applications, and orchestrating complex project management activities.

Action Code#

import app from "../../ftrack.app.mjs";
import expressions from "../../common/expressions/task.mjs";

export default {
  key: "ftrack-get-task-info",
  name: "Get Task Info",
  description: "Get information about a task. [See the documentation](https://help.ftrack.com/en/articles/1040498-operations#query)",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    taskId: {
      propDefinition: [
        app,
        "taskId",
      ],
    },
  },
  methods: {
    getTaskInfo({
      taskId, ...args
    } = {}) {
      return this.app.query({
        data: {
          expression: expressions.getTaskInfo(taskId),
        },
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      getTaskInfo,
      taskId,
    } = this;

    const [
      response,
    ] = await getTaskInfo({
      step,
      taskId,
    });

    if (!response.data.length) {
      step.export("$summary", "No task found.");
    } else {
      step.export("$summary", `Successfully retrieved task with ID \`${response.data[0].id}\`.`);
    }

    return response.data;
  },
};

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
FTrack	`app`	`app`	This component uses the FTrack app.
Task ID	`taskId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

To connect FTrack, you will need an FTrack Studio account.

To retrieve your Username and API Key,

Navigate to your ftrack account and sign in
Click the dropdown on the top right

For Username:

Go to “My Account” > “Account”

There are two types of API Keys, Personal and Global.

For Personal API Key:

Go to “My Account” > “Security Settings”

For Global API Key:

Go to “System Settings” > “Security” > “API Keys”

Your subdomain is 1234 if your ftrack URL is https://1234.ftrackapp.com

Get Task Info with FTrack API on New or Updated Company from HubSpot API

Pipedream makes it easy to connect APIs for FTrack, 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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