Export Inspection to PDF or Word with iAuditor by SafetyCulture API on New Deal Updated from HubSpot API

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New Deal Updated from the HubSpot API

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Export Inspection to PDF or Word with the iAuditor by SafetyCulture API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and iAuditor by SafetyCulture 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 Export Inspection to PDF or Word action
1. Connect your iAuditor by SafetyCulture account
2. Select a Inspection
3. Select a Type
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#

Export Inspection to PDF or Word on iAuditor by SafetyCulture

Description:Retrieve an inspection report formatted as a PDF or Word (docx) document.[See the documentation](https://developer.safetyculture.com/reference/reportsservice_startinspectionexport)

Version:0.0.1

Key:iauditor_by_safetyculture-export-inspection

View on GitHub

iAuditor by SafetyCulture Overview#

iAuditor by SafetyCulture API allows you to tap into a rich reservoir of safety and quality inspection data, enabling you to automate workflows around inspection management. With this API on Pipedream, you can create custom integrations to trigger actions based on audit completions, new issues, or updates in iAuditor. Streamline safety processes, connect with other tools, and manipulate inspection data to fit your needs.

Action Code#

import safetyculture from "../../iauditor_by_safetyculture.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "iauditor_by_safetyculture-export-inspection",
  name: "Export Inspection to PDF or Word",
  description: "Retrieve an inspection report formatted as a PDF or Word (docx) document.[See the documentation](https://developer.safetyculture.com/reference/reportsservice_startinspectionexport)",
  version: "0.0.1",
  type: "action",
  props: {
    safetyculture,
    inspectionId: {
      propDefinition: [
        safetyculture,
        "inspectionId",
      ],
    },
    type: {
      type: "string",
      label: "Type",
      description: "The document type",
      options: constants.EXPORT_TYPES,
    },
  },
  async run({ $ }) {
    const response = await this.safetyculture.exportInspection({
      data: {
        export_data: [
          {
            inspection_id: this.inspectionId,
          },
        ],
        type: this.type,
      },
      $,
    });

    if (response) {
      $.export("$summary", `Successfully exported inspection with ID ${this.inspectionId}.`);
    }

    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
iAuditor by SafetyCulture	`safetyculture`	`app`	This component uses the iAuditor by SafetyCulture app.
Inspection	`inspectionId`	`string`	Select a value from the drop down menu.
Type	`type`	`string`	Select a value from the drop down menu:`DOCUMENT_TYPE_UNSPECIFIEDDOCUMENT_TYPE_PDFDOCUMENT_TYPE_WORDDOCUMENT_TYPE_MEDIADOCUMENT_TYPE_EXCELDOCUMENT_TYPE_JSONDOCUMENT_TYPE_CSVDOCUMENT_TYPE_CSV_MEDIADOCUMENT_TYPE_CSV_EXCEL`

Export Inspection to PDF or Word with iAuditor by SafetyCulture API on New Deal Updated from HubSpot API

Pipedream makes it easy to connect APIs for iAuditor by SafetyCulture, 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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