Create Board with monday.com (API Key) API on New Companies from HubSpot API

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Trigger workflow on

New Companies from the HubSpot API

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Create Board with the monday.com (API Key) API

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Getting Started#

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

Select this integration
Configure the New Companies trigger
1. Connect your HubSpot account
2. Configure timer
Configure the Create Board action
1. Connect your monday.com (API Key) account
2. Configure Board Name
3. Select a Board Kind
4. Optional- Select a Workspace ID
5. Optional- Select a Folder ID
6. Optional- Configure Board Template 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 Companies on HubSpot

Description:Emit new event for each new company added.

Version:0.0.16

Key:hubspot-new-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";

export default {
  ...common,
  key: "hubspot-new-company",
  name: "New Companies",
  description: "Emit new event for each new company added.",
  version: "0.0.16",
  dedupe: "unique",
  type: "source",
  hooks: {},
  methods: {
    ...common.methods,
    getTs(company) {
      return Date.parse(company.createdAt);
    },
    generateMeta(company) {
      const {
        id,
        properties,
      } = company;
      const ts = this.getTs(company);
      return {
        id,
        summary: properties.name,
        ts,
      };
    },
    isRelevant(company, createdAfter) {
      return this.getTs(company) > createdAfter;
    },
    getParams() {
      return {
        limit: 100,
        sorts: [
          {
            propertyName: "createdate",
            direction: "DESCENDING",
          },
        ],
        object: "companies",
      };
    },
    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`

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 Board on monday.com (API Key)

Description:Creates a new board. [See the documentation](https://api.developer.monday.com/docs/boards#create-a-board)

Version:0.0.7

Key:monday-create-board

View on GitHub

monday.com (API Key) Overview#

The monday.com API unlocks the potential to automate workflows, sync data across applications, and create dynamic project management solutions. With this API on Pipedream, you can craft custom integrations that respond to events in monday.com, manipulate boards, items, and columns, and harmonize project data with third-party services to streamline operations, reduce manual workload, and ensure consistent information flow within your business ecosystem.

Action Code#

import utils from "../../common/utils.mjs";
import monday from "../../monday.app.mjs";

export default {
  key: "monday-create-board",
  name: "Create Board",
  description: "Creates a new board. [See the documentation](https://api.developer.monday.com/docs/boards#create-a-board)",
  type: "action",
  version: "0.0.7",
  props: {
    monday,
    boardName: {
      propDefinition: [
        monday,
        "boardName",
      ],
    },
    boardKind: {
      propDefinition: [
        monday,
        "boardKind",
      ],
    },
    workspaceId: {
      propDefinition: [
        monday,
        "workspaceId",
      ],
    },
    folderId: {
      propDefinition: [
        monday,
        "folderId",
        (c) => ({
          workspaceId: c.workspaceId,
        }),
      ],
    },
    templateId: {
      propDefinition: [
        monday,
        "templateId",
      ],
    },
  },
  async run({ $ }) {
    const {
      boardName,
      boardKind,
      folderId,
      workspaceId,
      templateId,
    } = this;

    const {
      data,
      errors,
      error_code: errorCode,
      error_message: errorMessage,
    } =
      await this.monday.createBoard({
        boardName,
        boardKind,
        folderId: utils.emptyStrToUndefined(folderId),
        workspaceId: utils.emptyStrToUndefined(workspaceId),
        templateId: utils.emptyStrToUndefined(templateId),
      });

    if (errors) {
      throw new Error(`Failed to create board: ${errors[0].message}`);
    }

    if (errorMessage) {
      throw new Error(`Failed to create board [${errorCode}]: ${errorMessage}`);
    }

    const { id: boardId } = data.create_board;

    $.export("$summary", `Successfully created a new board with ID: ${boardId}`);

    return boardId;
  },
};

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
monday.com (API Key)	`monday`	`app`	This component uses the monday.com (API Key) app.
Board Name	`boardName`	`string`	The board's name
Board Kind	`boardKind`	`string`	Select a value from the drop down menu:`{ "value": "public", "label": "Public boards" }{ "value": "private", "label": "Private boards" }{ "value": "share", "label": "Shareable boards" }`
Workspace ID	`workspaceId`	`integer`	Select a value from the drop down menu.
Folder ID	`folderId`	`integer`	Select a value from the drop down menu.
Board Template ID	`templateId`	`integer`	Board ID saved as a custom template. The ID can be obteined from the url in browser selecting the corresponding board (e.g. `https://{subdomain}.monday.com/boards/2419687965`) where `2419687965` is the ID of the template

Create Board with monday.com (API Key) API on New Companies from HubSpot API

Pipedream makes it easy to connect APIs for monday.com (API Key), 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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