Create Company with Nutshell API on New Deal Updated from HubSpot API

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New Deal Updated from the HubSpot API

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Create Company with the Nutshell API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Nutshell 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 Create Company action
1. Connect your Nutshell account
2. Optional- Select a Industry Id
3. Optional- Select a Account Type Id
4. Optional- Select a Territory Id
5. Optional- Configure URLs
6. Optional- Configure Email
7. Optional- Configure Phones
8. Optional- Configure Address
9. Configure Company Name
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#

Create Company on Nutshell

Description:Creates a new company within Nutshell. [See the documentation](https://developers.nutshell.com/detail/class_core.html#a491d4330ca35e5403edd48a2cfd3b275)

Version:0.0.1

Key:nutshell-create-company

View on GitHub

Nutshell Overview#

The Nutshell API allows you to access and manage data within the Nutshell CRM platform, enabling you to automate tasks, sync information across apps, and build custom integrations. With Pipedream, these capabilities are harnessed through serverless workflows that can trigger actions within Nutshell or react to events, all with minimal setup. You can create leads, update contacts, manage sales processes, and more, all in a scalable and efficient manner.

Action Code#

import { parseObject } from "../../common/utils.mjs";
import nutshell from "../../nutshell.app.mjs";

export default {
  key: "nutshell-create-company",
  name: "Create Company",
  description: "Creates a new company within Nutshell. [See the documentation](https://developers.nutshell.com/detail/class_core.html#a491d4330ca35e5403edd48a2cfd3b275)",
  version: "0.0.1",
  type: "action",
  props: {
    nutshell,
    industryId: {
      propDefinition: [
        nutshell,
        "industryId",
      ],
      optional: true,
    },
    accountTypeId: {
      propDefinition: [
        nutshell,
        "accountTypeId",
      ],
      optional: true,
    },
    territoryId: {
      propDefinition: [
        nutshell,
        "territoryId",
      ],
      optional: true,
    },
    url: {
      type: "string[]",
      label: "URLs",
      description: "The URLs of the company.",
      optional: true,
    },
    email: {
      propDefinition: [
        nutshell,
        "email",
      ],
      optional: true,
    },
    phone: {
      propDefinition: [
        nutshell,
        "phone",
      ],
    },
    address: {
      propDefinition: [
        nutshell,
        "address",
      ],
      optional: true,
    },
    companyName: {
      propDefinition: [
        nutshell,
        "companyName",
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    const { result: { Accounts: fields } } = await this.getCustomFields();
    const props = {};
    let i = 0;
    for (const field of fields) {
      i++;
      props[`customField_${i}`] = {
        type: "string",
        label: field.name,
        description: `Custom field ${i}.`,
        optional: true,
      };
    }
    return props;
  },
  methods: {
    async getCustomFields() {
      return await this.nutshell.post({
        method: "findCustomFields",
      });
    },
    async parseCustomFields(props) {
      const customFields = {};
      const { result: { Accounts } } = await this.getCustomFields();

      let i = 0;
      for (const field of Accounts) {
        i++;
        if (props[`customField_${i}`]) {
          customFields[field.name] = props[`customField_${i}`];
        }
      }
      return customFields;
    },
  },
  async run({ $ }) {
    const customFields = await this.parseCustomFields(this);
    const response = await this.nutshell.post({
      $,
      method: "newAccount",
      data: {
        params: {
          account: {
            name: this.companyName,
            industryId: this.industryId,
            accountTypeId: this.accountTypeId,
            territoryId: this.territoryId,
            location: this.location,
            url: this.url && parseObject(this.url),
            email: this.email && parseObject(this.email),
            phone: this.phone && parseObject(this.phone),
            address: this.address && parseObject(this.address),
            customFields,
          },
        },
      },
    });
    $.export("$summary", `Successfully created company with Id: ${response.result?.id}`);
    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
Nutshell	`nutshell`	`app`	This component uses the Nutshell app.
Industry Id	`industryId`	`string`	Select a value from the drop down menu.
Account Type Id	`accountTypeId`	`string`	Select a value from the drop down menu.
Territory Id	`territoryId`	`string`	Select a value from the drop down menu.
URLs	`url`	`string[]`	The URLs of the company.
Email	`email`	`string[]`	The email address of the company.
Phones	`phone`	`string[]`	The phone numbers of the company.
Address	`address`	`string[]`	A list of address objects. E.g. `{"address_1":"100 Second St.","address_2":"Apt. 4","address_3":"c/o Barclay Fowler","city":"Ann Arbor","state":"MI","postalCode": "48103","country": "US"}`
Company Name	`companyName`	`string`	The name of the company.

Action Authentication#

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

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

Create Company with Nutshell API on New Deal Updated from HubSpot API

Pipedream makes it easy to connect APIs for Nutshell, 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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