Create Order with OANDA API on New Deal Property Change from HubSpot API

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New Deal Property Change from the HubSpot API

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Create Order with the OANDA API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and OANDA 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 Property Change trigger
1. Connect your HubSpot account
2. Configure timer
3. Select a Property
Configure the Create Order action
1. Connect your OANDA account
2. Configure Is Demo
3. Select a Account ID
4. Select a Type
5. Optional- Select a Trade ID
6. Optional- Configure Instrument Name
7. Optional- Configure Units
8. Optional- Configure Price
9. Optional- Configure Distance
10. Optional- Select a Time in Force
11. Optional- Configure GTD Time
12. Optional- Configure Price Bound
13. Optional- Select a Position Fill
14. Optional- Select a Trigger Condition
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 Property Change on HubSpot

Description:Emit new event when a specified property is provided or updated on a deal. [See the documentation](https://developers.hubspot.com/docs/api/crm/deals)

Version:0.0.32

Key:hubspot-new-deal-property-change

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 { DEFAULT_LIMIT } from "../../common/constants.mjs";
import common from "../common/common.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "hubspot-new-deal-property-change",
  name: "New Deal Property Change",
  description: "Emit new event when a specified property is provided or updated on a deal. [See the documentation](https://developers.hubspot.com/docs/api/crm/deals)",
  version: "0.0.32",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    property: {
      type: "string",
      label: "Property",
      description: "The deal property to watch for changes",
      async options() {
        const properties = await this.hubspot.getDealProperties();
        return properties.map((property) => property.name);
      },
    },
  },
  methods: {
    ...common.methods,
    getTs(deal) {
      const history = deal.propertiesWithHistory[this.property];
      if (!history || !(history.length > 0)) {
        return;
      }
      return Date.parse(history[0].timestamp);
    },
    generateMeta(deal) {
      const { id } = deal;
      const ts = this.getTs(deal);
      return {
        id: `${id}${ts}`,
        summary: `Deal ${id} updated`,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return this.getTs(deal) > updatedAfter;
    },
    getParams(after) {
      const params = {
        object: "deals",
        data: {
          limit: DEFAULT_LIMIT,
          properties: [
            this.property,
          ],
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          filterGroups: [
            {
              filters: [
                {
                  propertyName: this.property,
                  operator: "HAS_PROPERTY",
                },
              ],
            },
          ],
        },
      };
      if (after) {
        params.data.filterGroups[0].filters.push({
          propertyName: "hs_lastmodifieddate",
          operator: "GTE",
          value: after,
        });
      }
      return params;
    },
    batchGetDeals(inputs) {
      return this.hubspot.batchGetObjects({
        objectType: "deals",
        data: {
          properties: [
            this.property,
          ],
          propertiesWithHistory: [
            this.property,
          ],
          inputs,
        },
      });
    },
    async processResults(after, params) {
      const properties = await this.hubspot.getDealProperties();
      const propertyNames = properties.map((property) => property.name);
      if (!propertyNames.includes(this.property)) {
        throw new Error(
          `Property "${this.property}" not supported for Deals. See Hubspot's default deal properties documentation - https://knowledge.hubspot.com/crm-deals/hubspots-default-deal-properties`,
        );
      }

      const updatedDeals = await this.getPaginatedItems(
        this.hubspot.searchCRM,
        params,
        after,
      );

      if (!updatedDeals.length) {
        return;
      }

      const results = await this.processChunks({
        batchRequestFn: this.batchGetDeals,
        chunks: this.getChunks(updatedDeals),
      });

      this.processEvents(results, 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`
Property	`property`	`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.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.objects.listings.writecrm.objects.listings.readcrm.schemas.companies.readcrm.schemas.companies.writecrm.schemas.contacts.readcrm.schemas.contacts.writecrm.schemas.deals.readcrm.schemas.quotes.readcrm.schemas.listings.writecrm.schemas.listings.readcrm.importfilesformsforms-uploaded-filesoauthtimelineintegration-synccrm.schemas.deals.writecrm.lists.writeconversations.readconversations.write

About HubSpot#

HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.

Action#

Create Order on OANDA

Description:Create a new trading order. [See the documentation](https://developer.oanda.com/rest-live-v20/order-ep/)

Version:0.0.3

Key:oanda-create-order

View on GitHub

OANDA Overview#

The OANDA API enables you to tap into the world of forex trading, providing real-time currency exchange rates, and the ability to automate trading strategies, manage accounts, access market data, and more. On Pipedream, you can craft workflows that capitalize on OANDA's capabilities, such as reacting to market changes, automating trades based on custom logic, and syncing forex data with other business applications for analysis and decision-making.

Action Code#

import oanda from "../../oanda.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "oanda-create-order",
  name: "Create Order",
  description: "Create a new trading order. [See the documentation](https://developer.oanda.com/rest-live-v20/order-ep/)",
  version: "0.0.3",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    oanda,
    isDemo: {
      propDefinition: [
        oanda,
        "isDemo",
      ],
    },
    accountId: {
      propDefinition: [
        oanda,
        "accountId",
        (c) => ({
          isDemo: c.isDemo,
        }),
      ],
    },
    type: {
      type: "string",
      label: "Type",
      description: "The type of the order to create",
      options: constants.ORDER_TYPES,
      reloadProps: true,
    },
    tradeID: {
      propDefinition: [
        oanda,
        "tradeId",
        (c) => ({
          isDemo: c.isDemo,
          accountId: c.accountId,
        }),
      ],
      optional: true,
      hidden: true,
    },
    instrument: {
      propDefinition: [
        oanda,
        "instrument",
      ],
      description: "The instrument for the order. E.g. `AUD_USD`",
      optional: true,
      hidden: true,
    },
    units: {
      type: "integer",
      label: "Units",
      description: "The quantity requested to be filled by the Order. A positive number of units results in a long Order, and a negative number of units results in a short Order.",
      optional: true,
      hidden: true,
    },
    price: {
      type: "string",
      label: "Price",
      description: "The price threshold specified for the Limit Order. The Order will only be filled by a market price that is equal to or better than this price.",
      optional: true,
      hidden: true,
    },
    distance: {
      type: "string",
      label: "Distance",
      description: "Specifies the distance (in price units) from the Account’s current price to use as the Stop Loss Order price. If the Trade is short the Instrument’s bid price is used, and for long Trades the ask is used",
      optional: true,
      hidden: true,
    },
    timeInForce: {
      type: "string",
      label: "Time in Force",
      description: "The time-in-force requested for the Order. Restricted to FOK or IOC for a MarketOrder.",
      options: constants.TIME_IN_FORCE_OPTIONS,
      optional: true,
      hidden: true,
    },
    gtdTime: {
      type: "string",
      label: "GTD Time",
      description: "The date/time when the Stop Order will be cancelled if its timeInForce is \"GTD\".",
      optional: true,
      hidden: true,
    },
    priceBound: {
      type: "string",
      label: "Price Bound",
      description: "The worst price that the client is willing to have the Order filled at",
      optional: true,
      hidden: true,
    },
    positionFill: {
      type: "string",
      label: "Position Fill",
      description: "Specification of how Positions in the Account are modified when the Order is filled",
      options: constants.POSITION_FILL_OPTIONS,
      optional: true,
      hidden: true,
    },
    triggerCondition: {
      type: "string",
      label: "Trigger Condition",
      description: "Specification of which price component should be used when determining if an Order should be triggered and filled",
      options: constants.ORDER_TRIGGER_CONDITIONS,
      optional: true,
      hidden: true,
    },
  },
  additionalProps(props) {
    if (!this.type) {
      return {};
    }
    const fields = constants.REQUIRED_FIELDS_FOR_ORDER_TYPES[this.type];
    for (const [
      key,
      value,
    ] of Object.entries(fields)) {
      props[key].hidden = false;
      props[key].optional = !value;
    }
    return {};
  },
  async run({ $ }) {
    const {
      oanda,
      isDemo,
      accountId,
      type,
      ...fields
    } = this;

    const response = await oanda.createOrder({
      $,
      isDemo,
      accountId,
      data: {
        order: {
          type,
          ...fields,
        },
      },
    });
    $.export("$summary", "Successfully created order");
    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
OANDA	`oanda`	`app`	This component uses the OANDA app.
Is Demo	`isDemo`	`boolean`	Set to `true` if using a demo/practice account
Account ID	`accountId`	`string`	Select a value from the drop down menu.
Type	`type`	`string`	Select a value from the drop down menu:`MARKETLIMITSTOPMARKET_IF_TOUCHEDTAKE_PROFITSTOP_LOSSGUARANTEED_STOP_LOSSTRAILING_STOP_LOSS`

Create Order with OANDA API on New Deal Property Change from HubSpot API

Pipedream makes it easy to connect APIs for OANDA, HubSpot and 3,000+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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