Create Letter with PostGrid Print & Mail API on New or Updated Deal from HubSpot API

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New or Updated Deal from the HubSpot API

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Create Letter with the PostGrid Print & Mail API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and PostGrid Print & Mail 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 Deal trigger
1. Connect your HubSpot account
2. Configure timer
3. Configure info
4. Optional- Select one or more Additional properties to retrieve
5. Optional- Select a Pipeline
6. Optional- Select a Stage
7. Optional- Configure New Only
Configure the Create Letter action
1. Connect your PostGrid Print & Mail account
2. Select a To
3. Select a From
4. Configure HTML
5. Optional- Select a Address Placement
6. Optional- Configure Double Sided
7. Optional- Configure Color
8. Optional- Configure Perforated Page
9. Optional- Select a Extra Service
10. Optional- Select a Envelope Type
11. Optional- Select a Return Envelope
12. Optional- Configure Send Date
13. Optional- Configure Description
14. Optional- Configure Express
15. Optional- Select a Mailing Class
16. Optional- Select a Size
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 Deal on HubSpot

Description:Emit new event for each new or updated deal in Hubspot

Version:0.0.3

Key:hubspot-new-or-updated-deal

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

export default {
  ...common,
  key: "hubspot-new-or-updated-deal",
  name: "New or Updated Deal",
  description: "Emit new event for each new or updated deal in Hubspot",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_DEAL_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "dealProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
      description: "Filter deals by pipeline",
      optional: true,
    },
    stage: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
      type: "string",
      label: "Stage",
      description: "Filter deals by stage",
      optional: true,
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new deals",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(deal) {
      return this.newOnly
        ? Date.parse(deal.createdAt)
        : Date.parse(deal.updatedAt);
    },
    generateMeta(deal) {
      const {
        id,
        properties,
      } = deal;
      const ts = this.getTs(deal);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: properties.dealname,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return this.getTs(deal) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      const params = {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_DEAL_PROPERTIES,
            ...properties,
          ],
        },
        object: "deals",
      };
      if (this.pipeline) {
        params.data.filters = [
          {
            propertyName: "pipeline",
            operator: "EQ",
            value: this.pipeline,
          },
        ];
        if (this.stage) {
          params.data.filters.push({
            propertyName: "dealstage",
            operator: "EQ",
            value: this.stage,
          });
        }
      }
      return params;
    },
    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.
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Stage	`stage`	`string`	Select a value from the drop down menu.
New Only	`newOnly`	`boolean`	Emit events only for new deals

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 Letter on PostGrid Print & Mail

Description:Creates a new letter in PostGrid. [See the documentation](https://docs.postgrid.com/#3359155b-f225-4f6a-b08a-eafe7a52b54d)

Version:0.0.1

Key:postgrid-create-letter

View on GitHub

PostGrid Print & Mail Overview#

The PostGrid Print & Mail API offers seamless print and mail solutions, enabling the automation of sending personalized letters, postcards, checks, and more. With this API, you can systematize direct mail campaigns, transactional mailings, or on-demand dispatch without managing printing infrastructure. In Pipedream, you can harness this capability to interlace PostGrid with an array of other services and triggers, creating workflows that respond to events such as form submissions, scheduled campaigns, or customer actions.

Action Code#

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

export default {
  key: "postgrid-create-letter",
  name: "Create Letter",
  description: "Creates a new letter in PostGrid. [See the documentation](https://docs.postgrid.com/#3359155b-f225-4f6a-b08a-eafe7a52b54d)",
  version: "0.0.1",
  type: "action",
  props: {
    postgrid,
    to: {
      propDefinition: [
        postgrid,
        "contactId",
      ],
      label: "To",
      description: "The id or contact object of the receiver.",
    },
    from: {
      propDefinition: [
        postgrid,
        "contactId",
      ],
      label: "From",
      description: "The id or contact object of the sender.",
    },
    html: {
      type: "string",
      label: "HTML",
      description: "The HTML content of the letter.",
    },
    addressPlacement: {
      type: "string",
      label: "Address Placement",
      description: "The location where the address will be placed.",
      options: constants.ADDRESS_PLACEMENT,
      optional: true,
    },
    doubleSided: {
      type: "boolean",
      label: "Double Sided",
      description: "Indicates if the letter is double sided or not.",
      optional: true,
    },
    color: {
      type: "boolean",
      label: "Color",
      description: "Indicates whether the letter will be printed in color or not.",
      optional: true,
    },
    perforatedPage: {
      type: "integer",
      label: "Perforated Page",
      description: "Indicates if the page is to be perforated (holes).",
      optional: true,
    },
    extraService: {
      type: "string",
      label: "Extra Service",
      description: "Indicates extra services for the letter.",
      options: constants.EXTRA_SERVICE,
      optional: true,
    },
    envelopeType: {
      type: "string",
      label: "Envelope Type",
      description: "Indicates the envelope type for the letter.",
      options: constants.ENVELOPE_TYPE,
      optional: true,
    },
    returnEnvelope: {
      propDefinition: [
        postgrid,
        "returnEnvelopeId",
      ],
    },
    sendDate: {
      type: "string",
      label: "Send Date",
      description: "The desired date for the letter to be sent out.  Example: `2023-02-16T15:40:35.873Z`",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "A description for the letter.",
      optional: true,
    },
    express: {
      type: "boolean",
      label: "Express",
      description: "See express shipping.",
      optional: true,
    },
    mailingClass: {
      type: "string",
      label: "Mailing Class",
      description: "Defaults to first_class. See mailing class.",
      options: constants.MAILING_CLASS,
      optional: true,
    },
    size: {
      type: "string",
      label: "Size",
      description: "Default size will be chosen based on the destination country, if not provided. Indicates the letter size for the letter being created.",
      options: constants.LETTER_SIZE,
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      postgrid,
      ...data
    } = this;

    const response = await postgrid.createLetter({
      data,
      $,
    });

    if (response.id) {
      $.export("$summary", `Successfully created letter with ID ${response.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
PostGrid Print & Mail	`postgrid`	`app`	This component uses the PostGrid Print & Mail app.
To	`to`	`string`	Select a value from the drop down menu.
From	`from`	`string`	Select a value from the drop down menu.
HTML	`html`	`string`	The HTML content of the letter.
Address Placement	`addressPlacement`	`string`	Select a value from the drop down menu:`{ "value": "top_first_page", "label": "Top First Page" }{ "value": "insert_blank_page", "label": "Insert Blank Page" }`
Double Sided	`doubleSided`	`boolean`	Indicates if the letter is double sided or not.
Color	`color`	`boolean`	Indicates whether the letter will be printed in color or not.
Perforated Page	`perforatedPage`	`integer`	Indicates if the page is to be perforated (holes).
Extra Service	`extraService`	`string`	Select a value from the drop down menu:`{ "value": "certified", "label": "Certified" }{ "value": "certified_return_receipt", "label": "Certified Return Receipt" }{ "value": "registered", "label": "Registered" }`
Envelope Type	`envelopeType`	`string`	Select a value from the drop down menu:`{ "value": "standard_double_window", "label": "Standard Double Window" }{ "value": "flat", "label": "Flat" }`
Return Envelope	`returnEnvelope`	`string`	Select a value from the drop down menu.
Send Date	`sendDate`	`string`	The desired date for the letter to be sent out. Example: `2023-02-16T15:40:35.873Z`
Description	`description`	`string`	A description for the letter.
Express	`express`	`boolean`	See express shipping.
Mailing Class	`mailingClass`	`string`	Select a value from the drop down menu:`{ "value": "standard_class", "label": "Standard Class" }{ "value": "first_class", "label": "First Class" }`
Size	`size`	`string`	Select a value from the drop down menu:`{ "value": "us_letter", "label": "US Letter" }{ "value": "us_legal", "label": "US Legal" }{ "value": "a4", "label": "A4" }`

Action Authentication#

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

To retrieve your API Key,