Create or Update User with Raisely API on New Deal Updated from HubSpot API

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New Deal Updated from the HubSpot API

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Create or Update User with the Raisely API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Raisely 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 or Update User action
1. Connect your Raisely account
2. Configure Email
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Address Line 1
6. Optional- Configure Address Line 2
7. Optional- Configure Suburb
8. Optional- Configure State
9. Optional- Configure Postcode
10. Optional- Configure Country
11. Optional- Configure Merge
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 or Update User on Raisely

Description:Create or update a user in Raisely. [See the documentation](https://developers.raisely.com/reference/postusers)

Version:0.0.1

Key:raisely-create-or-update-user

View on GitHub

Raisely Overview#

The Raisely API lets you manage and automate interactions with your fundraising campaigns. It can be used for retrieving campaign data, updating donor records, or triggering communications. When paired with Pipedream, these capabilities grow exponentially, allowing for integration with countless other services for enhanced automation and data flow. For example, syncing donor information with a CRM, sending custom thank you emails, or posting updates to social media platforms.

Action Code#

import raisely from "../../raisely.app.mjs";
import pickBy from "lodash.pickby";

export default {
  key: "raisely-create-or-update-user",
  name: "Create or Update User",
  description: "Create or update a user in Raisely. [See the documentation](https://developers.raisely.com/reference/postusers)",
  version: "0.0.1",
  type: "action",
  props: {
    raisely,
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the user",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the user",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the user",
      optional: true,
    },
    address1: {
      type: "string",
      label: "Address Line 1",
      description: "Line 1 of the address of the user",
      optional: true,
    },
    address2: {
      type: "string",
      label: "Address Line 2",
      description: "Line 2 of the address of the user",
      optional: true,
    },
    suburb: {
      type: "string",
      label: "Suburb",
      description: "The suburb/city of the user",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "The state/province of the user",
      optional: true,
    },
    postcode: {
      type: "string",
      label: "Postcode",
      description: "Postal Code of the user",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "The country of the user. Examples: `AU`, `GB`, `US`",
      optional: true,
    },
    merge: {
      type: "boolean",
      label: "Merge",
      description: "When set to `true`, instead of creating a new user, this request will update a user with a matching email identity with the data provided.",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = pickBy({
      data: pickBy({
        email: this.email,
        firstName: this.firstName,
        lastName: this.lastName,
        address1: this.address1,
        address2: this.address2,
        suburb: this.suburb,
        state: this.state,
        postcode: this.postcode,
        country: this.country,
      }),
      merge: this.merge,
    });

    const response = await this.raisely.createOrUpdateUser({
      data,
      $,
    });

    if (response?.data?.uuid) {
      $.export("$summary", `Successfully upserted user with ID ${response.data.uuid}`);
    }

    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
Raisely	`raisely`	`app`	This component uses the Raisely app.
Email	`email`	`string`	Email address of the user
First Name	`firstName`	`string`	First name of the user
Last Name	`lastName`	`string`	Last name of the user
Address Line 1	`address1`	`string`	Line 1 of the address of the user
Address Line 2	`address2`	`string`	Line 2 of the address of the user
Suburb	`suburb`	`string`	The suburb/city of the user
State	`state`	`string`	The state/province of the user
Postcode	`postcode`	`string`	Postal Code of the user
Country	`country`	`string`	The country of the user. Examples: `AU`, `GB`, `US`
Merge	`merge`	`boolean`	When set to `true`, instead of creating a new user, this request will update a user with a matching email identity with the data provided.

Action Authentication#

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

To retrieve your API Key,

Navigate to your Raisely account and sign in
Select one of your Campaigns
Go to “API” > “API & Webhooks”

Create or Update User with Raisely API on New Deal Updated from HubSpot API

Pipedream makes it easy to connect APIs for Raisely, 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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