Create Customer with ReCharge API on New Company Property Change from HubSpot API

Pipedream makes it easy to connect APIs for ReCharge, HubSpot and 2,400+ other apps remarkably fast.

Trigger workflow on

New Company Property Change from the HubSpot API

Next, do this

Create Customer with the ReCharge API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the New Company Property Change trigger
1. Connect your HubSpot account
2. Configure timer
3. Select a Property
Configure the Create Customer action
1. Connect your ReCharge account
2. Configure Email
3. Configure First Name
4. Configure Last Name
5. Optional- Configure Phone
6. Optional- Configure External Customer ID
7. Optional- Configure Tax Exempt
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 Company Property Change on HubSpot

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

Version:0.0.7

Key:hubspot-new-company-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 common from "../common/common.mjs";
import { DEFAULT_LIMIT } from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "hubspot-new-company-property-change",
  name: "New Company Property Change",
  description: "Emit new event when a specified property is provided or updated on a company. [See the documentation](https://developers.hubspot.com/docs/api/crm/companies)",
  version: "0.0.7",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    property: {
      type: "string",
      label: "Property",
      description: "The company property to watch for changes",
      async options() {
        const properties = await this.getWriteOnlyProperties("companies");
        return properties.map((property) => property.name);
      },
    },
  },
  methods: {
    ...common.methods,
    getTs(company) {
      const history = company.propertiesWithHistory[this.property];
      if (!history || !(history.length > 0)) {
        return;
      }
      return Date.parse(history[0].timestamp);
    },
    generateMeta(company) {
      const {
        id,
        properties,
      } = company;
      const ts = this.getTs(company);
      return {
        id: `${id}${ts}`,
        summary: properties[this.property],
        ts,
      };
    },
    isRelevant(company, updatedAfter) {
      return !updatedAfter || this.getTs(company) > updatedAfter;
    },
    getParams(after) {
      return {
        object: "companies",
        data: {
          limit: DEFAULT_LIMIT,
          properties: [
            this.property,
          ],
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          filterGroups: [
            {
              filters: [
                {
                  propertyName: this.property,
                  operator: "HAS_PROPERTY",
                },
                {
                  propertyName: "hs_lastmodifieddate",
                  operator: "GTE",
                  value: after,
                },
              ],
            },
          ],
        },
      };
    },
    batchGetCompanies(inputs) {
      return this.hubspot.batchGetObjects({
        objectType: "companies",
        data: {
          properties: [
            this.property,
          ],
          propertiesWithHistory: [
            this.property,
          ],
          inputs,
        },
      });
    },
    async processResults(after, params) {
      const properties = await this.getWriteOnlyProperties("companies");
      const propertyNames = properties.map((property) => property.name);

      if (!propertyNames.includes(this.property)) {
        throw new Error(`Property "${this.property}" not supported for Companies. See Hubspot's default company properties documentation - https://knowledge.hubspot.com/companies/hubspot-crm-default-company-properties`);
      }

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

      if (!updatedCompanies.length) {
        return;
      }

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

      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.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 Customer on ReCharge

Description:Creates a customer. [See the documentation](https://developer.rechargepayments.com/2021-11/customers/customers_create)

Version:0.0.1

Key:recharge-create-customer

View on GitHub

ReCharge Overview#

The ReCharge API offers a programmatic entrance to the ReCharge ecosystem, a place where subscription-based e-commerce is managed with ease. Whether you're looking to synchronize customer data, manage subscriptions, or automate notifications, the API's endpoints enable you to seamlessly integrate subscription data into your business processes. With Pipedream's serverless execution model, you can craft workflows that respond to events in ReCharge, manipulate and route data, and trigger actions across your entire software stack. This opens doors to personalized customer experiences, streamlined operations, and data-driven decision-making.

Action Code#

import recharge from "../../recharge.app.mjs";
import {
  getCustomerData, getCustomerProps,
} from "../common/common-customer.mjs";

export default {
  key: "recharge-create-customer",
  name: "Create Customer",
  description: "Creates a customer. [See the documentation](https://developer.rechargepayments.com/2021-11/customers/customers_create)",
  version: "0.0.1",
  type: "action",
  props: {
    recharge,
    ...getCustomerProps(),
  },
  methods: {
    getCustomerData,
  },
  async run({ $ }) {
    const data = this.getCustomerData();
    const response = await this.recharge.createCustomer({
      $,
      data,
    });

    $.export("$summary", `Successfully created customer (ID: ${response?.customer?.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
ReCharge	`recharge`	`app`	This component uses the ReCharge app.
Email	`email`	`string`	Email address of the customer.
First Name	`firstName`	`string`	Customer's first name.
Last Name	`lastName`	`string`	Customer's last name.
Phone	`phone`	`string`	Customer's phone number. Must be in E.164 format, such as `+16175551212`
External Customer ID	`externalCustomerId`	`string`	The customer ID as it appears in the external e-commerce platform.
Tax Exempt	`taxExempt`	`boolean`	Whether or not the customer is tax exempt.

Create Customer with ReCharge API on New Company Property Change from HubSpot API

Pipedream makes it easy to connect APIs for ReCharge, HubSpot and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular