Create Expense with Remote API on New Deal In Stage from HubSpot API

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New Deal In Stage from the HubSpot API

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Create Expense with the Remote API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Remote 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 In Stage trigger
1. Connect your HubSpot account
2. Configure timer
3. Select a Pipeline
4. Select one or more Stages
Configure the Create Expense action
1. Connect your Remote account
2. Configure Amount
3. Select a Currency
4. Select a Employment ID
5. Select a Expense Category Slug
6. Configure Expense Date
7. Configure Receipt Content File Path
8. Configure Receipt File Name
9. Configure Reviewed At
10. Optional- Configure Tax Amount
11. Optional- Configure Timezone
12. Configure Title
13. Configure syncDir
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 In Stage on HubSpot

Description:Emit new event for each new deal in a stage.

Version:0.1.3

Key:hubspot-new-deal-in-stage

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

const MAX_INITIAL_EVENTS = 25;

export default {
  ...common,
  key: "hubspot-new-deal-in-stage",
  name: "New Deal In Stage",
  description: "Emit new event for each new deal in a stage.",
  version: "0.1.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
    },
    stages: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
    },
  },
  methods: {
    ...common.methods,
    async getTs(deal) {
      const { properties } = await this.hubspot.getDeal({
        dealId: deal.id,
        params: {
          includePropertyVersions: true,
        },
      });
      return properties.dealstage?.versions[0].timestamp;
    },
    emitEvent(deal, ts) {
      const {
        id, properties,
      } = deal;
      this.$emit(deal, {
        id: `${id}${properties.dealstage}`,
        summary: `${properties.dealname}`,
        ts,
      });
    },
    isRelevant(ts, updatedAfter) {
      return ts > updatedAfter;
    },
    getParams() {
      return null;
    },
    getAllStagesParams(after) {
      const filters = [
        {
          propertyName: "dealstage",
          operator: "IN",
          values: this.stages,
        },
      ];

      // Add time filter for subsequent runs to only get recently modified deals
      if (after) {
        filters.push({
          propertyName: "hs_lastmodifieddate",
          operator: "GT",
          value: after,
        });
      }

      const filterGroup = {
        filters,
      };
      return {
        data: {
          limit: DEFAULT_LIMIT,
          filterGroups: [
            filterGroup,
          ],
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: DEFAULT_DEAL_PROPERTIES,
        },
        object: "deals",
      };
    },
    async processDeals(params, after) {
      let maxTs = after || 0;
      let initialEventsEmitted = 0;

      do {
        const results = await this.hubspot.searchCRM(params);
        if (results.paging) {
          params.after = results.paging.next.after;
        } else {
          delete params.after;
        }

        for (const deal of results.results) {
          const ts = await this.getTs(deal);
          if (!after || this.isRelevant(ts, after)) {
            if (deal.properties.hubspot_owner_id) {
              deal.properties.owner = await this.getOwner(
                deal.properties.hubspot_owner_id,
              );
            }
            this.emitEvent(deal, ts);
            if (ts > maxTs) {
              maxTs = ts;
              this._setAfter(ts);
            }
            if (!after && ++initialEventsEmitted >= MAX_INITIAL_EVENTS) {
              return;
            }
          }
        }

        // first run, get only first page
        if (!after) {
          break;
        }
      } while (params.after);
    },
    async processResults(after) {
      const params = this.getAllStagesParams(after);
      await this.processDeals(params, after);
    },
    getOwner(ownerId) {
      return this.hubspot.makeRequest({
        api: API_PATH.CRMV3,
        endpoint: `/owners/${ownerId}`,
      });
    },
  },
  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`
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Stages	`stages`	`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 Expense on Remote

Description:Create an expense in Remote. [See the documentation](https://developer.remote.com/reference/post_create_expense)

Version:0.0.1

Key:remote-create-expense

View on GitHub

Remote Overview#

The Remote API on Pipedream allows you to automate tasks related to global payroll, benefits, taxes, and compliance for a remote team. By integrating the Remote API with Pipedream’s serverless platform, you can create workflows that react to events within Remote, or from other sources. Automate employee onboarding, offboarding, and data sync between Remote and your HR systems. Effectively, you can connect Remote to 3,000+ other apps to streamline HR processes, gather insights, and maintain up-to-date records across all your platforms.

Action Code#

import { getFileStreamAndMetadata } from "@pipedream/platform";
import remote from "../../remote.app.mjs";

export default {
  key: "remote-create-expense",
  name: "Create Expense",
  description: "Create an expense in Remote. [See the documentation](https://developer.remote.com/reference/post_create_expense)",
  version: "0.0.1",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    remote,
    amount: {
      type: "integer",
      label: "Amount",
      description: "The amount of the expense",
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "The currency of the expense",
      options: [
        "USD",
        "EUR",
        "CAD",
      ],
    },
    employmentId: {
      propDefinition: [
        remote,
        "employmentId",
      ],
    },
    expenseCategorySlug: {
      propDefinition: [
        remote,
        "expenseCategorySlug",
        ({ employmentId }) => ({
          employmentId,
        }),
      ],
    },
    expenseDate: {
      type: "string",
      label: "Expense Date",
      description: "Date of the purchase, which must be in the past. **Format: YYYY-MM-DD**",
    },
    receiptContentFilePath: {
      type: "string",
      label: "Receipt Content File Path",
      description: "The file of the receipt. Provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.pdf`)",
    },
    receiptFileName: {
      type: "string",
      label: "Receipt File Name",
      description: "The file name",
    },
    reviewedAt: {
      type: "string",
      label: "Reviewed At",
      description: "The date and time that the expense was reviewed in ISO8601 format. If not provided, it defaults to the current datetime. **Format: YYYY-MM-DDTHH:MM:SS**",
    },
    taxAmount: {
      type: "integer",
      label: "Tax Amount",
      description: "The tax amount of the expense",
      optional: true,
    },
    timezone: {
      type: "string",
      label: "Timezone",
      description: "The timezone of the expense. [TZ identifier](https://www.iana.org/time-zones)",
      optional: true,
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the expense",
    },
    syncDir: {
      type: "dir",
      accessMode: "read",
      sync: true,
    },
  },
  methods: {
    async streamToBase64(stream) {
      return new Promise((resolve, reject) => {
        const chunks = [];

        stream.on("data", (chunk) => {
          chunks.push(chunk);
        });

        stream.on("end", () => {
          const buffer = Buffer.concat(chunks);
          resolve(buffer.toString("base64"));
        });

        stream.on("error", (err) => {
          reject(err);
        });
      });
    },
  },
  async run({ $ }) {
    const {
      stream, metadata,
    } = await getFileStreamAndMetadata(this.receiptContentFilePath);
    const base64String = await this.streamToBase64(stream);

    const response = await this.remote.createExpense({
      $,
      data: {
        amount: this.amount,
        currency: this.currency,
        employment_id: this.employmentId,
        expense_date: this.expenseDate,
        title: this.title,
        receipt: {
          content: `data:${metadata.contentType};base64,${base64String}`,
          name: this.receiptFileName,
        },
        expense_category_slug: this.expenseCategorySlug,
        reviewed_at: this.reviewedAt,
        tax_amount: this.taxAmount,
        timezone: this.timezone,
      },
    });

    $.export("$summary", `Successfully created expense with ID: ${response?.data?.expense?.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
Remote	`remote`	`app`	This component uses the Remote app.
Amount	`amount`	`integer`	The amount of the expense
Currency	`currency`	`string`	Select a value from the drop down menu:`USDEURCAD`
Employment ID	`employmentId`	`string`	Select a value from the drop down menu.
Expense Category Slug	`expenseCategorySlug`	`string`	Select a value from the drop down menu.
Expense Date	`expenseDate`	`string`	Date of the purchase, which must be in the past. Format: YYYY-MM-DD
Receipt Content File Path	`receiptContentFilePath`	`string`	The file of the receipt. Provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.pdf`)
Receipt File Name	`receiptFileName`	`string`	The file name
Reviewed At	`reviewedAt`	`string`	The date and time that the expense was reviewed in ISO8601 format. If not provided, it defaults to the current datetime. Format: YYYY-MM-DDTHH:MM:SS
Tax Amount	`taxAmount`	`integer`	The tax amount of the expense
Timezone	`timezone`	`string`	The timezone of the expense. TZ identifier
Title	`title`	`string`	The title of the expense
syncDir	`syncDir`	`dir`

Create Expense with Remote API on New Deal In Stage from HubSpot API

Pipedream makes it easy to connect APIs for Remote, 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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