← HubSpot + Roll integrations

Create Company with Roll API on Line Item Updated from HubSpot API

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Line Item Updated from the HubSpot API
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Create Company with the Roll API
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Getting Started

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

  1. Select this integration
  2. Configure the Line Item Updated trigger
    1. Connect your HubSpot account
    2. Configure timer
  3. Configure the Create Company action
    1. Connect your Roll account
    2. Optional- Configure Name
    3. Optional- Configure Invoice First Name
    4. Optional- Configure Invoice Last Name
    5. Optional- Configure Phone
    6. Optional- Configure Mobile
    7. Optional- Configure Email
    8. Optional- Configure Website
    9. Optional- Configure Address
    10. Optional- Configure Address 2
    11. Optional- Configure City Or Town
    12. Optional- Configure State Or Region
    13. Optional- Configure Zip Or Postcode
    14. Optional- Configure Country
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event each time a line item is updated.
Version:0.0.13
Key:hubspot-line-item-updated

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-line-item-updated",
  name: "Line Item Updated",
  description: "Emit new event each time a line item is updated.",
  version: "0.0.13",
  dedupe: "unique",
  type: "source",
  hooks: {},
  methods: {
    ...common.methods,
    getTs(lineItem) {
      return Date.parse(lineItem.updatedAt);
    },
    generateMeta(lineItem) {
      const { id } = lineItem;
      const ts = this.getTs(lineItem);
      return {
        id: `${id}${ts}`,
        summary: `Line Item ID: ${id}`,
        ts,
      };
    },
    isRelevant(lineItem, updatedAfter) {
      return this.getTs(lineItem) > updatedAfter;
    },
    getParams() {
      return {
        limit: 100,
        sorts: [
          {
            propertyName: "hs_lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        object: "line_items",
      };
    },
    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.
LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

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

Description:Create a new company [See the docs here](https://docs.rollhq.com/docs/roll-api#api-url)
Version:0.0.1
Key:roll-create-company

Roll Overview

The Roll API serves as a bridge to Roll's project management software, enabling users to automate tasks, manipulate project data, and integrate with countless other apps within the Pipedream ecosystem. By leveraging this API, you can streamline operations, sync data across various platforms, and create custom notifications that power up your project management workflows.

Action Code

import _ from "lodash";
import roll from "../../roll.app.mjs";

export default {
  key: "roll-create-company",
  name: "Create Company",
  version: "0.0.1",
  description: "Create a new company [See the docs here](https://docs.rollhq.com/docs/roll-api#api-url)",
  type: "action",
  props: {
    roll,
    name: {
      propDefinition: [
        roll,
        "name",
      ],
      optional: true,
    },
    invoiceFirstName: {
      type: "string",
      label: "Invoice First Name",
      description: "The first name will be used on invoices.",
      optional: true,
    },
    invoiceLastName: {
      type: "string",
      label: "Invoice Last Name",
      description: "The last name will be used on invoices.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The company's phone number.",
      optional: true,
    },
    mobile: {
      type: "string",
      label: "Mobile",
      description: "The company's mobile phone number.",
      optional: true,
    },
    email: {
      propDefinition: [
        roll,
        "email",
      ],
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "The company's website.",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "The company's address.",
      optional: true,
    },
    address2: {
      type: "string",
      label: "Address 2",
      description: "The company's additional address.",
      optional: true,
    },
    cityOrTown: {
      type: "string",
      label: "City Or Town",
      description: "The company's city.",
      optional: true,
    },
    stateOrRegion: {
      type: "string",
      label: "State Or Region",
      description: "The company's state.",
      optional: true,
    },
    zipOrPostcode: {
      type: "string",
      label: "Zip Or Postcode",
      description: "The company's zip.",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "The company's country.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      // eslint-disable-next-line no-unused-vars
      roll,
      ...variables
    } = this;

    const response = await this.roll.makeRequest({
      variables: _.pickBy(variables),
      query: "addCompany",
      type: "mutation",
    });

    $.export("$summary", `Company successfully created with Id ${response.addCompany.CompanyId}!`);
    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.

LabelPropTypeDescription
RollrollappThis component uses the Roll app.
Namenamestring

The company's name.

Invoice First NameinvoiceFirstNamestring

The first name will be used on invoices.

Invoice Last NameinvoiceLastNamestring

The last name will be used on invoices.

Phonephonestring

The company's phone number.

Mobilemobilestring

The company's mobile phone number.

Emailemailstring

The company's contact email.

Websitewebsitestring

The company's website.

Addressaddressstring

The company's address.

Address 2address2string

The company's additional address.

City Or TowncityOrTownstring

The company's city.

State Or RegionstateOrRegionstring

The company's state.

Zip Or PostcodezipOrPostcodestring

The company's zip.

Countrycountrystring

The company's country.

Action Authentication

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

You can get your access token from your user profile page in Roll. Click a username, and in the slider that appears on the right, look for the API access token section.

About Roll

Roll is a platform with everything your business needs in one place. Manage projects, track sales, understand and grow your business.

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