Create Document with Slite API on Company Updated from HubSpot API

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Trigger workflow on

Company Updated from the HubSpot API

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Create Document with the Slite API

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Getting Started#

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

Select this integration
Configure the Company Updated trigger
1. Connect your HubSpot account
2. Configure timer
Configure the Create Document action
1. Connect your Slite account
2. Configure Title
3. Optional- Select a Parent Note ID
4. Optional- Configure Markdown
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#

Company Updated on HubSpot

Description:Emit new event each time a company is updated.

Version:0.0.13

Key:hubspot-company-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-company-updated",
  name: "Company Updated",
  description: "Emit new event each time a company is updated.",
  version: "0.0.13",
  dedupe: "unique",
  type: "source",
  hooks: {},
  methods: {
    ...common.methods,
    getTs(company) {
      return Date.parse(company.updatedAt);
    },
    generateMeta(company) {
      const {
        id,
        properties,
      } = company;
      const ts = this.getTs(company);
      return {
        id: `${id}${ts}`,
        summary: properties.name,
        ts,
      };
    },
    isRelevant(company, updatedAfter) {
      return this.getTs(company) > updatedAfter;
    },
    getParams() {
      return {
        limit: 100,
        sorts: [
          {
            propertyName: "hs_lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        object: "companies",
      };
    },
    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`

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 Document on Slite

Description:Creates a new document within a chosen parent document or private channel. [See the documentation](https://developers.slite.com/reference/createnote)

Version:0.0.1

Key:slite-create-doc

View on GitHub

Slite Overview#

Slite's API enables you to automate interactions with the Slite note-taking and collaboration platform within Pipedream. By tapping into the Slite API, you can create, update, and search notes and channels, or automate content synchronization and alerts. Integrating Slite with Pipedream can streamline team communication, content management, and ensure key information is shared and acted upon promptly.

Action Code#

import app from "../../slite.app.mjs";

export default {
  key: "slite-create-doc",
  name: "Create Document",
  description: "Creates a new document within a chosen parent document or private channel. [See the documentation](https://developers.slite.com/reference/createnote)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    title: {
      propDefinition: [
        app,
        "title",
      ],
    },
    parentNoteId: {
      label: "Parent Note ID",
      description: "The ID of the parent note.",
      optional: true,
      propDefinition: [
        app,
        "noteId",
      ],
    },
    markdown: {
      optional: true,
      propDefinition: [
        app,
        "markdown",
      ],
    },
  },
  methods: {
    createDocument(args = {}) {
      return this.app.post({
        path: "/notes",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createDocument,
      title,
      parentNoteId,
      markdown,
    } = this;

    const response = await createDocument({
      $,
      data: {
        title,
        parentNoteId,
        markdown,
      },
    });

    $.export("$summary", `Successfully created document 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
Slite	`app`	`app`	This component uses the Slite app.
Title	`title`	`string`	The title of the document
Parent Note ID	`parentNoteId`	`string`	Select a value from the drop down menu.
Markdown	`markdown`	`string`	The markdown content of the document.

Create Document with Slite API on Company Updated from HubSpot API

Pipedream makes it easy to connect APIs for Slite, 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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