Create a Checklist Item with Trello API on New Engagement from HubSpot API

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New Engagement from the HubSpot API

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Create a Checklist Item with the Trello API

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Getting Started#

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

Select this integration
Configure the New Engagement trigger
1. Connect your HubSpot account
2. Configure timer
3. Optional- Select one or more Engagement Types
Configure the Create a Checklist Item action
1. Connect your Trello account
2. Select a Board
3. Select a Card
4. Select a Checklist ID
5. Configure Name
6. Optional- Select a Position
7. Optional- Configure Checked
8. Optional- Configure Due Date
9. Optional- Select a Due Reminder
10. Optional- Select a Id Member
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 Engagement on HubSpot

Description:Emit new event for each new engagement created. This action returns a maximum of 5000 records at a time, make sure you set a correct time range so you don't miss any events

Version:0.0.41

Key:hubspot-new-engagement

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 { DEFAULT_LIMIT } from "../../common/constants.mjs";
import { ENGAGEMENT_TYPES } from "../../common/object-types.mjs";
import common from "../common/common.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "hubspot-new-engagement",
  name: "New Engagement",
  description: "Emit new event for each new engagement created. This action returns a maximum of 5000 records at a time, make sure you set a correct time range so you don't miss any events",
  version: "0.0.41",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    types: {
      type: "string[]",
      label: "Engagement Types",
      description: "Filter results by the type of engagment",
      options: ENGAGEMENT_TYPES,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(engagement) {
      return engagement.engagement.createdAt;
    },
    generateMeta(engagement) {
      const {
        id, type,
      } = engagement.engagement;
      const ts = this.getTs(engagement);
      return {
        id,
        summary: type,
        ts,
      };
    },
    isRelevant(engagement, createdAfter) {
      if (this.getTs(engagement) < createdAfter) {
        return false;
      }
      if (this.types?.length) {
        return this.types.includes(engagement.engagement.type);
      }
      return true;
    },
  },
  async run() {
    const createdAfter = this._getAfter();
    const params = {
      params: {
        limit: DEFAULT_LIMIT,
      },
    };

    await this.paginateUsingHasMore(
      params,
      this.hubspot.getEngagements.bind(this),
      "results",
      createdAfter,
      20,
    );
  },
  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`
Engagement Types	`types`	`string[]`	Select a value from the drop down menu:`{ "label": "Note", "value": "NOTE" }{ "label": "Task", "value": "TASK" }{ "label": "Meeting", "value": "MEETING" }{ "label": "Email", "value": "EMAIL" }{ "label": "Call", "value": "CALL" }`

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.read

About HubSpot#

HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.

Action#

Create a Checklist Item on Trello

Description:Creates a new checklist item in a card. [See the documentation](https://developer.atlassian.com/cloud/trello/rest/api-group-checklists/#api-checklists-id-checkitems-post).

Version:0.3.2

Key:trello-create-checklist-item

View on GitHub

Trello Overview#

Trello's API lets you craft workflows around managing boards, lists, cards, and users. With Pipedream, you can automate Trello tasks, like syncing cards with external databases, updating checklists, and posting notifications to other platforms. It enables seamless connection with other apps, fostering productivity by automating routine board operations, card management, and team notifications.

Action Code#

import constants from "../../common/constants.mjs";
import app from "../../trello.app.mjs";

export default {
  key: "trello-create-checklist-item",
  name: "Create a Checklist Item",
  description: "Creates a new checklist item in a card. [See the documentation](https://developer.atlassian.com/cloud/trello/rest/api-group-checklists/#api-checklists-id-checkitems-post).",
  version: "0.3.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    app,
    board: {
      propDefinition: [
        app,
        "board",
      ],
    },
    card: {
      propDefinition: [
        app,
        "cards",
        ({ board }) => ({
          board,
          checklistCardsOnly: true,
        }),
      ],
      type: "string",
      label: "Card",
      description: "The ID of the Card that the checklist item should be added to",
      optional: false,
    },
    checklistId: {
      label: "Checklist ID",
      description: "ID of a checklist.",
      propDefinition: [
        app,
        "checklist",
        ({ card }) => ({
          card,
        }),
      ],
    },
    name: {
      type: "string",
      label: "Name",
      description: "The name of the new check item on the checklist. Should be a string of length 1 to 16384.",
    },
    pos: {
      propDefinition: [
        app,
        "pos",
      ],
    },
    checked: {
      type: "boolean",
      label: "Checked",
      description: "Determines whether the check item is already checked when created.",
      optional: true,
    },
    due: {
      type: "string",
      label: "Due Date",
      description: "A due date for the checkitem. **Format: YYYY-MM-DDThh:mm:ss.sssZ**",
      optional: true,
    },
    dueReminder: {
      type: "string",
      label: "Due Reminder",
      description: "A dueReminder for the due date on the checkitem",
      options: constants.DUE_REMINDER_OPTIONS,
      optional: true,
    },
    idMember: {
      propDefinition: [
        app,
        "member",
        ({
          board, card,
        }) => ({
          board,
          card,
          excludeCardMembers: true,
        }),
      ],
      label: "Id Member",
      description: "An ID of a member resource",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      checklistId,
      name,
      pos,
      checked,
      due,
      dueReminder,
      idMember,
    } = this;

    const response = await this.app.createChecklistItem({
      $,
      checklistId,
      params: {
        name,
        pos,
        checked,
        due,
        dueReminder: dueReminder
          ? parseInt(dueReminder)
          : undefined,
        idMember,
      },
    });

    $.export("$summary", `Successfully created a checklist item 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
Trello	`app`	`app`	This component uses the Trello app.
Board	`board`	`string`	Select a value from the drop down menu.
Card	`card`	`string`	Select a value from the drop down menu.
Checklist ID	`checklistId`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	The name of the new check item on the checklist. Should be a string of length 1 to 16384.
Position	`pos`	`string`	Select a value from the drop down menu:`topbottom`
Checked	`checked`	`boolean`	Determines whether the check item is already checked when created.
Due Date	`due`	`string`	A due date for the checkitem. Format: YYYY-MM-DDThh:mm:ss.sssZ
Due Reminder	`dueReminder`	`string`	Select a value from the drop down menu:`{ "label": "no reminder", "value": "-1" }{ "label": "At delivery time", "value": "0" }{ "label": "5 minutes before", "value": "5" }{ "label": "10 minutes before", "value": "10" }{ "label": "15 minutes before", "value": "15" }{ "label": "1 hour before", "value": "60" }{ "label": "2 hours before", "value": "120" }{ "label": "1 day before", "value": "1440" }{ "label": "2 days before", "value": "2880" }`
Id Member	`idMember`	`string`	Select a value from the drop down menu.

Action Authentication#

Trello uses OAuth authentication. When you connect your Trello account, Pipedream will open a popup window where you can sign into Trello and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Trello API.

Pipedream requests the following authorization scopes when you connect your account:

readwrite

Create a Checklist Item with Trello API on New Engagement from HubSpot API

Pipedream makes it easy to connect APIs for Trello, HubSpot and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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