Add Customer Note Entry with Waitwhile API on Line Item Updated from HubSpot API

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Line Item Updated from the HubSpot API

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Add Customer Note Entry with the Waitwhile API

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Getting Started#

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

Select this integration
Configure the Line Item Updated trigger
1. Connect your HubSpot account
2. Configure timer
Configure the Add Customer Note Entry action
1. Connect your Waitwhile account
2. Select a Customer ID
3. Select a Location ID
4. Optional- Select a Visit ID
5. Configure Content
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#

Line Item Updated on HubSpot

Description:Emit new event each time a line item is updated.

Version:0.0.13

Key:hubspot-line-item-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-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.

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#

Add Customer Note Entry on Waitwhile

Description:Add a customer note entry. [See the doc here](https://developers.waitwhile.com/reference/postcustomerscustomeridnotes)

Version:0.0.1

Key:waitwhile-add-customer-note-entry

View on GitHub

Waitwhile Overview#

Waitwhile is a queue management and scheduling platform that lets you optimize appointments and waitlists, enhancing the customer experience. By leveraging the Waitwhile API on Pipedream, you can automate processes such as updating waitlists, syncing customer data, or triggering notifications when a customer's status changes. This seamless integration can streamline operations for businesses like restaurants, healthcare providers, or service centers where queue management is crucial.

Action Code#

import waitwhile from "../../app/waitwhile.app.mjs";
import { defineAction } from "@pipedream/types";
export default defineAction({
    name: "Add Customer Note Entry",
    version: "0.0.1",
    key: "waitwhile-add-customer-note-entry",
    description: "Add a customer note entry. [See the doc here](https://developers.waitwhile.com/reference/postcustomerscustomeridnotes)",
    props: {
        waitwhile,
        customerId: {
            propDefinition: [
                waitwhile,
                "customerId",
            ],
        },
        locationId: {
            propDefinition: [
                waitwhile,
                "locationId",
            ],
        },
        visitId: {
            propDefinition: [
                waitwhile,
                "visitId",
            ],
        },
        content: {
            propDefinition: [
                waitwhile,
                "content",
            ],
        },
    },
    type: "action",
    methods: {},
    async run({ $ }) {
        const params = {
            customerId: this.customerId,
        };
        const options = {
            content: this.content,
            locationId: this.locationId,
            visitId: this.visitId,
        };
        try {
            const data = await this.waitwhile.addCustomerNoteEntry(options, params);
            $.export("summary", "Successfully added a customer note entry");
            return data;
        }
        catch (error) {
            const statusCode = error[Object.getOwnPropertySymbols(error)[1]].status;
            const statusText = error[Object.getOwnPropertySymbols(error)[1]].statusText;
            throw new Error(`Error status code: ${statusCode}. Error status response: ${statusText}`);
        }
    },
});

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
Waitwhile	`waitwhile`	`app`	This component uses the Waitwhile app.
Customer ID	`customerId`	`string`	Select a value from the drop down menu.
Location ID	`locationId`	`string`	Select a value from the drop down menu.
Visit ID	`visitId`	`string`	Select a value from the drop down menu.
Content	`content`	`string`	Optional notes

Action Authentication#

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

To retrieve your API keys,

Navigate to your Waitwhile account and sign in
Go to “Settings” > “API & Webhooks”

Add Customer Note Entry with Waitwhile API on Line Item Updated from HubSpot API

Pipedream makes it easy to connect APIs for Waitwhile, 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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