Create Session with Zoho Assist API on Line Item Updated from HubSpot API

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Trigger workflow on

Line Item Updated from the HubSpot API

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Create Session with the Zoho Assist API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Zoho Assist 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 Create Session action
1. Connect your Zoho Assist account
2. Optional- Configure Customer Email
3. Optional- Select a Type
4. Optional- Configure Computer ID
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#

Create Session on Zoho Assist

Description:Create a remote support or screen sharing session. [See the documentation](https://www.zoho.com/assist/api/createasession.html)

Version:0.0.1

Key:zoho_assist-create-session

View on GitHub

Zoho Assist Overview#

The Zoho Assist API provides remote support and access functionalities, enabling automated session management, customer support, and IT operations. By integrating it with Pipedream, you can craft serverless workflows that respond to various triggers and perform actions like creating support sessions, fetching session details, or managing users. The API's versatility in Pipedream allows for streamlined coordination between support requests and responses, facilitating seamless IT support and management tasks.

Action Code#

import { defineAction } from "@pipedream/types";
import app from "../../app/zoho_assist.app.mjs";
import { CREATE_SESSION_TYPE_OPTIONS } from "../../common/constants.mjs";
export default defineAction({
    name: "Create Session",
    description: "Create a remote support or screen sharing session. [See the documentation](https://www.zoho.com/assist/api/createasession.html)",
    key: "zoho_assist-create-session",
    version: "0.0.1",
    type: "action",
    props: {
        app,
        customerEmail: {
            type: "string",
            label: "Customer Email",
            description: "Customer Email to whom the join invitation is to be sent.",
            optional: true,
        },
        type: {
            propDefinition: [
                app,
                "type",
            ],
            description: "Session type, defaulting to Remote Support.",
            optional: true,
            options: CREATE_SESSION_TYPE_OPTIONS,
            default: "rs",
        },
        computerId: {
            type: "string",
            label: "Computer ID",
            description: "URS (unattended remote support) key to initiate an unattended access session.",
            optional: true,
        },
    },
    async run({ $ }) {
        const { customerEmail, type, computerId, } = this;
        const params = {
            $,
            params: {
                customer_email: customerEmail,
                type,
                computer_id: computerId,
            },
        };
        const { representation } = await this.app.createSession(params);
        $.export("$summary", `Successfully created session (ID: ${representation.session_id})`);
        return representation;
    },
});

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
Zoho Assist	`app`	`app`	This component uses the Zoho Assist app.
Customer Email	`customerEmail`	`string`	Customer Email to whom the join invitation is to be sent.
Type	`type`	`string`	Select a value from the drop down menu:`{ "label": "Remote Support", "value": "rs" }{ "label": "Screen Sharing", "value": "dm" }`
Computer ID	`computerId`	`string`	URS (unattended remote support) key to initiate an unattended access session.

Action Authentication#

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

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

ZohoAssist.sessionapi.ALLZohoAssist.userapi.READZohoAssist.reportapi.READ

Create Session with Zoho Assist API on Line Item Updated from HubSpot API

Pipedream makes it easy to connect APIs for Zoho Assist, HubSpot and 2,200+ other apps remarkably fast.

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

Developers ♥ Pipedream

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