← HubSpot + Zoho BugTracker integrations

Update Bug with Zoho BugTracker API on New or Updated Deal from HubSpot API

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New or Updated Deal from the HubSpot API
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Update Bug with the Zoho BugTracker API
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Getting Started

This integration creates a workflow with a HubSpot trigger and Zoho BugTracker 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 New or Updated Deal trigger
    1. Connect your HubSpot account
    2. Configure timer
    3. Configure info
    4. Optional- Select one or more Additional properties to retrieve
    5. Optional- Select a Pipeline
    6. Optional- Select a Stage
    7. Optional- Configure New Only
  3. Configure the Update Bug action
    1. Connect your Zoho BugTracker account
    2. Select a Portal Id
    3. Select a Project Id
    4. Select a Bug Id
    5. Configure Title
    6. Optional- Configure Description
    7. Optional- Select a Assignee
    8. Optional- Select a Flag
    9. Optional- Select a Classification Id
    10. Optional- Select a Milestone Id
    11. Optional- Configure Due Date
    12. Optional- Select a Module Id
    13. Optional- Select a Severity Id
    14. Optional- Select a Reproducible Id
    15. Optional- Select a Status Id
    16. Optional- Configure Resolution
    17. Optional- Select a Affected Milestone Id
    18. Optional- Configure Upload Doc
  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 for each new or updated deal in Hubspot
Version:0.0.3
Key:hubspot-new-or-updated-deal

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";
import {
  DEFAULT_LIMIT, DEFAULT_DEAL_PROPERTIES,
} from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "hubspot-new-or-updated-deal",
  name: "New or Updated Deal",
  description: "Emit new event for each new or updated deal in Hubspot",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_DEAL_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "dealProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
      description: "Filter deals by pipeline",
      optional: true,
    },
    stage: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
      type: "string",
      label: "Stage",
      description: "Filter deals by stage",
      optional: true,
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new deals",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(deal) {
      return this.newOnly
        ? Date.parse(deal.createdAt)
        : Date.parse(deal.updatedAt);
    },
    generateMeta(deal) {
      const {
        id,
        properties,
      } = deal;
      const ts = this.getTs(deal);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: properties.dealname,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return this.getTs(deal) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      const params = {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_DEAL_PROPERTIES,
            ...properties,
          ],
        },
        object: "deals",
      };
      if (this.pipeline) {
        params.data.filters = [
          {
            propertyName: "pipeline",
            operator: "EQ",
            value: this.pipeline,
          },
        ];
        if (this.stage) {
          params.data.filters.push({
            propertyName: "dealstage",
            operator: "EQ",
            value: this.stage,
          });
        }
      }
      return params;
    },
    async processResults(after, params) {
      await this.searchCRM(params, after);
    },
  },
  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.
LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Additional properties to retrievepropertiesstring[]Select a value from the drop down menu.
PipelinepipelinestringSelect a value from the drop down menu.
StagestagestringSelect a value from the drop down menu.
New OnlynewOnlyboolean

Emit events only for new deals

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:Update a specific bug [See the documentation](https://www.zoho.com/projects/help/rest-api/bugtracker-bugs-api.html#alink4)
Version:0.0.1
Key:zoho_bugtracker-update-bug

Zoho BugTracker Overview

The Zoho BugTracker API allows you to interact programmatically with Zoho BugTracker, a tool designed for tracking and fixing bugs in your software projects. With this API, you can create, read, update, and delete information related to bugs, projects, users, and more. On Pipedream, you can harness this API to automate workflows, sync data across apps, and optimize bug management processes. Whether it's triggering actions based on bug updates or collating bug reports for analysis, Pipedream’s serverless platform simplifies integrating Zoho BugTracker with hundreds of other apps for seamless automation.

Action Code

import FormData from "form-data";
import fs from "fs";
import {
  clearObj, getUploadContentType,
} from "../../common/utils.mjs";
import zohoBugtracker from "../../zoho_bugtracker.app.mjs";

export default {
  key: "zoho_bugtracker-update-bug",
  name: "Update Bug",
  version: "0.0.1",
  description: "Update a specific bug [See the documentation](https://www.zoho.com/projects/help/rest-api/bugtracker-bugs-api.html#alink4)",
  type: "action",
  props: {
    zohoBugtracker,
    portalId: {
      propDefinition: [
        zohoBugtracker,
        "portalId",
      ],
    },
    projectId: {
      propDefinition: [
        zohoBugtracker,
        "projectId",
        ({ portalId }) => ({
          portalId,
        }),
      ],
    },
    bugId: {
      propDefinition: [
        zohoBugtracker,
        "bugId",
        ({
          portalId, projectId,
        }) => ({
          portalId,
          projectId,
        }),
      ],
    },
    title: {
      propDefinition: [
        zohoBugtracker,
        "title",
      ],
    },
    description: {
      propDefinition: [
        zohoBugtracker,
        "description",
      ],
      optional: true,
    },
    assignee: {
      propDefinition: [
        zohoBugtracker,
        "assignee",
        ({
          portalId, projectId,
        }) => ({
          portalId,
          projectId,
        }),
      ],
      optional: true,
    },
    flag: {
      propDefinition: [
        zohoBugtracker,
        "flag",
      ],
      optional: true,
    },
    classificationId: {
      propDefinition: [
        zohoBugtracker,
        "classificationId",
        ({
          portalId, projectId,
        }) => ({
          portalId,
          projectId,
        }),
      ],
      optional: true,
    },
    milestoneId: {
      propDefinition: [
        zohoBugtracker,
        "milestoneId",
        ({
          portalId, projectId,
        }) => ({
          portalId,
          projectId,
        }),
      ],
      optional: true,
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Due date of the bug. **Format MM-DD-YYYY**",
      optional: true,
    },
    moduleId: {
      propDefinition: [
        zohoBugtracker,
        "moduleId",
        ({
          portalId, projectId,
        }) => ({
          portalId,
          projectId,
        }),
      ],
      optional: true,
    },
    severityId: {
      propDefinition: [
        zohoBugtracker,
        "severityId",
        ({
          portalId, projectId,
        }) => ({
          portalId,
          projectId,
        }),
      ],
      optional: true,
    },
    reproducibleId: {
      propDefinition: [
        zohoBugtracker,
        "reproducibleId",
        ({
          portalId, projectId,
        }) => ({
          portalId,
          projectId,
        }),
      ],
      optional: true,
    },
    statusId: {
      propDefinition: [
        zohoBugtracker,
        "statusId",
        ({
          portalId, projectId,
        }) => ({
          portalId,
          projectId,
        }),
      ],
      optional: true,
    },
    resolution: {
      type: "string",
      label: "Resolution",
      description: "Resolution text. If you fill in the resolution, no other properties will be updated.",
      optional: true,
    },
    affectedMileId: {
      propDefinition: [
        zohoBugtracker,
        "milestoneId",
        ({
          portalId, projectId,
        }) => ({
          portalId,
          projectId,
        }),
      ],
      label: "Affected Milestone Id",
      optional: true,
    },
    uploaddoc: {
      propDefinition: [
        zohoBugtracker,
        "uploaddoc",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      zohoBugtracker,
      portalId,
      projectId,
      bugId,
      milestoneId,
      dueDate,
      affectedMileId,
      bugFollowers,
      classificationId,
      moduleId,
      severityId,
      reproducibleId,
      statusId,
      uploaddoc,
      ...data
    } = this;

    const formData = new FormData();
    const preData = clearObj({
      ...data,
      classification_id: classificationId,
      milestone_id: milestoneId,
      due_date: dueDate,
      module_id: moduleId,
      severity_id: severityId,
      reproducible_id: reproducibleId,
      status_id: statusId,
      affectedMile_id: affectedMileId,
      bug_followers: bugFollowers,
    });

    for (const [
      key,
      value,
    ] of Object.entries(preData)) {
      formData.append(key, value);
    }

    if (uploaddoc) {

      const file = fs.createReadStream(uploaddoc);
      const filename = uploaddoc.split("/").pop();

      formData.append("uploaddoc", file, {
        header: [
          `Content-Disposition: form-data; name="uploaddoc"; filename="${filename}"`,
          `Content-Type: ${getUploadContentType(filename)}`,
        ],
      });
    }

    const response = await zohoBugtracker.updateBug({
      $,
      portalId,
      projectId,
      bugId,
      data: formData,
      headers: {
        "Content-Type": `multipart/form-data; boundary=${formData._boundary}`,
      },
    });

    $.export("$summary", `A bug with Id: ${bugId} was successfully updated!`);
    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
Zoho BugTrackerzohoBugtrackerappThis component uses the Zoho BugTracker app.
Portal IdportalIdstringSelect a value from the drop down menu.
Project IdprojectIdstringSelect a value from the drop down menu.
Bug IdbugIdstringSelect a value from the drop down menu.
Titletitlestring

Name of the bug

Descriptiondescriptionstring

Description of the bug.

AssigneeassigneestringSelect a value from the drop down menu.
FlagflagstringSelect a value from the drop down menu:InternalExternal
Classification IdclassificationIdstringSelect a value from the drop down menu.
Milestone IdmilestoneIdstringSelect a value from the drop down menu.
Due DatedueDatestring

Due date of the bug. Format MM-DD-YYYY

Module IdmoduleIdstringSelect a value from the drop down menu.
Severity IdseverityIdstringSelect a value from the drop down menu.
Reproducible IdreproducibleIdstringSelect a value from the drop down menu.
Status IdstatusIdstringSelect a value from the drop down menu.
Resolutionresolutionstring

Resolution text. If you fill in the resolution, no other properties will be updated.

Affected Milestone IdaffectedMileIdstringSelect a value from the drop down menu.
Upload Docuploaddocstring

Please configure Zoho Drive integration to enable attachment for your Zoho BugTracker. The maximum size to upload a file is 128 MB. The path to the image file saved to the /tmp directory (e.g. /tmp/image.png). see docs here.

Action Authentication

Zoho BugTracker uses OAuth authentication. When you connect your Zoho BugTracker account, Pipedream will open a popup window where you can sign into Zoho BugTracker 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 BugTracker API.

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

ZohoBugTracker.bugs.READZohoBugTracker.bugs.CREATEZohoBugTracker.bugs.UPDATEZohoBugTracker.projects.READZohoBugTracker.users.READZohoBugTracker.portals.READZohoProjects.portals.READZohoBugTracker.milestones.READ

About Zoho BugTracker

Zoho BugTracker is an online bug tracker and issue tracking software that helps you to track and fix bugs quickly.

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