Create Engagement with HubSpot API on New Email from IMAP API

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Trigger workflow on

New Email from the IMAP API

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Create Engagement with the HubSpot API

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Getting Started#

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

Select this integration
Configure the New Email trigger
1. Connect your IMAP account
2. Configure Polling interval
3. Select a Mailbox
Configure the Create Engagement action
1. Connect your HubSpot account
2. Select a Engagement Type
3. Optional- Select a Associated Object Type
4. Optional- Select a Associated Object
5. Optional- Select a Association Type
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 Email on IMAP

Description:Emit new event for each new email in a mailbox

Version:0.0.4

Key:imap-new-email

View on GitHub

IMAP Overview#

Using Pipedream's IMAP API, developers can automate interactions with their email inbox, enabling serverless workflows that perform actions based on incoming emails. This could include parsing email contents, triggering events upon receiving emails from specific senders, attaching labels, and much more. By leveraging IMAP, Pipedream can act as a bridge between your email and other services, streamlining processes that would otherwise require manual intervention.

Trigger Code#

import imap from "../../imap.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

/**
 * Creates an IMAP server connection and emits emails added to a mailbox after the last emitted
 * email.
 */
export default {
  key: "imap-new-email",
  name: "New Email",
  description: "Emit new event for each new email in a mailbox",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  props: {
    imap,
    db: "$.service.db",
    timer: {
      label: "Polling interval",
      description:
        "Pipedream will poll the IMAP server for new emails at this interval",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    mailbox: {
      propDefinition: [
        imap,
        "mailbox",
      ],
    },
  },
  methods: {
    _getLastUid(mailbox) {
      return this.db.get(`lastUid-${mailbox}`);
    },
    _setLastUid(mailbox, lastUid) {
      this.db.set(`lastUid-${mailbox}`, lastUid);
    },
    _getUidValidity(mailbox) {
      return this.db.get(`uidValidity-${mailbox}`);
    },
    _setUidValidity(mailbox, uidValidity) {
      this.db.set(`uidValidity-${mailbox}`, uidValidity);
    },
    _handleUidValidityChange(mailbox, uidValidity) {
      this._setUidValidity(mailbox, uidValidity);
      this._setLastUid(mailbox, null);
    },
    hasNewMessages(box) {
      const lastUid = this._getLastUid(box.name);
      return !lastUid || box.uidnext > lastUid + 1;
    },
    generateMeta(message) {
      const date = message.attributes?.date ?? new Date();
      const ts = Date.parse(date);
      return {
        id: `${message.attributes?.uid}-${ts}`,
        ts,
        summary: message.mail?.subject,
      };
    },
    processMessage(message) {
      const lastUid = message.attributes?.uid ?? lastUid;
      this._setLastUid(this.mailbox, lastUid);
      this.$emit(message.mail, this.generateMeta(message));
    },
    async processMessageStream(stream) {
      for await (const message of stream) {
        this.processMessage(message);
      }
    },
    async getHistoricalEvents() {
      const { mailbox } = this;
      const connection = await this.imap.getConnection();
      try {
        const box = await this.imap.openMailbox(connection, mailbox);
        const startSeqno = box.messages.total > 25
          ? box.messages.total - 24
          : 1;
        const messageStream = this.imap.fetchMessages(connection, {
          startSeqno,
        });
        await this.processMessageStream(messageStream);
      } finally {
        await this.imap.closeConnection(connection);
      }
    },
  },
  hooks: {
    async deploy() {
      await this.getHistoricalEvents();
    },
  },
  async run() {
    const { mailbox } = this;
    const connection = await this.imap.getConnection();

    try {
      const box = await this.imap.openMailbox(connection, mailbox);

      const uidValidity = this._getUidValidity(box.name);
      if (uidValidity !== box.uidvalidity) {
        this._handleUidValidityChange(box.name, box.uidvalidity);
      }

      if (!this.hasNewMessages(box)) {
        console.log("No new messages since last run");
        return;
      }

      const lastUid = this._getLastUid(box.name);

      // Fetch messages after lastUid if it exists, or most recent message otherwise
      const messageStream = this.imap.fetchMessages(connection, {
        startUid: lastUid && lastUid + 1,
        startSeqno: box.messages.total,
      });
      await this.processMessageStream(messageStream);
    } finally {
      await this.imap.closeConnection(connection);
    }
  },
};

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
IMAP	`imap`	`app`	This component uses the IMAP app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the IMAP server for new emails at this interval
Mailbox	`mailbox`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Below are the required fields to connect your IMAP account to Pipedream:

host: Enter the host Pipedream should connect to. Refer to your email provider's IMAP instructions if you aren't sure what to enter.
email: Enter the email address you use to sign in to the account you'd like to connect.
password: This is the password you use to sign in to your email account. Note: in order to connect a Gmail account, you must use an App Password.
port: Specify the port number, either 143 (default) or 993. Refer to your email provider's IMAP instructions if you aren't sure which to use.

For Gmail accounts, refer to these instructions.

About IMAP#

Connect Pipedream to any IMAP email provider to trigger custom workflows.

Action#

Create Engagement on HubSpot

Description:Create a new engagement for a contact. [See the documentation](https://developers.hubspot.com/docs/api/crm/engagements)

Version:0.0.11

Key:hubspot-create-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.

Action Code#

import common from "../common/common-create.mjs";
import { ConfigurationError } from "@pipedream/platform";
import {
  ASSOCIATION_CATEGORY, ENGAGEMENT_TYPE_OPTIONS,
} from "../../common/constants.mjs";

export default {
  ...common,
  key: "hubspot-create-engagement",
  name: "Create Engagement",
  description: "Create a new engagement for a contact. [See the documentation](https://developers.hubspot.com/docs/api/crm/engagements)",
  version: "0.0.11",
  type: "action",
  props: {
    ...common.props,
    engagementType: {
      type: "string",
      label: "Engagement Type",
      description: "The type of engagement to create",
      reloadProps: true,
      options: ENGAGEMENT_TYPE_OPTIONS,
    },
    toObjectType: {
      propDefinition: [
        common.props.hubspot,
        "objectType",
      ],
      label: "Associated Object Type",
      description: "Type of object the engagement is being associated with",
      optional: true,
    },
    toObjectId: {
      propDefinition: [
        common.props.hubspot,
        "objectId",
        (c) => ({
          objectType: c.toObjectType,
        }),
      ],
      label: "Associated Object",
      description: "ID of object the engagement is being associated with",
      optional: true,
    },
    associationType: {
      propDefinition: [
        common.props.hubspot,
        "associationType",
        (c) => ({
          fromObjectType: c.engagementType,
          toObjectType: c.toObjectType,
        }),
      ],
      description: "A unique identifier to indicate the association type between the task and the other object",
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getObjectType() {
      return this.engagementType;
    },
    isRelevantProperty(property) {
      return common.methods.isRelevantProperty(property) && !property.name.includes("hs_pipeline");
    },
    createEngagement(objectType, properties, associations, $) {
      return this.hubspot.createObject({
        objectType,
        data: {
          properties,
          associations,
        },
        $,
      });
    },
  },
  async run({ $ }) {
    const {
      hubspot,
      /* eslint-disable no-unused-vars */
      engagementType,
      toObjectType,
      toObjectId,
      associationType,
      $db,
      ...properties
    } = this;

    if ((toObjectId && !associationType) || (!toObjectId && associationType)) {
      throw new ConfigurationError("Both `toObjectId` and `associationType` must be entered");
    }

    const objectType = this.getObjectType();

    const associations = toObjectId
      ? [
        {
          to: {
            id: toObjectId,
          },
          types: [
            {
              associationTypeId: associationType,
              associationCategory: ASSOCIATION_CATEGORY.HUBSPOT_DEFINED,
            },
          ],
        },
      ]
      : undefined;

    if (properties.hs_task_reminders) {
      properties.hs_task_reminders = Date.parse(properties.hs_task_reminders);
    }

    const engagement = await this.createEngagement(objectType, properties, associations, $);

    const objectName = hubspot.getObjectTypeName(objectType);
    $.export("$summary", `Successfully created ${objectName} for the contact`);

    return engagement;
  },
};

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
HubSpot	`hubspot`	`app`	This component uses the HubSpot app.
Engagement Type	`engagementType`	`string`	Select a value from the drop down menu:`{ "label": "Note", "value": "notes" }{ "label": "Task", "value": "tasks" }{ "label": "Meeting", "value": "meetings" }{ "label": "Email", "value": "emails" }{ "label": "Call", "value": "calls" }`
Associated Object Type	`toObjectType`	`string`	Select a value from the drop down menu.
Associated Object	`toObjectId`	`string`	Select a value from the drop down menu.
Association Type	`associationType`	`string`	Select a value from the drop down menu.

Action 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

Create Engagement with HubSpot API on New Email from IMAP API

Pipedream makes it easy to connect APIs for HubSpot, IMAP 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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