← OnceHub + HubSpot integrations

Create Contact Workflow with HubSpot API on New Booking Recheduled (Instant) from OnceHub API

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Trigger workflow on
New Booking Recheduled (Instant) from the OnceHub API
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Create Contact Workflow with the HubSpot API
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Getting Started

This integration creates a workflow with a OnceHub trigger and HubSpot 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 Booking Recheduled (Instant) trigger
    1. Connect your OnceHub account
  3. Configure the Create Contact Workflow action
    1. Connect your HubSpot account
    2. Optional- Configure Can Enroll From Salesforce
    3. Optional- Configure Is Enabled
    4. Optional- Select a Flow Type
    5. Optional- Configure Name
    6. Optional- Configure Description
    7. Optional- Configure UUID
    8. Optional- Configure Start Action
    9. Optional- Select one or more Actions
    10. Optional- Configure Enrollment Criteria
    11. Optional- Configure Enrollment Schedule
    12. Optional- Configure Time Windows
    13. Optional- Configure Blocked Dates
    14. Optional- Configure Custom Properties
    15. Optional- Configure Data Sources
    16. Optional- Configure Suppression List IDs
    17. Optional- Configure Goal Filter Branch
    18. Optional- Configure Event Anchor
    19. Optional- Configure Un Enrollment Setting
  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 when a booking is rescheduled. [See the docs](https://developers.oncehub.com/reference/create-a-webhook)
Version:0.0.1
Key:oncehub-new-booking-rescheduled

OnceHub Overview

The OnceHub API is a powerful tool for automating the scheduling of meetings and appointments. With this API, you can dynamically manage bookings, sync calendars, personalize notifications, and streamline the entire process of setting up and following up on appointments. When used on Pipedream, you can harness the serverless power of the platform to trigger workflows based on events in OnceHub, or to act upon data from other services, making the maintenance of your calendar and scheduling needs a breeze.

Trigger Code

import common from "../common/common-webhook.mjs";

export default {
  ...common,
  key: "oncehub-new-booking-rescheduled",
  name: "New Booking Recheduled (Instant)",
  description: "Emit new event when a booking is rescheduled. [See the docs](https://developers.oncehub.com/reference/create-a-webhook)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getHookParams() {
      return {
        name: "Pipedream New Booking Rescheduled Subscription",
        events: [
          "booking.rescheduled",
        ],
      };
    },
    generateMeta(booking) {
      const ts = Date.parse(booking.last_updated_time);
      return {
        id: `${booking.id}${ts}`,
        summary: `${booking.subject} recheduled`,
        ts,
      };
    },
  },
};

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
OnceHuboncehubappThis component uses the OnceHub app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

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

To retrieve your API key,

  • Navigate to your OnceHub account and sign in
  • Go to Settings > API & Webhooks

About OnceHub

Don't keep your leads waiting. Capture, qualify, and engage with inbound leads in minutes, not days.

Action

Description:Create a contact workflow in Hubspot. [See the documentation](https://developers.hubspot.com/docs/reference/api/automation/create-manage-workflows#post-%2Fautomation%2Fv4%2Fflows)
Version:0.0.9
Key:hubspot-create-contact-workflow

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 { parseObject } from "../../common/utils.mjs";
import hubspot from "../../hubspot.app.mjs";

export default {
  key: "hubspot-create-contact-workflow",
  name: "Create Contact Workflow",
  description:
    "Create a contact workflow in Hubspot. [See the documentation](https://developers.hubspot.com/docs/reference/api/automation/create-manage-workflows#post-%2Fautomation%2Fv4%2Fflows)",
  version: "0.0.9",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    hubspot,
    canEnrollFromSalesforce: {
      type: "boolean",
      label: "Can Enroll From Salesforce",
      description: "Whether the contact workflow can enroll from Salesforce",
      optional: true,
    },
    isEnabled: {
      type: "boolean",
      label: "Is Enabled",
      description: "Whether the contact workflow is enabled",
      optional: true,
    },
    flowType: {
      type: "string",
      label: "Flow Type",
      description: "The type of flow",
      options: [
        "WORKFLOW",
        "ACTION_SET",
        "UNKNOWN",
      ],
      optional: true,
    },
    name: {
      type: "string",
      label: "Name",
      description: "The name of the contact workflow",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "The description of the contact workflow",
      optional: true,
    },
    uuid: {
      type: "string",
      label: "UUID",
      description: "The UUID of the contact workflow",
      optional: true,
    },
    startAction: {
      type: "string",
      label: "Start Action",
      description: "The start action of the contact workflow",
      optional: true,
    },
    actions: {
      type: "string[]",
      label: "Actions",
      description: "The actions of the contact workflow",
      options: [
        "STATIC_BRANCH",
        "LIST_BRANCH",
        "AB_TEST_BRANCH",
        "CUSTOM_CODE",
        "WEBHOOK",
        "SINGLE_CONNECTION",
      ],
      optional: true,
    },
    enrollmentCriteria: {
      type: "object",
      label: "Enrollment Criteria",
      description:
        "An object with the enrollment criteria data for the contact workflow. [See the documentation](https://developers.hubspot.com/changelog/enrollment-criteria-in-contact-workflows) for more information.",
      optional: true,
    },
    enrollmentSchedule: {
      type: "object",
      label: "Enrollment Schedule",
      description:
        "An object with the enrollment schedule data for the contact workflow. [See the documentation](https://developers.hubspot.com/changelog/enrollment-schedule-in-contact-workflows) for more information.",
      optional: true,
    },
    timeWindows: {
      type: "string[]",
      label: "Time Windows",
      description:
        "A list of time windows for the contact workflow. [See the documentation](https://developers.hubspot.com/changelog/time-windows-in-contact-workflows) for more information.",
      optional: true,
    },
    blockedDates: {
      type: "string[]",
      label: "Blocked Dates",
      description:
        "A list of blocked dates for the contact workflow. [See the documentation](https://developers.hubspot.com/changelog/blocked-dates-in-contact-workflows) for more information.",
      optional: true,
    },
    customProperties: {
      type: "object",
      label: "Custom Properties",
      description:
        "An object with the custom properties data for the contact workflow. [See the documentation](https://developers.hubspot.com/changelog/custom-properties-in-contact-workflows) for more information.",
      optional: true,
    },
    dataSources: {
      type: "string[]",
      label: "Data Sources",
      description:
        "A list of data sources for the contact workflow. [See the documentation](https://developers.hubspot.com/changelog/data-sources-in-contact-workflows) for more information.",
      optional: true,
    },
    suppressionListIds: {
      type: "string[]",
      label: "Suppression List IDs",
      description:
        "A list of suppression list IDs for the contact workflow. [See the documentation](https://developers.hubspot.com/changelog/suppression-list-ids-in-contact-workflows) for more information.",
      optional: true,
    },
    goalFilterBranch: {
      type: "object",
      label: "Goal Filter Branch",
      description:
        "An object with the goal filter branch data for the contact workflow. [See the documentation](https://developers.hubspot.com/changelog/goal-filter-branch-in-contact-workflows) for more information.",
      optional: true,
    },
    eventAnchor: {
      type: "object",
      label: "Event Anchor",
      description:
        "An object with the event anchor data for the contact workflow. [See the documentation](https://developers.hubspot.com/changelog/event-anchor-in-contact-workflows) for more information.",
      optional: true,
    },
    unEnrollmentSetting: {
      type: "object",
      label: "Un Enrollment Setting",
      description:
        "An object with the un enrollment setting data for the contact workflow. [See the documentation](https://developers.hubspot.com/changelog/un-enrollment-setting-in-contact-workflows) for more information.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.hubspot.createContactWorkflow({
      $,
      data: {
        type: "CONTACT_FLOW",
        canEnrollFromSalesforce: this.canEnrollFromSalesforce,
        isEnabled: this.isEnabled,
        flowType: this.flowType,
        name: this.name,
        description: this.description,
        uuid: this.uuid,
        startAction: this.startAction,
        actions: parseObject(this.actions),
        enrollmentCriteria: parseObject(this.enrollmentCriteria),
        enrollmentSchedule: parseObject(this.enrollmentSchedule),
        timeWindows: parseObject(this.timeWindows),
        blockedDates: parseObject(this.blockedDates),
        customProperties: parseObject(this.customProperties),
        dataSources: parseObject(this.dataSources),
        suppressionListIds: parseObject(this.suppressionListIds),
        goalFilterBranch: parseObject(this.goalFilterBranch),
        eventAnchor: parseObject(this.eventAnchor),
        unEnrollmentSetting: parseObject(this.unEnrollmentSetting),
      },
    });

    $.export(
      "$summary",
      `Successfully created contact workflow 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.

LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
Can Enroll From SalesforcecanEnrollFromSalesforceboolean

Whether the contact workflow can enroll from Salesforce

Is EnabledisEnabledboolean

Whether the contact workflow is enabled

Flow TypeflowTypestringSelect a value from the drop down menu:WORKFLOWACTION_SETUNKNOWN
Namenamestring

The name of the contact workflow

Descriptiondescriptionstring

The description of the contact workflow

UUIDuuidstring

The UUID of the contact workflow

Start ActionstartActionstring

The start action of the contact workflow

Actionsactionsstring[]Select a value from the drop down menu:STATIC_BRANCHLIST_BRANCHAB_TEST_BRANCHCUSTOM_CODEWEBHOOKSINGLE_CONNECTION
Enrollment CriteriaenrollmentCriteriaobject

An object with the enrollment criteria data for the contact workflow. See the documentation for more information.

Enrollment ScheduleenrollmentScheduleobject

An object with the enrollment schedule data for the contact workflow. See the documentation for more information.

Time WindowstimeWindowsstring[]

A list of time windows for the contact workflow. See the documentation for more information.

Blocked DatesblockedDatesstring[]

A list of blocked dates for the contact workflow. See the documentation for more information.

Custom PropertiescustomPropertiesobject

An object with the custom properties data for the contact workflow. See the documentation for more information.

Data SourcesdataSourcesstring[]

A list of data sources for the contact workflow. See the documentation for more information.

Suppression List IDssuppressionListIdsstring[]

A list of suppression list IDs for the contact workflow. See the documentation for more information.

Goal Filter BranchgoalFilterBranchobject

An object with the goal filter branch data for the contact workflow. See the documentation for more information.

Event AnchoreventAnchorobject

An object with the event anchor data for the contact workflow. See the documentation for more information.

Un Enrollment SettingunEnrollmentSettingobject

An object with the un enrollment setting data for the contact workflow. See the documentation for more information.

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.objects.listings.writecrm.objects.listings.readcrm.schemas.companies.readcrm.schemas.companies.writecrm.schemas.contacts.readcrm.schemas.contacts.writecrm.schemas.deals.readcrm.schemas.deals.writecrm.schemas.quotes.readcrm.schemas.listings.writecrm.schemas.listings.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.

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