Integrate the Portfolio Optimizer API with the HubSpot API

Setup the Portfolio Optimizer API trigger to run a workflow which integrates with the HubSpot API. Pipedream's integration platform allows you to integrate Portfolio Optimizer and HubSpot remarkably fast. Free for developers.

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Popular Portfolio Optimizer and HubSpot Triggers#

Deleted Blog Posts from the HubSpot API

Emit new event for each deleted blog post.

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New Company Property Change from the HubSpot API

Emit new event when a specified property is provided or updated on a company. See the documentation

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New Contact Property Change from the HubSpot API

Emit new event when a specified property is provided or updated on a contact. See the documentation

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New Deal In Stage from the HubSpot API

Emit new event for each new deal in a stage.

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New Deal Property Change from the HubSpot API

Emit new event when a specified property is provided or updated on a deal. See the documentation

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Popular Portfolio Optimizer and HubSpot Actions#

Add Contact to List with the HubSpot API

Adds a contact to a specific static list. See the documentation

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Batch Create or Update Contact with the HubSpot API

Create or update a batch of contacts by its ID or email. See the documentation

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Create Associations with the HubSpot API

Create associations between objects. See the documentation

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Create Communication with the HubSpot API

Create a WhatsApp, LinkedIn, or SMS message. See the documentation

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Create Company with the HubSpot API

Create a company in Hubspot. See the documentation

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Overview of Portfolio Optimizer#

The Portfolio Optimizer API allows you to build advanced financial models and investment strategies directly within Pipedream. With this API, you gain access to portfolio analysis tools that can optimize asset allocations, calculate efficient frontiers, and perform risk assessments. Leverage the power of Pipedream's serverless platform to automate these tasks, integrate with other financial data sources, and much more, facilitating smarter investment decisions and real-time portfolio management.

Connect Portfolio Optimizer#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    portfolio_optimizer: {
      type: "app",
      app: "portfolio_optimizer",
    }
  },
  async run({ steps, $ }) {
    const { data } = await axios({
      method: "POST",
      url: `https://${this.portfolio_optimizer.$auth.api_server}.portfoliooptimizer.io/v1/factors/residualization`,
      headers: {
        "Content-type": "application/json",
        "X-API-Key": this.portfolio_optimizer.$auth.api_key
      },
//Residualizes the returns of the first factor among a set of 2 factors, observed during 3 time periods
      data: {
        "factors": [
          {
            "factorReturns": [
              0.01,
              0.02,
              -0.01
            ]
          },
          {
            "factorReturns": [
              0.025,
              0.005,
              -0.02
            ]
          }
        ],
        "residualizedFactor": 1
      },
    })
    return data
  },
})

Overview of HubSpot#

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.

Connect HubSpot#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    hubspot: {
      type: "app",
      app: "hubspot",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.hubapi.com/integrations/v1/me`,
      headers: {
        Authorization: `Bearer ${this.hubspot.$auth.oauth_access_token}`,
      },
    })
  },
})

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