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.

Popular Portfolio Optimizer and HubSpot Triggers#

Company Updated from the HubSpot API

Emit new event each time a company is updated.

Try it

Contact Updated from the HubSpot API

Emit new event each time a contact is updated.

Try it

Deleted Blog Posts from the HubSpot API

Emit new event for each deleted blog post.

Try it

Line Item Updated from the HubSpot API

Emit new event each time a line item is updated.

Try it

New Blog Posts from the HubSpot API

Emit new event for each new blog post.

Try it

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

Try it

Batch Create or Update Contact with the HubSpot API

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

Try it

Create Associations with the HubSpot API

Create associations between objects. See the documentation

Try it

Create Company with the HubSpot API

Create a company in Hubspot. See the documentation

Try it

Create Contact with the HubSpot API

Create a contact in Hubspot. See the documentation

Try it

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}`,
      },
    })
  },
})