import { ConfigurationError } from "@pipedream/platform";
import {
DEFAULT_COMPANY_PROPERTIES,
DEFAULT_CONTACT_PROPERTIES,
DEFAULT_DEAL_PROPERTIES,
DEFAULT_LEAD_PROPERTIES,
DEFAULT_LINE_ITEM_PROPERTIES,
DEFAULT_PRODUCT_PROPERTIES,
DEFAULT_TICKET_PROPERTIES,
SEARCHABLE_OBJECT_TYPES,
} from "../../common/constants.mjs";
import hubspot from "../../hubspot.app.mjs";
import common from "../common/common-create.mjs";
const DEFAULT_LIMIT = 200;
export default {
key: "hubspot-search-crm",
name: "Search CRM",
description:
"Search companies, contacts, deals, feedback submissions, products, tickets, line-items, quotes, leads, or custom objects. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)",
version: "1.1.0",
type: "action",
props: {
hubspot,
objectType: {
type: "string",
label: "Object Type",
description: "Type of CRM object to search for",
options: [
...SEARCHABLE_OBJECT_TYPES,
{
label: "Custom Object",
value: "custom_object",
},
],
reloadProps: true,
},
exactMatch: {
type: "boolean",
label: "Exact Match",
description:
"Set to `true` to search for an exact match of the search value. If `false`, partial matches will be returned. Default: `true`",
default: true,
optional: true,
},
createIfNotFound: {
type: "boolean",
label: "Create if not found?",
description:
"Set to `true` to create the Hubspot object if it doesn't exist",
default: false,
optional: true,
reloadProps: true,
},
offset: {
type: "integer",
label: "Offset",
description: "The offset to start from. Used for pagination.",
default: 0,
optional: true,
},
},
async additionalProps() {
const props = {};
if (this.objectType === "custom_object") {
try {
props.customObjectType = {
type: "string",
label: "Custom Object Type",
options: async () => await this.getCustomObjectTypes(),
reloadProps: true,
};
} catch {
props.customObjectType = {
type: "string",
label: "Custom Object Type",
reloadProps: true,
};
}
}
if (
!this.objectType ||
(this.objectType === "custom_object" && !this.customObjectType)
) {
return props;
}
let schema;
const objectType = this.customObjectType ?? this.objectType;
try {
schema = await this.hubspot.getSchema({
objectType,
});
const properties = schema.properties;
const searchableProperties = schema.searchableProperties?.map((prop) => {
const propData = properties.find(({ name }) => name === prop);
return {
label: propData.label,
value: propData.name,
};
});
props.searchProperty = {
type: "string",
label: "Search Property",
description: "The field to search",
options: searchableProperties,
};
} catch {
props.searchProperty = {
type: "string",
label: "Search Property",
description: "The field to search",
};
}
props.searchValue = {
type: "string",
label: "Search Value",
description:
"Search for objects where the specified search field/property contains a match of the search value",
};
const defaultProperties = this.getDefaultProperties();
if (defaultProperties?.length) {
props.info = {
type: "alert",
alertType: "info",
content: `Properties:\n\`${defaultProperties.join(", ")}\``,
};
}
try {
props.additionalProperties = {
type: "string[]",
label: "Additional properties to retrieve",
optional: true,
options: async ({ page }) => {
if (page !== 0) {
return [];
}
const { results: properties } = await this.hubspot.getProperties({
objectType: this.customObjectType ?? this.objectType,
});
const defaultProperties = this.getDefaultProperties();
return properties
.filter(({ name }) => !defaultProperties.includes(name))
.map((property) => ({
label: property.label,
value: property.name,
}));
},
};
} catch {
props.additionalProperties = {
type: "string[]",
label: "Additional properties to retrieve",
optional: true,
};
}
let creationProps = {};
if (this.createIfNotFound && objectType) {
try {
const { results: properties } = await this.hubspot.getProperties({
objectType,
});
const relevantProperties = properties.filter(this.isRelevantProperty);
const propDefinitions = [];
for (const property of relevantProperties) {
propDefinitions.push(
await this.makePropDefinition(property, schema.requiredProperties),
);
}
creationProps = propDefinitions.reduce(
(props, {
name, ...definition
}) => {
props[name] = definition;
return props;
},
{},
);
} catch {
props.creationProps = {
type: "object",
label: "Object Properties",
description:
"A JSON object containing the object to create if not found",
};
}
}
return {
...props,
...creationProps,
};
},
methods: {
...common.methods,
getObjectType() {
return this.objectType;
},
getDefaultProperties() {
if (this.objectType === "contact") {
return DEFAULT_CONTACT_PROPERTIES;
} else if (this.objectType === "company") {
return DEFAULT_COMPANY_PROPERTIES;
} else if (this.objectType === "deal") {
return DEFAULT_DEAL_PROPERTIES;
} else if (this.objectType === "ticket") {
return DEFAULT_TICKET_PROPERTIES;
} else if (this.objectType === "product") {
return DEFAULT_PRODUCT_PROPERTIES;
} else if (this.objectType === "line_item") {
return DEFAULT_LINE_ITEM_PROPERTIES;
} else if (this.objectType === "lead") {
return DEFAULT_LEAD_PROPERTIES;
} else {
return [];
}
},
async getCustomObjectTypes() {
const { results } = await this.hubspot.listSchemas();
return (
results?.map(({
fullyQualifiedName: value, labels,
}) => ({
value,
label: labels.plural,
})) || []
);
},
},
async run({ $ }) {
const {
hubspot,
objectType,
customObjectType,
additionalProperties = [],
searchProperty,
searchValue,
exactMatch,
offset,
info,
createIfNotFound,
creationProps,
...otherProperties
} = this;
const actualObjectType = customObjectType ?? objectType;
const schema = await this.hubspot.getSchema({
objectType: actualObjectType,
});
if (!schema.searchableProperties.includes(searchProperty)) {
throw new ConfigurationError(
`Property \`${searchProperty}\` is not a searchable property of object type \`${objectType}\`. ` +
`\n\nAvailable searchable properties are: \`${schema.searchableProperties.join("`, `")}\``,
);
}
const properties = creationProps
? typeof creationProps === "string"
? JSON.parse(creationProps)
: creationProps
: otherProperties;
const defaultProperties = this.getDefaultProperties();
const data = {
properties: [
...defaultProperties,
...additionalProperties,
searchProperty,
],
sorts: [
{
propertyName: "createdate",
direction: "DESCENDING",
},
],
limit: DEFAULT_LIMIT,
after: offset,
};
if (exactMatch) {
data.filters = [
{
propertyName: searchProperty,
operator: "EQ",
value: searchValue,
},
];
}
let {
results, paging,
} = await this.hubspot.searchCRM({
object: actualObjectType,
data,
});
if (!exactMatch) {
results = results?.filter(
(result) =>
result.properties[searchProperty] &&
result.properties[searchProperty]
.toLowerCase()
.includes(searchValue.toLowerCase()),
);
}
if (!results?.length && createIfNotFound) {
const response = await hubspot.createObject({
$,
objectType: actualObjectType,
data: {
properties,
},
});
const objectName = hubspot.getObjectTypeName(actualObjectType);
$.export("$summary", `Successfully created ${objectName}`);
return response;
}
$.export(
"$summary",
`Successfully retrieved ${results?.length} object(s).`,
);
return {
results,
paging,
};
},
};
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