Add Contact to List with HubSpot API on New Referral from Relavate API

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Trigger workflow on

New Referral from the Relavate API

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Add Contact to List with the HubSpot API

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Getting Started#

This integration creates a workflow with a Relavate 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 Referral trigger
1. Connect your Relavate account
2. Configure timer
Configure the Add Contact to List action
1. Connect your HubSpot account
2. Select a List
3. Select a Contact Email
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 Referral on Relavate

Description:Emit new event when a new referral is created in Relavate

Version:0.0.1

Key:relavate-new-referral

View on GitHub

Relavate Overview#

The Relavate API provides tools for managing customer relations and sales efforts, enabling users to automate and optimize their CRM activities. With capabilities for managing contacts, companies, deals, and tasks, the API can serve as a backbone for CRM automation, enhancing customer interaction and business processes efficiency. On Pipedream, you can leverage these functionalities to create advanced workflows, integrate with other apps, and automate tasks based on events from the Relavate system or external triggers.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "relavate-new-referral",
  name: "New Referral",
  description: "Emit new event when a new referral is created in Relavate",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    _getStartDate() {
      return this.db.get("startDate") || this._today();
    },
    _setStartDate(startDate) {
      this.db.set("startDate", startDate);
    },
    _today() {
      return new Date().toISOString()
        .split("T")[0];
    },
    getResourceFn() {
      return this.relavate.listReferrals;
    },
    getParams() {
      const startDate = this._getStartDate();
      this._setStartDate(this._today());
      return {
        startDate,
      };
    },
    getSummary(referral) {
      return `New referral with ID ${referral.id}`;
    },
  },
  sampleEmit,
};

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
Relavate	`relavate`	`app`	This component uses the Relavate app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

To retrieve your API Key, API Secret, and Partner Type,

Navigate to your Relavate account and sign in
Click the user dropdown on the top right.
Go to “Account” > “Organisation ”> “API”

About Relavate#

Enable, track & reward partners to sell and scale your software.

Action#

Add Contact to List on HubSpot

Description:Adds a contact to a specific static list. [See the documentation](https://legacydocs.hubspot.com/docs/methods/lists/add_contact_to_list)

Version:0.0.10

Key:hubspot-add-contact-to-list

View on GitHub

Add Contact to List Overview#

Use this action to add a Hubspot contact to a list.

Action Code#

import hubspot from "../../hubspot.app.mjs";

export default {
  key: "hubspot-add-contact-to-list",
  name: "Add Contact to List",
  description: "Adds a contact to a specific static list. [See the documentation](https://legacydocs.hubspot.com/docs/methods/lists/add_contact_to_list)",
  version: "0.0.10",
  type: "action",
  props: {
    hubspot,
    list: {
      propDefinition: [
        hubspot,
        "lists",
        () => ({
          listType: "static",
        }),
      ],
      type: "string",
      label: "List",
      description: "The list which the contact will be added to. Only static lists are shown here, as dynamic lists cannot be manually added to.",
    },
    contactEmail: {
      propDefinition: [
        hubspot,
        "contactEmail",
      ],
      description: `The email of the contact to be added to the list. ${hubspot.propDefinitions.contactEmail.description}`,
    },
  },
  async run({ $ }) {
    const {
      list,
      contactEmail,
    } = this;
    const response = await this.hubspot.addContactsToList({
      $,
      listId: list.value,
      data: {
        emails: [
          contactEmail,
        ],
      },
    });
    $.export("$summary", "Successfully added contact to list");
    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.

Label	Prop	Type	Description
HubSpot	`hubspot`	`app`	This component uses the HubSpot app.
List	`list`	`string`	Select a value from the drop down menu.
Contact Email	`contactEmail`	`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

Add Contact to List with HubSpot API on New Referral from Relavate API

Pipedream makes it easy to connect APIs for HubSpot, Relavate 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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