← Boloforms + HubSpot integrations

Add Contact to List with HubSpot API on New Signature Completed (Instant) from Boloforms API

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New Signature Completed (Instant) from the Boloforms 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 Boloforms 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 Signature Completed (Instant) trigger
    1. Connect your Boloforms account
    2. Configure Webhook Name
    3. Select one or more Document ID
  3. Configure the Add Contact to List action
    1. Connect your HubSpot account
    2. Select a List
    3. Select a Contact Email
  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 PDF document is fully signed. [See the documentation](https://help.boloforms.com/en/collections/8024362-webhooks)
Version:0.0.1
Key:boloforms-new-signature-completed-instant

Boloforms Overview

Boloforms is a powerful tool designed to handle form submissions without the need for a server. With the Boloforms API, you can dynamically process, store, and manage form submissions. By integrating Boloforms with Pipedream, you can automate workflows, trigger actions in other apps, and streamline data management, making it an excellent choice for businesses and developers looking to enhance their form handling capabilities. Pipedream's capabilities allow you to connect Boloforms data with numerous other services like email platforms, databases, and CRM systems to enhance functionality and automate routine tasks.

Trigger Code

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

export default {
  ...common,
  key: "boloforms-new-signature-completed-instant",
  name: "New Signature Completed (Instant)",
  description: "Emit new event when a PDF document is fully signed. [See the documentation](https://help.boloforms.com/en/collections/8024362-webhooks)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    documentId: {
      propDefinition: [
        common.props.boloforms,
        "documentId",
      ],
      withLabel: true,
    },
  },
  methods: {
    ...common.methods,
    getWebhookEvent() {
      return "new_signature_completed";
    },
    getSummary(body) {
      return `Document ${body.documentId} fully signed`;
    },
  },
  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.
LabelPropTypeDescription
BoloformsboloformsappThis component uses the Boloforms app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.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.
Webhook NamewebhookNamestring

The name of the webhook to identify on the BoloForms platform.

Document IDdocumentIdstring[]Select a value from the drop down menu.

Trigger Authentication

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

To retrieve your API Key and Workspace ID,

  • Navigate to your Boloforms account and sign in
  • Click the "Settings" menu on the left bottom.
  • Go to “API Key”.

About Boloforms

Take Digital Signatures in PDF & forms | Best Digital software | Affordable Digital Signature Software.

Action

Description:Adds a contact to a specific static list. [See the documentation](https://legacydocs.hubspot.com/docs/methods/lists/add_contact_to_list)
Version:0.0.9
Key:hubspot-add-contact-to-list

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: "0.0.9",
  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.

LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
ListliststringSelect a value from the drop down menu.
Contact EmailcontactEmailstringSelect 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

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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