Add Contact to List with HubSpot API on New User Created from Vitally API

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Trigger workflow on

New User Created from the Vitally 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 Vitally 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 User Created trigger
1. Connect your Vitally account
2. Configure Polling interval
3. Optional- Select a Account Id
4. Optional- Select a Organization Id
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 User Created on Vitally

Description:Emit new event when a new user is created.

Version:0.0.2

Key:vitally-new-user-created

View on GitHub

Vitally Overview#

The Vitally API offers a window into customer success operations, enabling you to automate workflows, integrate with other tools, and manipulate customer data programmatically. With Pipedream, you can harness this API to create custom automations that react to events in Vitally, sync data between Vitally and other platforms, or maintain up-to-date customer profiles across your business stack.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import moment from "moment";
import vitally from "../../vitally.app.mjs";

export default {
  key: "vitally-new-user-created",
  name: "New User Created",
  version: "0.0.2",
  description: "Emit new event when a new user is created.",
  type: "source",
  dedupe: "unique",
  props: {
    vitally,
    db: "$.service.db",
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll the Vitally on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    accountId: {
      propDefinition: [
        vitally,
        "accountId",
      ],
      optional: true,
    },
    organizationId: {
      propDefinition: [
        vitally,
        "organizationId",
      ],
      optional: true,
    },
  },
  methods: {
    _getLastDate() {
      return this.db.get("lastDate") || 0;
    },
    _setLastDate(lastDate) {
      this.db.set("lastDate", lastDate);
    },
    async startEvent(maxResults) {
      const {
        vitally,
        accountId,
        organizationId,
      } = this;

      let responseArray = [];
      const lastDate = this._getLastDate();
      const items = vitally.paginate({
        fn: vitally.listUsers,
        accountId,
        organizationId,
        maxResults,
        params: {
          sortBy: "createdAt",
        },
      });

      for await (const item of items) {
        if (moment(item.createdAt).isSameOrBefore(lastDate)) {
          break;
        }
        responseArray.push(item);
      }

      if (responseArray.length) {
        this._setLastDate(responseArray[0].createdAt);
      }

      for (const responseItem of responseArray.reverse()) {
        this.$emit(
          responseItem,
          {
            id: responseItem.id,
            summary: `A new user with id: "${responseItem.id}" was created!`,
            ts: responseItem.createdAt,
          },
        );
      }
    },
  },
  hooks: {
    async deploy() {
      await this.startEvent(25);
    },
  },
  async run() {
    await this.startEvent();
  },
};

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
Vitally	`vitally`	`app`	This component uses the Vitally app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the Vitally on this schedule
Account Id	`accountId`	`string`	Select a value from the drop down menu.
Organization Id	`organizationId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

To retrieve your API Key,

Click the drop down on the top left with Vitally logo
Go to “Settings” > “Integrations” > Vitally REST API
Copy the API Key under Secret Token

About Vitally#

Modern #CustomerSuccess for B2B SaaS. 🚀 Unify your data, understand it deeply, and build powerful automation to drive a world-class customer experience.

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:0.0.9

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: "0.0.9",
  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.

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 User Created from Vitally API

Pipedream makes it easy to connect APIs for HubSpot, Vitally 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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