Add Record with Retable API on New Deal In Stage from HubSpot API

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New Deal In Stage from the HubSpot API

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Add Record with the Retable API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Retable action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Deal In Stage trigger
1. Connect your HubSpot account
2. Configure timer
3. Select a Pipeline
4. Select one or more Stages
Configure the Add Record action
1. Connect your Retable account
2. Select a Workspace
3. Select a Project
4. Select a Retable
5. Select one or more ColumnIds
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 Deal In Stage on HubSpot

Description:Emit new event for each new deal in a stage.

Version:0.0.19

Key:hubspot-new-deal-in-stage

View on GitHub

HubSpot Overview#

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.

Trigger Code#

import common from "../common/common.mjs";
import { DEFAULT_LIMIT } from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "hubspot-new-deal-in-stage",
  name: "New Deal In Stage",
  description: "Emit new event for each new deal in a stage.",
  version: "0.0.19",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
    },
    stages: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
    },
  },
  methods: {
    ...common.methods,
    async getTs(deal) {
      const { properties } = await this.hubspot.getDeal({
        dealId: deal.id,
        params: {
          includePropertyVersions: true,
        },
      });
      return properties.dealstage?.versions[0].timestamp;
    },
    emitEvent(deal, ts) {
      const {
        id,
        properties,
      } = deal;
      this.$emit(deal, {
        id: `${id}${properties.dealstage}`,
        summary: `${properties.dealname}`,
        ts,
      });
    },
    isRelevant(ts, updatedAfter) {
      return ts > updatedAfter;
    },
    getParams() {
      return null;
    },
    getStageParams(stage) {
      const filter = {
        propertyName: "dealstage",
        operator: "EQ",
        value: stage,
      };
      const filterGroup = {
        filters: [
          filter,
        ],
      };
      return {
        data: {
          limit: DEFAULT_LIMIT,
          filterGroups: [
            filterGroup,
          ],
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
        },
        object: "deals",
      };
    },
    async processDeals(params, after) {
      let maxTs = after || 0;
      const limiter = this._limiter();

      do {
        const results = await this._requestWithLimiter(
          limiter,
          this.hubspot.searchCRM.bind(this),
          params,
        );
        if (results.paging) {
          params.after = results.paging.next.after;
        } else {
          delete params.after;
        }

        for (const deal of results.results) {
          const ts = await this.getTs(deal);
          if (this.isRelevant(ts, after)) {
            this.emitEvent(deal, ts);
            if (ts > maxTs) {
              maxTs = ts;
              this._setAfter(ts);
            }
          }
        }
      } while (params.after);
    },
    async processResults(after) {
      for (const stage of this.stages) {
        const params = this.getStageParams(stage);
        await this.processDeals(params, after);
      }
    },
  },
  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
HubSpot	`hubspot`	`app`	This component uses the HubSpot app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Stages	`stages`	`string[]`	Select a value from the drop down menu.

Trigger 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.

Action#

Add Record on Retable

Description:Add a new record in Retable. [See the documentation](https://docs.retable.io/retable-user-guide/retable-api/api#insert-row)

Version:0.0.1

Key:retable-add-record

View on GitHub

Retable Overview#

The Retable API enables you to interact with your Retable data programmatically, allowing for seamless integration of your tables within your apps or workflows. With Pipedream, you can harness this capability to automate tasks, sync data across platforms, or trigger actions based on changes in your tables. Pipedream’s low-code platform provides the tools to create powerful serverless workflows using Retable API, without the need for extensive coding knowledge.

Action Code#

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

export default {
  key: "retable-add-record",
  name: "Add Record",
  description: "Add a new record in Retable. [See the documentation](https://docs.retable.io/retable-user-guide/retable-api/api#insert-row)",
  version: "0.0.1",
  type: "action",
  props: {
    retable,
    workspaceId: {
      propDefinition: [
        retable,
        "workspaceId",
      ],
    },
    projectId: {
      propDefinition: [
        retable,
        "projectId",
        (c) => ({
          workspaceId: c.workspaceId,
        }),
      ],
    },
    retableId: {
      propDefinition: [
        retable,
        "retableId",
        (c) => ({
          projectId: c.projectId,
        }),
      ],
    },
    columnIds: {
      propDefinition: [
        retable,
        "columnIds",
        (c) => ({
          retableId: c.retableId,
        }),
      ],
      withLabel: true,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (!this.columnIds?.length) {
      return props;
    }
    for (const columnId of this.columnIds) {
      props[columnId.value] = {
        type: "string",
        label: `${columnId.label} Value`,
      };
    }
    return props;
  },
  async run({ $ }) {
    const columns = this.columnIds.map(({ value }) => ({
      column_id: value,
      cell_data: this[value],
    }));

    const response = await this.retable.createRecord({
      retableId: this.retableId,
      data: {
        data: [
          {
            columns,
          },
        ],
      },
      $,
    });

    if (response?.data?.rows[0].row_id) {
      $.export("$summary", `Successfully inserted row with ID ${response.data.rows[0].row_id}.`);
    }

    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
Retable	`retable`	`app`	This component uses the Retable app.
Workspace	`workspaceId`	`string`	Select a value from the drop down menu.
Project	`projectId`	`string`	Select a value from the drop down menu.
Retable	`retableId`	`string`	Select a value from the drop down menu.
ColumnIds	`columnIds`	`string[]`	Select a value from the drop down menu.

Add Record with Retable API on New Deal In Stage from HubSpot API

Pipedream makes it easy to connect APIs for Retable, HubSpot 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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