← HubSpot + PDF.co integrations

Anything to PDF Converter with PDF.co API on New Deal Updated from HubSpot API

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New Deal Updated from the HubSpot API
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Anything to PDF Converter with the PDF.co API
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Getting Started

This integration creates a workflow with a HubSpot trigger and PDF.co 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 Deal Updated trigger
    1. Connect your HubSpot account
    2. Configure timer
    3. Optional- Select a Pipeline
    4. Optional- Select a Stage
  3. Configure the Anything to PDF Converter action
    1. Connect your PDF.co account
    2. Optional- Configure HTTP Username
    3. Optional- Configure HTTP Password
    4. Optional- Configure Name
    5. Optional- Configure Expiration
    6. Optional- Configure Async
    7. Optional- Configure Profiles
    8. Configure URL
    9. Select a Source Type
  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 each time a deal is updated. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)
Version:0.0.18
Key:hubspot-new-deal-updated

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";

export default {
  ...common,
  key: "hubspot-new-deal-updated",
  name: "New Deal Updated",
  description: "Emit new event each time a deal is updated. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)",
  version: "0.0.18",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
      description: "Filter deals by pipeline",
      optional: true,
    },
    stage: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
      type: "string",
      label: "Stage",
      description: "Filter deals by stage",
      optional: true,
    },
  },
  hooks: {},
  methods: {
    ...common.methods,
    getTs(deal) {
      return Date.parse(deal.updatedAt);
    },
    generateMeta(deal) {
      const {
        id,
        properties,
      } = deal;
      const ts = this.getTs(deal);
      return {
        id: `${id}${ts}`,
        summary: properties.dealname,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return this.getTs(deal) > updatedAfter;
    },
    getParams() {
      const params = {
        limit: 100,
        sorts: [
          {
            propertyName: "hs_lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        object: "deals",
      };
      if (this.pipeline) {
        params.filters = [
          {
            propertyName: "pipeline",
            operator: "EQ",
            value: this.pipeline,
          },
        ];
        if (this.stage) {
          params.filters.push({
            propertyName: "dealstage",
            operator: "EQ",
            value: this.stage,
          });
        }
      }
      return params;
    },
    async processResults(after, params) {
      await this.searchCRM(params, after);
    },
  },
};

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
HubSpothubspotappThis component uses the HubSpot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
PipelinepipelinestringSelect a value from the drop down menu.
StagestagestringSelect 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

Description:Convert CSV, XLS, XLSX, DOC, DOCX, RTF, TXT, XPS, JPG, PNG, TIFF, URL, EMAIL to PDF. [See docs here](https://apidocs.pdf.co/22-pdf-from-csv-csv-to-pdf)
Version:0.0.1
Key:pdf_co-anything-to-pdf-converter

PDF.co Overview

PDF.co API on Pipedream opens up opportunities for automating document handling tasks. You can create PDFs from scratch, merge multiple documents, extract text or data, convert PDFs to different formats, and even perform complex operations like filling out forms programmatically. With Pipedream's serverless platform, these capabilities can be integrated into workflows that respond to events, schedule tasks, or trigger on specific conditions, streamlining processes that involve PDF manipulation.

Action Code

import app from "../../pdf_co.app.mjs";
import constants from "../common/constants.mjs";

export default {
  name: "Anything to PDF Converter",
  description: "Convert CSV, XLS, XLSX, DOC, DOCX, RTF, TXT, XPS, JPG, PNG, TIFF, URL, EMAIL to PDF. [See docs here](https://apidocs.pdf.co/22-pdf-from-csv-csv-to-pdf)",
  key: "pdf_co-anything-to-pdf-converter",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    httpusername: {
      propDefinition: [
        app,
        "httpusername",
      ],
    },
    httppassword: {
      propDefinition: [
        app,
        "httppassword",
      ],
    },
    name: {
      propDefinition: [
        app,
        "name",
      ],
    },
    expiration: {
      propDefinition: [
        app,
        "expiration",
      ],
    },
    async: {
      propDefinition: [
        app,
        "async",
      ],
    },
    profiles: {
      propDefinition: [
        app,
        "profiles",
      ],
    },
    url: {
      propDefinition: [
        app,
        "url",
      ],
    },
    sourceType: {
      type: "string",
      label: "Source Type",
      description: "Select the type of the source file.",
      options: constants.ANYTHING_TO_PDF_SOURCE_TYPES,
      reloadProps: true,
    },
  },
  async additionalProps() {
    if (!this.sourceType) {
      return {};
    }
    let additionalProps = {};
    if (this.sourceType.endsWith("/from/url") || this.sourceType.endsWith("/from/email")) {
      additionalProps = {
        margins: {
          type: "string",
          label: "Margins",
          description: "Set to css style margins like 10px, 5mm, 5in for all sides or 5px 5px 5px 5px (the order of margins is top, right, bottom, left).",
          optional: true,
        },
        paperSize: {
          type: "string",
          label: "Paper Size",
          description: "Custom size can be set in px (pixels), mm or in (inches) with width and height separated by space like this: 200 300, 200px 300px, 200mm 300mm, 20cm 30cm or 6in 8in.",
          options: constants.PAPER_SIZE_OPTS,
          optional: true,
        },
        orientation: {
          type: "string",
          label: "Orientation",
          description: "Set to Portrait or Landscape. Portrait by default.",
          options: constants.ORIENTATION_OPTS,
          optional: true,
        },
      };
      if (this.sourceType.endsWith("/from/url")) {
        additionalProps = {
          ...additionalProps,
          printBackground: {
            type: "boolean",
            label: "Print Background",
            description: "true by default. Set to false to disable printing of background.",
            optional: true,
          },
          mediaType: {
            type: "string",
            label: "Media Type",
            description: "Uses print by default. Set to screen to convert HTML as it appears in a browser or print to convert as it appears for printing or none to set none as mediaType for css styles.",
            options: constants.MEDIA_TYPE_OPTS,
            optional: true,
          },
          doNotWaitFullLoad: {
            type: "boolean",
            label: "Do Not Wait Full Load",
            description: "false by default. Set to true to skip waiting for full load (like full video load etc that may affect the total conversion time).",
            optional: true,
          },
          header: {
            type: "string",
            label: "Header",
            description: "Set to HTML for header to be applied on every page at the header.",
            optional: true,
          },
          footer: {
            type: "string",
            label: "Footer",
            description: "Set to HTML for footer to be applied on every page at the bottom.",
            optional: true,
          },
        };
      }
      if (this.sourceType.endsWith("/from/email")) {
        additionalProps = {
          ...additionalProps,
          embedAttachments: {
            type: "boolean",
            label: "Embed Attachments",
            description: "Set to true to automatically embed all attachments from original input email into final output PDF.",
            optional: true,
          },
          convertAttachments: {
            type: "boolean",
            label: "Convert Attachments",
            description: "Set to false if you do not want to convert attachments from original email and want to embed them as original files. Set to true to convert attachments that are supported by API (doc, docx, html, png, jpg etc) into PDF and merges into final output PDF.",
            optional: true,
          },
        };
      }
    }
    if (this.sourceType.startsWith("/xls/convert")) {
      additionalProps = {
        worksheetIndex: {
          type: "integer",
          label: "Worksheet Index",
          description: "Default worksheet index (zero by default).",
          optional: true,
        },
      };
    }
    return additionalProps;
  },
  async run({ $ }) {
    const param = {
      url: this.url,
      httpusername: this.httpusername,
      httppassword: this.httppassword,
      name: this.name,
      expiration: this.expiration,
      async: this.async,
      profiles: this.profiles,
      margins: this.margins,
      paperSize: this.paperSize,
      orientation: this.orientation,
      printBackground: this.printBackground,
      mediaType: this.mediaType,
      DoNotWaitFullLoad: this.doNotWaitFullLoad,
      header: this.header,
      footer: this.footer,
      embedAttachments: this.embedAttachments,
      convertAttachments: this.convertAttachments,
    };
    const response = await this.app.genericRequest(
      $,
      param,
      this.sourceType,
    );
    $.export("$summary", `Successfully converted ${this.sourceType} to PDF`);
    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
PDF.coappappThis component uses the PDF.co app.
HTTP Usernamehttpusernamestring

HTTP auth user name if required to access source url.

HTTP Passwordhttppasswordstring

HTTP auth password if required to access source url.

Namenamestring

File name for generated output.

Expirationexpirationinteger

Output link expiration in minutes. Default is 60 (i.e. 60 minutes or 1 hour).

Asyncasyncboolean

Runs processing asynchronously. Returns JobId.

Profilesprofilesany

Use this parameter to set additional configuration for fine tuning and extra options. Explore PDF.co for profile examples.

URLurlstring

URL to the source file. Supports links from Google Drive, Dropbox and from built-in PDF.co files storage.

Source TypesourceTypestringSelect a value from the drop down menu:{ "label": "CSV, XLS, XLSX", "value": "/pdf/convert/from/csv" }{ "label": "DOC, DOCX, RTF, TXT, XPS", "value": "/pdf/convert/from/doc" }{ "label": "JPG, PNG, TIFF", "value": "/pdf/convert/from/image" }{ "label": "PDF from URL", "value": "/pdf/convert/from/url" }{ "label": "PDF from EMAIL", "value": "/pdf/convert/from/email" }{ "label": "PDF from XLS", "value": "/xls/convert/to/pdf" }

Action Authentication

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

About PDF.co

PDF.co is a API platform for data extraction from PDF, spreadsheets, barcodes. 300+ integrations supported.

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