Ask Question with DocsBot AI API on New or Updated Deal from HubSpot API

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Trigger workflow on

New or Updated Deal from the HubSpot API

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Ask Question with the DocsBot AI API

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Getting Started#

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

Select this integration
Configure the New or Updated Deal trigger
1. Connect your HubSpot account
2. Configure timer
3. Configure info
4. Optional- Select one or more Additional properties to retrieve
5. Optional- Select a Pipeline
6. Optional- Select a Stage
7. Optional- Configure New Only
Configure the Ask Question action
1. Connect your DocsBot AI account
2. Select a Team ID
3. Select a Bot ID
4. Configure Question
5. Optional- Configure Full Source
6. Optional- Select a Format
7. Optional- Configure Chat History
8. Optional- Configure Metadata
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 or Updated Deal on HubSpot

Description:Emit new event for each new or updated deal in Hubspot

Version:0.0.2

Key:hubspot-new-or-updated-deal

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, DEFAULT_DEAL_PROPERTIES,
} from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "hubspot-new-or-updated-deal",
  name: "New or Updated Deal",
  description: "Emit new event for each new or updated deal in Hubspot",
  version: "0.0.2",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_DEAL_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "dealProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
      description: "Filter deals by pipeline",
      optional: true,
    },
    stage: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
      type: "string",
      label: "Stage",
      description: "Filter deals by stage",
      optional: true,
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new deals",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(deal) {
      return this.newOnly
        ? Date.parse(deal.createdAt)
        : Date.parse(deal.updatedAt);
    },
    generateMeta(deal) {
      const {
        id,
        properties,
      } = deal;
      const ts = this.getTs(deal);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: properties.dealname,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return this.getTs(deal) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      const params = {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_DEAL_PROPERTIES,
            ...properties,
          ],
        },
        object: "deals",
      };
      if (this.pipeline) {
        params.data.filters = [
          {
            propertyName: "pipeline",
            operator: "EQ",
            value: this.pipeline,
          },
        ];
        if (this.stage) {
          params.data.filters.push({
            propertyName: "dealstage",
            operator: "EQ",
            value: this.stage,
          });
        }
      }
      return params;
    },
    async processResults(after, params) {
      await this.searchCRM(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`
Additional properties to retrieve	`properties`	`string[]`	Select a value from the drop down menu.
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Stage	`stage`	`string`	Select a value from the drop down menu.
New Only	`newOnly`	`boolean`	Emit events only for new deals

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#

Ask Question on DocsBot AI

Description:Ask a question to a specific bot in a specific team. [See the documentation](https://docsbot.ai/documentation/developer/chat-api)

Version:0.0.1

Key:docsbot_ai-ask-question

View on GitHub

DocsBot AI Overview#

DocsBot AI API transforms natural language into structured data, enabling the extraction and analysis of information from unstructured text. In Pipedream, you can leverage this API to automate workflows that require processing of text for sentiment analysis, summarization, or data extraction. With Pipedream's serverless platform, these capabilities can be integrated into diverse systems without writing complex infrastructure code.

Action Code#

import docsbotAi from "../../docsbot_ai.app.mjs";

export default {
  key: "docsbot_ai-ask-question",
  name: "Ask Question",
  description: "Ask a question to a specific bot in a specific team. [See the documentation](https://docsbot.ai/documentation/developer/chat-api)",
  version: "0.0.1",
  type: "action",
  props: {
    docsbotAi,
    teamId: {
      propDefinition: [
        docsbotAi,
        "teamId",
      ],
    },
    botId: {
      propDefinition: [
        docsbotAi,
        "botId",
        ({ teamId }) => ({
          teamId,
        }),
      ],
    },
    question: {
      propDefinition: [
        docsbotAi,
        "question",
      ],
    },
    fullSource: {
      propDefinition: [
        docsbotAi,
        "fullSource",
      ],
    },
    format: {
      propDefinition: [
        docsbotAi,
        "format",
      ],
    },
    history: {
      propDefinition: [
        docsbotAi,
        "history",
      ],
    },
    metadata: {
      propDefinition: [
        docsbotAi,
        "metadata",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.docsbotAi.askQuestion({
      $,
      teamId: this.teamId,
      botId: this.botId,
      data: {
        question: this.question,
        full_source: this.fullSource,
        format: this.format,
        history: this.history,
        metadata: this.metadata,
      },
    });
    $.export("$summary", "Successfully asked question");
    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
DocsBot AI	`docsbotAi`	`app`	This component uses the DocsBot AI app.
Team ID	`teamId`	`string`	Select a value from the drop down menu.
Bot ID	`botId`	`string`	Select a value from the drop down menu.
Question	`question`	`string`	The question to ask the bot (2 to 2000 characters)
Full Source	`fullSource`	`boolean`	Whether the full source content should be returned
Format	`format`	`string`	Select a value from the drop down menu:`markdowntext`
Chat History	`history`	`string[]`	The chat history array
Metadata	`metadata`	`object`	A user identification object with arbitrary metadata about the the user. Will be saved to the question history log. Keys `referrer`, `email`, and `name` are shown in question history logs

Ask Question with DocsBot AI API on New or Updated Deal from HubSpot API

Pipedream makes it easy to connect APIs for DocsBot AI, 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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