Batch Create or Update Contact with HubSpot API on New Contact Created from Connectwise PSA API

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New Contact Created from the Connectwise PSA API

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Batch Create or Update Contact with the HubSpot API

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Getting Started#

This integration creates a workflow with a Connectwise PSA 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 Contact Created trigger
1. Connect your Connectwise PSA account
2. Configure timer
Configure the Batch Create or Update Contact action
1. Connect your HubSpot account
2. Configure Contacts Array
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 Contact Created on Connectwise PSA

Description:Emit new event when a new contact is created in Connectwise.

Version:0.0.1

Key:connectwise_psa-new-contact-created

View on GitHub

Connectwise PSA Overview#

ConnectWise PSA (Professional Services Automation) API offers a powerful avenue for managing business processes related to technology services. By integrating with ConnectWise PSA via Pipedream, developers can automate complex workflows, synchronize data across various platforms, and enhance operational efficiencies. This API allows for control over modules like service tickets, project management, and account management, essentially streamlining operations and making data management more effective.

Trigger Code#

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

export default {
  ...common,
  key: "connectwise_psa-new-contact-created",
  name: "New Contact Created",
  description: "Emit new event when a new contact is created in Connectwise.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.connectwise.listContacts;
    },
    getSummary(item) {
      return `New Contact Created: ${item.firstName} ${item.lastName}`;
    },
  },
  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
Connectwise PSA	`connectwise`	`app`	This component uses the Connectwise PSA app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

To retrieve your Public and Private Keys,

Navigate to your Connectwise PSA account and sign in
Click the Member menu on the top right.
Go to “My Account” > “API Keys”
Click "+" to create a new Public and Private Key pair. They will be displayed after you hit "Save" icon.
For an alternative method, see the Developer Guide section "Obtaining your keys" > "API MEMBER Only *Recommended for 3rd parties".

About Connectwise PSA#

Streamline your business from end to end with ConnectWise PSA.

Action#

Batch Create or Update Contact on HubSpot

Description:Create or update a batch of contacts by its ID or email. [See the documentation](https://developers.hubspot.com/docs/api/crm/contacts)

Version:0.0.8

Key:hubspot-batch-create-or-update-contact

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.

Action Code#

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

export default {
  key: "hubspot-batch-create-or-update-contact",
  name: "Batch Create or Update Contact",
  description: "Create or update a batch of contacts by its ID or email. [See the documentation](https://developers.hubspot.com/docs/api/crm/contacts)",
  version: "0.0.8",
  type: "action",
  props: {
    hubspot,
    contacts: {
      label: "Contacts Array",
      description: "Provide a **list of contacts** to be created or updated. If the provided contact has the prop ID or if the provided email already exists, this action will attempt to update it.\n\n**Expected format for create:** `{ \"company\": \"Biglytics\", \"email\": \"bcooper@biglytics.net\", \"firstname\": \"Bryan\", \"lastname\": \"Cooper\", \"phone\": \"(877) 929-0687\", \"website\": \"biglytics.net\" }` \n\n**Expected format for update:** `{ \"id\": \"101\", \"company\": \"Biglytics\", \"email\": \"bcooper@biglytics.net\", \"firstname\": \"Bryan\", \"lastname\": \"Cooper\", \"phone\": \"(877) 929-0687\", \"website\": \"biglytics.net\" }`",
      type: "string[]",
    },
  },
  methods: {
    parseContactArray(contacts) {
      if (typeof (contacts) === "string") {
        contacts = JSON.parse(contacts);
      }
      else if (Array.isArray(contacts) && contacts.length > 0 && typeof (contacts[0]) === "string") {
        contacts = contacts.map((contact) => JSON.parse(contact));
      }
      return contacts;
    },
    async searchExistingContactProperties(contacts, $) {
      const emails = contacts.map(({ email }) => email);
      const { results } = await this.hubspot.searchCRM({
        $,
        object: "contact",
        data: {
          filters: [
            {
              propertyName: "email",
              operator: "IN",
              values: emails,
            },
          ],
        },
      });
      const updateEmails = results?.map(({ properties }) => properties.email);
      const insertProperties = contacts.filter(({ email }) => !updateEmails.includes(email))
        .map((properties) => ({
          properties,
        }));
      const updateProperties = [];
      for (const contact of results) {
        updateProperties.push({
          id: contact.id,
          properties: contacts.find(({ email }) => contact.properties.email === email),
        });
      }
      return {
        insertProperties,
        updateProperties,
      };
    },
  },
  async run({ $ }) {
    const contacts = this.parseContactArray(this.contacts);

    const {
      insertProperties, updateProperties,
    } = await this.searchExistingContactProperties(contacts, $);

    const updatePropertiesWithId = contacts.filter((contact) => (Object.prototype.hasOwnProperty.call(contact, "id")))
      .map(({
        id, ...properties
      }) => ({
        id: id,
        properties,
      }));

    if (updatePropertiesWithId?.length) {
      updateProperties.push(...updatePropertiesWithId);
    }

    let response = {};
    response.created = await this.hubspot.batchCreateContacts({
      $,
      data: {
        inputs: insertProperties,
      },
    });
    response.updated = await this.hubspot.batchUpdateContacts({
      $,
      data: {
        inputs: updateProperties,
      },
    });

    $.export("$summary", `Successfully created ${insertProperties.length} and updated ${updateProperties.length} contacts`);

    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.
Contacts Array	`contacts`	`string[]`	Provide a list of contacts to be created or updated. If the provided contact has the prop ID or if the provided email already exists, this action will attempt to update it. Expected format for create: `{ "company": "Biglytics", "email": "bcooper@biglytics.net", "firstname": "Bryan", "lastname": "Cooper", "phone": "(877) 929-0687", "website": "biglytics.net" }` Expected format for update: `{ "id": "101", "company": "Biglytics", "email": "bcooper@biglytics.net", "firstname": "Bryan", "lastname": "Cooper", "phone": "(877) 929-0687", "website": "biglytics.net" }`

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

Batch Create or Update Contact with HubSpot API on New Contact Created from Connectwise PSA API

Pipedream makes it easy to connect APIs for HubSpot, Connectwise PSA 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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