Batch Create or Update Contact with HubSpot API on New Incoming SMS (Instant) from ClickSend SMS API

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New Incoming SMS (Instant) from the ClickSend SMS 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 ClickSend SMS 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 Incoming SMS (Instant) trigger
1. Connect your ClickSend SMS account
2. Select a Dedicated Number
3. Configure Message Search Term
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 Incoming SMS (Instant) on ClickSend SMS

Description:Emit new event for each new incoming SMS message received. [See the documentation](https://developers.clicksend.com/docs/rest/v3/#view-inbound-sms)

Version:0.0.1

Key:clicksend-new-incoming-sms-instant

View on GitHub

ClickSend SMS Overview#

The ClickSend SMS API unlocks the potential to integrate robust messaging capabilities into your workflows. With Pipedream, you can not only send SMS messages programmatically but also automate notifications, streamline communication based on events, and much more. Whether you're confirming orders, alerting staff, or engaging with customers, ClickSend and Pipedream make these tasks seamless.

Trigger Code#

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

export default {
  ...common,
  key: "clicksend-new-incoming-sms-instant",
  name: "New Incoming SMS (Instant)",
  description: "Emit new event for each new incoming SMS message received. [See the documentation](https://developers.clicksend.com/docs/rest/v3/#view-inbound-sms)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    dedicatedNumber: {
      propDefinition: [
        common.props.app,
        "dedicatedNumber",
      ],
    },
    messageSearchTerm: {
      type: "string",
      label: "Message Search Term",
      description: "Search for a specific message. Eg `hello world`",
    },
  },
  hooks: {
    async activate() {
      const {
        http: { endpoint: actionAddress },
        dedicatedNumber,
        messageSearchTerm,
        createSMSInboundAutomation,
        setWebhookId,
      } = this;

      const response =
        await createSMSInboundAutomation({
          data: {
            dedicated_number: dedicatedNumber,
            rule_name: "PD Inbound SMS",
            message_search_type: constants.MSG_SEARCH_TYPE.ANY_MSG,
            message_search_term: messageSearchTerm,
            action: constants.ACTION.URL,
            action_address: actionAddress,
            enabled: constants.ENABLED,
            webhook_type: constants.WEBHOOK_TYPE.JSON,
          },
        });

      setWebhookId(response.data.inbound_rule_id);
    },
    async deactivate() {
      const {
        getWebhookId,
        deleteSMSInboundAutomation,
      } = this;

      const inboundRuleId = getWebhookId();
      if (inboundRuleId) {
        await deleteSMSInboundAutomation({
          inboundRuleId,
        });
      }
    },
  },
  methods: {
    ...common.methods,
    createSMSInboundAutomation(args = {}) {
      return this.app.post({
        debug: true,
        path: "/automations/sms/inbound",
        ...args,
      });
    },
    deleteSMSInboundAutomation({
      inboundRuleId, ...args
    } = {}) {
      return this.app.delete({
        debug: true,
        path: `/automations/sms/inbound/${inboundRuleId}`,
        ...args,
      });
    },
    generateMeta(resource) {
      return {
        id: resource.message_id,
        summary: `New SMS: ${resource.message_id}`,
        ts: Date.parse(resource.timestamp),
      };
    },
  },
  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
ClickSend SMS	`app`	`app`	This component uses the ClickSend SMS app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Dedicated Number	`dedicatedNumber`	`string`	Select a value from the drop down menu.
Message Search Term	`messageSearchTerm`	`string`	Search for a specific message. Eg `hello world`

Trigger Authentication#

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

Please enter your ClickSend username and API key below.

See the ClickSend docs for more information.

About ClickSend SMS#

Business Communications. Solved.

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:0.0.6

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: "0.0.6",
  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 Incoming SMS (Instant) from ClickSend SMS API

Pipedream makes it easy to connect APIs for HubSpot, ClickSend SMS 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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