Batch Create or Update Contact with HubSpot API on New Invoice Entry from Harvest API

Pipedream makes it easy to connect APIs for HubSpot, Harvest and 2,400+ other apps remarkably fast.

Trigger workflow on

New Invoice Entry from the Harvest API

Next, do this

Batch Create or Update Contact with the HubSpot API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Harvest 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 Invoice Entry trigger
1. Connect your Harvest account
2. Configure Polling interval
3. Select a Account ID
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 Invoice Entry on Harvest

Description:Emit new notifications when a new invoice is created

Version:0.0.4

Key:harvest-new-invoice-entry

View on GitHub

Harvest Overview#

Harvest is a time tracking and invoicing tool that can streamline the way freelancers and businesses record time for various projects and tasks. By leveraging the Harvest API on Pipedream, you can automate complex workflows that integrate time tracking data with other business tools. Generate reports, sync project data, and manage invoices with minimal manual intervention. Pipedream's serverless platform lets you create these automations using simple, code-driven components, enabling a seamless connection between Harvest and a multitude of other apps.

Trigger Code#

import harvest from "../../harvest.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "harvest-new-invoice-entry",
  name: "New Invoice Entry",
  description: "Emit new notifications when a new invoice is created",
  version: "0.0.4",
  type: "source",
  props: {
    harvest,
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll Harvest API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    db: "$.service.db",
    accountId: {
      propDefinition: [
        harvest,
        "accountId",
      ],
    },
  },
  dedupe: "unique",
  async run() {
    const data = [];
    let lastDateChecked = this.harvest.getLastDateChecked(this.db);
    if (!lastDateChecked) {
      lastDateChecked = new Date().toISOString();
      this.harvest.setLastDateChecked(this.db, lastDateChecked);
    }
    const invoices = await this.harvest.listInvoicesPaginated({
      page: 1,
      updatedSince: lastDateChecked,
      accountId: this.accountId,
    });
    for await (const invoice of invoices) {
      data.push(invoice);
    }
    data && data.reverse().forEach((invoice) => {
      this.harvest.setLastDateChecked(this.db, invoice.updated_at);
      this.$emit(invoice,
        {
          id: invoice.id,
          summary: `Invoice number: ${invoice.number}`,
          ts: Date.parse(invoice.updated_at),
        });
    });
  },
};

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
Harvest	`harvest`	`app`	This component uses the Harvest app.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll Harvest API on this schedule
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Account ID	`accountId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Harvest uses OAuth authentication. When you connect your Harvest account, Pipedream will open a popup window where you can sign into Harvest and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Harvest API.

Pipedream requests the following authorization scopes when you connect your account:

About Harvest#

Online Time Tracking and Invoicing Software

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 Invoice Entry from Harvest API

Pipedream makes it easy to connect APIs for HubSpot, Harvest and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular