← HubSpot + Anthropic (Claude) integrations

Chat with Anthropic (Claude) API on Line Item Updated from HubSpot API

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Line Item Updated from the HubSpot API
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Chat with the Anthropic (Claude) API
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Getting Started

This integration creates a workflow with a HubSpot trigger and Anthropic (Claude) 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 Line Item Updated trigger
    1. Connect your HubSpot account
    2. Configure timer
  3. Configure the Chat action
    1. Connect your Anthropic (Claude) account
    2. Select a Model
    3. Configure User Message
    4. Optional- Configure Prior Message History
    5. Optional- Configure Temperature
    6. Optional- Configure Top K
    7. Optional- Configure Top P
    8. Configure Maximum Tokens To Sample
  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 line item is updated.
Version:0.0.13
Key:hubspot-line-item-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-line-item-updated",
  name: "Line Item Updated",
  description: "Emit new event each time a line item is updated.",
  version: "0.0.13",
  dedupe: "unique",
  type: "source",
  hooks: {},
  methods: {
    ...common.methods,
    getTs(lineItem) {
      return Date.parse(lineItem.updatedAt);
    },
    generateMeta(lineItem) {
      const { id } = lineItem;
      const ts = this.getTs(lineItem);
      return {
        id: `${id}${ts}`,
        summary: `Line Item ID: ${id}`,
        ts,
      };
    },
    isRelevant(lineItem, updatedAfter) {
      return this.getTs(lineItem) > updatedAfter;
    },
    getParams() {
      return {
        limit: 100,
        sorts: [
          {
            propertyName: "hs_lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        object: "line_items",
      };
    },
    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

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:The Chat API. [See the documentation](https://docs.anthropic.com/claude/reference/messages_post)
Version:0.0.6
Key:anthropic-chat

Anthropic (Claude) Overview

The Anthropic (Claude) API offers a conversational AI that can be leveraged for a variety of applications, ranging from answering questions to generating content or providing customer support. In Pipedream, you can create powerful workflows that utilize the capabilities of Claude to automate responses, analyze text, or enhance data with AI-generated insights. Pipedream's serverless platform simplifies integrating Claude into your processes with other apps and services for seamless automation.

Action Code

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

export default {
  name: "Chat",
  version: "0.0.6",
  key: "anthropic-chat",
  description: "The Chat API. [See the documentation](https://docs.anthropic.com/claude/reference/messages_post)",
  type: "action",
  props: {
    anthropic,
    model: {
      label: "Model",
      description: "Select the model to use for your query. Defaults to the `claude-3-opus-20240229` model, which Anthropic describes as the \"Most powerful model for highly complex tasks\".",
      type: "string",
      options: constants.MESSAGE_MODELS,
      default: constants.MESSAGE_MODELS[0],
    },
    userMessage: {
      label: "User Message",
      type: "string",
      description: "The user messages provide instructions to the assistant",
    },
    messages: {
      label: "Prior Message History",
      type: "string[]",
      description: "All relevant information must be supplied via the conversation. You can provide an array of messages from prior conversations here always beginning with the human message.",
      optional: true,
    },
    temperature: {
      label: "Temperature",
      description: "**Optional**. Amount of randomness injected into the response. Ranges from 0 to 1. Use temp closer to 0 for analytical / multiple choice, and temp closer to 1 for creative and generative tasks.",
      type: "string",
      optional: true,
    },
    topK: {
      label: "Top K",
      description: "Only sample from the top K options for each subsequent token. Used to remove `long tail` low probability responses.",
      type: "integer",
      optional: true,
    },
    topP: {
      label: "Top P",
      description: "Does nucleus sampling, in which we compute the cumulative distribution over all the options for each subsequent token in decreasing probability order and cut it off once it reaches a particular probability specified.",
      type: "string",
      optional: true,
    },
    maxTokensToSample: {
      label: "Maximum Tokens To Sample",
      description: "A maximum number of tokens to generate before stopping.",
      type: "integer",
    },
  },
  async run({ $ }) {
    const messages = [];

    const priorMessages = typeof this.messages === "string"
      ? JSON.parse(this.messages)
      : this.messages;

    if (priorMessages?.length) {
      let isUserMessage = true;

      for (const message of priorMessages) {
        messages.push({
          role: isUserMessage
            ? "user"
            : "assistant",
          content: message,
        });

        isUserMessage = !isUserMessage;
      }
    }

    messages.push({
      role: "user",
      content: this.userMessage,
    });

    const response = await this.anthropic.createMessage({
      $,
      data: {
        messages,
        model: this.model,
        max_tokens: this.maxTokensToSample,
        temperature: this.temperature
          ? parseFloat(this.temperature)
          : undefined,
        top_p: this.topP
          ? parseFloat(this.topP)
          : undefined,
        top_k: this.topK,
      },
    });

    if (response) {
      $.export("$summary", `Successfully sent message with ID ${response.id}`);
    }

    const originalMessages = messages.map(({ content }) => content);
    return {
      original_messages: originalMessages,
      original_messages_with_assistant_response: originalMessages.concat(response.content[0].text),
      ...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
Anthropic (Claude)anthropicappThis component uses the Anthropic (Claude) app.
ModelmodelstringSelect a value from the drop down menu:claude-3-opus-20240229claude-3-sonnet-20240229claude-3-haiku-20240307claude-2.1claude-2.0claude-instant-1.2
User MessageuserMessagestring

The user messages provide instructions to the assistant

Prior Message Historymessagesstring[]

All relevant information must be supplied via the conversation. You can provide an array of messages from prior conversations here always beginning with the human message.

Temperaturetemperaturestring

Optional. Amount of randomness injected into the response. Ranges from 0 to 1. Use temp closer to 0 for analytical / multiple choice, and temp closer to 1 for creative and generative tasks.

Top KtopKinteger

Only sample from the top K options for each subsequent token. Used to remove long tail low probability responses.

Top PtopPstring

Does nucleus sampling, in which we compute the cumulative distribution over all the options for each subsequent token in decreasing probability order and cut it off once it reaches a particular probability specified.

Maximum Tokens To SamplemaxTokensToSampleinteger

A maximum number of tokens to generate before stopping.

Action Authentication

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

About Anthropic (Claude)

AI research and products that put safety at the frontier. Introducing Claude, a next-generation AI assistant for your tasks, no matter the scale.

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