Create a PDF document with Pdfless API on New Deal Property Change from HubSpot API

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New Deal Property Change from the HubSpot API

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Create a PDF document with the Pdfless API

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Getting Started#

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

Select this integration
Configure the New Deal Property Change trigger
1. Connect your HubSpot account
2. Configure timer
3. Select a Property
Configure the Create a PDF document action
1. Connect your Pdfless account
2. Select a Template ID
3. Configure Payload
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 Deal Property Change on HubSpot

Description:Emit new event when a specified property is provided or updated on a deal. [See the documentation](https://developers.hubspot.com/docs/api/crm/deals)

Version:0.0.9

Key:hubspot-new-deal-property-change

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

export default {
  ...common,
  key: "hubspot-new-deal-property-change",
  name: "New Deal Property Change",
  description: "Emit new event when a specified property is provided or updated on a deal. [See the documentation](https://developers.hubspot.com/docs/api/crm/deals)",
  version: "0.0.9",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    property: {
      type: "string",
      label: "Property",
      description: "The deal property to watch for changes",
      async options() {
        const properties = await this.hubspot.getDealProperties();
        return properties.map((property) => property.name);
      },
    },
  },
  methods: {
    ...common.methods,
    getTs(deal) {
      const history = deal.propertiesWithHistory[this.property];
      if (!history || !(history.length > 0)) {
        return;
      }
      return Date.parse(history[0].timestamp);
    },
    generateMeta(deal) {
      const { id } = deal;
      const ts = this.getTs(deal);
      return {
        id: `${id}${ts}`,
        summary: `Deal ${id} updated`,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return !updatedAfter || this.getTs(deal) > updatedAfter;
    },
    getParams(after) {
      return {
        object: "deals",
        data: {
          limit: DEFAULT_LIMIT,
          properties: [
            this.property,
          ],
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          filterGroups: [
            {
              filters: [
                {
                  propertyName: this.property,
                  operator: "HAS_PROPERTY",
                },
                {
                  propertyName: "hs_lastmodifieddate",
                  operator: "GTE",
                  value: after,
                },
              ],
            },
          ],
        },
      };
    },
    batchGetDeals(inputs) {
      return this.hubspot.batchGetObjects({
        objectType: "deals",
        data: {
          properties: [
            this.property,
          ],
          propertiesWithHistory: [
            this.property,
          ],
          inputs,
        },
      });
    },
    async processResults(after, params) {
      const properties = await this.hubspot.getDealProperties();
      const propertyNames = properties.map((property) => property.name);
      if (!propertyNames.includes(this.property)) {
        throw new Error(`Property "${this.property}" not supported for Deals. See Hubspot's default deal properties documentation - https://knowledge.hubspot.com/crm-deals/hubspots-default-deal-properties`);
      }

      const updatedDeals = await this.getPaginatedItems(this.hubspot.searchCRM, params);

      if (!updatedDeals.length) {
        return;
      }

      const results = await this.processChunks({
        batchRequestFn: this.batchGetDeals,
        chunks: this.getChunks(updatedDeals),
      });

      this.processEvents(results, 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`
Property	`property`	`string`	Select a value from the drop down menu.

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#

Create a PDF document on Pdfless

Description:Create a PDF document based on selected template identifier and defined payload. [See the documentation](https://github.com/Pdfless/pdfless-js)

Version:0.0.1

Key:pdfless-generate-pdf

View on GitHub

Pdfless Overview#

The Pdfless API provides a suite of tools for creating and manipulating PDF documents, enabling users to generate PDFs from HTML, merge multiple PDFs into one, split a PDF into separate files, and convert PDFs to other formats. By incorporating the Pdfless API into Pipedream workflows, you can automate document processing tasks, streamline data extraction, and integrate with other services to manage documents as part of larger business processes.

Action Code#

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

export default {
  name: "Create a PDF document",
  version: "0.0.1",
  key: "pdfless-generate-pdf",
  description: "Create a PDF document based on selected template identifier and defined payload. [See the documentation](https://github.com/Pdfless/pdfless-js)",
  type: "action",
  props: {
    app,
    templateId: {
      propDefinition: [
        app,
        "templateId",
      ],
    },
    payload: {
      type: "object",
      label: "Payload",
      description: "The data to be used in the template",
    },
  },
  async run({ $ }) {
    const result = await this.app.generate({
      templateId: this.templateId,
      payload: this.payload,
    });

    if (result?.status === "success") {
      $.export("$summary", "Successfully generated PDF");
    }
    return result;
  },
};

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
Pdfless	`app`	`app`	This component uses the Pdfless app.
Template ID	`templateId`	`string`	Select a value from the drop down menu.
Payload	`payload`	`object`	The data to be used in the template

Create a PDF document with Pdfless API on New Deal Property Change from HubSpot API

Pipedream makes it easy to connect APIs for Pdfless, 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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