Create a simple card with Supernotes API on New or Updated Deal from HubSpot API

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Trigger workflow on

New or Updated Deal from the HubSpot API

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Create a simple card with the Supernotes API

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Getting Started#

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

Select this integration
Configure the New or Updated Deal trigger
1. Connect your HubSpot account
2. Configure timer
3. Configure info
4. Optional- Select one or more Additional properties to retrieve
5. Optional- Select a Pipeline
6. Optional- Select a Stage
7. Optional- Configure New Only
Configure the Create a simple card action
1. Connect your Supernotes account
2. Configure Name
3. Configure Markup
4. Optional- Select a Icon
5. Optional- Configure Tags
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 or Updated Deal on HubSpot

Description:Emit new event for each new or updated deal in Hubspot

Version:0.0.3

Key:hubspot-new-or-updated-deal

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

export default {
  ...common,
  key: "hubspot-new-or-updated-deal",
  name: "New or Updated Deal",
  description: "Emit new event for each new or updated deal in Hubspot",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_DEAL_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "dealProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
      description: "Filter deals by pipeline",
      optional: true,
    },
    stage: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
      type: "string",
      label: "Stage",
      description: "Filter deals by stage",
      optional: true,
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new deals",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(deal) {
      return this.newOnly
        ? Date.parse(deal.createdAt)
        : Date.parse(deal.updatedAt);
    },
    generateMeta(deal) {
      const {
        id,
        properties,
      } = deal;
      const ts = this.getTs(deal);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: properties.dealname,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return this.getTs(deal) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      const params = {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_DEAL_PROPERTIES,
            ...properties,
          ],
        },
        object: "deals",
      };
      if (this.pipeline) {
        params.data.filters = [
          {
            propertyName: "pipeline",
            operator: "EQ",
            value: this.pipeline,
          },
        ];
        if (this.stage) {
          params.data.filters.push({
            propertyName: "dealstage",
            operator: "EQ",
            value: this.stage,
          });
        }
      }
      return params;
    },
    async processResults(after, params) {
      await this.searchCRM(params, 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`
Additional properties to retrieve	`properties`	`string[]`	Select a value from the drop down menu.
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Stage	`stage`	`string`	Select a value from the drop down menu.
New Only	`newOnly`	`boolean`	Emit events only for new deals

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 simple card on Supernotes

Description:Create a single card with the minimum amount of data required. [See docs here](https://api.supernotes.app/docs/swagger#/cards/_simple_create_card_v1_cards_simple_post).

Version:0.0.2

Key:supernotes-create-simple-card

View on GitHub

Supernotes Overview#

The Supernotes API lets you automate your note-taking and knowledge management tasks. With Supernotes, you can create, update, and organize cards, collaborate on notes with teammates, and track changes in your knowledge base. Using Pipedream, you can harness these abilities to create intricate workflows that leverage the capabilities of Supernotes in concert with hundreds of other services, creating a seamless integration for productivity and collaboration.

Action Code#

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

export default {
  key: "supernotes-create-simple-card",
  name: "Create a simple card",
  description: "Create a single card with the minimum amount of data required. [See docs here](https://api.supernotes.app/docs/swagger#/cards/_simple_create_card_v1_cards_simple_post).",
  version: "0.0.2",
  type: "action",
  props: {
    app,
    name: {
      propDefinition: [
        app,
        "name",
      ],
    },
    markup: {
      propDefinition: [
        app,
        "markup",
      ],
    },
    icon: {
      propDefinition: [
        app,
        "icon",
      ],
    },
    tags: {
      propDefinition: [
        app,
        "tags",
      ],
    },
  },
  methods: {
    createSimpleCard({
      $ = this,
      data,
    }) {
      return this.app._makeRequest({
        $,
        config: {
          path: "/v1/cards/simple",
          data,
          method: "POST",
        },
      });
    },
  },
  async run({ $ }) {
    const {
      name,
      markup,
      icon,
      tags,
    } = this;

    const response = await this.createSimpleCard({
      $,
      data: {
        name,
        markup,
        icon,
        tags,
      },
    });
    const card = response.pop();
    if (card) {
      $.export("$summary", `Successfully created card with ID: "${card.payload.data.id}"`);
    }
    return card;
  },
};

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
Supernotes	`app`	`app`	This component uses the Supernotes app.
Name	`name`	`string`	The name of the card
Markup	`markup`	`string`	The markup of the card
Icon	`icon`	`string`	Select a value from the drop down menu:`gearfootballrsstv-retropump-medicalface-laughblinds-openshield-crossmeter-firecheck-to-slotsquare-9arrow-down-a-zhourglass-endcompact-disctext-heightup-right-and-down-left-from-centerglassesline-columnshead-side-cough-slashcart-flatbed-boxesbarcode-readdown-left-and-up-right-to-centertemperature-three-quarterschart-pie-simpleteddy-bearh4user-magnifying-glassbridgepizzadown`
Tags	`tags`	`string[]`	The tags of the card

Action Authentication#

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

To connect Pipedream to your Supernotes account,

Sign in to your Supernotes account
Click the User button in the bottom left, then > Settings > Manage API Keys
From there you can create, view, or delete API keys

Refer to the Supernotes documentation for more info.

Create a simple card with Supernotes API on New or Updated Deal from HubSpot API

Pipedream makes it easy to connect APIs for Supernotes, 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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