Create Affiliate with Refersion API on New or Updated Line Item from HubSpot API

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New or Updated Line Item from the HubSpot API

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Create Affiliate with the Refersion API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Refersion 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 Line Item trigger
1. Connect your HubSpot account
2. Configure timer
3. Configure info
4. Optional- Select one or more Additional properties to retrieve
5. Optional- Configure New Only
Configure the Create Affiliate action
1. Connect your Refersion account
2. Configure First Name
3. Configure Last Name
4. Configure Email
5. Configure Password
6. Select a Status
7. Optional- Configure Offer
8. Optional- Configure Company
9. Optional- Configure Paypal Email
10. Optional- Configure Address 1
11. Optional- Configure Address 2
12. Optional- Configure City
13. Optional- Configure State
14. Optional- Configure Zip
15. Optional- Select a Country
16. Optional- Configure Phone
17. Optional- Configure Send Welcome
18. Optional- Configure Conversion Trigger Coupon
19. Optional- Configure Unique Merchant ID
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 Line Item on HubSpot

Description:Emit new event for each new line item added or updated in Hubspot.

Version:0.0.3

Key:hubspot-new-or-updated-line-item

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

export default {
  ...common,
  key: "hubspot-new-or-updated-line-item",
  name: "New or Updated Line Item",
  description: "Emit new event for each new line item added or updated in Hubspot.",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_LINE_ITEM_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "lineItemProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new line items",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(lineItem) {
      return this.newOnly
        ? Date.parse(lineItem.createdAt)
        : Date.parse(lineItem.updatedAt);
    },
    generateMeta(lineItem) {
      const { id } = lineItem;
      const ts = this.getTs(lineItem);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: `Line Item ID: ${id}`,
        ts,
      };
    },
    isRelevant(lineItem, updatedAfter) {
      return this.getTs(lineItem) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      return {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_LINE_ITEM_PROPERTIES,
            ...properties,
          ],
        },
        object: "line_items",
      };
    },
    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.
New Only	`newOnly`	`boolean`	Emit events only for new line items

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 Affiliate on Refersion

Description:Create a new affiliate. [See the docs here](https://www.refersion.dev/reference/new_affiliate)

Version:0.0.1

Key:refersion-create-affiliate

View on GitHub

Refersion Overview#

Refersion is a powerful affiliate tracking platform that streamlines the process of managing, tracking, and growing your affiliate network. Through its API, you can automate affiliate registrations, commission tracking, and payout processes. Pipedream's serverless platform allows you to connect Refersion with hundreds of other apps to automate workflows, sync data across platforms, and respond to events in real time.

Action Code#

import app from "../../refersion.app.mjs";
import options from "../../common/options.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  name: "Create Affiliate",
  description: "Create a new affiliate. [See the docs here](https://www.refersion.dev/reference/new_affiliate)",
  key: "refersion-create-affiliate",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the affiliate",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the affiliate",
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email of the affiliate",
    },
    password: {
      type: "string",
      label: "Password",
      description: "Has at least 9 characters. The password is NOT more than 72 characters. Has at least 1 upper case character. Has at least 1 lower case character. Has at least 1 numerical character. Has at least 1 special character. Does NOT have the same character repeated more than 3 times in a row. Password does NOT match the email of the user.",
    },
    status: {
      type: "string",
      label: "Status",
      description: "Status of the affiliate",
      options: options.AFFILIATE_STATUS,
    },
    offer: {
      type: "string",
      label: "Offer",
      description: "Specific Offer ID to opt affiliate into, otherwise your default offer is used.",
      optional: true,
    },
    company: {
      type: "string",
      label: "Company",
      description: "Company of the affiliate",
      optional: true,
    },
    paypalEmail: {
      type: "string",
      label: "Paypal Email",
      description: "Paypal email of the affiliate",
      optional: true,
    },
    address1: {
      type: "string",
      label: "Address 1",
      description: "Address 1 of the affiliate",
      optional: true,
    },
    address2: {
      type: "string",
      label: "Address 2",
      description: "Address 2 of the affiliate",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the affiliate",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State of the affiliate",
      optional: true,
    },
    zip: {
      type: "string",
      label: "Zip",
      description: "Zip of the affiliate",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "Country of the affiliate",
      optional: true,
      options: options.COUNTRIES,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone of the affiliate",
      optional: true,
    },
    sendWelcome: {
      type: "boolean",
      label: "Send Welcome",
      description: "Send welcome email to affiliate",
      optional: true,
    },
    conversionTriggerCoupon: {
      type: "string",
      label: "Conversion Trigger Coupon",
      description: "A unique coupon code to assign to this affiliate as a conversion trigger.",
      optional: true,
    },
    uniqueMerchantId: {
      type: "string",
      label: "Unique Merchant ID",
      description: "An optional alphanumeric identifier for the affiliate for your team's internal use.",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      first_name: this.firstName,
      last_name: this.lastName,
      email: this.email,
      password: this.password,
      status: this.status,
      offer: this.offer,
      company: this.company,
      paypal_email: this.paypalEmail,
      address1: this.address1,
      address2: this.address2,
      city: this.city,
      state: this.state,
      zip: this.zip,
      country: this.country,
      phone: this.phone,
      send_welcome: this.sendWelcome
        ? "TRUE"
        : "FALSE",
      conversion_trigger_coupon: this.conversionTriggerCoupon,
      unique_merchant_id: this.uniqueMerchantId,
    };
    const res = await this.app.createAffiliate(data, $);
    if (res.error) {
      throw new ConfigurationError(res.error);
    }
    $.export("$summary", `Affiliate successfully created with id "${res.id}"`);
    return res;
  },
};

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
Refersion	`app`	`app`	This component uses the Refersion app.
First Name	`firstName`	`string`	First name of the affiliate
Last Name	`lastName`	`string`	Last name of the affiliate
Email	`email`	`string`	Email of the affiliate
Password	`password`	`string`	Has at least 9 characters. The password is NOT more than 72 characters. Has at least 1 upper case character. Has at least 1 lower case character. Has at least 1 numerical character. Has at least 1 special character. Does NOT have the same character repeated more than 3 times in a row. Password does NOT match the email of the user.
Status	`status`	`string`	Select a value from the drop down menu:`PENDINGACTIVE`
Offer	`offer`	`string`	Specific Offer ID to opt affiliate into, otherwise your default offer is used.
Company	`company`	`string`	Company of the affiliate
Paypal Email	`paypalEmail`	`string`	Paypal email of the affiliate
Address 1	`address1`	`string`	Address 1 of the affiliate
Address 2	`address2`	`string`	Address 2 of the affiliate
City	`city`	`string`	City of the affiliate
State	`state`	`string`	State of the affiliate
Zip	`zip`	`string`	Zip of the affiliate
Country	`country`	`string`	Select a value from the drop down menu:`{ "value": "US", "label": "United States" }{ "value": "AE", "label": "United Arab Emirates" }{ "value": "AR", "label": "Argentina" }{ "value": "AS", "label": "American Samoa" }{ "value": "AT", "label": "Austria" }{ "value": "AU", "label": "Australia" }{ "value": "BA", "label": "Bosnia and Herzegovina" }{ "value": "BD", "label": "Bangladesh" }{ "value": "BE", "label": "Belgium" }{ "value": "BG", "label": "Bulgaria" }{ "value": "BR", "label": "Brazil" }{ "value": "CA", "label": "Canada" }{ "value": "CH", "label": "Switzerland" }{ "value": "CL", "label": "Chile" }{ "value": "CN", "label": "China" }{ "value": "CO", "label": "Colombia" }{ "value": "CR", "label": "Costa Rica" }{ "value": "CZ", "label": "Czech Republic" }{ "value": "DE", "label": "Germany" }{ "value": "DK", "label": "Denmark" }{ "value": "DZ", "label": "Algeria" }{ "value": "EE", "label": "Estonia" }{ "value": "ES", "label": "Spain" }{ "value": "FI", "label": "Finland" }{ "value": "FM", "label": "Micronesia, Federated States of" }{ "value": "FO", "label": "Faroe Islands" }{ "value": "FR", "label": "France" }{ "value": "GB", "label": "United Kingdom" }{ "value": "GH", "label": "Ghana" }{ "value": "GR", "label": "Greece" }{ "value": "GU", "label": "Guam" }{ "value": "HK", "label": "Hong Kong" }{ "value": "HN", "label": "Honduras" }{ "value": "HR", "label": "Croatia" }{ "value": "HU", "label": "Hungary" }{ "value": "ID", "label": "Indonesia" }{ "value": "IE", "label": "Ireland" }{ "value": "IL", "label": "Israel" }{ "value": "IM", "label": "Isle of Man" }{ "value": "IN", "label": "India" }{ "value": "IS", "label": "Iceland" }{ "value": "IT", "label": "Italy" }{ "value": "JM", "label": "Jamaica" }{ "value": "JP", "label": "Japan" }{ "value": "KR", "label": "South Korea" }{ "value": "KW", "label": "Kuwait" }{ "value": "LT", "label": "Lithuania" }{ "value": "LU", "label": "Luxembourg" }{ "value": "LV", "label": "Latvia" }{ "value": "MA", "label": "Morocco" }{ "value": "MH", "label": "Marshall Islands" }{ "value": "MK", "label": "North Macedonia" }{ "value": "MP", "label": "Northern Mariana Islands" }{ "value": "MT", "label": "Malta" }{ "value": "MX", "label": "Mexico" }{ "value": "MY", "label": "Malaysia" }{ "value": "NG", "label": "Nigeria" }{ "value": "NL", "label": "Netherlands" }{ "value": "NO", "label": "Norway" }{ "value": "NZ", "label": "New Zealand" }{ "value": "OM", "label": "Oman" }{ "value": "PE", "label": "Peru" }{ "value": "PH", "label": "Philippines" }{ "value": "PK", "label": "Pakistan" }{ "value": "PL", "label": "Poland" }{ "value": "PR", "label": "Puerto Rico" }{ "value": "PT", "label": "Portugal" }{ "value": "PW", "label": "Palau" }{ "value": "QA", "label": "Qatar" }{ "value": "RO", "label": "Romania" }{ "value": "RS", "label": "Serbia" }{ "value": "RU", "label": "Russia" }{ "value": "SA", "label": "Saudi Arabia" }{ "value": "SE", "label": "Sweden" }{ "value": "SG", "label": "Singapore" }{ "value": "SI", "label": "Slovenia" }{ "value": "SK", "label": "Slovakia" }{ "value": "SV", "label": "El Salvador" }{ "value": "TH", "label": "Thailand" }{ "value": "TN", "label": "Tunisia" }{ "value": "TR", "label": "Turkey" }{ "value": "TW", "label": "Taiwan" }{ "value": "TZ", "label": "Tanzania" }{ "value": "UA", "label": "Ukraine" }{ "value": "UY", "label": "Uruguay" }{ "value": "VG", "label": "British Virgin Islands" }{ "value": "VI", "label": "U.S. Virgin Islands" }{ "value": "VN", "label": "Vietnam" }{ "value": "WS", "label": "Samoa" }{ "value": "ZA", "label": "South Africa" }`
Phone	`phone`	`string`	Phone of the affiliate
Send Welcome	`sendWelcome`	`boolean`	Send welcome email to affiliate
Conversion Trigger Coupon	`conversionTriggerCoupon`	`string`	A unique coupon code to assign to this affiliate as a conversion trigger.
Unique Merchant ID	`uniqueMerchantId`	`string`	An optional alphanumeric identifier for the affiliate for your team's internal use.

Action Authentication#

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

To retrieve your Refersion Public and Secret keys,

Navigate to your Refersion account and sign in
Go to “Account” > “Settings” > “Refersion API” > “Refersion API Keys”

Create Affiliate with Refersion API on New or Updated Line Item from HubSpot API

Pipedream makes it easy to connect APIs for Refersion, 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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