Create Associations with HubSpot API on New Contact Created from OnePageCRM API

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Trigger workflow on

New Contact Created from the OnePageCRM API

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Create Associations with the HubSpot API

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Getting Started#

This integration creates a workflow with a OnePageCRM 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 Contact Created trigger
1. Connect your OnePageCRM account
2. Configure Polling interval
Configure the Create Associations action
1. Connect your HubSpot account
2. Select a From Object Type
3. Select a From Object
4. Select a To Object Type
5. Select a Association Type
6. Select one or more To Objects
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 Contact Created on OnePageCRM

Description:Emit new event each time a new contact is created in OnePageCRM.

Version:0.0.1

Key:onepagecrm-new-contact-created

View on GitHub

OnePageCRM Overview#

The OnePageCRM API enables interaction with your OnePageCRM account, automating your contact and sales management. With it, you can create, update, and delete contacts, deals, and notes, or trigger actions based on sales activities. When combined with Pipedream's serverless platform, this API allows you to connect OnePageCRM with hundreds of other apps to streamline your sales process, enhance lead generation, and improve follow-ups.

Trigger Code#

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

export default {
  ...common,
  key: "onepagecrm-new-contact-created",
  name: "New Contact Created",
  description: "Emit new event each time a new contact is created in OnePageCRM.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getField() {
      return "contact";
    },
    getFilterField() {
      return "created_at";
    },
    getFunction() {
      return this.onepagecrm.listContacts;
    },
    getParams() {
      return {
        sort_by: "created_at",
        order: "desc",
      };
    },
    getSummary(item) {
      return `A new contact with ID: ${item.id} was successfully created!`;
    },
  },
  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
OnePageCRM	`onepagecrm`	`app`	This component uses the OnePageCRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the OnePageCRM on this schedule

Trigger Authentication#

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

To retrieve your User ID and API Key,

Navigate to your Onepage account and sign in
Click the User menu on the top right
Go to “Apps and Integrations” > “Utilities” > “API”
Open the “Configuration” tab

About OnePageCRM#

#1 action-focused CRM software for small business. We help bring action and focus to the chaotic world of sales.

Action#

Create Associations on HubSpot

Description:Create associations between objects. [See the documentation](https://developers.hubspot.com/docs/api/crm/associations#endpoint?spec=POST-/crm/v3/associations/{fromObjectType}/{toObjectType}/batch/create)

Version:0.0.9

Key:hubspot-create-associations

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";
import { ASSOCIATION_CATEGORY } from "../../common/constants.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  key: "hubspot-create-associations",
  name: "Create Associations",
  description: "Create associations between objects. [See the documentation](https://developers.hubspot.com/docs/api/crm/associations#endpoint?spec=POST-/crm/v3/associations/{fromObjectType}/{toObjectType}/batch/create)",
  version: "0.0.9",
  type: "action",
  props: {
    hubspot,
    fromObjectType: {
      propDefinition: [
        hubspot,
        "objectType",
      ],
      label: "From Object Type",
      description: "The type of the object being associated",
    },
    fromObjectId: {
      propDefinition: [
        hubspot,
        "objectIds",
        (configuredProps) => ({
          objectType: configuredProps.fromObjectType,
        }),
      ],
      type: "string",
      label: "From Object",
      description: "The ID of the object being associated",
    },
    toObjectType: {
      propDefinition: [
        hubspot,
        "objectType",
      ],
      label: "To Object Type",
      description: "Type of the objects the from object is being associated with",
    },
    associationType: {
      propDefinition: [
        hubspot,
        "associationType",
        (configuredProps) => ({
          fromObjectType: configuredProps.fromObjectType,
          toObjectType: configuredProps.toObjectType,
        }),
      ],
    },
    toObjectIds: {
      propDefinition: [
        hubspot,
        "objectIds",
        (configuredProps) => ({
          objectType: configuredProps.toObjectType,
        }),
      ],
      label: "To Objects",
      description: "Id's of the objects the from object is being associated with",
    },
  },
  async run({ $ }) {
    const {
      fromObjectType,
      fromObjectId,
      toObjectType,
      associationType,
    } = this;
    let toObjectIds;
    if (Array.isArray(this.toObjectIds)) {
      toObjectIds = this.toObjectIds;
    } else {
      try {
        toObjectIds = JSON.parse(this.toObjectIds);
      } catch {
        throw new ConfigurationError("Could not parse \"To Objects\" array.");
      }
    }
    const response = await this.hubspot.createAssociations({
      $,
      fromObjectType,
      toObjectType,
      data: {
        inputs: toObjectIds.map((toId) => ({
          from: {
            id: fromObjectId,
          },
          to: {
            id: toId,
          },
          types: [
            {
              associationCategory: ASSOCIATION_CATEGORY.HUBSPOT_DEFINED,
              associationTypeId: associationType,
            },
          ],
        })),
      },
    });
    const l = response.results.length;
    $.export("$summary", `Successfully created ${l} association${l === 1
      ? ""
      : "s"}`);
    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.
From Object Type	`fromObjectType`	`string`	Select a value from the drop down menu.
From Object	`fromObjectId`	`string`	Select a value from the drop down menu.
To Object Type	`toObjectType`	`string`	Select a value from the drop down menu.
Association Type	`associationType`	`string`	Select a value from the drop down menu.
To Objects	`toObjectIds`	`string[]`	Select a value from the drop down menu.

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

Create Associations with HubSpot API on New Contact Created from OnePageCRM API

Pipedream makes it easy to connect APIs for HubSpot, OnePageCRM 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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