← Namely + HubSpot integrations

Create Associations with HubSpot API on New Created User from Namely API

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New Created User from the Namely API
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Create Associations with the HubSpot API
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Getting Started

This integration creates a workflow with a Namely trigger and HubSpot 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 New Created User trigger
    1. Connect your Namely account
    2. Configure timer
  3. 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
  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 for each user created.
Version:0.0.2
Key:namely-created-user

Namely Overview

Namely is a Human Resources Information System (HRIS) designed to simplify HR, payroll, benefits, and talent management. By leveraging the Namely API on Pipedream, you can automate employee data synchronization across various platforms, streamline HR operations by triggering workflows based on employee lifecycle events, and even analyze workforce data to gain insights. It's a potent tool for HR professionals looking to integrate their HR tech stack and automate repetitive tasks.

Trigger Code

import { defineSource } from "@pipedream/types";
import base from "../common/base-user.mjs";
export default defineSource({
    ...base,
    key: "namely-created-user",
    version: "0.0.2",
    name: "New Created User",
    description: "Emit new event for each user created.",
    type: "source",
    dedupe: "unique",
    methods: {
        async emitEvent(user) {
            this.$emit(user, {
                id: user.id,
                summary: `New user created with id ${user.id}`,
                ts: Date.parse(user.created_at),
            });
        },
    },
});

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
NamelynamelyappThis component uses the Namely app.
timer$.interface.timer

Trigger Authentication

Namely uses OAuth authentication. When you connect your Namely account, Pipedream will open a popup window where you can sign into Namely and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Namely API.

Pipedream requests the following authorization scopes when you connect your account:

About Namely

Namely is the only HR, payroll, benefits, and talent management platform your employees will love.

Action

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:0.0.10
Key:hubspot-create-associations

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 { 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: "0.0.10",
  type: "action",
  props: {
    hubspot,
    fromObjectType: {
      propDefinition: [
        hubspot,
        "objectType",
        () => ({
          includeCustom: true,
        }),
      ],
      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",
        () => ({
          includeCustom: true,
        }),
      ],
      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",
    },
  },
  methods: {
    async getAssociationCategory({
      $, fromObjectType, toObjectType, associationType,
    }) {
      const { results } = await this.hubspot.getAssociationTypes({
        $,
        fromObjectType,
        toObjectType,
        associationType,
      });
      const association = results.find(({ typeId }) => typeId === this.associationType);
      return association.category;
    },
  },
  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 associationCategory = await this.getAssociationCategory({
      $,
      fromObjectType,
      toObjectType,
      associationType,
    });
    const response = await this.hubspot.createAssociations({
      $,
      fromObjectType,
      toObjectType,
      data: {
        inputs: toObjectIds.map((toId) => ({
          from: {
            id: fromObjectId,
          },
          to: {
            id: toId,
          },
          types: [
            {
              associationCategory,
              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.

LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
From Object TypefromObjectTypestringSelect a value from the drop down menu.
From ObjectfromObjectIdstringSelect a value from the drop down menu.
To Object TypetoObjectTypestringSelect a value from the drop down menu.
Association TypeassociationTypestringSelect a value from the drop down menu.
To ObjectstoObjectIdsstring[]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

About HubSpot

HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.

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