Create Associations with HubSpot API on New Record from Zoho Creator API

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Trigger workflow on

New Record from the Zoho Creator API

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Create Associations with the HubSpot API

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Getting Started#

This integration creates a workflow with a Zoho Creator 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 Record trigger
1. Connect your Zoho Creator account
2. Configure Polling interval
3. Select a Application
4. Select a Report
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 Record on Zoho Creator

Description:Emit new records in a report. The `Added Time` field must be added as a **Grouping** field in the Zoho Creator *record properties* for the **Report** chosen in the dropdown below. See [the grouping help article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html) and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more information.

Version:0.0.3

Key:zoho_creator-new-record

View on GitHub

Zoho Creator Overview#

Zoho Creator is a low-code platform that enables the building of custom applications tailored to business needs without extensive coding knowledge. Via its API, you can automate processes, manage data, and integrate with other services. Pipedream amplifies this capability by offering a serverless platform where events from various apps trigger workflows. You can use Zoho Creator’s API on Pipedream to create, read, update, and delete records, automate data flows, and link your custom apps with a myriad of other services for efficient, automated workflows.

Trigger Code#

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

const { zohoCreator } = common.props;
const { toSingleLineString } = utils;

export default {
  ...common,
  key: "zoho_creator-new-record",
  description: toSingleLineString(`
    Emit new records in a report. The \`Added Time\` field must be added as a **Grouping** field
    in the Zoho Creator *record properties* for the **Report** chosen in the dropdown below. See
    [the grouping help
    article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html)
    and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more
    information.
  `),
  type: "source",
  name: "New Record",
  version: "0.0.3",
  dedupe: "unique",
  props: {
    ...common.props,
    reportLinkName: {
      propDefinition: [
        zohoCreator,
        "reportLinkName",
        ({ appLinkName }) => ({
          appLinkName,
        }),
      ],
      description: toSingleLineString(`
        The link name of the target report. The \`Added Time\` field must be added as a
        **Grouping** field in the Zoho Creator *record properties* for the chosen report. See [the
        grouping help
        article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html).
      `),
    },
  },
  methods: {
    ...common.methods,
    getMetadata(record) {
      return {
        id: record.ID,
        summary: JSON.stringify(record),
        ts: Date.parse(record[constants.ADDED_TIME_FIELD]),
      };
    },
    validateRecord(record) {
      if (!record[constants.ADDED_TIME_FIELD]) {
        throw new ConfigurationError("Record is missing the \"Added Time\" field. Add the \"Added Time\" Grouping field in the Zoho Creator record properties for the Report.");
      }
    },
    processEvent(record) {
      this.validateRecord(record);
      this.$emit(record, this.getMetadata(record));
      this.setLastTimestamp(record[constants.ADDED_TIME_FIELD]);
    },
  },
  async run() {
    const {
      appLinkName,
      reportLinkName,
    } = this;

    // If last timestamp is not set, use timestamp of 1 day ago
    // to avoid fetching all records on first run of the source
    const lastAddedTime =
      this.getLastTimestamp()
      ?? await this.zohoCreator.daysAgoString({
        appLinkName,
        days: 1,
      });

    const recordsStream =
      await this.zohoCreator.getRecordsStream({
        appLinkName,
        reportLinkName,
        addedTime: lastAddedTime,
      });

    for await (const record of recordsStream) {
      this.processEvent(record);
    }
  },
};

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
Zoho Creator	`zohoCreator`	`app`	This component uses the Zoho Creator app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	How often to poll the Zoho Creator API for resources
Application	`appLinkName`	`string`	Select a value from the drop down menu.
Report	`reportLinkName`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

ZohoCreator.form.CREATEZohoCreator.report.CREATEZohoCreator.report.READZohoCreator.report.UPDATEZohoCreator.report.DELETEZohoCreator.meta.form.READZohoCreator.meta.application.READZohoCreator.dashboard.READZohoCreator.bulk.CREATEZohoCreator.bulk.READ

About Zoho Creator#

Low-code platform

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

About HubSpot#

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

More Ways to Connect HubSpot + Zoho Creator#

Other Popular Integrations#

Add Contact to List with HubSpot API on New or Updated Record from Zoho Creator API

Zoho Creator + HubSpot

Create Associations with HubSpot API on New Record from Zoho Creator API

Pipedream makes it easy to connect APIs for HubSpot, Zoho Creator 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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