Create Bank Transaction with Xero Accounting API on New or Updated Contact from HubSpot API

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Trigger workflow on

New or Updated Contact from the HubSpot API

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Create Bank Transaction with the Xero Accounting API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Xero Accounting 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 Contact 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 one or more Lists
6. Optional- Configure New Only
Configure the Create Bank Transaction action
1. Connect your Xero Accounting account
2. Select a Tenant ID
3. Optional- Configure Bank account code
4. Optional- Configure Bank account ID
5. Optional- Configure Contact ID
6. Optional- Configure Contact name
7. Select a Type
8. Configure Line items
9. Optional- Configure Is reconciled
10. Optional- Configure Date
11. Optional- Configure Reference
12. Optional- Configure Currency code
13. Optional- Configure Currency rate
14. Optional- Configure URL
15. Optional- Select a Status
16. Optional- Select a Line amount types
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 Contact on HubSpot

Description:Emit new event for each new or updated contact in Hubspot.

Version:0.0.12

Key:hubspot-new-or-updated-contact

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

export default {
  ...common,
  key: "hubspot-new-or-updated-contact",
  name: "New or Updated Contact",
  description: "Emit new event for each new or updated contact in Hubspot.",
  version: "0.0.12",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_CONTACT_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "contactProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    lists: {
      propDefinition: [
        common.props.hubspot,
        "lists",
      ],
      withLabel: false,
      optional: true,
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new contacts",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(contact) {
      return this.newOnly
        ? Date.parse(contact.createdAt)
        : Date.parse(contact.updatedAt);
    },
    generateMeta(contact) {
      const { id } = contact;
      const ts = this.getTs(contact);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: `Record ID: ${id}`,
        ts,
      };
    },
    async translateListIds(lists) {
      const listIds = [];
      for (const list of lists) {
        const { listId } = await this.hubspot.translateLegacyListId({
          params: {
            legacyListId: list,
          },
        });
        listIds.push(listId);
      }
      return listIds;
    },
    async isRelevant(contact, updatedAfter) {
      if (this.getTs(contact) < updatedAfter) {
        return false;
      }
      if (this.lists?.length) {
        const { results } = await this.hubspot.getMemberships({
          objectType: "contacts",
          objectId: contact.id,
        });
        const contactListIds = results?.map(({ listId }) => listId) || [];
        const listIds = await this.translateListIds(this.lists);
        for (const list of listIds) {
          if (contactListIds.includes(list)) {
            return true;
          }
        }
        return false;
      }
      return true;
    },
    getParams() {
      const { properties = [] } = this;
      return {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: this.newOnly
                ? "createdate"
                : "lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_CONTACT_PROPERTIES,
            ...properties,
          ],
        },
        object: "contacts",
      };
    },
    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.
Lists	`lists`	`string[]`	Select a value from the drop down menu.
New Only	`newOnly`	`boolean`	Emit events only for new contacts

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.objects.listings.writecrm.objects.listings.readcrm.schemas.companies.readcrm.schemas.companies.writecrm.schemas.contacts.readcrm.schemas.contacts.writecrm.schemas.deals.readcrm.schemas.deals.writecrm.schemas.quotes.readcrm.schemas.listings.writecrm.schemas.listings.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 Bank Transaction on Xero Accounting

Description:Create a new bank transaction [See the documentation](https://developer.xero.com/documentation/api/accounting/banktransactions#put-banktransactions)

Version:0.1.2

Key:xero_accounting_api-create-bank-transaction

View on GitHub

Xero Accounting Overview#

The Xero Accounting API offers a powerful gateway to access and manipulate financial data within Xero. Leveraging Pipedream's capabilities, developers can build custom workflows that streamline accounting processes, sync financial data with external systems, and trigger actions based on financial events. This API allows for the automation of tasks such as invoicing, bank reconciliation, bill payments, and reporting, which can lead to significant time savings and enhanced data accuracy.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import xeroAccountingApi from "../../xero_accounting_api.app.mjs";

export default {
  key: "xero_accounting_api-create-bank-transaction",
  name: "Create Bank Transaction",
  description: "Create a new bank transaction [See the documentation](https://developer.xero.com/documentation/api/accounting/banktransactions#put-banktransactions)",
  version: "0.1.2",
  type: "action",
  props: {
    xeroAccountingApi,
    tenantId: {
      propDefinition: [
        xeroAccountingApi,
        "tenantId",
      ],
    },
    bankAccountCode: {
      type: "string",
      label: "Bank account code",
      description: "The Account Code of the Bank Account of the transaction. If Code is not included then AccountID is required.",
      optional: true,
    },
    bankAccountId: {
      type: "string",
      label: "Bank account ID",
      description: "The ID of the Bank Account transaction. If AccountID is not included then Code is required.",
      optional: true,
    },
    contactId: {
      type: "string",
      label: "Contact ID",
      description: "Id of the contact associated to the bank transaction.",
      optional: true,
    },
    contactName: {
      type: "string",
      label: "Contact name",
      description: "Name of the contact associated to the bank transaction. If there is no contact matching this name, a new contact is created.",
      optional: true,
    },
    type: {
      type: "string",
      label: "Type",
      description: "See [Bank Transaction Types](https://developer.xero.com/documentation/api/types#BankTransactionTypes)",
      options: [
        "RECEIVE",
        "RECEIVE-OVERPAYMENT",
        "RECEIVE-PREPAYMENT",
        "SPEND",
        "SPEND-OVERPAYMENT",
        "SPEND-PREPAYMENT",
      ],
    },
    lineItems: {
      type: "object",
      label: "Line items",
      description: "See [LineItems](https://developer.xero.com/documentation/api/banktransactions#LineItemsPOST). The LineItems element can contain any number of individual LineItem sub-elements. At least **one** is required to create a bank transaction.",
    },
    isReconciled: {
      type: "boolean",
      label: "Is reconciled",
      description: "Boolean to show if transaction is reconciled. Conversion related apps can set the IsReconciled flag in scenarios when a matching bank statement line is not available. [Learn more](http://help.xero.com/#Q_BankRecNoImport)",
      optional: true,
    },
    date: {
      type: "string",
      label: "Date",
      description: "Date of transaction - YYYY-MM-DD",
      optional: true,
    },
    reference: {
      type: "string",
      label: "Reference",
      description: "Reference for the transaction. Only supported for SPEND and RECEIVE transactions.",
      optional: true,
    },
    currencyCode: {
      type: "string",
      label: "Currency code",
      description: "The currency that bank transaction has been raised in (see [Currencies](https://developer.xero.com/documentation/api/currencies)). Setting currency is only supported on overpayments.",
      optional: true,
    },
    currencyRate: {
      type: "string",
      label: "Currency rate",
      description: "Exchange rate to base currency when money is spent or received. e.g. 0.7500 Only used for bank transactions in non base currency. If this isn't specified for non base currency accounts then either the user-defined rate (preference) or the [XE.com day rate](http://help.xero.com/#CurrencySettings$Rates) will be used. Setting currency is only supported on overpayments.",
      optional: true,
    },
    url: {
      type: "string",
      label: "URL",
      description: "URL link to a source document - shown as \"Go to App Name\"",
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "See [Bank Transaction Status Codes](https://developer.xero.com/documentation/api/types#BankTransactionStatuses)",
      optional: true,
      options: [
        "AUTHORISED",
        "DELETED",
      ],
    },
    lineAmountTypes: {
      type: "string",
      label: "Line amount types",
      description: "Line amounts are exclusive of tax by default if you don't specify this element. See [Line Amount Types](https://developer.xero.com/documentation/api/types#LineAmountTypes)",
      optional: true,
      options: [
        "Exclusive",
        "Inclusive",
        "NoTax",
      ],
    },
  },
  async run({ $ }) {
    if (!this.bankAccountCode && !this.bankAccountId) {
      throw new ConfigurationError("Must provide one of **Bank Account Code** or **Bank Account ID** parameters.");
    }
    if (!this.contactId && !this.contactName) {
      throw new ConfigurationError("Must provide one of **Contact ID** or **Contact Name** parameters.");
    }

    const response = await this.xeroAccountingApi.createBankTransaction({
      $,
      tenantId: this.tenantId,
      data: {
        Type: this.type,
        BankAccount: {
          Code: this.bankAccountCode,
          AccountID: this.bankAccountId,
        },
        Contact: {
          ContactID: this.contactId,
          Name: this.contactName,
        },
        IsReconciled: this.isReconciled,
        Date: this.date,
        Reference: this.reference,
        CurrencyCode: this.currencyCode,
        CurrencyRate: this.currencyRate,
        Url: this.url,
        Status: this.status,
        Lineitems: this.lineItems,
        LineAmountTypes: this.lineAmountTypes,
      },
    });

    $.export("$summary", `Successfully created bank transaction with ID: ${response.BankTransactions[0].BankTransactionID}`);
    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
Xero Accounting	`xeroAccountingApi`	`app`	This component uses the Xero Accounting app.
Tenant ID	`tenantId`	`string`	Select a value from the drop down menu.
Bank account code	`bankAccountCode`	`string`	The Account Code of the Bank Account of the transaction. If Code is not included then AccountID is required.
Bank account ID	`bankAccountId`	`string`	The ID of the Bank Account transaction. If AccountID is not included then Code is required.
Contact ID	`contactId`	`string`	Id of the contact associated to the bank transaction.
Contact name	`contactName`	`string`	Name of the contact associated to the bank transaction. If there is no contact matching this name, a new contact is created.
Type	`type`	`string`	Select a value from the drop down menu:`RECEIVERECEIVE-OVERPAYMENTRECEIVE-PREPAYMENTSPENDSPEND-OVERPAYMENTSPEND-PREPAYMENT`
Line items	`lineItems`	`object`	See LineItems. The LineItems element can contain any number of individual LineItem sub-elements. At least one is required to create a bank transaction.
Is reconciled	`isReconciled`	`boolean`	Boolean to show if transaction is reconciled. Conversion related apps can set the IsReconciled flag in scenarios when a matching bank statement line is not available. Learn more
Date	`date`	`string`	Date of transaction - YYYY-MM-DD
Reference	`reference`	`string`	Reference for the transaction. Only supported for SPEND and RECEIVE transactions.
Currency code	`currencyCode`	`string`	The currency that bank transaction has been raised in (see Currencies). Setting currency is only supported on overpayments.
Currency rate	`currencyRate`	`string`	Exchange rate to base currency when money is spent or received. e.g. 0.7500 Only used for bank transactions in non base currency. If this isn't specified for non base currency accounts then either the user-defined rate (preference) or the XE.com day rate will be used. Setting currency is only supported on overpayments.
URL	`url`	`string`	URL link to a source document - shown as "Go to App Name"
Status	`status`	`string`	Select a value from the drop down menu:`AUTHORISEDDELETED`
Line amount types	`lineAmountTypes`	`string`	Select a value from the drop down menu:`ExclusiveInclusiveNoTax`

Action Authentication#

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

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

offline_accessopenidprofileemailaccounting.transactionsaccounting.transactions.readaccounting.reports.readaccounting.settingsaccounting.settings.readaccounting.contactsaccounting.attachmentsaccounting.journals.read

Create Bank Transaction with Xero Accounting API on New or Updated Contact from HubSpot API

Pipedream makes it easy to connect APIs for Xero Accounting, HubSpot and 2,800+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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