← HubSpot + Brex (Staging) integrations

Create Card with Brex (Staging) API on Company Updated from HubSpot API

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Trigger workflow on
Company Updated from the HubSpot API
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Create Card with the Brex (Staging) API
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Getting Started

This integration creates a workflow with a HubSpot trigger and Brex (Staging) 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 Company Updated trigger
    1. Connect your HubSpot account
    2. Configure timer
  3. Configure the Create Card action
    1. Connect your Brex (Staging) account
    2. Select a User
    3. Configure Card Name
    4. Select a Card Type
    5. Select a Limit Type
  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 each time a company is updated.
Version:0.0.13
Key:hubspot-company-updated

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";

export default {
  ...common,
  key: "hubspot-company-updated",
  name: "Company Updated",
  description: "Emit new event each time a company is updated.",
  version: "0.0.13",
  dedupe: "unique",
  type: "source",
  hooks: {},
  methods: {
    ...common.methods,
    getTs(company) {
      return Date.parse(company.updatedAt);
    },
    generateMeta(company) {
      const {
        id,
        properties,
      } = company;
      const ts = this.getTs(company);
      return {
        id: `${id}${ts}`,
        summary: properties.name,
        ts,
      };
    },
    isRelevant(company, updatedAfter) {
      return this.getTs(company) > updatedAfter;
    },
    getParams() {
      return {
        limit: 100,
        sorts: [
          {
            propertyName: "hs_lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        object: "companies",
      };
    },
    async processResults(after, params) {
      await this.searchCRM(params, after);
    },
  },
};

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
HubSpothubspotappThis component uses the HubSpot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

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

Description:Creates a new card. [See the docs here](https://developer.brex.com/openapi/team_api/#operation/createCard).
Version:0.0.1
Key:brex_staging-create-card

Brex (Staging) Overview

The Brex (Staging) API allows you to automate financial operations and integrate with Brex's suite of financial services. This API can be leveraged to synchronize transactions, manage cards, and automate accounting processes, providing real-time insights into your business finances. Using Pipedream, these capabilities can be harnessed to create custom workflows that trigger actions based on financial events, reconcile expenses, and streamline financial reporting.

Action Code

import common from "../../../brex/actions/create-card/common.mjs";
import brexApp from "../../brex_staging.app.mjs";

export default {
  ...common,
  name: "Create Card",
  description: "Creates a new card. [See the docs here](https://developer.brex.com/openapi/team_api/#operation/createCard).",
  key: "brex_staging-create-card",
  version: "0.0.1",
  type: "action",
  props: {
    brexApp,
    user: {
      propDefinition: [
        brexApp,
        "user",
      ],
      label: "User",
      description: "The owner of the card",
      withLabel: true,
      optional: false,
    },
    ...common.props,
  },
};

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
Brex (Staging)brexAppappThis component uses the Brex (Staging) app.
UseruserstringSelect a value from the drop down menu.
Card NamecardNamestring

Card Name

Card TypecardTypestringSelect a value from the drop down menu:VIRTUALPHYSICAL
Limit TypelimitTypestringSelect a value from the drop down menu:CARDUSER

Action Authentication

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

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

openidoffline_accessuserscardslocationsdepartmentsvendorstransactions.card.readonlytransactions.cash.readonlyaccounts.cash.readonlytransfershttps://onboarding.brexapis.com/referralsbudgets

About Brex (Staging)

Payments, Deposits, Cards

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