Create Charge with Shift4 API on New Company Property Change from HubSpot API

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New Company Property Change from the HubSpot API

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Create Charge with the Shift4 API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Shift4 action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Company Property Change trigger
1. Connect your HubSpot account
2. Configure timer
3. Select a Property
Configure the Create Charge action
1. Connect your Shift4 account
2. Optional- Select a Customer ID
3. Configure Amount
4. Configure Currency
5. Optional- Select a Type
6. Optional- Configure Description
7. Optional- Configure Card
8. Optional- Configure Payment Method
9. Optional- Configure Flow
10. Optional- Configure Captured
11. Optional- Configure Shipping
12. Optional- Configure Billing
13. Optional- Configure 3D Secure
14. Optional- Configure Metadata
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 Company Property Change on HubSpot

Description:Emit new event when a specified property is provided or updated on a company. [See the documentation](https://developers.hubspot.com/docs/api/crm/companies)

Version:0.0.9

Key:hubspot-new-company-property-change

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

export default {
  ...common,
  key: "hubspot-new-company-property-change",
  name: "New Company Property Change",
  description: "Emit new event when a specified property is provided or updated on a company. [See the documentation](https://developers.hubspot.com/docs/api/crm/companies)",
  version: "0.0.9",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    property: {
      type: "string",
      label: "Property",
      description: "The company property to watch for changes",
      async options() {
        const properties = await this.getWriteOnlyProperties("companies");
        return properties.map((property) => property.name);
      },
    },
  },
  methods: {
    ...common.methods,
    getTs(company) {
      const history = company.propertiesWithHistory[this.property];
      if (!history || !(history.length > 0)) {
        return;
      }
      return Date.parse(history[0].timestamp);
    },
    generateMeta(company) {
      const {
        id,
        properties,
      } = company;
      const ts = this.getTs(company);
      return {
        id: `${id}${ts}`,
        summary: properties[this.property],
        ts,
      };
    },
    isRelevant(company, updatedAfter) {
      return !updatedAfter || this.getTs(company) > updatedAfter;
    },
    getParams(after) {
      return {
        object: "companies",
        data: {
          limit: DEFAULT_LIMIT,
          properties: [
            this.property,
          ],
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          filterGroups: [
            {
              filters: [
                {
                  propertyName: this.property,
                  operator: "HAS_PROPERTY",
                },
                {
                  propertyName: "hs_lastmodifieddate",
                  operator: "GTE",
                  value: after,
                },
              ],
            },
          ],
        },
      };
    },
    batchGetCompanies(inputs) {
      return this.hubspot.batchGetObjects({
        objectType: "companies",
        data: {
          properties: [
            this.property,
          ],
          propertiesWithHistory: [
            this.property,
          ],
          inputs,
        },
      });
    },
    async processResults(after, params) {
      const properties = await this.getWriteOnlyProperties("companies");
      const propertyNames = properties.map((property) => property.name);

      if (!propertyNames.includes(this.property)) {
        throw new Error(`Property "${this.property}" not supported for Companies. See Hubspot's default company properties documentation - https://knowledge.hubspot.com/companies/hubspot-crm-default-company-properties`);
      }

      const updatedCompanies = await this.getPaginatedItems(this.hubspot.searchCRM, params);

      if (!updatedCompanies.length) {
        return;
      }

      const results = await this.processChunks({
        batchRequestFn: this.batchGetCompanies,
        chunks: this.getChunks(updatedCompanies),
      });

      this.processEvents(results, 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`
Property	`property`	`string`	Select a value from the drop down menu.

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#

Create Charge on Shift4

Description:Creates a new charge object. [See the documentation](https://dev.shift4.com/docs/api#charges-create-a-new-charge)

Version:0.0.1

Key:shift4-create-charge

View on GitHub

Shift4 Overview#

The Shift4 API provides robust payment processing capabilities, enabling secure transactions for various business needs. On Pipedream, you can leverage this API to create automated workflows that respond to events, handle payments, and sync transaction data with other services. By integrating Shift4 with Pipedream, you unlock a realm of possibilities for automating payment operations, analyzing sales data, and improving customer experiences with real-time actions.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import { TYPE_OPTIONS } from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import shift4 from "../../shift4.app.mjs";

export default {
  key: "shift4-create-charge",
  name: "Create Charge",
  description: "Creates a new charge object. [See the documentation](https://dev.shift4.com/docs/api#charges-create-a-new-charge)",
  version: "0.0.1",
  type: "action",
  props: {
    shift4,
    customerId: {
      propDefinition: [
        shift4,
        "customerId",
      ],
      optional: true,
    },
    amount: {
      propDefinition: [
        shift4,
        "amount",
      ],
    },
    currency: {
      propDefinition: [
        shift4,
        "currency",
      ],
    },
    type: {
      type: "string",
      label: "Type",
      description: "The type of the charge.",
      options: TYPE_OPTIONS,
      optional: true,
    },
    description: {
      propDefinition: [
        shift4,
        "description",
      ],
      optional: true,
    },
    card: {
      propDefinition: [
        shift4,
        "card",
      ],
      optional: true,
    },
    paymentMethod: {
      type: "string",
      label: "Payment Method",
      description: "Payment method details or identifier.",
      optional: true,
    },
    flow: {
      type: "object",
      label: "Flow",
      description: "Details specific to the payment method charge.",
      optional: true,
    },
    captured: {
      type: "boolean",
      label: "Captured",
      description: "Whether this charge should be immediately captured.",
      optional: true,
    },
    shipping: {
      type: "object",
      label: "Shipping",
      description: "Shipping details. Sample object: `{name: \"string\", address: {line1: \"string\", line2: \"string\", zip: \"string\", city: \"string\", state: \"string\", country: \"country represented as two-letter ISO country code\"}}`",
      optional: true,
    },
    billing: {
      type: "object",
      label: "Billing",
      description: "Billing details. Sample object: `{name: \"string\", email: \"string\", address: {line1: \"string\", line2: \"string\", zip: \"string\", city: \"string\", state: \"string\", country: \"country represented as two-letter ISO country code\"}, vat: \"string\"}`",
      optional: true,
    },
    threeDSecure: {
      type: "object",
      label: "3D Secure",
      description: "3D Secure options.",
      optional: true,
    },
    metadata: {
      propDefinition: [
        shift4,
        "metadata",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.customerId && !this.card && !this.paymentMethod) {
      throw new ConfigurationError("Either **CustomerId**, **Card** or **PaymentMethod** is required!");
    }

    try {
      const response = await this.shift4.createCharge({
        $,
        data: {
          amount: this.amount,
          currency: this.currency,
          type: this.type,
          description: this.description,
          customerId: this.customerId,
          card: this.card && parseObject(this.card),
          paymentMethod: this.paymentMethod && parseObject(this.paymentMethod),
          flow: this.flow && parseObject(this.flow),
          captured: this.captured,
          shipping: this.shipping && parseObject(this.shipping),
          billing: this.billing && parseObject(this.billing),
          threeDSecure: this.threeDSecure && parseObject(this.threeDSecure),
          metadata: this.metadata && parseObject(this.metadata),
        },
      });

      $.export("$summary", `Successfully created charge with Id: ${response.id}`);
      return response;
    } catch ({ message }) {
      throw new ConfigurationError(JSON.parse(message).error.message);
    }
  },
};

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
Shift4	`shift4`	`app`	This component uses the Shift4 app.
Customer ID	`customerId`	`string`	Select a value from the drop down menu.
Amount	`amount`	`integer`	The charge amount in minor units of a given currency. For example, 10€ is represented as '1000'.
Currency	`currency`	`string`	The charge currency represented as a three-letter ISO currency code.
Type	`type`	`string`	Select a value from the drop down menu:`{ "label": "First Recurring", "value": "first_recurring" }{ "label": "Subsequent Recurring", "value": "subsequent_recurring" }{ "label": "Merchant Initiated", "value": "merchant_initiated" }{ "label": "Customer Initiated", "value": "customer_initiated" }`
Description	`description`	`string`	A description for the charge.
Card	`card`	`string`	Card token, card details or card identifier.
Payment Method	`paymentMethod`	`string`	Payment method details or identifier.
Flow	`flow`	`object`	Details specific to the payment method charge.
Captured	`captured`	`boolean`	Whether this charge should be immediately captured.
Shipping	`shipping`	`object`	Shipping details. Sample object: `{name: "string", address: {line1: "string", line2: "string", zip: "string", city: "string", state: "string", country: "country represented as two-letter ISO country code"}}`
Billing	`billing`	`object`	Billing details. Sample object: `{name: "string", email: "string", address: {line1: "string", line2: "string", zip: "string", city: "string", state: "string", country: "country represented as two-letter ISO country code"}, vat: "string"}`
3D Secure	`threeDSecure`	`object`	3D Secure options.
Metadata	`metadata`	`object`	Metadata object.

Action Authentication#

Shift4 uses API keys for authentication. When you connect your Shift4 account, Pipedream securely stores the keys so you can easily authenticate to Shift4 APIs in both code and no-code steps.

To retrieve your API keys,

Navigate to your Shift4 account and sign in
Click the dropdown on the top right
Go to “Account Settings” > “API keys”

Create Charge with Shift4 API on New Company Property Change from HubSpot API

Pipedream makes it easy to connect APIs for Shift4, HubSpot 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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