Create Client with Credit Repair Cloud API on New Deal In Stage from HubSpot API

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New Deal In Stage from the HubSpot API

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Create Client with the Credit Repair Cloud API

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Getting Started#

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

Select this integration
Configure the New Deal In Stage trigger
1. Connect your HubSpot account
2. Configure timer
3. Select a Pipeline
4. Select one or more Stages
Configure the Create Client action
1. Connect your Credit Repair Cloud account
2. Select a Type
3. Configure First Name
4. Configure Last Name
5. Optional- Configure Middle Name
6. Optional- Configure Suffix
7. Optional- Configure Email
8. Optional- Configure Home Phone
9. Optional- Configure Work Phone
10. Optional- Configure Mobile Phone
11. Optional- Configure Street Address
12. Optional- Configure City
13. Optional- Configure State
14. Optional- Configure Post Code
15. Optional- Configure SSN
16. Optional- Configure Birth Date
17. Optional- Configure Memo
18. Optional- Configure Previous Mailing Address
19. Optional- Configure Previous City
20. Optional- Configure Previous State
21. Optional- Configure Previous Zip
22. Optional- Configure Client Assigned To
23. Optional- Select a Client Portal Access
24. Optional- Configure Client User ID
25. Optional- Configure Client Agreement
26. Optional- Select a Send Setup Password Info Via Email
27. Optional- Configure Referred By First Name
28. Optional- Configure Referred By Last Name
29. Optional- Configure Referred By Email
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 Deal In Stage on HubSpot

Description:Emit new event for each new deal in a stage.

Version:0.0.20

Key:hubspot-new-deal-in-stage

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-deal-in-stage",
  name: "New Deal In Stage",
  description: "Emit new event for each new deal in a stage.",
  version: "0.0.20",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
    },
    stages: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
    },
  },
  methods: {
    ...common.methods,
    async getTs(deal) {
      const { properties } = await this.hubspot.getDeal({
        dealId: deal.id,
        params: {
          includePropertyVersions: true,
        },
      });
      return properties.dealstage?.versions[0].timestamp;
    },
    emitEvent(deal, ts) {
      const {
        id,
        properties,
      } = deal;
      this.$emit(deal, {
        id: `${id}${properties.dealstage}`,
        summary: `${properties.dealname}`,
        ts,
      });
    },
    isRelevant(ts, updatedAfter) {
      return ts > updatedAfter;
    },
    getParams() {
      return null;
    },
    getStageParams(stage) {
      const filter = {
        propertyName: "dealstage",
        operator: "EQ",
        value: stage,
      };
      const filterGroup = {
        filters: [
          filter,
        ],
      };
      return {
        data: {
          limit: DEFAULT_LIMIT,
          filterGroups: [
            filterGroup,
          ],
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
        },
        object: "deals",
      };
    },
    async processDeals(params, after) {
      let maxTs = after || 0;
      const limiter = this._limiter();

      do {
        const results = await this._requestWithLimiter(
          limiter,
          this.hubspot.searchCRM.bind(this),
          params,
        );
        if (results.paging) {
          params.after = results.paging.next.after;
        } else {
          delete params.after;
        }

        for (const deal of results.results) {
          const ts = await this.getTs(deal);
          if (this.isRelevant(ts, after)) {
            this.emitEvent(deal, ts);
            if (ts > maxTs) {
              maxTs = ts;
              this._setAfter(ts);
            }
          }
        }
      } while (params.after);
    },
    async processResults(after) {
      for (const stage of this.stages) {
        const params = this.getStageParams(stage);
        await this.processDeals(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`
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Stages	`stages`	`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 Client on Credit Repair Cloud

Description:Create Client [See the documentation](https://app.creditrepaircloud.com/webapi/examples).

Version:0.0.1

Key:credit_repair_cloud-create-client

View on GitHub

Credit Repair Cloud Overview#

Credit Repair Cloud API provides a suite of tools to manage and automate tasks for credit repair businesses. With this API, you can create and manage clients, leads, affiliates, and credit reports, as well as automate the credit repair process. Integrating this API with Pipedream allows you to build serverless workflows that can harness data from Credit Repair Cloud and connect it with other services to enhance your credit repair operations.

Action Code#

import {
  checkForSuccess,
  convertToJSON,
  convertToXML,
  getResult,
} from "../../common/xml.mjs";
import app from "../../credit_repair_cloud.app.mjs";

export default {
  name: "Create Client",
  description: "Create Client [See the documentation](https://app.creditrepaircloud.com/webapi/examples).",
  key: "credit_repair_cloud-create-client",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    type: {
      propDefinition: [
        app,
        "type",
      ],
    },
    firstname: {
      propDefinition: [
        app,
        "firstname",
      ],
    },
    lastname: {
      propDefinition: [
        app,
        "lastname",
      ],
    },
    middlename: {
      propDefinition: [
        app,
        "middlename",
      ],
    },
    suffix: {
      propDefinition: [
        app,
        "suffix",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    phone_home: {
      propDefinition: [
        app,
        "phone_home",
      ],
    },
    phone_work: {
      propDefinition: [
        app,
        "phone_work",
      ],
    },
    phone_mobile: {
      propDefinition: [
        app,
        "phone_mobile",
      ],
    },
    street_address: {
      propDefinition: [
        app,
        "street_address",
      ],
    },
    city: {
      propDefinition: [
        app,
        "city",
      ],
    },
    state: {
      propDefinition: [
        app,
        "state",
      ],
    },
    post_code: {
      propDefinition: [
        app,
        "post_code",
      ],
    },
    ssno: {
      propDefinition: [
        app,
        "ssno",
      ],
    },
    birth_date: {
      propDefinition: [
        app,
        "birth_date",
      ],
    },
    memo: {
      propDefinition: [
        app,
        "memo",
      ],
    },
    previous_mailing_address: {
      propDefinition: [
        app,
        "previous_mailing_address",
      ],
    },
    previous_city: {
      propDefinition: [
        app,
        "previous_city",
      ],
    },
    previous_state: {
      propDefinition: [
        app,
        "previous_state",
      ],
    },
    previous_zip: {
      propDefinition: [
        app,
        "previous_zip",
      ],
    },
    client_assigned_to: {
      propDefinition: [
        app,
        "client_assigned_to",
      ],
    },
    client_portal_access: {
      propDefinition: [
        app,
        "client_portal_access",
      ],
    },
    client_userid: {
      propDefinition: [
        app,
        "client_userid",
      ],
    },
    client_agreement: {
      propDefinition: [
        app,
        "client_agreement",
      ],
    },
    send_setup_password_info_via_email: {
      propDefinition: [
        app,
        "send_setup_password_info_via_email",
      ],
    },
    referred_by_firstname: {
      propDefinition: [
        app,
        "referred_by_firstname",
      ],
    },
    referred_by_lastname: {
      propDefinition: [
        app,
        "referred_by_lastname",
      ],
    },
    referred_by_email: {
      propDefinition: [
        app,
        "referred_by_email",
      ],
    },
  },
  async run({ $ }) {
    const {
      app,
      ...data
    } = this;
    const xml = convertToXML({
      lead: {
        ...data,
      },
    });
    const resRaw = await app.createClient(xml);
    const resJson = await convertToJSON(resRaw);
    checkForSuccess(resJson);

    const res = getResult(resJson);
    $.export("summary", `Client created successfully with id "${res.id}".`);
    return res;
  },
};

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
Credit Repair Cloud	`app`	`app`	This component uses the Credit Repair Cloud app.
Type	`type`	`string`	Select a value from the drop down menu:`ClientLeadLead/InactiveInactiveSuspended`
First Name	`firstname`	`string`	First name should be in string format.
Last Name	`lastname`	`string`	Last name should be in string format.
Middle Name	`middlename`	`string`	Middle name should be in string format.
Suffix	`suffix`	`string`	Suffix should be in string format.
Email	`email`	`string`	Email should be in email format.
Home Phone	`phone_home`	`integer`	Home Phone should be in 10 digit number format.
Work Phone	`phone_work`	`integer`	Work Phone should be in 10 digit number format.
Mobile Phone	`phone_mobile`	`string`	Mobile Phone format should be in (999) 999-9999.
Street Address	`street_address`	`string`	Street Address should be in string format.
City	`city`	`string`	City should be in string format.
State	`state`	`string`	State should be in abbreviations format.
Post Code	`post_code`	`integer`	Post code should be in number format.
SSN	`ssno`	`integer`	Social Security no.should be in 4 digit number format.
Birth Date	`birth_date`	`string`	Birth date should be in in mm/dd/yyyy format.
Memo	`memo`	`string`	Memo should be in string format.
Previous Mailing Address	`previous_mailing_address`	`string`	Previous mailing address should be in string format. Previous mailing address (only if at current mailing address for less than 2 years)
Previous City	`previous_city`	`string`	Previous City should be in string format.
Previous State	`previous_state`	`string`	Previous State should be in abbreviations format.
Previous Zip	`previous_zip`	`integer`	Previous zip should be in number format.
Client Assigned To	`client_assigned_to`	`string`	Name of team members with comma separator for assing team members to client. Note: Pls login and go to https://app.creditrepaircloud.com/mycompany/team and Copy team member name in xml
Client Portal Access	`client_portal_access`	`string`	Select a value from the drop down menu:`OnOff`
Client User ID	`client_userid`	`string`	Userid same as email Note: Only accepted if client_portal_access is on
Client Agreement	`client_agreement`	`string`	Agreement name should be in alphanumeric string. Note: Pls login and go to https://app.creditrepaircloud.com/mycompany/agreement and Copy agreement name in xml. Note: Only accepted if client_portal_access is on
Send Setup Password Info Via Email	`send_setup_password_info_via_email`	`string`	Select a value from the drop down menu:`YesNo`
Referred By First Name	`referred_by_firstname`	`string`	Referred by first name should be in string format.
Referred By Last Name	`referred_by_lastname`	`string`	Referred by last name should be in string format.
Referred By Email	`referred_by_email`	`string`	Email should be in email format.

Action Authentication#

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

To retrieve your API Key & Secret,

Navigate to your Credit Repair Cloud account and sign in
Go to “My Company” > “API & Automations” > “API Credentials”

Create Client with Credit Repair Cloud API on New Deal In Stage from HubSpot API

Pipedream makes it easy to connect APIs for Credit Repair Cloud, 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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