← Document360 + HubSpot integrations

Create Communication with HubSpot API on New Article in Project Version from Document360 API

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Trigger workflow on
New Article in Project Version from the Document360 API
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Create Communication with the HubSpot API
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Getting Started

This integration creates a workflow with a Document360 trigger and HubSpot 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 New Article in Project Version trigger
    1. Connect your Document360 account
    2. Configure timer
    3. Select a Project Version ID
  3. Configure the Create Communication action
    1. Connect your HubSpot account
    2. Optional- Select a Associated Object Type
    3. Optional- Select a Associated Object
    4. Optional- Select a Association 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 when a new article is created within a project version. [See the documentation](https://apidocs.document360.com/apidocs/project-version-articles)
Version:0.0.1
Key:document360-new-article-in-project-version

Document360 Overview

The Document360 API enables programmatic interaction with your knowledge base, allowing you to automate content creation, updates, and management. With this API, you can integrate Document360 into your existing content pipelines, support workflows, or any system that needs to push or pull knowledge base content. On Pipedream, you can harness this API to craft serverless workflows that seamlessly integrate with other apps to keep documentation up-to-date, trigger notifications based on content changes, or analyze knowledge base usage.

Trigger Code

import document360 from "../../document360.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "document360-new-article-in-project-version",
  name: "New Article in Project Version",
  description:
    "Emit new event when a new article is created within a project version. [See the documentation](https://apidocs.document360.com/apidocs/project-version-articles)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    document360,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    projectVersionId: {
      propDefinition: [
        document360,
        "projectVersionId",
      ],
    },
  },
  hooks: {
    async deploy() {
      await this.getAndProcessItems(10);
    },
  },
  methods: {
    _getSavedItems() {
      return this.db.get("savedItems") ?? [];
    },
    _setSavedItems(value) {
      this.db.set("savedItems", value);
    },
    async getAndProcessItems(maxItems = 0) {
      const savedItems = this._getSavedItems();
      const response = await this.document360.getArticles(
        this.projectVersionId,
      );
      if (!response?.success) {
        throw new Error(JSON.stringify(response));
      }

      response.data
        ?.filter((item) => !savedItems.includes(item.id))
        .forEach((article, index) => {
          if (!maxItems || index < maxItems) {
            this.$emit(article, {
              id: article.id,
              summary: `New Article: "${article.title}"`,
              ts: Date.now(),
            });
          }
          savedItems.push(article.id);
        });

      this._setSavedItems(savedItems);
    },
  },
  async run() {
    await this.getAndProcessItems();
  },
};

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
Document360document360appThis component uses the Document360 app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Project Version IDprojectVersionIdstringSelect a value from the drop down menu.

Trigger Authentication

Document360 uses API keys for authentication. When you connect your Document360 account, Pipedream securely stores the keys so you can easily authenticate to Document360 APIs in both code and no-code steps.

About Document360

The Knowledge Base Software that Scales with your Product.

Action

Description:Create a WhatsApp, LinkedIn, or SMS message. [See the documentation](https://developers.hubspot.com/beta-docs/reference/api/crm/engagements/communications/v3#post-%2Fcrm%2Fv3%2Fobjects%2Fcommunications)
Version:0.0.1
Key:hubspot-create-communication

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 common from "../common/common-create.mjs";
import appProp from "./common-app-prop.mjs";
import { ConfigurationError } from "@pipedream/platform";
import { ASSOCIATION_CATEGORY } from "../../common/constants.mjs";

export default {
  ...common,
  key: "hubspot-create-communication",
  name: "Create Communication",
  description: "Create a WhatsApp, LinkedIn, or SMS message. [See the documentation](https://developers.hubspot.com/beta-docs/reference/api/crm/engagements/communications/v3#post-%2Fcrm%2Fv3%2Fobjects%2Fcommunications)",
  version: "0.0.1",
  type: "action",
  props: {
    ...appProp.props,
    toObjectType: {
      propDefinition: [
        appProp.props.hubspot,
        "objectType",
      ],
      label: "Associated Object Type",
      description: "Type of object the communication is being associated with",
      optional: true,
    },
    toObjectId: {
      propDefinition: [
        appProp.props.hubspot,
        "objectId",
        (c) => ({
          objectType: c.toObjectType,
        }),
      ],
      label: "Associated Object",
      description: "ID of object the communication is being associated with",
      optional: true,
    },
    associationType: {
      propDefinition: [
        appProp.props.hubspot,
        "associationType",
        (c) => ({
          fromObjectType: "communications",
          toObjectType: c.toObjectType,
        }),
      ],
      description: "A unique identifier to indicate the association type between the communication and the other object",
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getObjectType() {
      return "communications";
    },
  },
  async run({ $ }) {
    const {
      hubspot,
      /* eslint-disable no-unused-vars */
      toObjectType,
      toObjectId,
      associationType,
      getObjectType,
      ...properties
    } = this;

    if ((toObjectId && !associationType) || (!toObjectId && associationType)) {
      throw new ConfigurationError("Both `toObjectId` and `associationType` must be entered");
    }

    const response = await hubspot.createObject({
      $,
      objectType: getObjectType(),
      data: {
        associations: toObjectId
          ? [
            {
              types: [
                {
                  associationTypeId: associationType,
                  associationCategory: ASSOCIATION_CATEGORY.HUBSPOT_DEFINED,
                },
              ],
              to: {
                id: toObjectId,
              },
            },
          ]
          : undefined,
        properties: {
          ...properties,
          hs_communication_logged_from: "CRM",
        },
      },
    });

    $.export("$summary", `Successfully created communication with ID ${response.id}`);
    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.

LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
Associated Object TypetoObjectTypestringSelect a value from the drop down menu.
Associated ObjecttoObjectIdstringSelect a value from the drop down menu.
Association TypeassociationTypestringSelect 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.

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