Create Communication with HubSpot API on New Response (Instant) from Tally API

Pipedream makes it easy to connect APIs for HubSpot, Tally and 2,400+ other apps remarkably fast.

Trigger workflow on

New Response (Instant) from the Tally API

Next, do this

Create Communication with the HubSpot API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the New Response (Instant) trigger
1. Connect your Tally account
2. Select a Form
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
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 Response (Instant) on Tally

Description:Emit new event on each form message. [See the documentation](https://tallyso.notion.site/Tally-OAuth-2-reference-d0442c679a464664823628f675f43454)

Version:0.0.5

Key:tally-new-response

View on GitHub

Tally Overview#

The Tally API offers a suite of automation capabilities for Tally, a form-building platform that allows users to create forms without needing to code. Leveraging this API within Pipedream can supercharge your data collection and processing. With Pipedream, you can react to form submissions in real-time, sync data to other services, and customize your workflows to suit various use cases including data analysis, lead capture, and feedback management.

Trigger Code#

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

export default {
  ...common,
  name: "New Response (Instant)",
  version: "0.0.5",
  key: "tally-new-response",
  description: "Emit new event on each form message. [See the documentation](https://tallyso.notion.site/Tally-OAuth-2-reference-d0442c679a464664823628f675f43454)",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getWebhookEventTypes() {
      return [
        "FORM_RESPONSE",
      ];
    },
    emitEvent(response) {
      const data = response.raw_webhook_event.data;
      this.$emit(response, {
        id: data.responseId,
        summary: `New response for ${data.formName} form`,
        ts: Date.parse(data.createdAt),
      });
    },
    getSingleResponse(field) {
      const fieldValue = Array.isArray(field.value)
        ? field.value[0]
        : field.value;
      const { text } = field.options.find(({ id }) => id === fieldValue);
      return text;
    },
    getMultipeResponses(field) {
      return (field.options.filter(({ id }) => field.value.includes(id)).map(({ text }) => text))
        .join();
    },
    getSortedOptionsText(field) {
      const idToTextMap = new Map(
        field?.options.map(({
          id, text,
        }) => [
          id,
          text,
        ]),
      );
      const orderedTexts = field?.value.map((id) => idToTextMap.get(id));
      return orderedTexts?.join();
    },
    getUrlResponse(field) {
      return (field.value.map(({ url }) => url)).join();
    },
  },
  async run(event) {
    const fields = event?.body?.data?.fields;
    if (!fields.length) {
      return;
    }

    const data = {
      form_response_parsed: {},
    };
    let formResponseString = "";

    for (const field of fields) {
      if (!field.value) {
        continue;
      }
      let parsedAnswer = field.value;
      if (field.type === "MULTIPLE_CHOICE") {
        parsedAnswer = this.getSingleResponse(field);
      }
      if (field.type === "CHECKBOXES" || field.type === "DROPDOWN" || field.type === "MULTI_SELECT") {
        if (!field.options) {
          continue;
        }
        parsedAnswer = this.getMultipeResponses(field);
      }
      if (field.type === "RANKING") {
        parsedAnswer = this.getSortedOptionsText(field);
      }
      if (field.type === "FILE_UPLOAD" || field.type === "SIGNATURE") {
        parsedAnswer = this.getUrlResponse(field);
      }
      if (field.type === "MATRIX") {
        const rows = Object.keys(field.value);
        let answers = [];
        for (const rowId of rows) {
          const row = (field.rows.find(({ id }) => id === rowId)).text;
          const columnId = field.value[rowId][0];
          const column = (field.columns.find(({ id }) => id === columnId)).text;
          answers.push(`${row} ${column}`);
        }
        parsedAnswer = answers.join();
      }

      const label = field.label || field.key;

      data.form_response_parsed[label] = parsedAnswer;
      formResponseString += `### ${label}\n${parsedAnswer}\n`;
    }

    data.form_response_string = formResponseString;
    data.raw_webhook_event = event.body;

    this.emitEvent(data);
  },
  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
Tally	`tally`	`app`	This component uses the Tally app.
Form	`formId`	`string`	Select a value from the drop down menu.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.

Trigger Authentication#

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

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

userformsresponseswebhooks

About Tally#

Tally is the simplest way to create beautiful forms & surveys, for free.

Action#

Create Communication on HubSpot

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

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.

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.

Label	Prop	Type	Description
HubSpot	`hubspot`	`app`	This component uses the HubSpot app.
Associated Object Type	`toObjectType`	`string`	Select a value from the drop down menu.
Associated Object	`toObjectId`	`string`	Select a value from the drop down menu.
Association Type	`associationType`	`string`	Select 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

Create Communication with HubSpot API on New Response (Instant) from Tally API

Pipedream makes it easy to connect APIs for HubSpot, Tally and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular