Create Company with Roll API on New Deal Updated from HubSpot API

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New Deal Updated from the HubSpot API

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Create Company with the Roll API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Roll 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 Updated trigger
1. Connect your HubSpot account
2. Configure timer
3. Optional- Select a Pipeline
4. Optional- Select a Stage
Configure the Create Company action
1. Connect your Roll account
2. Optional- Configure Name
3. Optional- Configure Invoice First Name
4. Optional- Configure Invoice Last Name
5. Optional- Configure Phone
6. Optional- Configure Mobile
7. Optional- Configure Email
8. Optional- Configure Website
9. Optional- Configure Address
10. Optional- Configure Address 2
11. Optional- Configure City Or Town
12. Optional- Configure State Or Region
13. Optional- Configure Zip Or Postcode
14. Optional- Configure Country
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 Updated on HubSpot

Description:Emit new event each time a deal is updated. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)

Version:0.0.18

Key:hubspot-new-deal-updated

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";

export default {
  ...common,
  key: "hubspot-new-deal-updated",
  name: "New Deal Updated",
  description: "Emit new event each time a deal is updated. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)",
  version: "0.0.18",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
      description: "Filter deals by pipeline",
      optional: true,
    },
    stage: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
      type: "string",
      label: "Stage",
      description: "Filter deals by stage",
      optional: true,
    },
  },
  hooks: {},
  methods: {
    ...common.methods,
    getTs(deal) {
      return Date.parse(deal.updatedAt);
    },
    generateMeta(deal) {
      const {
        id,
        properties,
      } = deal;
      const ts = this.getTs(deal);
      return {
        id: `${id}${ts}`,
        summary: properties.dealname,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return this.getTs(deal) > updatedAfter;
    },
    getParams() {
      const params = {
        limit: 100,
        sorts: [
          {
            propertyName: "hs_lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        object: "deals",
      };
      if (this.pipeline) {
        params.filters = [
          {
            propertyName: "pipeline",
            operator: "EQ",
            value: this.pipeline,
          },
        ];
        if (this.stage) {
          params.filters.push({
            propertyName: "dealstage",
            operator: "EQ",
            value: this.stage,
          });
        }
      }
      return params;
    },
    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.

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.
Stage	`stage`	`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 Company on Roll

Description:Create a new company [See the docs here](https://docs.rollhq.com/docs/roll-api#api-url)

Version:0.0.1

Key:roll-create-company

View on GitHub

Roll Overview#

The Roll API serves as a bridge to Roll's project management software, enabling users to automate tasks, manipulate project data, and integrate with countless other apps within the Pipedream ecosystem. By leveraging this API, you can streamline operations, sync data across various platforms, and create custom notifications that power up your project management workflows.

Action Code#

import _ from "lodash";
import roll from "../../roll.app.mjs";

export default {
  key: "roll-create-company",
  name: "Create Company",
  version: "0.0.1",
  description: "Create a new company [See the docs here](https://docs.rollhq.com/docs/roll-api#api-url)",
  type: "action",
  props: {
    roll,
    name: {
      propDefinition: [
        roll,
        "name",
      ],
      optional: true,
    },
    invoiceFirstName: {
      type: "string",
      label: "Invoice First Name",
      description: "The first name will be used on invoices.",
      optional: true,
    },
    invoiceLastName: {
      type: "string",
      label: "Invoice Last Name",
      description: "The last name will be used on invoices.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The company's phone number.",
      optional: true,
    },
    mobile: {
      type: "string",
      label: "Mobile",
      description: "The company's mobile phone number.",
      optional: true,
    },
    email: {
      propDefinition: [
        roll,
        "email",
      ],
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "The company's website.",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "The company's address.",
      optional: true,
    },
    address2: {
      type: "string",
      label: "Address 2",
      description: "The company's additional address.",
      optional: true,
    },
    cityOrTown: {
      type: "string",
      label: "City Or Town",
      description: "The company's city.",
      optional: true,
    },
    stateOrRegion: {
      type: "string",
      label: "State Or Region",
      description: "The company's state.",
      optional: true,
    },
    zipOrPostcode: {
      type: "string",
      label: "Zip Or Postcode",
      description: "The company's zip.",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "The company's country.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      // eslint-disable-next-line no-unused-vars
      roll,
      ...variables
    } = this;

    const response = await this.roll.makeRequest({
      variables: _.pickBy(variables),
      query: "addCompany",
      type: "mutation",
    });

    $.export("$summary", `Company successfully created with Id ${response.addCompany.CompanyId}!`);
    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
Roll	`roll`	`app`	This component uses the Roll app.
Name	`name`	`string`	The company's name.
Invoice First Name	`invoiceFirstName`	`string`	The first name will be used on invoices.
Invoice Last Name	`invoiceLastName`	`string`	The last name will be used on invoices.
Phone	`phone`	`string`	The company's phone number.
Mobile	`mobile`	`string`	The company's mobile phone number.
Email	`email`	`string`	The company's contact email.
Website	`website`	`string`	The company's website.
Address	`address`	`string`	The company's address.
Address 2	`address2`	`string`	The company's additional address.
City Or Town	`cityOrTown`	`string`	The company's city.
State Or Region	`stateOrRegion`	`string`	The company's state.
Zip Or Postcode	`zipOrPostcode`	`string`	The company's zip.
Country	`country`	`string`	The company's country.

Create Company with Roll API on New Deal Updated from HubSpot API

Pipedream makes it easy to connect APIs for Roll, 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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