Create Contact with PostGrid Print & Mail API on New or Updated Company from HubSpot API

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New or Updated Company from the HubSpot API

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Create Contact with the PostGrid Print & Mail API

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Getting Started#

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

Select this integration
Configure the New or Updated Company trigger
1. Connect your HubSpot account
2. Configure timer
3. Configure info
4. Optional- Select one or more Additional properties to retrieve
5. Optional- Configure New Only
Configure the Create Contact action
1. Connect your PostGrid Print & Mail account
2. Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Company Name
5. Configure Address Line 1
6. Optional- Configure Address Line 2
7. Optional- Configure City
8. Optional- Configure Province or State
9. Optional- Configure Email
10. Optional- Configure Phone Number
11. Optional- Configure Job Title
12. Optional- Configure Postal or Zip
13. Optional- Configure Country Code
14. Optional- Configure Description
15. Optional- Configure Skip Verification
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 or Updated Company on HubSpot

Description:Emit new event for each new or updated company in Hubspot.

Version:0.0.3

Key:hubspot-new-or-updated-company

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

export default {
  ...common,
  key: "hubspot-new-or-updated-company",
  name: "New or Updated Company",
  description: "Emit new event for each new or updated company in Hubspot.",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_COMPANY_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "companyProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new companies",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(company) {
      return this.isNew
        ? Date.parse(company.createdAt)
        : Date.parse(company.updatedAt);
    },
    generateMeta(company) {
      const {
        id,
        properties,
      } = company;
      const ts = this.getTs(company);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: properties.name,
        ts,
      };
    },
    isRelevant(company, updatedAfter) {
      return this.getTs(company) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      return {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_COMPANY_PROPERTIES,
            ...properties,
          ],
        },
        object: "companies",
      };
    },
    async processResults(after, params) {
      await this.searchCRM(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`
Additional properties to retrieve	`properties`	`string[]`	Select a value from the drop down menu.
New Only	`newOnly`	`boolean`	Emit events only for new companies

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 Contact on PostGrid Print & Mail

Description:Create a new contact in PostGrid. [See the documentation](https://docs.postgrid.com/#3ac81e66-c5be-4bb6-93c1-fd8a6f0a24b3)

Version:0.0.1

Key:postgrid-create-contact

View on GitHub

PostGrid Print & Mail Overview#

The PostGrid Print & Mail API offers seamless print and mail solutions, enabling the automation of sending personalized letters, postcards, checks, and more. With this API, you can systematize direct mail campaigns, transactional mailings, or on-demand dispatch without managing printing infrastructure. In Pipedream, you can harness this capability to interlace PostGrid with an array of other services and triggers, creating workflows that respond to events such as form submissions, scheduled campaigns, or customer actions.

Action Code#

import postgrid from "../../postgrid.app.mjs";

export default {
  key: "postgrid-create-contact",
  name: "Create Contact",
  description: "Create a new contact in PostGrid. [See the documentation](https://docs.postgrid.com/#3ac81e66-c5be-4bb6-93c1-fd8a6f0a24b3)",
  version: "0.0.1",
  type: "action",
  props: {
    postgrid,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the contact.",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the contact.",
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "The contact's company name.",
      optional: true,
    },
    addressLine1: {
      type: "string",
      label: "Address Line 1",
      description: "The contact's first address line.",
    },
    addressLine2: {
      type: "string",
      label: "Address Line 2",
      description: "The contact's second address line.",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "The contact's city.",
      optional: true,
    },
    provinceOrState: {
      type: "string",
      label: "Province or State",
      description: "The province or state of the contact.",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "The contact's email.",
      optional: true,
    },
    phoneNumber: {
      type: "string",
      label: "Phone Number",
      description: "The contact's phone number.",
      optional: true,
    },
    jobTitle: {
      type: "string",
      label: "Job Title",
      description: "The contact's job title.",
      optional: true,
    },
    postalOrZip: {
      type: "string",
      label: "Postal or Zip",
      description: "The postal code or ZIP code of the contact.",
      optional: true,
    },
    countryCode: {
      type: "string",
      label: "Country Code",
      description: "The ISO 3611-1 country code of the contact's address. Defaults to CA.",
      default: "CA",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "A description for the contact.",
      optional: true,
    },
    skipVerification: {
      type: "boolean",
      label: "Skip Verification",
      description: "If true, skip address verification and mark the address as failed.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      postgrid,
      ...data
    } = this;

    const response = await postgrid.createContact({
      data,
      $,
    });

    if (response.id) {
      $.export("$summary", `Successfully created contact 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
PostGrid Print & Mail	`postgrid`	`app`	This component uses the PostGrid Print & Mail app.
First Name	`firstName`	`string`	The first name of the contact.
Last Name	`lastName`	`string`	The last name of the contact.
Company Name	`companyName`	`string`	The contact's company name.
Address Line 1	`addressLine1`	`string`	The contact's first address line.
Address Line 2	`addressLine2`	`string`	The contact's second address line.
City	`city`	`string`	The contact's city.
Province or State	`provinceOrState`	`string`	The province or state of the contact.
Email	`email`	`string`	The contact's email.
Phone Number	`phoneNumber`	`string`	The contact's phone number.
Job Title	`jobTitle`	`string`	The contact's job title.
Postal or Zip	`postalOrZip`	`string`	The postal code or ZIP code of the contact.
Country Code	`countryCode`	`string`	The ISO 3611-1 country code of the contact's address. Defaults to CA.
Description	`description`	`string`	A description for the contact.
Skip Verification	`skipVerification`	`boolean`	If true, skip address verification and mark the address as failed.

Action Authentication#

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

To retrieve your API Key,