Create Customer with Customer Fields API on New or Updated Line Item from HubSpot API

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

Trigger workflow on

New or Updated Line Item from the HubSpot API

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Create Customer with the Customer Fields API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Customer Fields 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 Line Item 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 Customer action
1. Connect your Customer Fields account
2. Optional- Select a Form ID
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 Line Item on HubSpot

Description:Emit new event for each new line item added or updated in Hubspot.

Version:0.0.3

Key:hubspot-new-or-updated-line-item

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

export default {
  ...common,
  key: "hubspot-new-or-updated-line-item",
  name: "New or Updated Line Item",
  description: "Emit new event for each new line item added or updated in Hubspot.",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_LINE_ITEM_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "lineItemProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new line items",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(lineItem) {
      return this.newOnly
        ? Date.parse(lineItem.createdAt)
        : Date.parse(lineItem.updatedAt);
    },
    generateMeta(lineItem) {
      const { id } = lineItem;
      const ts = this.getTs(lineItem);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: `Line Item ID: ${id}`,
        ts,
      };
    },
    isRelevant(lineItem, updatedAfter) {
      return this.getTs(lineItem) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      return {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_LINE_ITEM_PROPERTIES,
            ...properties,
          ],
        },
        object: "line_items",
      };
    },
    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 line items

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 Customer on Customer Fields

Description:Create a new customer with detailed attributes using the provided data. [See the documentation](https://docs.customerfields.com/#8a70d5ee-da8f-4ef0-8b08-9c1882b4da04).

Version:0.0.1

Key:customer_fields-create-customer

View on GitHub

Customer Fields Overview#

The Customer Fields API provides a suite of tools for managing customer data in e-commerce platforms, including custom form fields and data automation. With it, you can efficiently tailor customer interactions, streamline data collection, and enhance the shopping experience. Integrating Customer Fields with Pipedream allows for seamless automation of tasks like syncing data to other platforms, triggering personalized communications, or managing customer segments based on custom field data.

Action Code#

/* eslint-disable no-unused-vars */
import common from "../common/customer.mjs";

export default {
  ...common,
  key: "customer_fields-create-customer",
  name: "Create Customer",
  description: "Create a new customer with detailed attributes using the provided data. [See the documentation](https://docs.customerfields.com/#8a70d5ee-da8f-4ef0-8b08-9c1882b4da04).",
  type: "action",
  version: "0.0.1",
  methods: {
    ...common.methods,
    createCustomer(args = {}) {
      return this.app.post({
        path: "/customers",
        ...args,
      });
    },
  },
  async additionalProps() {
    const { data_columns: dataColumns } =
      await this.app.listDataColumns({
        params: {
          ignore_read_only: true,
          form_id: this.formId,
        },
      });
    return this.getPropsFromDataColumns({
      dataColumns,
    });
  },
  async run({ $: step }) {
    const {
      app,
      createCustomer,
      getDataFromDataColumns,
      formId,
      ...dataColumns
    } = this;

    const response =
      await createCustomer({
        step,
        data: getDataFromDataColumns(dataColumns),
      });

    step.export("$summary", `Successfully created customer with ID ${response?.customer?.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
Customer Fields	`app`	`app`	This component uses the Customer Fields app.
Form ID	`formId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

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

readwrite

Create Customer with Customer Fields API on New or Updated Line Item from HubSpot API

Pipedream makes it easy to connect APIs for Customer Fields, 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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