Create Deal with HubSpot API on New Booking Created from Appointo API

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New Booking Created from the Appointo API

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Create Deal with the HubSpot API

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Getting Started#

This integration creates a workflow with a Appointo 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 Booking Created trigger
1. Connect your Appointo account
2. Configure Polling Schedule
Configure the Create Deal action
1. Connect your HubSpot account
2. Select one or more Property Groups
3. Configure Deal Name
4. Select a Pipeline
5. Select a Stages
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 Booking Created on Appointo

Description:Emit new event when a booking is created in Appointo. [See the documentation](https://api-docs.appointo.me/reference/api-reference/bookings)

Version:0.0.1

Key:appointo-new-booking-created

View on GitHub

Trigger Code#

import common from "../common/polling.mjs";

export default {
  ...common,
  key: "appointo-new-booking-created",
  name: "New Booking Created",
  description: "Emit new event when a booking is created in Appointo. [See the documentation](https://api-docs.appointo.me/reference/api-reference/bookings)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    isResourceRelevant(resource) {
      return Array.isArray(resource.customers) && resource.customers.length > 0;
    },
    getResourcesFn() {
      return this.app.listBookings;
    },
    getResourcesFnArgs() {
      return {
        debug: true,
      };
    },
    generateMeta(resource) {
      return {
        id: resource.id,
        summary: `New Booking: ${resource.id}`,
        ts: Date.parse(resource.created_at),
      };
    },
  },
};

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
Appointo	`app`	`app`	This component uses the Appointo app.
Polling Schedule	`timer`	`$.interface.timer`	How often to poll the API

Trigger Authentication#

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

About Appointo#

The Best Appointment Scheduling Software For Your Business.

Action#

Create Deal on HubSpot

Description:Create a deal in Hubspot. [See the documentation](https://developers.hubspot.com/docs/api/crm/deals#endpoint?spec=POST-/crm/v3/objects/deals)

Version:0.0.12

Key:hubspot-create-deal

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 { OBJECT_TYPE } from "../../common/constants.mjs";
import common from "../common/common-create-object.mjs";

export default {
  ...common,
  key: "hubspot-create-deal",
  name: "Create Deal",
  description: "Create a deal in Hubspot. [See the documentation](https://developers.hubspot.com/docs/api/crm/deals#endpoint?spec=POST-/crm/v3/objects/deals)",
  version: "0.0.12",
  type: "action",
  props: {
    ...common.props,
    dealname: {
      type: "string",
      label: "Deal Name",
      description: "Name of the deal",
    },
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
      description: "Pipeline of the deal",
    },
    dealstage: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
      type: "string",
      description: "Stage of the deal",
    },
  },
  methods: {
    ...common.methods,
    getObjectType() {
      return OBJECT_TYPE.DEAL;
    },
    isDefaultProperty(property) {
      return property.name === "dealname"
        || property.name === "pipeline"
        || property.name === "dealstage";
    },
  },
};

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.
Property Groups	`propertyGroups`	`string[]`	Select a value from the drop down menu.
Deal Name	`dealname`	`string`	Name of the deal
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Stages	`dealstage`	`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 Deal with HubSpot API on New Booking Created from Appointo API

Pipedream makes it easy to connect APIs for HubSpot, Appointo 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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