Create Design from Brand Template with Canva Enterprise API on New Deal In Stage from HubSpot API

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New Deal In Stage from the HubSpot API

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Create Design from Brand Template with the Canva Enterprise API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Canva Enterprise 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 In Stage trigger
1. Connect your HubSpot account
2. Configure timer
3. Select a Pipeline
4. Select one or more Stages
Configure the Create Design from Brand Template action
1. Connect your Canva Enterprise account
2. Select a Brand Template ID
3. Configure alert
4. Optional- Configure Title
5. Optional- Configure Wait for Completion
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 In Stage on HubSpot

Description:Emit new event for each new deal in a stage.

Version:0.0.20

Key:hubspot-new-deal-in-stage

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

export default {
  ...common,
  key: "hubspot-new-deal-in-stage",
  name: "New Deal In Stage",
  description: "Emit new event for each new deal in a stage.",
  version: "0.0.20",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
    },
    stages: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
    },
  },
  methods: {
    ...common.methods,
    async getTs(deal) {
      const { properties } = await this.hubspot.getDeal({
        dealId: deal.id,
        params: {
          includePropertyVersions: true,
        },
      });
      return properties.dealstage?.versions[0].timestamp;
    },
    emitEvent(deal, ts) {
      const {
        id,
        properties,
      } = deal;
      this.$emit(deal, {
        id: `${id}${properties.dealstage}`,
        summary: `${properties.dealname}`,
        ts,
      });
    },
    isRelevant(ts, updatedAfter) {
      return ts > updatedAfter;
    },
    getParams() {
      return null;
    },
    getStageParams(stage) {
      const filter = {
        propertyName: "dealstage",
        operator: "EQ",
        value: stage,
      };
      const filterGroup = {
        filters: [
          filter,
        ],
      };
      return {
        data: {
          limit: DEFAULT_LIMIT,
          filterGroups: [
            filterGroup,
          ],
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
        },
        object: "deals",
      };
    },
    async processDeals(params, after) {
      let maxTs = after || 0;
      const limiter = this._limiter();

      do {
        const results = await this._requestWithLimiter(
          limiter,
          this.hubspot.searchCRM.bind(this),
          params,
        );
        if (results.paging) {
          params.after = results.paging.next.after;
        } else {
          delete params.after;
        }

        for (const deal of results.results) {
          const ts = await this.getTs(deal);
          if (this.isRelevant(ts, after)) {
            this.emitEvent(deal, ts);
            if (ts > maxTs) {
              maxTs = ts;
              this._setAfter(ts);
            }
          }
        }
      } while (params.after);
    },
    async processResults(after) {
      for (const stage of this.stages) {
        const params = this.getStageParams(stage);
        await this.processDeals(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`
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Stages	`stages`	`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 Design from Brand Template on Canva Enterprise

Description:Creates an asynchronous job to autofill a design from a brand template with your input information. [See the documentation](https://www.canva.dev/docs/connect/api-reference/autofills/create-design-autofill-job/)

Version:0.0.1

Key:canva_enterprise-create-design-from-brand-template

View on GitHub

Action Code#

import canva from "../../canva_enterprise.app.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  key: "canva_enterprise-create-design-from-brand-template",
  name: "Create Design from Brand Template",
  description: "Creates an asynchronous job to autofill a design from a brand template with your input information. [See the documentation](https://www.canva.dev/docs/connect/api-reference/autofills/create-design-autofill-job/)",
  version: "0.0.1",
  type: "action",
  props: {
    canva,
    brandTemplateId: {
      propDefinition: [
        canva,
        "brandTemplateId",
      ],
      reloadProps: true,
    },
    alert: {
      type: "alert",
      alertType: "error",
      content: "Design not fillable. Design does not have any autofill capable elements.",
      hidden: true,
    },
    title: {
      type: "string",
      label: "Title",
      description: "Title to use for the autofilled design. Must be less than 256 characters. If no design title is provided, the autofilled design will have the same title as the brand template.",
      optional: true,
    },
    waitForCompletion: {
      propDefinition: [
        canva,
        "waitForCompletion",
      ],
    },
  },
  async additionalProps(existingProps) {
    const props = {};
    if (!this.brandTemplateId) {
      return props;
    }
    const { dataset } = await this.canva.getBrandTemplateDataset({
      brandTemplateId: this.brandTemplateId,
    });
    if (!dataset) {
      existingProps.alert.hidden = false;
      return props;
    }
    for (const [
      key,
      value,
    ] of Object.entries(dataset)) {
      props[key] = {
        type: "string",
        label: `${key}`,
        description: value.type === "image"
          ? "The asset ID of an image"
          : "Please enter a text string",
      };
    }
    return props;
  },
  async run({ $ }) {
    const { dataset } = await this.canva.getBrandTemplateDataset({
      $,
      brandTemplateId: this.brandTemplateId,
    });
    if (!dataset) {
      throw new ConfigurationError("Design not fillable. Design does not have any autofill capable elements.");
    }
    for (const [
      key,
      value,
    ] of Object.entries(dataset)) {
      if (value.type === "image") {
        dataset[key].asset_id = this[key];
      } else {
        dataset[key].text = this[key];
      }
    }
    let response = await this.canva.createDesignAutofillJob({
      $,
      data: {
        brand_template_id: this.brandTemplateId,
        data: dataset || {},
        title: this.title,
      },
    });

    if (this.waitForCompletion) {
      const timer = (ms) => new Promise((res) => setTimeout(res, ms));
      const jobId = response.job.id;
      while (response.job.status === "in_progress") {
        response = await this.canva.getDesignAutofillJob({
          $,
          jobId,
        });
        if (response.job.error) {
          throw new Error(response.job.error.message);
        }
        await timer(3000);
      }
    }

    $.export("$summary", `Successfully ${this.waitForCompletion
      ? "created"
      : "started autofil job for"} design`);

    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
Canva Enterprise	`canva`	`app`	This component uses the Canva Enterprise app.
Brand Template ID	`brandTemplateId`	`string`	Select a value from the drop down menu.
Title	`title`	`string`	Title to use for the autofilled design. Must be less than 256 characters. If no design title is provided, the autofilled design will have the same title as the brand template.
Wait for Completion	`waitForCompletion`	`boolean`	Set to `true` to poll the API in 3-second intervals until the job is completed

Action Authentication#

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

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

profile:readasset:readasset:writebrandtemplate:content:readbrandtemplate:meta:readdesign:content:readdesign:content:writedesign:meta:read

Create Design from Brand Template with Canva Enterprise API on New Deal In Stage from HubSpot API

Pipedream makes it easy to connect APIs for Canva Enterprise, 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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