Create Document with Siteleaf API on New or Updated Line Item from HubSpot API

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New or Updated Line Item from the HubSpot API

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Create Document with the Siteleaf API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Siteleaf 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 Document action
1. Connect your Siteleaf account
2. Select a Site Id
3. Select a Collection Path
4. Configure Title
5. Optional- Configure Body
6. Optional- Configure Path
7. Optional- Configure Permalink
8. Optional- Configure Date
9. Optional- Select a Visibility
10. Optional- Configure Metadata
11. Optional- Configure Tags
12. Optional- Configure Categories
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 Document on Siteleaf

Description:Create a new document. [See the docs here](https://learn.siteleaf.com/api/documents/#create-a-document)

Version:0.0.1

Key:siteleaf-create-document

View on GitHub

Siteleaf Overview#

The Siteleaf API facilitates content management by enabling programmatic interactions with your Siteleaf site. Via the API, you can automate content creation, updates, and retrieval, making it possible to keep your website current without manual intervention. It's designed for developers who need to streamline their content operations or integrate their Siteleaf content with other tools and services.

Action Code#

import app from "../../siteleaf.app.mjs";
import constants from "../common/constants.mjs";

export default {
  name: "Create Document",
  description: "Create a new document. [See the docs here](https://learn.siteleaf.com/api/documents/#create-a-document)",
  key: "siteleaf-create-document",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    siteId: {
      propDefinition: [
        app,
        "siteId",
      ],
      description: "The site to create the document on",
    },
    collectionPath: {
      propDefinition: [
        app,
        "collectionPath",
        ({ siteId }) => ({
          siteId,
        }),
      ],
      description: "The collection to create the document on",
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the document",
    },
    body: {
      type: "string",
      label: "Body",
      description: "The body of the document",
      optional: true,
    },
    path: {
      type: "string",
      label: "Path",
      description: "Path of the document relative to its collection",
      optional: true,
    },
    permalink: {
      type: "string",
      label: "Permalink",
      description: "Custom permalink, overrides the generated `url`",
      optional: true,
    },
    date: {
      type: "string",
      label: "Date",
      description: "[ISO8601](https://www.iso.org/iso-8601-date-and-time-format.html) formatted date",
      optional: true,
    },
    visibility: {
      type: "string",
      label: "Visibility",
      description: "Valid options are `visible` and `hidden`, defaults to `visible`",
      options: constants.VISIBILITY_OPTIONS,
      optional: true,
    },
    metadata: {
      type: "object",
      label: "Metadata",
      description: "Arbitrary key/value pairs",
      optional: true,
    },
    tags: {
      type: "string[]",
      label: "Tags",
      description: "Tags for the document",
      optional: true,
    },
    categories: {
      type: "string[]",
      label: "Categories",
      description: "Categories for the document",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      title: this.title,
      body: this.body,
      path: this.path,
      permalink: this.permalink,
      date: this.date,
      visibility: this.visibility,
      metadata: this.metadata,
      tags: this.tags,
      categories: this.categories,
    };
    const res = await this.app.createDocument(this.siteId, this.collectionPath, data);
    $.export("$summary", "Document successfully created");
    return res;
  },
};

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
Siteleaf	`app`	`app`	This component uses the Siteleaf app.
Site Id	`siteId`	`string`	Select a value from the drop down menu.
Collection Path	`collectionPath`	`string`	Select a value from the drop down menu.
Title	`title`	`string`	The title of the document
Body	`body`	`string`	The body of the document
Path	`path`	`string`	Path of the document relative to its collection
Permalink	`permalink`	`string`	Custom permalink, overrides the generated `url`
Date	`date`	`string`	ISO8601 formatted date
Visibility	`visibility`	`string`	Select a value from the drop down menu:`hiddenvisible`
Metadata	`metadata`	`object`	Arbitrary key/value pairs
Tags	`tags`	`string[]`	Tags for the document
Categories	`categories`	`string[]`	Categories for the document

Create Document with Siteleaf API on New or Updated Line Item from HubSpot API

Pipedream makes it easy to connect APIs for Siteleaf, 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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