← HubSpot + Gravity Forms integrations

Create Entry with Gravity Forms API on Contact Updated from HubSpot API

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Contact Updated from the HubSpot API
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Create Entry with the Gravity Forms API
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Getting Started

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

  1. Select this integration
  2. Configure the Contact Updated trigger
    1. Connect your HubSpot account
    2. Configure timer
    3. Optional- Select one or more Contact Properties
  3. Configure the Create Entry action
    1. Connect your Gravity Forms account
    2. Select a Form ID
    3. Optional- Configure Created By
    4. Optional- Configure Date Created
    5. Optional- Configure IP
    6. Optional- Configure Is Fulfilled
    7. Optional- Configure Is Read
    8. Optional- Configure Is Starred
    9. Optional- Configure Source Url
    10. Optional- Configure Status
    11. Optional- Configure User Agent
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event each time a contact is updated.
Version:0.1.1
Key:hubspot-contact-updated

Contact Updated Overview

Use this source to trigger a workflow each time a contact is updated in Hubspot.

Trigger Code

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

export default {
  ...common,
  key: "hubspot-contact-updated",
  name: "Contact Updated",
  description: "Emit new event each time a contact is updated.",
  version: "0.1.1",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    properties: {
      propDefinition: [
        common.props.hubspot,
        "contactProperties",
      ],
    },
  },
  methods: {
    ...common.methods,
    getTs(contact) {
      return Date.parse(contact.updatedAt);
    },
    generateMeta(contact) {
      const {
        id,
        properties,
      } = contact;
      const ts = this.getTs(contact);
      return {
        id: `${id}${ts}`,
        summary: `${properties.firstname} ${properties.lastname}`,
        ts,
      };
    },
    isRelevant(contact, updatedAfter) {
      return this.getTs(contact) > updatedAfter;
    },
    getParams() {
      return {
        limit: 100,
        sorts: [
          {
            propertyName: "lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        properties: this.properties,
        object: "contacts",
      };
    },
    async processResults(after, params) {
      await this.searchCRM(params, after);
    },
  },
};

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.
LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Contact Propertiespropertiesstring[]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

Description:Creates a new entry in a Gravity Forms form. [See the documentation](https://docs.gravityforms.com/creating-entries-with-the-rest-api-v2/)
Version:0.0.1
Key:gravity_forms-create-entry

Gravity Forms Overview

The Gravity Forms API allows you to interact programmatically with Gravity Forms, a WordPress form plugin, to create, update, delete, and retrieve form entries. Within Pipedream, you can leverage this API to automate workflows, integrate with other apps, and manipulate form data in real-time. By connecting Gravity Forms to Pipedream's serverless platform, you open up possibilities to sync form submissions with databases, trigger notifications, or even process payments automatically.

Action Code

import gravityForms from "../../gravity_forms.app.mjs";

export default {
  key: "gravity_forms-create-entry",
  name: "Create Entry",
  description: "Creates a new entry in a Gravity Forms form. [See the documentation](https://docs.gravityforms.com/creating-entries-with-the-rest-api-v2/)",
  version: "0.0.1",
  type: "action",
  props: {
    gravityForms,
    formId: {
      propDefinition: [
        gravityForms,
        "formId",
      ],
      reloadProps: true,
    },
    createdBy: {
      type: "integer",
      label: "Created By",
      description: "The user ID of the entry submitter.",
      optional: true,
    },
    dateCreated: {
      type: "string",
      label: "Date Created",
      description: "The date the entry was created, in UTC. **Format: YYYY-MM-DD HH:MM:SS**",
      optional: true,
    },
    ip: {
      type: "string",
      label: "IP",
      description: "The IP address of the entry creator.",
      optional: true,
    },
    isFulfilled: {
      type: "boolean",
      label: "Is Fulfilled",
      description: "Whether the transaction has been fulfilled, if applicable.",
      optional: true,
    },
    isRead: {
      type: "boolean",
      label: "Is Read",
      description: "Whether the entry has been read.",
      optional: true,
    },
    isStarred: {
      type: "boolean",
      label: "Is Starred",
      description: "Whether the entry is starred.",
      optional: true,
    },
    sourceUrl: {
      type: "string",
      label: "Source Url",
      description: "The URL where the form was embedded.",
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "The status of the entry.",
      optional: true,
    },
    userAgent: {
      type: "string",
      label: "User Agent",
      description: "The user agent string for the browser used to submit the entry.",
      optional: true,
    },
  },
  methods: {
    async getFields(formId) {
      const formResponse = await this.gravityForms.listForms({
        params: {
          ["include[]"]: formId,
        },
      });

      return formResponse[`${formId}`].fields;
    },
  },
  async additionalProps() {
    let props = {};
    if (this.formId) {
      const fields = await this.getFields(this.formId);

      for (const field of fields) {
        let inputs = {};
        if (field.inputs) {
          for (const input of field.inputs) {
            if (!input.isHidden) {
              inputs[`field_${input.id}`] = {
                type: "string",
                label: input.label,
                description: field.description || input.label,
                optional: !field.isRequired,
              };
            }
          }
        }

        if (!Object.keys(inputs).length) {
          props[`field_${field.id}`] = {
            type: "string",
            label: field.label,
            description: field.description || field.label,
            optional: !field.isRequired,
          };
        }

        props = {
          ...props,
          ...inputs,
        };
      }
    }
    return props;
  },
  async run({ $ }) {
    const formFields = {};

    const fields = await this.getFields(this.formId);
    for (const field of fields) {
      if (field.inputs) {
        for (const input of field.inputs) {
          if (!input.isHidden) {
            formFields[`${input.id}`] = this[`field_${input.id}`];
          }
        }
      }
      formFields[`${field.id}`] = this[`field_${field.id}`];
    }

    const response = await this.gravityForms.createEntry({
      formId: this.formId,
      data: {
        ...formFields,
        created_by: this.createdBy,
        date_created: this.dateCreated,
        ip: this.ip,
        is_fulfilled: `${+this.isFulfilled}`,
        is_read: +this.isRead,
        is_starred: +this.isStarred,
        source_url: this.sourceUrl,
        status: this.status,
        user_agent: this.userAgent,
      },
    });

    $.export("$summary", `Successfully created an entry 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.

LabelPropTypeDescription
Gravity FormsgravityFormsappThis component uses the Gravity Forms app.
Form IDformIdstringSelect a value from the drop down menu.
Created BycreatedByinteger

The user ID of the entry submitter.

Date CreateddateCreatedstring

The date the entry was created, in UTC. Format: YYYY-MM-DD HH:MM:SS

IPipstring

The IP address of the entry creator.

Is FulfilledisFulfilledboolean

Whether the transaction has been fulfilled, if applicable.

Is ReadisReadboolean

Whether the entry has been read.

Is StarredisStarredboolean

Whether the entry is starred.

Source UrlsourceUrlstring

The URL where the form was embedded.

Statusstatusstring

The status of the entry.

User AgentuserAgentstring

The user agent string for the browser used to submit the entry.

Action Authentication

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

To retrieve your Consumer Key and Secret,

  • Navigate to your WordPress instance with Gravity Forms account and sign in
  • Go to “Forms” > “Settings” > “REST API”

About Gravity Forms

Build and manage web forms quickly and easily with Gravity Forms for WordPress.

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