Create Entry with Gravity Forms API on New or Updated Deal from HubSpot API

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Trigger workflow on

New or Updated Deal 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.

Select this integration
Configure the New or Updated Deal trigger
1. Connect your HubSpot account
2. Configure timer
3. Configure info
4. Optional- Select one or more Additional properties to retrieve
5. Optional- Select a Pipeline
6. Optional- Select a Stage
7. Optional- Configure New Only
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
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 Deal on HubSpot

Description:Emit new event for each new or updated deal in Hubspot

Version:0.0.3

Key:hubspot-new-or-updated-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.

Trigger Code#

import common from "../common/common.mjs";
import {
  DEFAULT_LIMIT, DEFAULT_DEAL_PROPERTIES,
} from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "hubspot-new-or-updated-deal",
  name: "New or Updated Deal",
  description: "Emit new event for each new or updated deal in Hubspot",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_DEAL_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "dealProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
      description: "Filter deals by pipeline",
      optional: true,
    },
    stage: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
      type: "string",
      label: "Stage",
      description: "Filter deals by stage",
      optional: true,
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new deals",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(deal) {
      return this.newOnly
        ? Date.parse(deal.createdAt)
        : Date.parse(deal.updatedAt);
    },
    generateMeta(deal) {
      const {
        id,
        properties,
      } = deal;
      const ts = this.getTs(deal);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: properties.dealname,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return this.getTs(deal) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      const params = {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_DEAL_PROPERTIES,
            ...properties,
          ],
        },
        object: "deals",
      };
      if (this.pipeline) {
        params.data.filters = [
          {
            propertyName: "pipeline",
            operator: "EQ",
            value: this.pipeline,
          },
        ];
        if (this.stage) {
          params.data.filters.push({
            propertyName: "dealstage",
            operator: "EQ",
            value: this.stage,
          });
        }
      }
      return params;
    },
    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.
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Stage	`stage`	`string`	Select a value from the drop down menu.
New Only	`newOnly`	`boolean`	Emit events only for new deals

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 Entry on Gravity Forms

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

View on GitHub

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.

Label	Prop	Type	Description
Gravity Forms	`gravityForms`	`app`	This component uses the Gravity Forms app.
Form ID	`formId`	`string`	Select a value from the drop down menu.
Created By	`createdBy`	`integer`	The user ID of the entry submitter.
Date Created	`dateCreated`	`string`	The date the entry was created, in UTC. Format: YYYY-MM-DD HH:MM:SS
IP	`ip`	`string`	The IP address of the entry creator.
Is Fulfilled	`isFulfilled`	`boolean`	Whether the transaction has been fulfilled, if applicable.
Is Read	`isRead`	`boolean`	Whether the entry has been read.
Is Starred	`isStarred`	`boolean`	Whether the entry is starred.
Source Url	`sourceUrl`	`string`	The URL where the form was embedded.
Status	`status`	`string`	The status of the entry.
User Agent	`userAgent`	`string`	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”

Create Entry with Gravity Forms API on New or Updated Deal from HubSpot API

Pipedream makes it easy to connect APIs for Gravity Forms, 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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