Create Event with Agiliron API on New or Updated Contact from HubSpot API

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New or Updated Contact from the HubSpot API

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Create Event with the Agiliron API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Agiliron 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 Contact 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 one or more Lists
6. Optional- Configure New Only
Configure the Create Event action
1. Connect your Agiliron account
2. Configure Subject
3. Configure Start Date
4. Configure Start Time
5. Optional- Configure Duration in Hours
6. Optional- Configure Duration in Minutes
7. Optional- Select a Recurring Events
8. Optional- Configure Repeat Until
9. Optional- Configure Account Name
10. Optional- Select a Contact Name
11. Optional- Select a Send Reminder
12. Optional- Configure Reminder Days
13. Optional- Configure Reminder Hours
14. Optional- Configure Reminder Minutes
15. Optional- Select a Status
16. Optional- Select a Send Notification
17. Optional- Select a Activity Type
18. Optional- Configure Location
19. Optional- Configure Description
20. Optional- Configure Custom Fields
21. Optional- Select a Related To Type
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 Contact on HubSpot

Description:Emit new event for each new or updated contact in Hubspot.

Version:0.0.3

Key:hubspot-new-or-updated-contact

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

export default {
  ...common,
  key: "hubspot-new-or-updated-contact",
  name: "New or Updated Contact",
  description: "Emit new event for each new or updated contact in Hubspot.",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_CONTACT_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "contactProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    lists: {
      propDefinition: [
        common.props.hubspot,
        "lists",
      ],
      withLabel: false,
      optional: true,
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new contacts",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(contact) {
      return this.newOnly
        ? Date.parse(contact.createdAt)
        : Date.parse(contact.updatedAt);
    },
    generateMeta(contact) {
      const { id } = contact;
      const ts = this.getTs(contact);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: `Record ID: ${id}`,
        ts,
      };
    },
    async translateListIds(lists) {
      const listIds = [];
      for (const list of lists) {
        const { listId } = await this.hubspot.translateLegacyListId({
          params: {
            legacyListId: list,
          },
        });
        listIds.push(listId);
      }
      return listIds;
    },
    async isRelevant(contact, updatedAfter) {
      if (this.getTs(contact) < updatedAfter) {
        return false;
      }
      if (this.lists?.length) {
        const { results } = await this.hubspot.getMemberships({
          objectType: "contacts",
          objectId: contact.id,
        });
        const contactListIds = results?.map(({ listId }) => listId) || [];
        const listIds = await this.translateListIds(this.lists);
        for (const list of listIds) {
          if (contactListIds.includes(list)) {
            return true;
          }
        }
        return false;
      }
      return true;
    },
    getParams() {
      const { properties = [] } = this;
      return {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_CONTACT_PROPERTIES,
            ...properties,
          ],
        },
        object: "contacts",
      };
    },
    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.
Lists	`lists`	`string[]`	Select a value from the drop down menu.
New Only	`newOnly`	`boolean`	Emit events only for new contacts

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 Event on Agiliron

Description:Creates a new event within Agiliron. [See the documentation](https://api.agiliron.com/docs/add-event-2)

Version:0.0.1

Key:agiliron-create-event

View on GitHub

Action Code#

import agiliron from "../../agiliron.app.mjs";
import constants from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";

export default {
  key: "agiliron-create-event",
  name: "Create Event",
  description: "Creates a new event within Agiliron. [See the documentation](https://api.agiliron.com/docs/add-event-2)",
  version: "0.0.1",
  type: "action",
  props: {
    agiliron,
    subject: {
      type: "string",
      label: "Subject",
      description: "The subject of the event",
    },
    startdate: {
      type: "string",
      label: "Start Date",
      description: "The start date of the event (format: MM-DD-YYYY)",
    },
    starttime: {
      type: "string",
      label: "Start Time",
      description: "The start time of the event (format: HH:MM)",
    },
    durationInHours: {
      type: "string",
      label: "Duration in Hours",
      description: "The duration of the event in hours",
      optional: true,
    },
    durationInMinutes: {
      type: "string",
      label: "Duration in Minutes",
      description: "The duration of the event in minutes",
      optional: true,
    },
    recurringEvents: {
      type: "string",
      label: "Recurring Events",
      description: "Details of the recurring events",
      options: constants.RECURRING_EVENT_OPTIONS,
      optional: true,
    },
    repeatUntil: {
      type: "string",
      label: "Repeat Until",
      description: "The end date of the recurring events (format: MM-DD-YYYY)",
      optional: true,
    },
    accountName: {
      type: "string",
      label: "Account Name",
      description: "The name of the account related to the event",
      optional: true,
    },
    contactName: {
      propDefinition: [
        agiliron,
        "contactName",
      ],
      optional: true,
    },
    sendReminder: {
      type: "string",
      label: "Send Reminder",
      description: "Whether to send a reminder for the event",
      options: constants.BOOL_OPTIONS,
      optional: true,
    },
    reminderDays: {
      type: "string",
      label: "Reminder Days",
      description: "Number of days before the event to send a reminder",
      optional: true,
    },
    reminderHours: {
      type: "string",
      label: "Reminder Hours",
      description: "Number of hours before the event to send a reminder",
      optional: true,
    },
    reminderMinutes: {
      type: "string",
      label: "Reminder Minutes",
      description: "Number of minutes before the event to send a reminder",
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "The status of the event",
      options: constants.STATUS_OPTIONS,
      optional: true,
    },
    sendNotification: {
      type: "string",
      label: "Send Notification",
      description: "Whether to send a notification for the event",
      options: constants.BOOL_OPTIONS,
      optional: true,
    },
    activityType: {
      type: "string",
      label: "Activity Type",
      description: "The type of activity for the event",
      options: constants.ACTIVITY_TYPE_OPTIONS,
      optional: true,
    },
    location: {
      type: "string",
      label: "Location",
      description: "The location of the event",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "The description of the event",
      optional: true,
    },
    customFields: {
      propDefinition: [
        agiliron,
        "customFields",
      ],
      optional: true,
    },
    relatedToType: {
      type: "string",
      label: "Related To Type",
      description: "The type of the entity related to the event",
      options: constants.RELATED_TO_TYPE_OPTIONS,
      optional: true,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.relatedToType) {
      props.relatedToValue = {
        type: "string",
        label: "Related To Value",
        description: "The value of the entity related to the event",
        options: async ({ page }) => {
          return this.agiliron.prepareItems({
            type: this.relatedToType,
            page: page + 1,
          });
        },
        optional: true,
      };
    }
    return props;
  },
  async run({ $ }) {
    const parsedCustomFields = parseObject(this.customFields);
    const customFields = parsedCustomFields && Object.keys(parsedCustomFields).map((key) => ({
      Name: key,
      value: parsedCustomFields[key],
    }));

    const event = {
      Subject: this.subject,
      StartDate: this.startdate,
      StartTime: this.starttime,
      DurationInHours: this.durationInHours,
      DurationInMinutes: this.durationInMinutes,
      RecurringEvents: this.recurringEvents,
      RepeatUntil: this.repeatUntil
        ? this.repeatUntil
        : this.startdate,
      AccountName: this.accountName,
      ContactName: this.contactName,
      RelatedToType: this.relatedToType,
      RelatedToValue: this.relatedToValue,
      SendReminder: this.sendReminder,
      ReminderDays: this.reminderDays,
      ReminderHours: this.reminderHours,
      ReminderMinutes: this.reminderMinutes,
      Status: this.status,
      SendNotification: this.sendNotification,
      ActivityType: this.activityType,
      Location: this.location,
      Description: this.description,
      EventCustomFields: {
        CustomField: customFields,
      },
    };

    const response = await this.agiliron.addEvent({
      $,
      data: {
        Events: {
          Event: event,
        },
      },
    });
    $.export("$summary", `Successfully created event with Id: ${response?.MCM?.parameters?.results?.message?.success_message?.event_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
Agiliron	`agiliron`	`app`	This component uses the Agiliron app.
Subject	`subject`	`string`	The subject of the event
Start Date	`startdate`	`string`	The start date of the event (format: MM-DD-YYYY)
Start Time	`starttime`	`string`	The start time of the event (format: HH:MM)
Duration in Hours	`durationInHours`	`string`	The duration of the event in hours
Duration in Minutes	`durationInMinutes`	`string`	The duration of the event in minutes
Recurring Events	`recurringEvents`	`string`	Select a value from the drop down menu:`--None--DailyWeeklyMonthlyYearly`
Repeat Until	`repeatUntil`	`string`	The end date of the recurring events (format: MM-DD-YYYY)
Account Name	`accountName`	`string`	The name of the account related to the event
Contact Name	`contactName`	`string`	Select a value from the drop down menu.
Send Reminder	`sendReminder`	`string`	Select a value from the drop down menu:`YesNo`
Reminder Days	`reminderDays`	`string`	Number of days before the event to send a reminder
Reminder Hours	`reminderHours`	`string`	Number of hours before the event to send a reminder
Reminder Minutes	`reminderMinutes`	`string`	Number of minutes before the event to send a reminder
Status	`status`	`string`	Select a value from the drop down menu:`PlannedHeldNot Held`
Send Notification	`sendNotification`	`string`	Select a value from the drop down menu:`YesNo`
Activity Type	`activityType`	`string`	Select a value from the drop down menu:`CallMeeting`
Location	`location`	`string`	The location of the event
Description	`description`	`string`	The description of the event
Custom Fields	`customFields`	`object`	An object of custom fields for the lead. Format: {customFieldName01: "Value 01"}
Related To Type	`relatedToType`	`string`	Select a value from the drop down menu:`LeadsAccountsPotentialsQuotesPurchase OrderSales OrderInvoice`

Create Event with Agiliron API on New or Updated Contact from HubSpot API

Pipedream makes it easy to connect APIs for Agiliron, 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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