← HubSpot + Productboard integrations

Create Feature with Productboard API on New or Updated Line Item from HubSpot API

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Trigger workflow on
New or Updated Line Item from the HubSpot API
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Create Feature with the Productboard API
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Getting Started

This integration creates a workflow with a HubSpot trigger and Productboard 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 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
  3. Configure the Create Feature action
    1. Connect your Productboard account
    2. Configure Name
    3. Configure Description
    4. Select a Status
    5. Select a Parent Type
  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 for each new line item added or updated in Hubspot.
Version:0.0.3
Key:hubspot-new-or-updated-line-item

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.
LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Additional properties to retrievepropertiesstring[]Select a value from the drop down menu.
New OnlynewOnlyboolean

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

Description:Create a new feature. [See the docs here](https://developer.productboard.com/#operation/createFeature)
Version:0.0.1
Key:productboard-create-feature

Productboard Overview

The Productboard API offers a way to extend the capabilities of Productboard, a product management platform that helps teams organize and prioritize user feedback and feature requests. By leveraging this API on Pipedream, you can automate repetitive tasks, sync data across various apps, and create custom integrations to streamline your product management process. This can include automating feedback collection, updating roadmaps, or coordinating cross-functional team efforts.

Action Code

import productboard from "../../productboard.app.mjs";
import { getParentProp } from "../common/utils.mjs";

export default {
  key: "productboard-create-feature",
  name: "Create Feature",
  description: "Create a new feature. [See the docs here](https://developer.productboard.com/#operation/createFeature)",
  type: "action",
  version: "0.0.1",
  props: {
    productboard,
    name: {
      propDefinition: [
        productboard,
        "name",
      ],
    },
    description: {
      propDefinition: [
        productboard,
        "description",
      ],
    },
    status: {
      propDefinition: [
        productboard,
        "featureStatus",
      ],
      description: "The status of the new feature",
    },
    parentType: {
      propDefinition: [
        productboard,
        "parentType",
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {
      parent: this.getParentProp(),
    };
    if (this.parentType === "feature") {
      props.parent.description = "Parent of the new feature";
    }
    return props;
  },
  methods: {
    getParentProp,
  },
  async run({ $ }) {
    const parent = {};
    parent[this.parentType] = {
      id: this.parent,
    };
    const data = {
      data: {
        name: this.name,
        description: this.description,
        type: this.parentType === "feature"
          ? "subfeature"
          : "feature",
        status: {
          id: this.status,
        },
        parent,
      },
    };
    const { data: feature } = await this.productboard.createFeature(data, $);

    $.export("$summary", `Successfully created feature with ID ${feature.id}`);

    return feature;
  },
};

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
ProductboardproductboardappThis component uses the Productboard app.
Namenamestring

The feature name

Descriptiondescriptionstring

The description of the feature. The format is a limited subset of HTML defined by this XML schema. Example: <p>Featue description</p>

StatusstatusstringSelect a value from the drop down menu.
Parent TypeparentTypestringSelect a value from the drop down menu:featurecomponentproduct

Action Authentication

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

Note: Productboard only provides Access Tokens to Pro accounts. If you do not see this option, you may be on the Essentials plan.

  • To retrieve your API key, navigate to your Productboard account and sign in
  • Go to “Workspace Settings” > “Integrations” > “Public API” > “Access Token”

About Productboard

Productboard is a customer-centric product management platform that helps organizations get the right products to market, faster

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