Create Invoice with Finmei API on New or Updated Company from HubSpot API

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New or Updated Company from the HubSpot API

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Create Invoice with the Finmei API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Finmei 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 Company 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 Invoice action
1. Connect your Finmei account
2. Select a Type
3. Configure Date
4. Configure Series
5. Configure Currency
6. Configure Buyer
7. Configure Product(s)
8. Optional- Configure Use Default Seller Info
9. Optional- Configure Additional Options
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 Company on HubSpot

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

Version:0.0.3

Key:hubspot-new-or-updated-company

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

export default {
  ...common,
  key: "hubspot-new-or-updated-company",
  name: "New or Updated Company",
  description: "Emit new event for each new or updated company in Hubspot.",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_COMPANY_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "companyProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new companies",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(company) {
      return this.isNew
        ? Date.parse(company.createdAt)
        : Date.parse(company.updatedAt);
    },
    generateMeta(company) {
      const {
        id,
        properties,
      } = company;
      const ts = this.getTs(company);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: properties.name,
        ts,
      };
    },
    isRelevant(company, updatedAfter) {
      return this.getTs(company) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      return {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_COMPANY_PROPERTIES,
            ...properties,
          ],
        },
        object: "companies",
      };
    },
    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 companies

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 Invoice on Finmei

Description:Generates a new invoice within Finmei. [See the documentation](https://documenter.getpostman.com/view/835227/2s9YXh5NRs#01e4e494-2aaf-4d87-9b8d-e527b04af0a0)

Version:0.0.1

Key:finmei-create-invoice

View on GitHub

Finmei Overview#

The Finmei API offers access to a platform geared towards financial data management. With Pipedream, you can harness this API to craft serverless workflows that automate financial tasks, integrate with other services, and streamline data analysis. This includes tracking expenses, aggregating financial reports, or syncing data across different financial tools. Pipedream's no-code platform allows you to connect Finmei to hundreds of other apps, trigger actions based on various events, and manage data with built-in CRON scheduling.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import { INVOICE_TYPES } from "../../common/constants.mjs";
import finmei from "../../finmei.app.mjs";
import { parseAsJSON } from "../../common/utils.mjs";

export default {
  key: "finmei-create-invoice",
  name: "Create Invoice",
  description:
    "Generates a new invoice within Finmei. [See the documentation](https://documenter.getpostman.com/view/835227/2s9YXh5NRs#01e4e494-2aaf-4d87-9b8d-e527b04af0a0)",
  version: "0.0.1",
  type: "action",
  props: {
    finmei,
    type: {
      type: "string",
      label: "Type",
      description: "The type of invoice to create",
      options: INVOICE_TYPES,
    },
    date: {
      type: "string",
      label: "Date",
      description: "Date showed in the invoice. Format: `YYYY-MM-DD`",
    },
    series: {
      type: "string",
      label: "Series",
      description: "Invoice series in string format",
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "Uppercase three letter currency code, e.g. `USD`",
    },
    buyer: {
      type: "object",
      label: "Buyer",
      description:
        "The buyer info, as an object. [See the documentation](https://documenter.getpostman.com/view/835227/2s9YXh5NRs#01e4e494-2aaf-4d87-9b8d-e527b04af0a0) for the properties. Example: `{ \"type\": \"company\", \"company_name\": \"My Company\" }`",
    },
    products: {
      type: "string[]",
      label: "Product(s)",
      description:
        "One or more products as JSON-stringified objects. [See the documentation](https://documenter.getpostman.com/view/835227/2s9YXh5NRs#01e4e494-2aaf-4d87-9b8d-e527b04af0a0) for the properties. Example: `{ \"name\": \"My Product\", \"units\": \"pcs\", \"quantity\": 2, \"price\": 10 }`",
    },
    useDefaultSellerInfo: {
      type: "boolean",
      label: "Use Default Seller Info",
      description:
        "If true, you do not need to provide seller info. Your business info and latest invoice information will be used.",
      optional: true,
      default: true,
    },
    additionalOptions: {
      type: "object",
      label: "Additional Options",
      description:
        "Additional parameters to send in the request. [See the documentation](https://documenter.getpostman.com/view/835227/2s9YXh5NRs#01e4e494-2aaf-4d87-9b8d-e527b04af0a0) for available parameters. Values will be parsed as JSON where applicable.",
      optional: true,
    },
  },
  async run({ $ }) {
    let products, buyer;
    try {
      const value = parseAsJSON(this.products);
      products = value.map(parseAsJSON);
    } catch (e) {
      throw new ConfigurationError(
        `Error parsing JSON value in \`Product(s)\` prop as JSON: \`${e}\``,
      );
    }
    try {
      buyer = parseAsJSON(this.buyer);
    } catch (e) {
      throw new ConfigurationError(
        `Error parsing JSON value in \`Product(s)\` prop as JSON: \`${e}\``,
      );
    }

    let additionalOptions = Object.fromEntries(
      Object.entries(this.additionalOptions ?? {}).map(([
        key,
        value,
      ]) => {
        // optional JSON parsing
        try {
          return [
            key,
            JSON.parse(value),
          ];
        } catch (e) {
          return [
            key,
            value,
          ];
        }
      }),
    );

    const response = await this.finmei.createInvoice({
      $,
      data: {
        type: this.type,
        invoice_date: this.date,
        series: this.series,
        currency: this.currency,
        use_default_seller_info: this.useDefaultSellerInfo,
        buyer,
        products,
        ...additionalOptions,
      },
    });
    $.export(
      "$summary",
      `Successfully created invoice (ID: ${response?.data?.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
Finmei	`finmei`	`app`	This component uses the Finmei app.
Type	`type`	`string`	Select a value from the drop down menu:`regular_invoicevat_invoicepreliminary_invoicepreliminary_vat_invoicecredit_invoicecredit_vat_invoice`
Date	`date`	`string`	Date showed in the invoice. Format: `YYYY-MM-DD`
Series	`series`	`string`	Invoice series in string format
Currency	`currency`	`string`	Uppercase three letter currency code, e.g. `USD`
Buyer	`buyer`	`object`	The buyer info, as an object. See the documentation for the properties. Example: `{ "type": "company", "company_name": "My Company" }`
Product(s)	`products`	`string[]`	One or more products as JSON-stringified objects. See the documentation for the properties. Example: `{ "name": "My Product", "units": "pcs", "quantity": 2, "price": 10 }`
Use Default Seller Info	`useDefaultSellerInfo`	`boolean`	If true, you do not need to provide seller info. Your business info and latest invoice information will be used.
Additional Options	`additionalOptions`	`object`	Additional parameters to send in the request. See the documentation for available parameters. Values will be parsed as JSON where applicable.

Create Invoice with Finmei API on New or Updated Company from HubSpot API

Pipedream makes it easy to connect APIs for Finmei, 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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