← HubSpot + RingCentral integrations

Create Meeting with RingCentral API on New Contact in List from HubSpot API

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New Contact in List from the HubSpot API
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Create Meeting with the RingCentral API
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Getting Started

This integration creates a workflow with a HubSpot trigger and RingCentral 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 Contact in List trigger
    1. Connect your HubSpot account
    2. Configure timer
    3. Select one or more Lists
    4. Optional- Select one or more Contact Properties
  3. Configure the Create Meeting action
    1. Connect your RingCentral account
    2. Configure Account ID
    3. Select one or more Extensions
    4. Optional- Configure Topic
    5. Optional- Select a meetingType
    6. Optional- Configure schedule
    7. Optional- Configure password
    8. Optional- Configure host
    9. Optional- Configure allowJoinBeforeHost
    10. Optional- Configure startHostVideo
    11. Optional- Configure startParticipantsVideo
    12. Optional- Configure usePersonalMeetingId
    13. Optional- Configure audioOptions
    14. Optional- Configure recurrence
    15. Optional- Select a autoRecordType
  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 contact in a list.
Version:0.1.1
Key:hubspot-new-contact-in-list

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";

export default {
  ...common,
  key: "hubspot-new-contact-in-list",
  name: "New Contact in List",
  description: "Emit new event for each new contact in a list.",
  version: "0.1.1",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    lists: {
      propDefinition: [
        common.props.hubspot,
        "lists",
      ],
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "contactProperties",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateMeta(contact, list) {
      const {
        vid,
        properties,
      } = contact;
      const {
        value,
        label,
      } = list;
      return {
        id: `${vid}${value}`,
        summary: `${properties?.firstname?.value} ${properties?.lastname?.value} added to ${label}`,
        ts: Date.now(),
      };
    },
    async emitEvent(contact, properties, list) {
      const contactInfo = await this.hubspot.getContact(
        contact.vid,
        properties,
      );
      const meta = this.generateMeta(contact, list);
      this.$emit({
        contact,
        contactInfo,
      }, meta);
    },
    getParams() {
      return {
        count: 100,
      };
    },
    async processResults() {
      const properties = this.properties;
      for (let list of this.lists) {
        const params = this.getParams();
        let hasMore = true;
        while (hasMore) {
          const results = await this.hubspot.getListContacts(params, list.value);
          hasMore = results["has-more"];
          if (hasMore) params.vidOffset = results["vid-offset"];
          for (const contact of results.contacts) {
            await this.emitEvent(contact, properties, list);
          }
        }
      }
    },
  },
};

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
Listslistsstring[]Select a value from the drop down menu.
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 meeting. See the API docs [here](https://developers.ringcentral.com/api-reference/Meeting-Management/createMeeting).
Version:0.2.1
Key:ringcentral-create-meeting

RingCentral Overview

RingCentral is a comprehensive cloud communication platform that melds messaging, video, and phone services. Integrating RingCentral with Pipedream allows for automated workflows involving SMS sending, call management, and leveraging communication logs for data-driven insights. With Pipedream's serverless execution model, you can trigger actions based on specific RingCentral events or schedule tasks to run at predetermined intervals, all without writing extensive code.

Action Code

import ringcentral from "../../ringcentral.app.mjs";

export default {
  key: "ringcentral-create-meeting",
  name: "Create Meeting",
  description: "Creates a new meeting. See the API docs [here](https://developers.ringcentral.com/api-reference/Meeting-Management/createMeeting).",
  version: "0.2.1",
  type: "action",
  props: {
    ringcentral,
    accountId: {
      propDefinition: [
        ringcentral,
        "accountId",
      ],
    },
    extensionId: {
      propDefinition: [
        ringcentral,
        "extensionId",
      ],
      description: "Internal identifier of an extension.",
    },
    topic: {
      type: "string",
      label: "Topic",
      description: "Topic of the meeting.",
      optional: true,
    },
    meetingType: {
      type: "string",
      description: "Meeting type.",
      optional: true,
      options: [
        "Instant",
        "Scheduled",
        "ScheduledRecurring",
        "Recurring",
      ],
    },
    schedule: {
      type: "object",
      optional: true,
    },
    password: {
      type: "string",
      optional: true,
    },
    host: {
      type: "object",
      optional: true,
    },
    allowJoinBeforeHost: {
      type: "boolean",
      optional: true,
    },
    startHostVideo: {
      type: "boolean",
      optional: true,
    },
    startParticipantsVideo: {
      type: "boolean",
      optional: true,
    },
    usePersonalMeetingId: {
      type: "boolean",
      optional: true,
    },
    audioOptions: {
      type: "any",
      optional: true,
    },
    recurrence: {
      type: "object",
      description: "Recurrence settings.",
      optional: true,
    },
    autoRecordType: {
      type: "string",
      description: "Automatic record type.",
      optional: true,
      options: [
        "local",
        "cloud",
        "none",
      ],
    },
  },
  async run({ $ }) {
    const {
      accountId,
      extensionId,
      topic,
      meetingType,
      schedule,
      password,
      host,
      allowJoinBeforeHost,
      startHostVideo,
      startParticipantsVideo,
      usePersonalMeetingId,
      audioOptions,
      recurrence,
      autoRecordType,
    } = this;

    const response =
      await this.ringcentral.createMeeting({
        accountId,
        extensionId,
        data: {
          topic,
          meetingType,
          schedule,
          password,
          host,
          allowJoinBeforeHost,
          startHostVideo,
          startParticipantsVideo,
          usePersonalMeetingId,
          audioOptions,
          recurrence,
          autoRecordType,
        },
      });

    $.export("$summary", `Successfully created meeting 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
RingCentralringcentralappThis component uses the RingCentral app.
Account IDaccountIdstring

Internal identifier of a RingCentral account or tilde (~) to indicate the account logged-in within the current session.

ExtensionsextensionIdstring[]Select a value from the drop down menu.
Topictopicstring

Topic of the meeting.

meetingTypemeetingTypestringSelect a value from the drop down menu:InstantScheduledScheduledRecurringRecurring
schedulescheduleobject
passwordpasswordstring
hosthostobject
allowJoinBeforeHostallowJoinBeforeHostboolean
startHostVideostartHostVideoboolean
startParticipantsVideostartParticipantsVideoboolean
usePersonalMeetingIdusePersonalMeetingIdboolean
audioOptionsaudioOptionsany
recurrencerecurrenceobject

Recurrence settings.

autoRecordTypeautoRecordTypestringSelect a value from the drop down menu:localcloudnone

Action Authentication

RingCentral uses OAuth authentication. When you connect your RingCentral account, Pipedream will open a popup window where you can sign into RingCentral and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any RingCentral API.

Pipedream requests the following authorization scopes when you connect your account:

About RingCentral

Experience Intelligent Phone, Meetings, Contact Center, and AI Solutions with RingCentral, the complete cloud communications platform.

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