Create New Task with Kanbanize API on New or Updated Contact from HubSpot API

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Trigger workflow on

New or Updated Contact from the HubSpot API

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Create New Task with the Kanbanize API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Kanbanize 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 New Task action
1. Connect your Kanbanize account
2. Select a Board Id
3. Optional- Configure Title
4. Optional- Configure Description
5. Optional- Select a Type
6. Optional- Select a Assignee
7. Optional- Select a Column
8. Optional- Select a Lane
9. Optional- Configure Position
10. Optional- Select a Template
11. Optional- Configure Exceeding Reason
12. Optional- Select a Priority
13. Optional- Configure Size
14. Optional- Configure External Link
15. Optional- Configure Deadline
16. Optional- Configure Color
17. Optional- Configure Tags
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 New Task on Kanbanize

Description:Create New Task. [See the docs here](https://kanbanize.com/api)

Version:0.0.1

Key:kanbanize-create-new-task

View on GitHub

Kanbanize Overview#

The Kanbanize API enables the automation of complex project management workflows within Kanban boards. By leveraging the API, you can create, update, and move cards, manage board configurations, and integrate real-time updates with other tools. It's a powerful way to streamline project tracking, automate task assignments, and synchronize data across various project management platforms.

Action Code#

import kanbanizeApp from "../../kanbanize.app.mjs";

export default {
  key: "kanbanize-create-new-task",
  name: "Create New Task",
  description: "Create New Task. [See the docs here](https://kanbanize.com/api)",
  version: "0.0.1",
  type: "action",
  props: {
    kanbanizeApp,
    boardId: {
      description: "The ID of the board whose structure you want to get.\n\nYou can see the board ID on the dashboard screen, in the upper right corner of each board.",
      propDefinition: [
        kanbanizeApp,
        "boardId",
      ],
    },
    title: {
      propDefinition: [
        kanbanizeApp,
        "title",
      ],
    },
    description: {
      propDefinition: [
        kanbanizeApp,
        "description",
      ],
    },
    type: {
      propDefinition: [
        kanbanizeApp,
        "type",
        (c) => ({
          boardId: c.boardId,
        }),
      ],
    },
    assignee: {
      propDefinition: [
        kanbanizeApp,
        "assignee",
        (c) => ({
          boardId: c.boardId,
        }),
      ],
    },
    column: {
      label: "Column",
      description: "The name of the column to create the task into (default is Backlog).",
      type: "string",
      optional: true,
      async options() {
        if (!this.boardId) {
          return [];
        }
        return this.kanbanizeApp.getBoardsColumns(this.boardId);
      },
    },
    lane: {
      label: "Lane",
      description: "The name of the swimlane to put the newly created task into.\n\nIf omitted, the task will be placed in the first swimlane.",
      type: "string",
      optional: true,
      async options() {
        if (!this.boardId) {
          return [];
        }
        return this.kanbanizeApp.getBoardsLanes(this.boardId);
      },
    },
    position: {
      label: "Position",
      description: "The position of the task in the new column/swimlane (zero-based).\n\nIf omitted, the task will be placed at the bottom of the column.",
      type: "integer",
      optional: true,
    },
    template: {
      label: "Template",
      description: "The name of the template you want to apply.\n\nIf you specify any property as part of the request, the one specified in the template will be overwritten.",
      type: "string",
      optional: true,
      async options() {
        if (!this.boardId) {
          return [];
        }
        return this.kanbanizeApp.getTemplates(this.boardId);
      },
    },
    exceedingReason: {
      label: "Exceeding Reason",
      description: "If you can exceed a limit with a reason, supply it with this parameter.\n\nApplicable only if column, lane and/or position are supplied.",
      type: "string",
      optional: true,
    },
    priority: {
      propDefinition: [
        kanbanizeApp,
        "priority",
      ],
    },
    size: {
      propDefinition: [
        kanbanizeApp,
        "size",
      ],
    },
    extLink: {
      propDefinition: [
        kanbanizeApp,
        "extLink",
      ],
    },
    deadline: {
      propDefinition: [
        kanbanizeApp,
        "deadline",
      ],
    },
    color: {
      propDefinition: [
        kanbanizeApp,
        "color",
      ],
    },
    tags: {
      propDefinition: [
        kanbanizeApp,
        "tags",
      ],
    },
  },
  async additionalProps() {
    if (!this.boardId) {
      return {};
    }
    return this.kanbanizeApp.getCustomFieldsProps(this.boardId);
  },
  methods: {
    removeUnusedParams(searchParams) {
      return Object.keys(searchParams).reduce((acc, key) => (
        (searchParams[key] === undefined || searchParams[key] === null) ?
          acc :
          {
            ...acc,
            [key]: searchParams[key],
          }
      ), {});
    },
    async getCustomFieldsParams(boardId) {
      const customFieldsTaskParam = {};
      const customFields = await this.kanbanizeApp.getCustomFields(boardId);
      for (const customField of customFields) {
        customFieldsTaskParam[customField.name] = this[`cf-${customField.fieldid}`];
      }
      return customFieldsTaskParam;
    },
  },
  async run({ $ }) {
    const customFieldsTaskParam = await this.getCustomFieldsParams(this.boardId);
    const taskParam = this.removeUnusedParams({
      ...customFieldsTaskParam,
      boardid: this.boardId,
      title: this.title,
      description: this.description,
      priority: this.priority,
      extlink: this.extLink,
      deadline: this.deadline,
      type: this.type,
      assignee: this.assignee,
      column: this.column,
      lane: this.lane,
      template: this.template,
      size: this.size,
      position: this.position,
      exceedingreason: this.exceedingReason,
      tags: this.tags ?
        this.tags.join(" ") :
        null,
      color: this.color ?
        this.color.replace("#", "") :
        null,
      returntaskdetails: 1,
    });
    const response = await this.kanbanizeApp.createNewTask(taskParam);
    $.export("$summary", `Successfully created new task #${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
Kanbanize	`kanbanizeApp`	`app`	This component uses the Kanbanize app.
Board Id	`boardId`	`string`	Select a value from the drop down menu.
Title	`title`	`string`	Title of the task.
Description	`description`	`string`	Description of the task.
Type	`type`	`string`	Select a value from the drop down menu.
Assignee	`assignee`	`string`	Select a value from the drop down menu.
Column	`column`	`string`	Select a value from the drop down menu.
Lane	`lane`	`string`	Select a value from the drop down menu.
Position	`position`	`integer`	The position of the task in the new column/swimlane (zero-based). If omitted, the task will be placed at the bottom of the column.
Template	`template`	`string`	Select a value from the drop down menu.
Exceeding Reason	`exceedingReason`	`string`	If you can exceed a limit with a reason, supply it with this parameter. Applicable only if column, lane and/or position are supplied.
Priority	`priority`	`string`	Select a value from the drop down menu:`lowaveragehigh`
Size	`size`	`integer`	Size of the task.
External Link	`extLink`	`string`	A external link in the following format: `https://domain.com/resource`
Deadline	`deadline`	`string`	Deadline in the format: yyyy-mm-dd (e.g. 2011-12-13).
Color	`color`	`string`	Any color code (e.g. #34A97B).
Tags	`tags`	`string[]`	List of tags.

Action Authentication#

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

To generate an API key, go to your account, click on the user dropdown menu at the top right corner of your Kanbanize account and select "API".
If your Kanbanize URL is https://12345678.kanbanize.com/, your subdomain is 12345678.

Create New Task with Kanbanize API on New or Updated Contact from HubSpot API

Pipedream makes it easy to connect APIs for Kanbanize, 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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