Create or Update Contact or Event with Regal API on Line Item Updated from HubSpot API

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Line Item Updated from the HubSpot API

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Create or Update Contact or Event with the Regal API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Regal action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Line Item Updated trigger
1. Connect your HubSpot account
2. Configure timer
Configure the Create or Update Contact or Event action
1. Connect your Regal account
2. Optional- Configure User ID
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Event Name
6. Optional- Configure Event Source
7. Optional- Configure Email
8. Optional- Configure Phone
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#

Line Item Updated on HubSpot

Description:Emit new event each time a line item is updated.

Version:0.0.13

Key:hubspot-line-item-updated

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";

export default {
  ...common,
  key: "hubspot-line-item-updated",
  name: "Line Item Updated",
  description: "Emit new event each time a line item is updated.",
  version: "0.0.13",
  dedupe: "unique",
  type: "source",
  hooks: {},
  methods: {
    ...common.methods,
    getTs(lineItem) {
      return Date.parse(lineItem.updatedAt);
    },
    generateMeta(lineItem) {
      const { id } = lineItem;
      const ts = this.getTs(lineItem);
      return {
        id: `${id}${ts}`,
        summary: `Line Item ID: ${id}`,
        ts,
      };
    },
    isRelevant(lineItem, updatedAfter) {
      return this.getTs(lineItem) > updatedAfter;
    },
    getParams() {
      return {
        limit: 100,
        sorts: [
          {
            propertyName: "hs_lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        object: "line_items",
      };
    },
    async processResults(after, params) {
      await this.searchCRM(params, after);
    },
  },
};

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`

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 or Update Contact or Event on Regal

Description:Create and update contacts or add events to contacts. [See the documentation](https://developer.regal.io/reference/api)

Version:0.0.1

Key:regal-custom-event

View on GitHub

Action Code#

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

export default {
  key: "regal-custom-event",
  name: "Create or Update Contact or Event",
  description: "Create and update contacts or add events to contacts. [See the documentation](https://developer.regal.io/reference/api)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    userId: {
      propDefinition: [
        app,
        "userId",
      ],
    },
    firstName: {
      propDefinition: [
        app,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        app,
        "lastName",
      ],
    },
    name: {
      propDefinition: [
        app,
        "name",
      ],
    },
    eventSource: {
      propDefinition: [
        app,
        "eventSource",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    phone: {
      propDefinition: [
        app,
        "phone",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.app.customEvent({
      $,
      data: {
        userId: this.userId,
        traits: {
          firstName: this.firstName,
          lastName: this.lastName,
          phones: {
            [this.phone]: {},
          },
          emails: {
            [this.email]: {},
          },
        },
        name: this.name,
        eventSource: this.eventSource,
      },
    });

    $.export("$summary", `Successfully generated custom event for contact with ID '${this.userId}'`);

    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
Regal	`app`	`app`	This component uses the Regal app.
User ID	`userId`	`string`	Unique identifier for your contact
First Name	`firstName`	`string`	First name of the contact
Last Name	`lastName`	`string`	Last name of the contact
Event Name	`name`	`string`	Name of the event
Event Source	`eventSource`	`string`	Source of the event
Email	`email`	`string`	Email address of the contact
Phone	`phone`	`string`	Phone number of the contact

Create or Update Contact or Event with Regal API on Line Item Updated from HubSpot API

Pipedream makes it easy to connect APIs for Regal, 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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