Create or Update Contact with Regal 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 or Update Contact 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 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
Configure the Create or Update Contact action
1. Connect your Regal account
2. Optional- Configure User ID
3. Optional- Configure Phone
4. Optional- Configure SMS Opt-In
5. Optional- Configure Voice Opt-In
6. Optional- Configure Email
7. Optional- Configure Email Opt-In
8. Optional- Configure First Name
9. Optional- Configure Last Name
10. Optional- Configure Street Address
11. Optional- Configure City
12. Optional- Configure State
13. Optional- Configure Zip
14. Optional- Configure Country
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 Line Item on HubSpot

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

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_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.

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 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#

Create or Update Contact on Regal

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

Version:0.0.1

Key:regal-create-or-update-contact

View on GitHub

Action Code#

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

export default {
  key: "regal-create-or-update-contact",
  name: "Create or Update Contact",
  description: "Create or update a contacts. [See the documentation](https://developer.regal.io/reference/api)",
  version: "0.0.1",
  type: "action",
  props: {
    regal,
    userId: {
      propDefinition: [
        regal,
        "userId",
      ],
    },
    phone: {
      propDefinition: [
        regal,
        "phone",
      ],
    },
    smsOptIn: {
      type: "boolean",
      label: "SMS Opt-In",
      description: "SMS subscription status. Defaults to `true`",
      default: true,
      optional: true,
    },
    voiceOptIn: {
      type: "boolean",
      label: "Voice Opt-In",
      description: "Voice subscription status. Defaults to `true`",
      default: true,
      optional: true,
    },
    email: {
      propDefinition: [
        regal,
        "email",
      ],
    },
    emailOptIn: {
      type: "boolean",
      label: "Email Opt-In",
      description: "Email subscription status. Defaults to `true`",
      default: true,
      optional: true,
    },
    firstName: {
      propDefinition: [
        regal,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        regal,
        "lastName",
      ],
    },
    streetAddress: {
      type: "string",
      label: "Street Address",
      description: "Street address of the contact",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the contact",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State/Region of the contact",
      optional: true,
    },
    zip: {
      type: "string",
      label: "Zip",
      description: "Zip code of the contact",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "Country of the contact. Example: `United States`",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.regal.customEvent({
      $,
      data: {
        userId: this.userId,
        traits: {
          firstName: this.firstName,
          lastName: this.lastName,
          phones: this.phone
            ? {
              [this.phone]: {
                voiceOptIn: {
                  subscribed: this.voiceOptIn,
                },
                smsOptIn: {
                  subscribed: this.smsOptIn,
                },
              },
            }
            : undefined,
          emails: this.email
            ? {
              [this.email]: {
                emailOptIn: {
                  subscribed: this.emailOptIn,
                },
              },
            }
            : undefined,
          address: {
            street: this.streetAddress,
            city: this.city,
            state: this.state,
            zipcode: this.zip,
            country: this.country,
          },
        },
      },
    });
    if (response?.message === "ok") {
      $.export("$summary", "Successfully created or updated contact");
    }
    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	`regal`	`app`	This component uses the Regal app.
User ID	`userId`	`string`	Unique identifier for your contact
Phone	`phone`	`string`	Phone number of the contact. Example: `+1 (954) 555-2399`
SMS Opt-In	`smsOptIn`	`boolean`	SMS subscription status. Defaults to `true`
Voice Opt-In	`voiceOptIn`	`boolean`	Voice subscription status. Defaults to `true`
Email	`email`	`string`	Email address of the contact
Email Opt-In	`emailOptIn`	`boolean`	Email subscription status. Defaults to `true`
First Name	`firstName`	`string`	First name of the contact
Last Name	`lastName`	`string`	Last name of the contact
Street Address	`streetAddress`	`string`	Street address of the contact
City	`city`	`string`	City of the contact
State	`state`	`string`	State/Region of the contact
Zip	`zip`	`string`	Zip code of the contact
Country	`country`	`string`	Country of the contact. Example: `United States`

Create or Update Contact with Regal API on New or Updated Line Item 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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