Create or Update User with Vero API on New or Updated Deal from HubSpot API

Pipedream makes it easy to connect APIs for Vero, HubSpot and 2,400+ other apps remarkably fast.

Trigger workflow on

New or Updated Deal from the HubSpot API

Next, do this

Create or Update User with the Vero API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a HubSpot trigger and Vero 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 Deal 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 a Pipeline
6. Optional- Select a Stage
7. Optional- Configure New Only
Configure the Create or Update User action
1. Connect your Vero account
2. Configure ID
3. Configure Email
4. Optional- Configure Channels
5. Optional- Configure Data
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 Deal on HubSpot

Description:Emit new event for each new or updated deal in Hubspot

Version:0.0.2

Key:hubspot-new-or-updated-deal

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

export default {
  ...common,
  key: "hubspot-new-or-updated-deal",
  name: "New or Updated Deal",
  description: "Emit new event for each new or updated deal in Hubspot",
  version: "0.0.2",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_DEAL_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "dealProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    pipeline: {
      propDefinition: [
        common.props.hubspot,
        "dealPipeline",
      ],
      description: "Filter deals by pipeline",
      optional: true,
    },
    stage: {
      propDefinition: [
        common.props.hubspot,
        "stages",
        (c) => ({
          pipeline: c.pipeline,
        }),
      ],
      type: "string",
      label: "Stage",
      description: "Filter deals by stage",
      optional: true,
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new deals",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(deal) {
      return this.newOnly
        ? Date.parse(deal.createdAt)
        : Date.parse(deal.updatedAt);
    },
    generateMeta(deal) {
      const {
        id,
        properties,
      } = deal;
      const ts = this.getTs(deal);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: properties.dealname,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return this.getTs(deal) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      const params = {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_DEAL_PROPERTIES,
            ...properties,
          ],
        },
        object: "deals",
      };
      if (this.pipeline) {
        params.data.filters = [
          {
            propertyName: "pipeline",
            operator: "EQ",
            value: this.pipeline,
          },
        ];
        if (this.stage) {
          params.data.filters.push({
            propertyName: "dealstage",
            operator: "EQ",
            value: this.stage,
          });
        }
      }
      return params;
    },
    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.
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Stage	`stage`	`string`	Select a value from the drop down menu.
New Only	`newOnly`	`boolean`	Emit events only for new deals

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 User on Vero

Description:This endpoint creates a new user profile if the user doesn't exist yet. Otherwise, the user profile is updated based on the properties provided. [See the documentation](https://developers.getvero.com/track-api-reference/#/operations/identify)

Version:0.0.2

Key:vero-create-or-update-user

View on GitHub

Vero Overview#

Vero's API allows you to automate email marketing tasks such as managing campaigns, users, and events. Integrating Vero with Pipedream enables you to create workflows that respond to various triggers, like webhooks or schedules, and carry out actions such as sending emails, segmenting users, or tracking events. This integration can be a powerful tool to personalize your marketing efforts and respond in real-time to your customers' interactions.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import app from "../../vero.app.mjs";

export default {
  type: "action",
  key: "vero-create-or-update-user",
  name: "Create or Update User",
  version: "0.0.2",
  description: "This endpoint creates a new user profile if the user doesn't exist yet. Otherwise, the user profile is updated based on the properties provided. [See the documentation](https://developers.getvero.com/track-api-reference/#/operations/identify)",
  props: {
    app,
    id: {
      propDefinition: [
        app,
        "id",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    channels: {
      type: "string[]",
      label: "Channels",
      description: "A valid JSON array containing hashes of key/value pairs that represent the user's device token. Each hash should represent a single device token and include the fields type, address, and platform. Ex: `{\"type\":\"push\", \"address\":\"UNIQUE_DEVICE_TOKEN\", \"platform\":\"android\"}`",
      optional: true,
    },
    data: {
      type: "object",
      label: "Data",
      description: "A valid JSON hash containing key value pairs that represent the custom user properties you want to update. The locale, timezone and userAgent attributes are reserved properties that may be updated automatically by our SDKs. You can use these properties but bear in mind they may be overwritten if using our SDKs or integrations. All other keys are freeform and can be defined by you. Ex: `{\"first_name\":\"Damien\",\"last_name\":\"Brzoska\",\"timezone\":-10}`",
      optional: true,
    },
  },
  methods: {
    parseChannels(data) {
      if (!data) {
        return null;
      }
      const parsed = [];
      for (let i = 0; i < data.length; i++) {
        let item;
        try {
          item = JSON.parse(data[i]);
        } catch (err) {
          throw new ConfigurationError(`Invalid JSON in channels property at index ${i}: ${err.message}`);
        }

        if (Array.isArray(item)) {
          throw new ConfigurationError(`Invalid JSON in channels property at index ${i}: Expected an object, but received an array. If you want to send multiple items, please create a new child`);
        }

        parsed.push(item);
      }

      return parsed;
    },
  },
  async run({ $ }) {
    const {
      app,
      parseChannels,
      ...rest
    } = this;
    const res = await app.createOrUpdateUser({
      ...rest,
      channels: parseChannels(rest.channels),
    });
    $.export("summary", `User with id "${rest.id}" created or updated successfully`);
    return res;
  },
};

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
Vero	`app`	`app`	This component uses the Vero app.
ID	`id`	`string`	The unique identifier of the customer.
Email	`email`	`string`	The email address of the customer.
Channels	`channels`	`string[]`	A valid JSON array containing hashes of key/value pairs that represent the user's device token. Each hash should represent a single device token and include the fields type, address, and platform. Ex: `{"type":"push", "address":"UNIQUE_DEVICE_TOKEN", "platform":"android"}`
Data	`data`	`object`	A valid JSON hash containing key value pairs that represent the custom user properties you want to update. The locale, timezone and userAgent attributes are reserved properties that may be updated automatically by our SDKs. You can use these properties but bear in mind they may be overwritten if using our SDKs or integrations. All other keys are freeform and can be defined by you. Ex: `{"first_name":"Damien","last_name":"Brzoska","timezone":-10}`

Action Authentication#

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

To retrieve your Auth Token,

Navigate to your Vero account and sign in
Go to “Configuration” > “Settings” > “Project Details” > "API Credentials" > Auth Token

Create or Update User with Vero API on New or Updated Deal from HubSpot API

Pipedream makes it easy to connect APIs for Vero, HubSpot and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular