← HubSpot + Order Desk integrations

Create Order with Order Desk API on New Deal Updated from HubSpot API

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New Deal Updated from the HubSpot API
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Create Order with the Order Desk API
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Getting Started

This integration creates a workflow with a HubSpot trigger and Order Desk 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 Deal Updated trigger
    1. Connect your HubSpot account
    2. Configure timer
    3. Optional- Select a Pipeline
    4. Optional- Select a Stage
  3. Configure the Create Order action
    1. Connect your Order Desk account
    2. Configure Order Items
    3. Optional- Configure Customer First Name
    4. Optional- Configure Customer Last Name
    5. Optional- Configure Customer Company
    6. Optional- Configure Shipping First Name
    7. Optional- Configure Shipping Last Name
    8. Optional- Configure Shipping Company
    9. Optional- Configure Source ID
    10. Optional- Select a Source Name
    11. Optional- Configure Email
    12. Optional- Configure Shipping Method
    13. Optional- Configure Quantity Total
    14. Optional- Configure Weight Total
    15. Optional- Configure Product Total
    16. Optional- Configure Shipping Total
    17. Optional- Configure Handling Total
    18. Optional- Configure Tax Total
    19. Optional- Configure Discount Total
    20. Optional- Configure Order Total
    21. Optional- Configure Credit Card Number
    22. Optional- Configure Credit Card Expiration
    23. Optional- Configure Processor Response
    24. Optional- Configure Payment Type
    25. Optional- Select a Payment Status
    26. Optional- Configure Processor Balance
    27. Optional- Configure Refund Total
    28. Optional- Configure Customer ID
    29. Optional- Configure IP Address
    30. Optional- Configure Fulfillment ID
    31. Optional- Configure Fulfillment Name
    32. Optional- Configure Folder ID
  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 each time a deal is updated. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)
Version:0.0.18
Key:hubspot-new-deal-updated

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-deal-updated",
  name: "New Deal Updated",
  description: "Emit new event each time a deal is updated. [See the documentation](https://developers.hubspot.com/docs/api/crm/search)",
  version: "0.0.18",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    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,
    },
  },
  hooks: {},
  methods: {
    ...common.methods,
    getTs(deal) {
      return Date.parse(deal.updatedAt);
    },
    generateMeta(deal) {
      const {
        id,
        properties,
      } = deal;
      const ts = this.getTs(deal);
      return {
        id: `${id}${ts}`,
        summary: properties.dealname,
        ts,
      };
    },
    isRelevant(deal, updatedAfter) {
      return this.getTs(deal) > updatedAfter;
    },
    getParams() {
      const params = {
        limit: 100,
        sorts: [
          {
            propertyName: "hs_lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        object: "deals",
      };
      if (this.pipeline) {
        params.filters = [
          {
            propertyName: "pipeline",
            operator: "EQ",
            value: this.pipeline,
          },
        ];
        if (this.stage) {
          params.filters.push({
            propertyName: "dealstage",
            operator: "EQ",
            value: this.stage,
          });
        }
      }
      return params;
    },
    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.
LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
PipelinepipelinestringSelect a value from the drop down menu.
StagestagestringSelect 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:Create Order [See the documentation](https://apidocs.orderdesk.com/#create-an-order).
Version:0.0.1
Key:order_desk-create-order

Order Desk Overview

The Order Desk API allows you to automate and streamline order management processes within the Order Desk platform. With this API, you have the power to create, update, and get detailed information on orders, inventory, and shipments. Pipedream's serverless platform enables you to connect the Order Desk API with numerous other apps and services to build dynamic workflows. Whether you're syncing order data, managing inventory, or connecting to fulfillment services, Pipedream can help you craft custom automations that save time and reduce manual errors.

Action Code

import { getParsedOrderItems } from "../../common/validate-order-items.mjs";
import app  from "../../order_desk.app.mjs";

export default {
  name: "Create Order",
  description: "Create Order [See the documentation](https://apidocs.orderdesk.com/#create-an-order).",
  key: "order_desk-create-order",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    order_items: {
      propDefinition: [
        app,
        "order_items",
      ],
    },
    customer_first_name: {
      propDefinition: [
        app,
        "customer_first_name",
      ],
    },
    customer_last_name: {
      propDefinition: [
        app,
        "customer_last_name",
      ],
    },
    customer_company: {
      propDefinition: [
        app,
        "customer_company",
      ],
    },
    shipping_first_name: {
      propDefinition: [
        app,
        "shipping_first_name",
      ],
    },
    shipping_last_name: {
      propDefinition: [
        app,
        "shipping_last_name",
      ],
    },
    shipping_company: {
      propDefinition: [
        app,
        "shipping_company",
      ],
    },
    source_id: {
      propDefinition: [
        app,
        "source_id",
      ],
    },
    source_name: {
      propDefinition: [
        app,
        "source_name",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    shipping_method: {
      propDefinition: [
        app,
        "shipping_method",
      ],
    },
    quantity_total: {
      propDefinition: [
        app,
        "quantity_total",
      ],
    },
    weight_total: {
      propDefinition: [
        app,
        "weight_total",
      ],
    },
    product_total: {
      propDefinition: [
        app,
        "product_total",
      ],
    },
    shipping_total: {
      propDefinition: [
        app,
        "shipping_total",
      ],
    },
    handling_total: {
      propDefinition: [
        app,
        "handling_total",
      ],
    },
    tax_total: {
      propDefinition: [
        app,
        "tax_total",
      ],
    },
    discount_total: {
      propDefinition: [
        app,
        "discount_total",
      ],
    },
    order_total: {
      propDefinition: [
        app,
        "order_total",
      ],
    },
    cc_number: {
      propDefinition: [
        app,
        "cc_number",
      ],
    },
    cc_exp: {
      propDefinition: [
        app,
        "cc_exp",
      ],
    },
    processor_response: {
      propDefinition: [
        app,
        "processor_response",
      ],
    },
    payment_type: {
      propDefinition: [
        app,
        "payment_type",
      ],
    },
    payment_status: {
      propDefinition: [
        app,
        "payment_status",
      ],
    },
    processor_balance: {
      propDefinition: [
        app,
        "processor_balance",
      ],
    },
    refund_total: {
      propDefinition: [
        app,
        "refund_total",
      ],
    },
    customer_id: {
      propDefinition: [
        app,
        "customer_id",
      ],
    },
    ip_address: {
      propDefinition: [
        app,
        "ip_address",
      ],
    },
    fulfillment_id: {
      propDefinition: [
        app,
        "fulfillment_id",
      ],
    },
    fulfillment_name: {
      propDefinition: [
        app,
        "fulfillment_name",
      ],
    },
    folder_id: {
      propDefinition: [
        app,
        "folder_id",
      ],
    },
  },
  async run({ $ }) {
    const {
      app,
      ...data
    } = this;

    const res = await app.createOrder({
      ...data,
      order_items: getParsedOrderItems(data.order_items),
    });
    $.export("summary", `Order successfully created with id "${res.order.id}".`);
    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.

LabelPropTypeDescription
Order DeskappappThis component uses the Order Desk app.
Order Itemsorder_itemsstring[]

A valid JSON string. Order Items Object can have the following properties: id, name, price, quantity, weight, code, delivery_type, category_code, variation_list, metadata. Please check the documentation in the description for more information.

Customer First Namecustomer_first_namestring

Customer first name

Customer Last Namecustomer_last_namestring

Customer last name

Customer Companycustomer_companystring

Customer company

Shipping First Nameshipping_first_namestring

Shipping first name

Shipping Last Nameshipping_last_namestring

Shipping last name

Shipping Companyshipping_companystring

Shipping company

Source IDsource_idstring

Your order ID. If blank, Order Desk's internal ID will be used read-only.

Source Namesource_namestringSelect a value from the drop down menu:Order DeskFoxyCartWooCommerceBigCommerceAmazonShopifyeBayMagentoMagento 2GumroadWufooInterspirePayPalStripeEtsyJetZapierSpark PaySnipcartRecurlyVolusionChargebeeWeeblyWalmartWalmart.comModular MerchantEcwidUltraCartnopCommerceSquarespaceCeleryE-junkieCommerceHQBrightStoresSamCartWayfairSpree
Emailemailstring

Customer email address

Shipping Methodshipping_methodstring

Name of shipping method selected.

Quantity Totalquantity_totalstring

Total number of items in the order.

Weight Totalweight_totalstring

Total weight of the order.

Product Totalproduct_totalstring

Total cost of all items in the order.

Shipping Totalshipping_totalstring

Total cost of shipping.

Handling Totalhandling_totalstring

Total cost of handling.

Tax Totaltax_totalstring

Total cost of tax.

Discount Totaldiscount_totalstring

Total cost of discounts.

Order Totalorder_totalstring

Total cost of the order.

Credit Card Numbercc_numberstring

Obfuscated credit card number. Enter only the last four digits.

Credit Card Expirationcc_expstring

Credit card expiration date in MM/YYYY format.

Processor Responseprocessor_responsestring

Gateway transaction ID in format <gateway_name>: <transaction_id>

Payment Typepayment_typestring

Payment type. Can be Visa, Paypal, Mastercard, etc

Payment Statuspayment_statusstringSelect a value from the drop down menu:ApprovedAuthorizedCapturedFully RefundedPartially RefundedPendingRejectedVoided
Processor Balanceprocessor_balancestring

The amount that the was charged at the processor. This amount will be decremented when refunds are made. By default it will be set the same as order_total

Refund Totalrefund_totalstring

The amount that jhas been refunded on the order from within Order Desk. This is generally something that will be set internally.

Customer IDcustomer_idstring

The ID of the customer. This is generally something that will be set internally.

IP Addressip_addressstring

The IP address of the customer.

Fulfillment IDfulfillment_idstring

The internal ID of the fulfillment service will be saved here for some services.

Fulfillment Namefulfillment_namestring

Once the order has been sent for fulfillment, the name of the fulfillment method is entered here.

Folder IDfolder_idstring

The ID number of the folder in which the order is stored. If nothing is entered when adding an order, the folder will be the first folder in the list.

Action Authentication

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

To retrieve your API key,

  • Navigate to your Order Desk account and sign in
  • Go to “Store Settings” > “API”

About Order Desk

Save time and use Order Desk to automate your ecommerce order management workflow with 300+ integrations and counting!

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