← HubSpot + Viral Loops integrations

Create Participant with Viral Loops API on New Company Property Change from HubSpot API

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New Company Property Change from the HubSpot API
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Create Participant with the Viral Loops API
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Getting Started

This integration creates a workflow with a HubSpot trigger and Viral Loops 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 Company Property Change trigger
    1. Connect your HubSpot account
    2. Configure timer
    3. Select a Property
  3. Configure the Create Participant action
    1. Connect your Viral Loops account
    2. Configure First name
    3. Configure Last name
    4. Configure Email
  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 when a specified property is provided or updated on a company. [See the documentation](https://developers.hubspot.com/docs/api/crm/companies)
Version:0.0.9
Key:hubspot-new-company-property-change

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

export default {
  ...common,
  key: "hubspot-new-company-property-change",
  name: "New Company Property Change",
  description: "Emit new event when a specified property is provided or updated on a company. [See the documentation](https://developers.hubspot.com/docs/api/crm/companies)",
  version: "0.0.9",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    property: {
      type: "string",
      label: "Property",
      description: "The company property to watch for changes",
      async options() {
        const properties = await this.getWriteOnlyProperties("companies");
        return properties.map((property) => property.name);
      },
    },
  },
  methods: {
    ...common.methods,
    getTs(company) {
      const history = company.propertiesWithHistory[this.property];
      if (!history || !(history.length > 0)) {
        return;
      }
      return Date.parse(history[0].timestamp);
    },
    generateMeta(company) {
      const {
        id,
        properties,
      } = company;
      const ts = this.getTs(company);
      return {
        id: `${id}${ts}`,
        summary: properties[this.property],
        ts,
      };
    },
    isRelevant(company, updatedAfter) {
      return !updatedAfter || this.getTs(company) > updatedAfter;
    },
    getParams(after) {
      return {
        object: "companies",
        data: {
          limit: DEFAULT_LIMIT,
          properties: [
            this.property,
          ],
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          filterGroups: [
            {
              filters: [
                {
                  propertyName: this.property,
                  operator: "HAS_PROPERTY",
                },
                {
                  propertyName: "hs_lastmodifieddate",
                  operator: "GTE",
                  value: after,
                },
              ],
            },
          ],
        },
      };
    },
    batchGetCompanies(inputs) {
      return this.hubspot.batchGetObjects({
        objectType: "companies",
        data: {
          properties: [
            this.property,
          ],
          propertiesWithHistory: [
            this.property,
          ],
          inputs,
        },
      });
    },
    async processResults(after, params) {
      const properties = await this.getWriteOnlyProperties("companies");
      const propertyNames = properties.map((property) => property.name);

      if (!propertyNames.includes(this.property)) {
        throw new Error(`Property "${this.property}" not supported for Companies. See Hubspot's default company properties documentation - https://knowledge.hubspot.com/companies/hubspot-crm-default-company-properties`);
      }

      const updatedCompanies = await this.getPaginatedItems(this.hubspot.searchCRM, params);

      if (!updatedCompanies.length) {
        return;
      }

      const results = await this.processChunks({
        batchRequestFn: this.batchGetCompanies,
        chunks: this.getChunks(updatedCompanies),
      });

      this.processEvents(results, 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.
LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
PropertypropertystringSelect 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:Creates a participant. [See documentation here](https://developers.viral-loops.com/reference/post_campaign-participant-1)
Version:0.0.1
Key:viral_loops-create-participant

Viral Loops Overview

The Viral Loops API enables you to tap into the potent capabilities of referral marketing within your applications. Using this API through Pipedream, you can automate campaign management, participant tracking, and reward allocation. You can also trigger actions based on referral achievements or new participant sign-ups, making it simpler to manage marketing campaigns and analyze their performance in real-time.

Action Code

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

export default {
  name: "Create Participant",
  version: "0.0.1",
  key: "viral_loops-create-participant",
  description: "Creates a participant. [See documentation here](https://developers.viral-loops.com/reference/post_campaign-participant-1)",
  type: "action",
  props: {
    app,
    firstName: {
      type: "string",
      label: "First name",
      description: "The first name of the participant",
    },
    lastName: {
      type: "string",
      label: "Last name",
      description: "The last name of the participant",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the participant",
    },
  },
  async run({ $ }) {
    const response = await this.app.createParticipant({
      $,
      data: {
        user: {
          email: this.email,
          firstname: this.firstName,
          lasttname: this.lastName,
        },
      },
    });

    if (response) {
      $.export("$summary", `Successfully created participant with referral code \`${response.referralCode}\``);
    }

    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.

LabelPropTypeDescription
Viral LoopsappappThis component uses the Viral Loops app.
First namefirstNamestring

The first name of the participant

Last namelastNamestring

The last name of the participant

Emailemailstring

The email of the participant

Action Authentication

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

To retrieve your API Token,

  • Navigate to your Viral Loops account and sign in
  • Click “Edit” on one of your Campaigns
  • Click “Next” several times to get to the “Installation”

About Viral Loops

Viral Loops gives you referral program templates inspired by billion-dollar brands to increase and track customer referrals.

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