← HubSpot + Xata integrations

Create Record with Xata 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 Record with the Xata API
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Getting Started

This integration creates a workflow with a HubSpot trigger and Xata 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 Record action
    1. Connect your Xata account
    2. Configure HTTP Endpoint
    3. Select a Workspace ID
    4. Select a Database Name
    5. Select a Branch Name
    6. Select a Table Name
    7. Configure Record Data
  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:Create a new Record in the specified database. [See the documentation](https://xata.io/docs/api-reference/db/db_branch_name/tables/table_name/data#insert-record)
Version:0.0.1
Key:xata-create-record

Xata Overview

The Xata API offers a serverless, scalable database service that supports building and deploying data-driven applications with ease. With its API-first approach, developers can perform CRUD operations on their databases, manage schemas, and leverage powerful search capabilities. In Pipedream, you can harness the Xata API to automate database operations, sync data across various platforms, and trigger workflows based on database events.

Action Code

import common from "../common/common.mjs";

export default {
  ...common,
  key: "xata-create-record",
  name: "Create Record",
  description: "Create a new Record in the specified database. [See the documentation](https://xata.io/docs/api-reference/db/db_branch_name/tables/table_name/data#insert-record)",
  version: "0.0.1",
  type: "action",
  props: {
    ...common.props,
    recordData: {
      propDefinition: [
        common.props.app,
        "recordData",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.app.createRecord({
      $,
      endpoint: this.endpoint,
      database: this.database,
      branch: this.branch,
      table: this.table,
      data: await this.formatRecordData(),
    });
    $.export("$summary", `Successfully created Record with ID: '${response.id}'`);
    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
XataappappThis component uses the Xata app.
HTTP Endpointendpointstring

The endpoint of your database, i.e.: https://my-workspace-123456.us-east-1.xata.sh. You can find your workspace domain by navigating to the Configuration tab in the Xata Web UI

Workspace IDworkspacestringSelect a value from the drop down menu.
Database NamedatabasestringSelect a value from the drop down menu.
Branch NamebranchstringSelect a value from the drop down menu.
Table NametablestringSelect a value from the drop down menu.
Record DatarecordDataobject

The keys and values of the data that will be recorded in the database

Action Authentication

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

Create a new API key or retrieve existing keys from your Xata account settings and paste it below.

About Xata

Think data, not databases. The serverless, branchable, scalable, consistent, highly available, and searchable database service focused on the developer experience.

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