Create Task with Teamwork API on New or Updated Deal from HubSpot API

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New or Updated Deal from the HubSpot API

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Create Task with the Teamwork API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Teamwork 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 Task action
1. Connect your Teamwork account
2. Select a Project Id
3. Select a Tasklist Id
4. Configure Content
5. Optional- Configure Description
6. Optional- Select a Priority
7. Optional- Select a Creator Id
8. Optional- Select a Responsible Party Id
9. Optional- Select a Column Id
10. Optional- Configure Start Date
11. Optional- Configure Due Date
12. Optional- Configure Use Defaults
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 Task on Teamwork

Description:Create a new task in the backlog. [See the docs here](https://apidocs.teamwork.com/docs/teamwork/cd8948166b1b1-create-a-task)

Version:0.0.1

Key:teamwork-create-task

View on GitHub

Teamwork Overview#

The Teamwork API taps into the power of project management, letting you streamline workflows by automating tasks like creating projects, assigning tasks, tracking time, or updating statuses. With Pipedream, you can effortlessly integrate these capabilities with hundreds of other apps to create custom automations that fit your team's needs, enhancing productivity and ensuring that your projects are always moving forward with the latest information.

Action Code#

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

export default {
  type: "action",
  key: "teamwork-create-task",
  version: "0.0.1",
  name: "Create Task",
  description: "Create a new task in the backlog. [See the docs here](https://apidocs.teamwork.com/docs/teamwork/cd8948166b1b1-create-a-task)",
  props: {
    app,
    projectId: {
      propDefinition: [
        app,
        "projectId",
      ],
    },
    tasklistId: {
      propDefinition: [
        app,
        "tasklistId",
        ({ projectId }) => ({
          projectId,
        }),
      ],
    },
    content: {
      propDefinition: [
        app,
        "content",
      ],
    },
    description: {
      propDefinition: [
        app,
        "description",
      ],
    },
    priority: {
      propDefinition: [
        app,
        "priority",
      ],
    },
    creatorId: {
      propDefinition: [
        app,
        "peopleId",
      ],
      label: "Creator Id",
      description: "The id of the person who created the task",
      optional: true,
    },
    responsiblePartyId: {
      propDefinition: [
        app,
        "peopleId",
      ],
      label: "Responsible Party Id",
      description: "The id of the person who is responsible for the task",
      optional: true,
    },
    columnId: {
      propDefinition: [
        app,
        "columnId",
        ({ projectId }) => ({
          projectId,
        }),
      ],
      optional: true,
    },
    startDate: {
      propDefinition: [
        app,
        "startDate",
      ],
    },
    dueDate: {
      propDefinition: [
        app,
        "dueDate",
      ],
    },
    useDefaults: {
      propDefinition: [
        app,
        "useDefaults",
      ],
    },
  },
  async run ({ $ }) {
    const data = {
      "content": this.content,
      "description": this.description,
      "creator-id": this.creatorId,
      "responsible-party-id": this.responsiblePartyId,
      "priority": this.priority,
      "columnId": this.columnId,
      "start-date": this.startDate,
      "due-date": this.dueDate,
      "use-defaults": this.useDefaults,
    };
    await this.app.createTask(
      this.tasklistId,
      data,
      $,
    );
    $.export("$summary", "Task successfully created");
  },
};

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
Teamwork	`app`	`app`	This component uses the Teamwork app.
Project Id	`projectId`	`string`	Select a value from the drop down menu.
Tasklist Id	`tasklistId`	`string`	Select a value from the drop down menu.
Content	`content`	`string`	The content of the task
Description	`description`	`string`	The description of the task
Priority	`priority`	`string`	Select a value from the drop down menu:`LowMediumHigh`
Creator Id	`creatorId`	`string`	Select a value from the drop down menu.
Responsible Party Id	`responsiblePartyId`	`string`	Select a value from the drop down menu.
Column Id	`columnId`	`string`	Select a value from the drop down menu.
Start Date	`startDate`	`string`	The date the task should start. `yyyymmdd`
Due Date	`dueDate`	`string`	The date the task is due `yyyymmdd`
Use Defaults	`useDefaults`	`boolean`	Use the default values for the task

Action Authentication#

Teamwork uses OAuth authentication. When you connect your Teamwork account, Pipedream will open a popup window where you can sign into Teamwork and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Teamwork API.

Pipedream requests the following authorization scopes when you connect your account:

Create Task with Teamwork API on New or Updated Deal from HubSpot API

Pipedream makes it easy to connect APIs for Teamwork, 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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