Create Time Tracking Report with Jibble 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 Time Tracking Report with the Jibble API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Jibble 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 Time Tracking Report action
1. Connect your Jibble account
2. Configure From
3. Configure To
4. Select a Group By
5. Select a Sub Group By
6. Optional- Select one or more Person IDs
7. Optional- Select one or more Project IDs
8. Optional- Select one or more Client IDs
9. Optional- Select one or more Activity IDs
10. Optional- Select one or more Group IDs
11. Optional- Select one or more Location IDs
12. Optional- Select one or more Schedule IDs
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:0.0.3

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: "0.0.3",
  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 Time Tracking Report on Jibble

Description:This is generic endpoint for getting time tracking reports. [See the documentation](https://docs.api.jibble.io/#3115af1a-24a6-4d19-a7e7-08d8c173bb85).

Version:0.0.1

Key:jibble-create-time-tracking-report

View on GitHub

Jibble Overview#

The Jibble API provides programmatic access to Jibble's time and attendance tracking features, allowing you to manage team timesheets, attendance, and work reports. Integrating the Jibble API with Pipedream opens up possibilities for automating routine tasks, syncing data across platforms, and triggering actions based on time tracking events. You can create workflows that respond to specific triggers like clock-ins and clock-outs, or schedule regular data syncs to maintain up-to-date records in other systems.

Action Code#

import options from "../../common/options.mjs";
import app from "../../jibble.app.mjs";

export default {
  name: "Create Time Tracking Report",
  description: "This is generic endpoint for getting time tracking reports. [See the documentation](https://docs.api.jibble.io/#3115af1a-24a6-4d19-a7e7-08d8c173bb85).",
  key: "jibble-create-time-tracking-report",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    from: {
      label: "From",
      type: "string",
      description: "The start date of the report. Format: YYYY-MM-DDTHH:mm:ssZ. Example: `2021-12-20T08:00:00.000Z`",
    },
    to: {
      label: "To",
      type: "string",
      description: "The end date of the report. Format: YYYY-MM-DDTHH:mm:ssZ. Example: `2021-12-20T08:00:00.000Z`",
    },
    groupBy: {
      label: "Group By",
      type: "string",
      description: "The field to group the report by.",
      options: options.GROUP_BY,
    },
    subGroupBy: {
      label: "Sub Group By",
      type: "string",
      description: "The field to sub group the report by.",
      options: options.SUB_GROUP_BY,
    },
    personIds: {
      propDefinition: [
        app,
        "personId",
      ],
      label: "Person IDs",
      type: "string[]",
      description: "The ID of the persons to create the report.",
      optional: true,
    },
    projectIds: {
      propDefinition: [
        app,
        "projectId",
      ],
      label: "Project IDs",
      type: "string[]",
      description: "The ID of the projects to create the report.",
      optional: true,
    },
    clientIds: {
      propDefinition: [
        app,
        "clientId",
      ],
      label: "Client IDs",
      type: "string[]",
      description: "The ID of the clients to create the report.",
      optional: true,
    },
    activityIds: {
      propDefinition: [
        app,
        "activityId",
      ],
      label: "Activity IDs",
      type: "string[]",
      description: "The ID of the activities to create the report.",
      optional: true,
    },
    groupIds: {
      propDefinition: [
        app,
        "groupId",
      ],
      label: "Group IDs",
      type: "string[]",
      description: "The ID of the groups to create the report.",
      optional: true,
    },
    locationIds: {
      propDefinition: [
        app,
        "locationId",
      ],
      label: "Location IDs",
      type: "string[]",
      description: "The ID of the locations to create the report.",
      optional: true,
    },
    scheduleIds: {
      propDefinition: [
        app,
        "scheduleId",
      ],
      label: "Schedule IDs",
      type: "string[]",
      description: "The ID of the schedules to create the report.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      app,
      ...data
    } = this;
    const res = await app.createTimeTrackingReport(data, $);
    $.export("summary", "Time tracking successfully created.");
    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
Jibble	`app`	`app`	This component uses the Jibble app.
From	`from`	`string`	The start date of the report. Format: YYYY-MM-DDTHH:mm:ssZ. Example: `2021-12-20T08:00:00.000Z`
To	`to`	`string`	The end date of the report. Format: YYYY-MM-DDTHH:mm:ssZ. Example: `2021-12-20T08:00:00.000Z`
Group By	`groupBy`	`string`	Select a value from the drop down menu:`DateMemberClientProjectActivity`
Sub Group By	`subGroupBy`	`string`	Select a value from the drop down menu:`NoneDateMemberClientProjectActivity`
Person IDs	`personIds`	`string[]`	Select a value from the drop down menu.
Project IDs	`projectIds`	`string[]`	Select a value from the drop down menu.
Client IDs	`clientIds`	`string[]`	Select a value from the drop down menu.
Activity IDs	`activityIds`	`string[]`	Select a value from the drop down menu.
Group IDs	`groupIds`	`string[]`	Select a value from the drop down menu.
Location IDs	`locationIds`	`string[]`	Select a value from the drop down menu.
Schedule IDs	`scheduleIds`	`string[]`	Select a value from the drop down menu.

Action Authentication#

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

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

Create Time Tracking Report with Jibble API on New or Updated Deal from HubSpot API

Pipedream makes it easy to connect APIs for Jibble, 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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