← HubSpot + Vryno integrations

Create Unique Lead with Vryno API on New or Updated Line Item from HubSpot API

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Trigger workflow on
New or Updated Line Item from the HubSpot API
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Create Unique Lead with the Vryno API
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Getting Started

This integration creates a workflow with a HubSpot trigger and Vryno 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 or Updated Line Item trigger
    1. Connect your HubSpot account
    2. Configure timer
    3. Configure info
    4. Optional- Select one or more Additional properties to retrieve
    5. Optional- Configure New Only
  3. Configure the Create Unique Lead action
    1. Connect your Vryno account
    2. Optional- Configure First Name
    3. Configure Last Name
    4. Optional- Configure Email
    5. Optional- Configure Phone Number
    6. Optional- Configure Company
    7. Optional- Configure Website
    8. Configure Owner Id
    9. Optional- Configure Score
    10. Optional- Configure Expected Revenue
    11. Optional- Configure Number Of Employees
    12. Optional- Configure Billing Address
    13. Optional- Configure Billing City
    14. Optional- Configure Billing State
    15. Optional- Configure Billing Country
    16. Optional- Configure Billing Zipcode
    17. Optional- Configure Shipping Address
    18. Optional- Configure Shipping City
    19. Optional- Configure Shipping State
    20. Optional- Configure Shipping Country
    21. Optional- Configure Shipping Zipcode
    22. Optional- Configure Description
  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 for each new line item added or updated in Hubspot.
Version:0.0.3
Key:hubspot-new-or-updated-line-item

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

export default {
  ...common,
  key: "hubspot-new-or-updated-line-item",
  name: "New or Updated Line Item",
  description: "Emit new event for each new line item added or updated in Hubspot.",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_LINE_ITEM_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "lineItemProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new line items",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(lineItem) {
      return this.newOnly
        ? Date.parse(lineItem.createdAt)
        : Date.parse(lineItem.updatedAt);
    },
    generateMeta(lineItem) {
      const { id } = lineItem;
      const ts = this.getTs(lineItem);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: `Line Item ID: ${id}`,
        ts,
      };
    },
    isRelevant(lineItem, updatedAfter) {
      return this.getTs(lineItem) > updatedAfter;
    },
    getParams() {
      const { properties = [] } = this;
      return {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "hs_lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_LINE_ITEM_PROPERTIES,
            ...properties,
          ],
        },
        object: "line_items",
      };
    },
    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.
LabelPropTypeDescription
HubSpothubspotappThis component uses the HubSpot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Additional properties to retrievepropertiesstring[]Select a value from the drop down menu.
New OnlynewOnlyboolean

Emit events only for new line items

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 unique lead in the Vryno system, ensuring no duplication of lead details. [See the documentation](https://vrynotest.ti2.in/docs/api-documentation/how-to-create-a-record-in-any-module-in-vryno-crm/)
Version:0.0.1
Key:vryno-create-unique-lead

Vryno Overview

The Vryno API provides functionality to access a platform that specializes in various services including but not limited to real estate, healthcare, and educational services. By integrating this API into Pipedream workflows, developers can automate interactions and data exchanges between Vryno and other platforms, enhancing efficiency and enabling innovative service delivery models.

Action Code

import { ConfigurationError } from "@pipedream/platform";
import vryno from "../../vryno.app.mjs";

export default {
  key: "vryno-create-unique-lead",
  name: "Create Unique Lead",
  description: "Creates a unique lead in the Vryno system, ensuring no duplication of lead details. [See the documentation](https://vrynotest.ti2.in/docs/api-documentation/how-to-create-a-record-in-any-module-in-vryno-crm/)",
  version: "0.0.1",
  type: "action",
  props: {
    vryno,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The lead's first name.",
      optional: true,
    },
    name: {
      type: "string",
      label: "Last Name",
      description: "The lead's last name.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The lead's email.",
      optional: true,
    },
    phoneNumber: {
      type: "string",
      label: "Phone Number",
      description: "The lead's phone number.",
      optional: true,
    },
    company: {
      type: "string",
      label: "Company",
      description: "The company the lead works for.",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "The lead's website.",
      optional: true,
    },
    ownerId: {
      type: "string",
      label: "Owner Id",
      description: "The user Id related to the lead.You can find the user IDs in your account -> settings -> users & controls -> users, click on some user and the ID will be in URL.",
    },
    score: {
      type: "integer",
      label: "Score",
      description: "The lead's score.",
      optional: true,
    },
    expectedRevenue: {
      type: "integer",
      label: "Expected Revenue",
      description: "Expected revenue for the lead.",
      optional: true,
    },
    numberOfEmployees: {
      type: "integer",
      label: "Number Of Employees",
      description: "Number of employees at the lead company.",
      optional: true,
    },
    billingAddress: {
      type: "string",
      label: "Billing Address",
      description: "The lead's billing address.",
      optional: true,
    },
    billingCity: {
      type: "string",
      label: "Billing City",
      description: "The lead's billing city.",
      optional: true,
    },
    billingState: {
      type: "string",
      label: "Billing State",
      description: "The lead's billing state.",
      optional: true,
    },
    billingCountry: {
      type: "string",
      label: "Billing Country",
      description: "The lead's billing country.",
      optional: true,
    },
    billingZipcode: {
      type: "string",
      label: "Billing Zipcode",
      description: "The lead's billing zipcode",
      optional: true,
    },
    shippingAddress: {
      type: "string",
      label: "Shipping Address",
      description: "The lead's shipping address.",
      optional: true,
    },
    shippingCity: {
      type: "string",
      label: "Shipping City",
      description: "The lead's shipping city.",
      optional: true,
    },
    shippingState: {
      type: "string",
      label: "Shipping State",
      description: "The lead's shipping state.",
      optional: true,
    },
    shippingCountry: {
      type: "string",
      label: "Shipping Country",
      description: "The lead's shipping country.",
      optional: true,
    },
    shippingZipcode: {
      type: "string",
      label: "Shipping Zipcode",
      description: "The lead's shipping zipcode",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "A brief description about the lead.",
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.email && !this.phoneNumber) {
      throw new ConfigurationError("You must provide at least either **Email** or **Phone Number**.");
    }
    const duplicateCheck = await this.vryno.post({
      data: {
        query: `query {
          fetchLead(filters:[${this.email
    ? `{name: "email", operator:"eq",value:["${this.email}"]},`
    : ""}${this.phoneNumber
  ? `{name: "phoneNumber", operator:"eq",value:["${this.phoneNumber}"]}`
  : ""}],
  expression:"( ( a ) and b)"){
                code
                status
                message
                messageKey
                count
                data {
                  id
                } 
            }
        }`,
      },
    });

    if (duplicateCheck.data?.fetchLead?.data?.length) {
      $.export("$summary", "A lead with the same email and phone number already exists.");
      return duplicateCheck.data;
    }

    const {
      vryno,
      ...data
    } = this;

    let query = `mutation {
      createLead(input: {
        `;

    for (const [
      field,
      value,
    ] of Object.entries(data)) {
      query += `${field}:`;
      if ([
        "score",
        "expectedRevenue",
        "numberOfEmployees",
      ].includes(field)) {
        query += ` ${value}
        `;
      } else {
        query += ` "${value}"
        `;
      }
    }

    query += `}) {
        code
        message
        status
        messageKey
        data {
          id
        }
        errors
      }
    }`;

    const response = await vryno.post({
      $,
      data: {
        query,
      },
    });

    if (response.data.createLead.code != 200) {
      throw new ConfigurationError(response.data.createLead.message);
    }

    $.export("$summary", `Successfully created new lead with Id: ${response.data.createLead.data.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
VrynovrynoappThis component uses the Vryno app.
First NamefirstNamestring

The lead's first name.

Last Namenamestring

The lead's last name.

Emailemailstring

The lead's email.

Phone NumberphoneNumberstring

The lead's phone number.

Companycompanystring

The company the lead works for.

Websitewebsitestring

The lead's website.

Owner IdownerIdstring

The user Id related to the lead.You can find the user IDs in your account -> settings -> users & controls -> users, click on some user and the ID will be in URL.

Scorescoreinteger

The lead's score.

Expected RevenueexpectedRevenueinteger

Expected revenue for the lead.

Number Of EmployeesnumberOfEmployeesinteger

Number of employees at the lead company.

Billing AddressbillingAddressstring

The lead's billing address.

Billing CitybillingCitystring

The lead's billing city.

Billing StatebillingStatestring

The lead's billing state.

Billing CountrybillingCountrystring

The lead's billing country.

Billing ZipcodebillingZipcodestring

The lead's billing zipcode

Shipping AddressshippingAddressstring

The lead's shipping address.

Shipping CityshippingCitystring

The lead's shipping city.

Shipping StateshippingStatestring

The lead's shipping state.

Shipping CountryshippingCountrystring

The lead's shipping country.

Shipping ZipcodeshippingZipcodestring

The lead's shipping zipcode

Descriptiondescriptionstring

A brief description about the lead.

Action Authentication

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

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

openidvryno_offline_access

About Vryno

Powerful CRM System for a Fraction of Price. Vryno is a powerful CRM system that has been meticulously crafted to cater to the evolving needs of modern businesses.

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