Find or Create an Order with Workbooks CRM API on Line Item Updated from HubSpot API

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Trigger workflow on

Line Item Updated from the HubSpot API

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Find or Create an Order with the Workbooks CRM API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Workbooks CRM action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Line Item Updated trigger
1. Connect your HubSpot account
2. Configure timer
Configure the Find or Create an Order action
1. Connect your Workbooks CRM account
2. Configure Customer Order Name
3. Select a Assigned To
4. Configure Document Currency
5. Configure Customer Order Date
6. Configure Status
7. Configure Tax Point Date
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#

Line Item Updated on HubSpot

Description:Emit new event each time a line item is updated.

Version:0.0.13

Key:hubspot-line-item-updated

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";

export default {
  ...common,
  key: "hubspot-line-item-updated",
  name: "Line Item Updated",
  description: "Emit new event each time a line item is updated.",
  version: "0.0.13",
  dedupe: "unique",
  type: "source",
  hooks: {},
  methods: {
    ...common.methods,
    getTs(lineItem) {
      return Date.parse(lineItem.updatedAt);
    },
    generateMeta(lineItem) {
      const { id } = lineItem;
      const ts = this.getTs(lineItem);
      return {
        id: `${id}${ts}`,
        summary: `Line Item ID: ${id}`,
        ts,
      };
    },
    isRelevant(lineItem, updatedAfter) {
      return this.getTs(lineItem) > updatedAfter;
    },
    getParams() {
      return {
        limit: 100,
        sorts: [
          {
            propertyName: "hs_lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        object: "line_items",
      };
    },
    async processResults(after, params) {
      await this.searchCRM(params, after);
    },
  },
};

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`

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#

Find or Create an Order on Workbooks CRM

Description:Returns and order if exists otherwise creates a new one.

Version:0.0.1

Key:workbooks_crm-find-or-create-order

View on GitHub

Workbooks CRM Overview#

The Workbooks CRM API unlocks a treasure trove of possibilities for automating customer relationship management tasks. With this API, you can seamlessly sync contact info, manage sales leads, automate follow-up tasks, and build custom reports to unlock actionable insights. Harnessing the power of the Workbooks CRM API on Pipedream allows you to supercharge these functionalities, triggering workflows on custom events, and connecting to numerous other apps to streamline your CRM processes even further.

Action Code#

import app from "../../workbooks_crm.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "workbooks_crm-find-or-create-order",
  name: "Find or Create an Order",
  description: "Returns and order if exists otherwise creates a new one.",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    description: {
      type: "string",
      label: "Customer Order Name",
      description: "The description of this Customer Order.",
    },
    assignedTo: {
      label: "Assigned To",
      description: "A queue that this Customer Order could be assigned to.",
      propDefinition: [
        app,
        "orderQueue",
      ],
    },
    documentCurrency: {
      type: "string",
      label: "Document Currency",
      description: "The currency of this Transaction in [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217) format. E.g. `USD`.",
    },
    documentDate: {
      type: "string",
      label: "Customer Order Date",
      description: "The official date for this Customer Order.",
      default: utils.getCurrentDate(),
    },
    status: {
      type: "string",
      label: "Status",
      description: "The status of this Transaction.",
      default: "DRAFT",
    },
    taxPointDate: {
      type: "string",
      label: "Tax Point Date",
      description: "The date that sales tax will be calculated for this Transaction.",
      default: utils.getCurrentDate(),
    },
  },
  async run({ $: step }) {
    const {
      assignedTo,
      description,
      documentCurrency,
      documentDate,
      status,
      taxPointDate,
    } = this;

    const response = await this.app.getOrder({
      criteria: description,
      field: "description",
    });

    if (response) {
      step.export("$summary", `Customer order was found with ID ${response.id}`);
      return response;
    }

    const creationResponse = await this.app.createOrder({
      step,
      data: {
        assigned_to: [
          assignedTo,
        ],
        description: [
          description,
        ],
        document_currency: [
          documentCurrency,
        ],
        document_date: [
          documentDate,
        ],
        status: [
          status,
        ],
        tax_point_date: [
          taxPointDate,
        ],
      },
    });

    step.export("$summary", `Successfully created customer order with ID ${creationResponse.affected_objects[0].id}`);

    return creationResponse;
  },
};

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
Workbooks CRM	`app`	`app`	This component uses the Workbooks CRM app.
Customer Order Name	`description`	`string`	The description of this Customer Order.
Assigned To	`assignedTo`	`string`	Select a value from the drop down menu.
Document Currency	`documentCurrency`	`string`	The currency of this Transaction in ISO 4217 format. E.g. `USD`.
Customer Order Date	`documentDate`	`string`	The official date for this Customer Order.
Status	`status`	`string`	The status of this Transaction.
Tax Point Date	`taxPointDate`	`string`	The date that sales tax will be calculated for this Transaction.

Action Authentication#

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

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

Find or Create an Order with Workbooks CRM API on Line Item Updated from HubSpot API

Pipedream makes it easy to connect APIs for Workbooks CRM, HubSpot and 2,100+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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