Generate PDF with HTML 2 PDF API on New or Updated Contact from HubSpot API

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New or Updated Contact from the HubSpot API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and HTML 2 PDF 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 Contact 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 one or more Lists
6. Optional- Configure New Only
Configure the Generate PDF action
1. Connect your HTML 2 PDF account
2. Optional- Configure URL
3. Optional- Configure HTML
4. Optional- Configure Header
5. Optional- Configure Footer
6. Optional- Configure Page Offset
7. Optional- Select a Page Size
8. Optional- Select a Orientation
9. Optional- Configure Width
10. Optional- Configure Height
11. Optional- Configure Top Margin
12. Optional- Configure Bottom Margin
13. Optional- Configure Left
14. Optional- Configure Right
15. Optional- Select a Unit
16. Optional- Select a CSS Media Type
17. Optional- Configure Optimize Layout
18. Optional- Configure Lazy Load
19. Optional- Configure Wait Time
20. Optional- Configure CSS
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 Contact on HubSpot

Description:Emit new event for each new or updated contact in Hubspot.

Version:0.0.3

Key:hubspot-new-or-updated-contact

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

export default {
  ...common,
  key: "hubspot-new-or-updated-contact",
  name: "New or Updated Contact",
  description: "Emit new event for each new or updated contact in Hubspot.",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    info: {
      type: "alert",
      alertType: "info",
      content: `Properties:\n\`${DEFAULT_CONTACT_PROPERTIES.join(", ")}\``,
    },
    properties: {
      propDefinition: [
        common.props.hubspot,
        "contactProperties",
        () => ({
          excludeDefaultProperties: true,
        }),
      ],
      label: "Additional properties to retrieve",
    },
    lists: {
      propDefinition: [
        common.props.hubspot,
        "lists",
      ],
      withLabel: false,
      optional: true,
    },
    newOnly: {
      type: "boolean",
      label: "New Only",
      description: "Emit events only for new contacts",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getTs(contact) {
      return this.newOnly
        ? Date.parse(contact.createdAt)
        : Date.parse(contact.updatedAt);
    },
    generateMeta(contact) {
      const { id } = contact;
      const ts = this.getTs(contact);
      return {
        id: this.newOnly
          ? id
          : `${id}-${ts}`,
        summary: `Record ID: ${id}`,
        ts,
      };
    },
    async translateListIds(lists) {
      const listIds = [];
      for (const list of lists) {
        const { listId } = await this.hubspot.translateLegacyListId({
          params: {
            legacyListId: list,
          },
        });
        listIds.push(listId);
      }
      return listIds;
    },
    async isRelevant(contact, updatedAfter) {
      if (this.getTs(contact) < updatedAfter) {
        return false;
      }
      if (this.lists?.length) {
        const { results } = await this.hubspot.getMemberships({
          objectType: "contacts",
          objectId: contact.id,
        });
        const contactListIds = results?.map(({ listId }) => listId) || [];
        const listIds = await this.translateListIds(this.lists);
        for (const list of listIds) {
          if (contactListIds.includes(list)) {
            return true;
          }
        }
        return false;
      }
      return true;
    },
    getParams() {
      const { properties = [] } = this;
      return {
        data: {
          limit: DEFAULT_LIMIT,
          sorts: [
            {
              propertyName: "lastmodifieddate",
              direction: "DESCENDING",
            },
          ],
          properties: [
            ...DEFAULT_CONTACT_PROPERTIES,
            ...properties,
          ],
        },
        object: "contacts",
      };
    },
    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.
Lists	`lists`	`string[]`	Select a value from the drop down menu.
New Only	`newOnly`	`boolean`	Emit events only for new contacts

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#

Generate PDF on HTML 2 PDF

Description:Creates a PDF from a URL or HTML string. [See the documentation](https://www.html2pdf.co.uk/api-documentation)

Version:0.0.1

Key:html_2_pdf-generate-pdf

View on GitHub

HTML 2 PDF Overview#

The HTML 2 PDF API allows you to convert HTML documents to PDFs. In Pipedream, you can integrate this API into workflows to automate document generation tasks. This can be incredibly useful for generating reports, invoices, or any other document where you start with HTML and need a PDF output. You can trigger these conversions with various events – like a new form submission, a scheduled trigger, or even updates in a database.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import fs from "fs";
import {
  PAGE_SIZE_OPTIONS, UNIT_OPTIONS,
} from "../../common/constants.mjs";
import html2Pdf from "../../html_2_pdf.app.mjs";

export default {
  key: "html_2_pdf-generate-pdf",
  name: "Generate PDF",
  description: "Creates a PDF from a URL or HTML string. [See the documentation](https://www.html2pdf.co.uk/api-documentation)",
  version: "0.0.1",
  type: "action",
  props: {
    html2Pdf,
    url: {
      type: "string",
      label: "URL",
      description: "The URL you want to convert to PDF.",
      optional: true,
    },
    html: {
      type: "string",
      label: "HTML",
      description: "The HTML you want to convert to PDF.",
      optional: true,
    },
    header: {
      type: "string",
      label: "Header",
      description: "Header in HTML format.",
      optional: true,
    },
    footer: {
      type: "string",
      label: "Footer",
      description: "Footer in HTML format.",
      optional: true,
    },
    pageOffset: {
      type: "integer",
      label: "Page Offset",
      description: "Number to offset your page number",
      optional: true,
    },
    pageSize: {
      type: "string",
      label: "Page Size",
      description: "The standard page formats.",
      optional: true,
      options: PAGE_SIZE_OPTIONS,
    },
    orientation: {
      type: "string",
      label: "Orientation",
      description: "The page orientation.",
      optional: true,
      options: [
        "portrait",
        "landscape",
      ],
    },
    width: {
      type: "string",
      label: "Width",
      description: "Custom width (overrides 'Page Size').",
      optional: true,
    },
    height: {
      type: "string",
      label: "Height",
      description: "Custom height (overrides 'Page Size').",
      optional: true,
    },
    top: {
      type: "string",
      label: "Top Margin",
      description: "You need one if you want to display a header.",
      optional: true,
    },
    bottom: {
      type: "string",
      label: "Bottom Margin",
      description: "You need one if you want to display a footer.",
      optional: true,
    },
    left: {
      type: "string",
      label: "Left",
      description: "Left margin.",
      optional: true,
    },
    right: {
      type: "string",
      label: "Right",
      description: "Right margin.",
      optional: true,
    },
    unit: {
      type: "string",
      label: "Unit",
      description: "Unit for the custom width, height and margins.",
      optional: true,
      options: UNIT_OPTIONS,
    },
    cssMediaType: {
      type: "string",
      label: "CSS Media Type",
      description: "The layout CSS media type.",
      options: [
        "print",
        "screen",
      ],
      optional: true,
    },
    optimizeLayout: {
      type: "boolean",
      label: "Optimize Layout",
      description: "Set this to **true** if you want us to auto-optimize your layout. This helps static items on your page to only show up once, instead of on every page.",
      optional: true,
    },
    lazyLoad: {
      type: "boolean",
      label: "Lazy Load",
      description: "Set this to **true** if you want our software to wait for content to lazy load.",
      optional: true,
    },
    waitTime: {
      type: "integer",
      label: "Wait Time",
      description: "**Time in milliseconds** that you want our software to wait after the page is loaded. You typically use this when you have long running JavaScript for graphs and tables.",
      optional: true,
    },
    css: {
      type: "string",
      label: "CSS",
      description: "Use custom CSS to overwrite the default styles of your page.",
      optional: true,
    },
  },
  async run({ $ }) {
    if ((!this.url && !this.html) || (this.url && this.html)) {
      throw new ConfigurationError("You must provide either URL or HTML.");
    }
    const response = await this.html2Pdf.createPdf({
      $,
      responseType: "arraybuffer",
      params: {
        url: this.url,
        html: this.html,
        header: this.header,
        footer: this.footer,
        page_offset: this.pageOffset,
        page_size: this.pageSize,
        orientation: this.orientation,
        width: this.width,
        height: this.height,
        top: this.top,
        bottom: this.bottom,
        left: this.left,
        right: this.right,
        unit: this.unit,
        css_media_type: this.cssMediaType,
        optimize_layout: this.optimizeLayout,
        lazy_load: this.lazyLoad,
        wait_time: this.waitTime,
        css: this.css,
      },
    });

    const filePath = `/tmp/${Date.now()}.pdf`;
    fs.writeFileSync(filePath, response);

    $.export("$summary", "Generated PDF is saved at");
    $.export("file_path", filePath);
    return filePath;
  },
};

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
HTML 2 PDF	`html2Pdf`	`app`	This component uses the HTML 2 PDF app.
URL	`url`	`string`	The URL you want to convert to PDF.
HTML	`html`	`string`	The HTML you want to convert to PDF.
Header	`header`	`string`	Header in HTML format.
Footer	`footer`	`string`	Footer in HTML format.
Page Offset	`pageOffset`	`integer`	Number to offset your page number
Page Size	`pageSize`	`string`	Select a value from the drop down menu:`{ "value": "A0", "label": "A0 - 841 x 1189 mm, 33.1 x 46.8 in" }{ "value": "A1", "label": "A1 - 594 x 841 mm, 23.4 x 33.1 in" }{ "value": "A2", "label": "A2 - 420 x 594 mm, 16.5 x 23.4 in" }{ "value": "A3", "label": "A3 - 297 x 420 mm, 11.7 x 16.5 in" }{ "value": "A4", "label": "A4 - 210 x 297 mm, 8.3 x 11.7 in" }{ "value": "A5", "label": "A5 - 148 x 210 mm, 5.8 x 8.3 in" }{ "value": "A6", "label": "A6 - 105 x 148 mm, 4.1 x 5.8 in" }{ "value": "A7", "label": "A7 - 74 x 105 mm, 2.9 x 4.1 in" }{ "value": "A8", "label": "A8 - 52 x 74 mm, 2.1 x 2.9 in" }{ "value": "A9", "label": "A9 - 37 x 52 mm, 1.5 x 2.1 in" }{ "value": "B0", "label": "B0 - 1000 x 1414 mm, 39.4 x 55.7 in" }{ "value": "B1", "label": "B1 - 707 x 1000 mm, 27.8 x 39.4 in" }{ "value": "B2", "label": "B2 - 500 x 707 mm, 19.7 x 27.8 in" }{ "value": "B3", "label": "B3 - 353 x 500 mm, 13.9 x 19.7 in" }{ "value": "B4", "label": "B4 - 250 x 353 mm, 9.8 x 13.9 in" }{ "value": "B5", "label": "B5 - 176 x 250 mm, 6.9 x 9.8 in" }{ "value": "B6", "label": "B6 - 125 x 176 mm, 4.9 x 6.9 in" }{ "value": "B7", "label": "B7 - 88 x 125 mm, 3.5 x 4.9 in" }{ "value": "B8", "label": "B8 - 62 x 88 mm, 2.4 x 3.5 in" }{ "value": "B9", "label": "B9 - 44 x 62 mm, 1.7 x 2.4 in" }{ "value": "B10", "label": "B10 - 31 x 44 mm, 1.2 x 1.7 in" }{ "value": "C5E", "label": "C5E - 163 x 229 mm" }{ "value": "Comm10E", "label": "Comm10E - 105 x 241 mm, U.S. Common 10 Envelope" }{ "value": "DLE", "label": "DLE - 110 x 220 mm" }{ "value": "Executive", "label": "Executive - 7.25 x 10.5 in" }{ "value": "Folio", "label": "Folio - 210 x 330 mm" }{ "value": "Ledger", "label": "Ledger - 17 x 11 in" }{ "value": "Legal", "label": "Legal - 8.5 x 14.0 in" }{ "value": "Letter", "label": "Letter - 8.5 x 11.0 in" }{ "value": "Tabloid", "label": "Tabloid - 11 x 17 in" }`
Orientation	`orientation`	`string`	Select a value from the drop down menu:`portraitlandscape`
Width	`width`	`string`	Custom width (overrides 'Page Size').
Height	`height`	`string`	Custom height (overrides 'Page Size').
Top Margin	`top`	`string`	You need one if you want to display a header.
Bottom Margin	`bottom`	`string`	You need one if you want to display a footer.
Left	`left`	`string`	Left margin.
Right	`right`	`string`	Right margin.
Unit	`unit`	`string`	Select a value from the drop down menu:`{ "label": "Millimeters (Default)", "value": "mm" }{ "label": "Centimeters", "value": "cm" }{ "label": "Inches", "value": "in" }{ "label": "Pixels", "value": "px" }`
CSS Media Type	`cssMediaType`	`string`	Select a value from the drop down menu:`printscreen`
Optimize Layout	`optimizeLayout`	`boolean`	Set this to true if you want us to auto-optimize your layout. This helps static items on your page to only show up once, instead of on every page.
Lazy Load	`lazyLoad`	`boolean`	Set this to true if you want our software to wait for content to lazy load.
Wait Time	`waitTime`	`integer`	Time in milliseconds that you want our software to wait after the page is loaded. You typically use this when you have long running JavaScript for graphs and tables.
CSS	`css`	`string`	Use custom CSS to overwrite the default styles of your page.

Generate PDF with HTML 2 PDF API on New or Updated Contact from HubSpot API

Pipedream makes it easy to connect APIs for HTML 2 PDF, 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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