Get Attendance Entries with Zoho People 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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Get Attendance Entries with the Zoho People API

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Getting Started#

This integration creates a workflow with a HubSpot trigger and Zoho People 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 Get Attendance Entries action
1. Connect your Zoho People account
2. Configure Start Date
3. Configure End Date
4. Optional- Select a Employee ID
5. Optional- Configure Email ID
6. Optional- Configure Map ID
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#

Get Attendance Entries on Zoho People

Description:This API is used to fetch the shift configuration details of an employee. All the details of the shift, that has been configured to the employee, in the given duration can be fetched using this API. Details include shifts mapped to the employee, start and end time of the shift and holiday, Weekend set for the shift. [See the documentation](https://www.zoho.com/people/api/attendance-shift-details.html)

Version:0.0.1

Key:zoho_people-get-attendance-entries

View on GitHub

Zoho People Overview#

The Zoho People API lets you interface with Zoho People, a human resource management platform. With this API on Pipedream, you can automate HR processes, sync employee data across systems, manage leave records, and more. Use Pipedream's no-code platform to integrate Zoho People with hundreds of other apps for custom workflows that fit your business needs.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import app from "../../zoho_people.app.mjs";
import { convertEmptyToNull } from "../common/add-update-record-common.mjs";

export default {
  type: "action",
  key: "zoho_people-get-attendance-entries",
  name: "Get Attendance Entries",
  version: "0.0.1",
  description: "This API is used to fetch the shift configuration details of an employee. All the details of the shift, that has been configured to the employee, in the given duration can be fetched using this API. Details include shifts mapped to the employee, start and end time of the shift and holiday, Weekend set for the shift. [See the documentation](https://www.zoho.com/people/api/attendance-shift-details.html)",
  props: {
    app,
    sdate: {
      type: "string",
      label: "Start Date",
      description: "The start date of the attendance entry. The format should be `yyyy-MM-dd`",
    },
    edate: {
      type: "string",
      label: "End Date",
      description: "The end date of the attendance entry. The format should be `yyyy-MM-dd`",
    },
    empId: {
      propDefinition: [
        app,
        "empId",
      ],
    },
    emailId: {
      propDefinition: [
        app,
        "emailId",
      ],
    },
    mapId: {
      propDefinition: [
        app,
        "mapId",
      ],
    },
  },
  async run({ $ }) {
    const {
      app,
      ...data
    } = this;

    if (!data.empId && !data.emailId && !data.mapId) {
      throw new ConfigurationError("One of the following fields is required: Employee ID, Email ID, Map ID");
    }
    const res = await app.getShiftConfiguration(convertEmptyToNull(data));
    if (res.error) {
      throw new Error(`Zoho People error response: ${res.error}`);
    }
    $.export("summary", "Attendance entry successfully fetched");
    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
Zoho People	`app`	`app`	This component uses the Zoho People app.
Start Date	`sdate`	`string`	The start date of the attendance entry. The format should be `yyyy-MM-dd`
End Date	`edate`	`string`	The end date of the attendance entry. The format should be `yyyy-MM-dd`
Employee ID	`empId`	`string`	Select a value from the drop down menu.
Email ID	`emailId`	`string`	The email ID of the employee
Map ID	`mapId`	`string`	The mapper ID of the employee

Action Authentication#

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

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

ZOHOPEOPLE.automation.allZOHOPEOPLE.employee.allZOHOPEOPLE.performance.allZOHOPEOPLE.attendance.allZOHOPEOPLE.timetracker.allZOHOPEOPLE.forms.allZOHOPEOPLE.leave.allZOHOPEOPLE.assessment.allZOHOPEOPLE.training.allZOHOPEOPLE.announcement.allZOHOPEOPLE.feeds.allZOHOPEOPLE.dashboard.allZOHOPEOPLE.files.allZOHOPEOPLE.onboarding.allZOHOPEOPLE.integration.all

Get Attendance Entries with Zoho People API on New or Updated Deal from HubSpot API

Pipedream makes it easy to connect APIs for Zoho People, 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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